Retirement Accounts 101
Retirement accounts and Investment accounts allow people to get the best of both worlds when investing for their future. Both retirement and investment accounts
Financial Wisdom and Fee Only Advice
https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we
How to Become a Millionaire
https://player.vimeo.com/video/331107939 Do You Want To Be A Millionaire? Do you want to be a millionaire? Of course, that’s a silly question because most people would
This is the Value of Fee-Only Advice
https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we
Stocks and Bonds Diversification
https://player.vimeo.com/video/318364502 Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a client, we need to have some form of predictability.
What Are Bonds and Why Own Them?
https://player.vimeo.com/video/313046297 Companies have the ability to raise money in a lot of different ways. If they want to let investors own a part in their
What Are Stocks and Why Own Them?
https://player.vimeo.com/video/307137257So, what are stocks? A stock is in simple terms, a piece of paper stating that you own a share of a company. But what
You Need A Solid Financial Plan
https://player.vimeo.com/video/299509435 You Need a Solid Financial Plan Here’s a quick recap of the importance of having a solid financial plan. Some of you will remember
What Makes Fee-Only Different?
https://player.vimeo.com/video/137504719 Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors, using a lot of different names to describe what
Bench Talk: 5 Things You Can Do
https://player.vimeo.com/video/221493105 5 Things You Can Do Today There is an old saying, part of Isacc Newton’s first law of motion, that states, “a body in
