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
Is Your Advisor an Eeyore?
https://player.vimeo.com/video/219585253 Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve all run into that person – the “Eeyores” of
