Annuities Here, Annuities There… Buyer Beware!
With interest rates still near historic lows, and stock market volatility near all-time highs, it’s little wonder that fixed indexed annuities are being hyped to
May 22, 2019
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.
February 20, 2019
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
January 23, 2019
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
December 20, 2018
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
August 31, 2018
All You Need to Know About Investing
Investing is a great way to increase your net worth and reach your financial goals. However, there are numerous risks involved with investing in the
May 1, 2018
Don’t Confuse Income With Cashflow
You would think that terms like income, earnings and cashflow would be simple. In a certain sense, they are “simple” because each has a relatively
January 15, 2018
The Essentials of Pensions, 401Ks, IRAs and Roths
Retirement and investment terms can be confusing; their names rarely give an accurate description of what they are, and most of our friends and neighbors
October 16, 2017
Bench Talk: Why Do We Invest?
https://player.vimeo.com/video/186024916 Why Do We Invest? Investing is risky so why do it? The reason is inflation. Inflation is simply the rising cost of goods and
October 11, 2016
Bench Talk: Breaking Bad Behaviors
https://player.vimeo.com/video/150986792 Breaking Bad Behaviors This Bench Talk is all about breaking bad behaviors. More specifically, behaviors that get us in trouble when it comes to
January 7, 2016
