Videos

Interest Rates & Fixed Income

Posted on August 3, 2015
How does a rise in interest rates impact your fixed income investments? Should you consider reducing fixed income in your investment portfolio to decrease your exposure to risk?

Overcoming Emotional Investing Habits

Posted on July 28, 2015
Why do some investors underperform the market indices? What are some common habits you can follow to put the odds in your favor of having a better expected investment experience?

Who Wants To Be A 401(k) Extraordinaire?

Posted on June 15, 2015
Is it realistic to reach 401(k) extraordinaire status in your 401(k) account? Watch this video for tips others have followed to maximize their 401(k) retirement plans. Contact us regarding your 401(k) retirement plan.

Is Your Advisor A Fiduciary?

Posted on March 4, 2015
A fiduciary is an advisor whom is required to make decisions in your best interest and is not conflicted by fees he or she receives when giving financial advice. Watch this video for important tips that may help you determine if your advisor is a fiduciary.

Maximizing Social Security

Posted on October 1, 2014
Are you maximizing your Social Security benefits? Watch this video for insightful tips you should consider along with 3 important questions you should ask your advisor in order to create a customized strategy based on your unique needs.
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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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