Category: Educational Videos

Filter Video by:
    Divorce & Finances

    Videos

    Divorce & Finance

    Watch the video below to learn about the 6 most common financial divorce mistakes and how to avoid them. Read more

    3 Reasons To Consider Long-Term Care Coverage

    Videos

    3 Reasons To Consider Long-Term Care Coverage

    Many are surprised to learn that Medicare doesn’t cover long-term nursing facilities or in-home care. Long-term care insurance can help offset these high costs. Looking for guidance? Watch the video below to learn 3 reasons to consider long-term care coverage and see how a financial advisor could help. Read more

    Videos

    How Millennials Can Pursue Financial Success

    Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to learn how a trusted financial advisor can help. Read more

    Life and Money

    Videos

    Life & Money

    We view your wealth as a tool to help you get the things you want out of life. How do you prioritize spending versus saving? Watch this video to learn how these decisions can impact your long-term goals. Read more

    Videos

    Diversified Growth

    Watch this video to learn about the Diversified Growth strategy. Read more

    Videos

    Diversified Tactical

    Watch this video to learn about the Diversified Tactical Strategy. Read more

    Videos

    All Seasons

    Check out this video to learn about this strategy. Read more

    Videos

    Estate Planning

    Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan. Read more

    Videos

    Financial Fitness

    Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.
    Read more

    Videos

    Passive vs. Active Management

    As an investor, would you prefer a passive advisor who offers a cookie-cutter solution simply because it’s cheaper and easier or one who actively selects the most suitable investments to include in your portfolio?

    Read more