ALL VIDEOS

RE: Retirement

RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two?

18 Years Worth of Days

18 Years Worth of Days The average retirement lasts for 18 years. Are you prepared to fill that many days?

Bridging the Confidence Gap

Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Cost of Procrastination

The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Forecast

Forecast The market is as unpredictable as the weather. We’d love to help you prepare.

Acres of Diamonds

Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards.

Investments

Investments You’ve made investments your whole life. Work with us to help make the most of them.

Surprises

Surprises Making the most of surprises is a great reason to work with us.

Coaches

Coaches Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

From Boats to Brokers

From Boats to Brokers From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

How to Retire Early

How to Retire Early Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Keeping Up with the Joneses

Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Bursting the Bubble

Bursting the Bubble Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Should You Ever Retire?

Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

An Arm and a Leg

An Arm and a Leg A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Global and International Funds

Global and International Funds Investors seeking world investments can choose between global and international funds. What's the difference?

The Good Ship IPO

The Good Ship IPO The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Business Cycle

The Business Cycle How will you weather the ups and downs of the business cycle?

The Rule of 72

The Rule of 72 Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Richest Man in Babylon

The Richest Man in Babylon In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Where Is the Market Headed?

Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Retiring the 4% Rule

Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Ready for Retirement?

Ready for Retirement? Are you ready for retirement? Here are five words you should consider.

Should I Invest in Gold?

Should I Invest in Gold? Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Estate Management 101

Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Women and Retirement

Women and Retirement Women must be ready to spend, on average, more years in retirement than men.

Your DNA Test

Your DNA Test If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

To Buy or Not to Buy

To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications.

The Facts About Income Tax

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Choosing a Mortgage

Choosing a Mortgage Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Other Sure Thing

The Other Sure Thing Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Perception vs Reality

Perception vs Reality There’s an alarming difference between perception and reality for current and future retirees.

Events on Wall Street

Events on Wall Street Can successful investors predict changes in the markets? Some can but others miss the market’s signals.