Home About Us Risk Analysis Insights Client Login Contact ALL VIDEOS Retirement and Quality of Life Asking the right questions about how you can save money for retirement without sacrificing your quality of life. Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors. 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. The Wild West of Data Theft Learn about cyber liability insurance in this entertaining video. Supporting Local Business In a Crisis Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video. Risk Tolerance: What’s Your Style? Learn about what risk tolerance really means in this helpful and insightful video. Retiring in a Post-Pandemic World Imagine your ideal post-pandemic retirement with this animated video. Dreaming Up an Active Retirement When you retire, how will you treat your next chapter? Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here. Stay Safe with a B.O.P. At Your Back Learn about the advantages of Business Owner Policies with this highly educational and fun animated video. The Long Run: Women and Retirement For women, retirement strategy is a long race. It’s helpful to know the route. When Markets React When markets shift, experienced investors stick to their strategy. No Cash, No Checks, No Problem Peer-to-peer payment apps are one of the newest ways to send money. Preparing For the Ultimate Vacation Make your retirement as exciting as your next vacation. Don't Buy The Hype There are a lot of misconceptions about Social Security. Here’s the truth about three of them. Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow. Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money. 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 The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose? Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent. Saving for College 101 Here’s a crash course on saving for college. The Latte Lie and Other Myths Check out this video to begin separating fact from fiction. It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio. The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Consider These 3 Things Before Driving Off the Lot There are a few things to consider when buying or leasing your next vehicle. It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Forecast The market is as unpredictable as the weather. We’d love to help you prepare. Retirement Redefined Around the country, attitudes about retirement are shifting. Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards. Investments You’ve made investments your whole life. Work with us to help make the most of them. Surprises Making the most of surprises is a great reason to work with us. Extended Care: A Patchwork of Possibilities What is your plan for health care during retirement? Coaches Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. From Boats to Brokers From the Dutch East India Company to Wall Street, the stock market has a long and storied history. Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering. Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds. The Fed and How It Got That Way Here is a quick history of the Federal Reserve and an overview of what it does. 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 Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff? Bursting the Bubble Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst? Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home What if instead of buying that vacation home, you invested the money? 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 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. What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe. 16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up. The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer. Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now. Emerging Market Opportunities What are your options for investing in emerging markets? Global and International Funds Investors seeking world investments can choose between global and international funds. What's the difference? Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity. The Business Cycle How will you weather the ups and downs of the business cycle? 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. A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? The Richest Man in Babylon In good times and bad, consistently saving a percentage of your income is a sound financial practice. What Smart Investors Know Savvy investors take the time to separate emotion from fact. The Power of Compound Interest Learn how to harness the power of compound interest for your investments. Should You Invest in Exchange Traded Funds? There are hundreds of ETFs available. Should you invest in them? 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 A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? 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 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. What Can a Million Dollars Buy You? $1 million in a diversified portfolio could help finance part of your retirement. 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. Social Security: By the Numbers Here are five facts about Social Security that might surprise you. To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications. Rightsizing for Retirement What does your home really cost? Making Your Tax Bracket Work Have you explored all your options when it comes to managing your taxable income? Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Choosing a Mortgage Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. The Other Sure Thing Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? The Power of Tax-Deferred Growth Why are 401(k) plans, annuities, and IRAs so popular? Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. 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