Our Video Library
We have curated a wide spectrum of videos that offer you information about our firm’s approach, market commentaries, detailed explanations of several of the financial strategies we use, and more.
Who We Are
Our Approach and Style
Women in Investing
Busy Professionals
Handling an Inheritance
Small Business Owners
Socially Responsible Investing
*Jon Hale, “U.S. ESG Funds Outperformed Conventional Funds in 2019,” Morningstar, April 2020
Wealth Management
Your Credit Profile:
New Protections
Help Consumers
3 Potential Benefits of Dollar-Cost Averaging
Women and Money: Taking Charge of Your Financial Future
Whealthcare
Having the Conversation
Estate Planning Documents You Need
Senior Housing Options
Planning Ahead for Long-Term Care Expenses
Retirement Planning
Retirement Savings: Challenges for Women
Why Participate in Your Employer’s Retirement Savings Plan?
Education Savings
College Net Price Calculators
Tax Planning
The Tax Benefits of Retirement Plan Participation
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