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-Video

     

    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-Video

    Your Credit Profile:
    New Protections
    Help Consumers

     

    3-Potential-Benefits-of-Dollar-Cost-Averaging-Video

    3 Potential Benefits of Dollar-Cost Averaging

     

    Women-and-Money-Video

    Women and Money: Taking Charge of Your Financial Future

     

    Whealthcare Planning

     

     

    Having the Conversation

     

     

    Estate Planning Documents You Need

     

     

    Senior Housing Options

     

     

    Planning Ahead for Long-Term Care Expenses

     

    Retirement Planning

     

    Retirement-Savings-For-Women-Video

    Retirement Savings: Challenges for Women

     

    Why-Participate-In-Your-Employers-Retirement-Savings-Plan

    Why Participate in Your Employer’s Retirement Savings Plan?

     

    Education Savings

     

    College-Net-Price-Calculators-Video

    College Net Price Calculators

     

    Tax Planning

     

    Tax-Benefits-Of-Retirement-Plan-Participation-Video

    The Tax Benefits of Retirement Plan Participation