Video SeriesKnowledge

The Value of Advice - 5 part video series

The following videos help you understand the value we can provide.  Each video is no more than 2 minutes in length.

1 - Do I need a financial Advisor?
2 - Asset Allocation
3 - Cost Control
4 - Maintenance
5 - Coaching

Six Steps of Successful Investing - 6 part video series

While our Investment Philosophy goes much deeper, the following videos provide a sensible and consistent methodology that can be applied to investing.  Each video is no more than 2 minutes in length.

1 - Accept the Price
2 - Beware of Market Gurus
3 - Control your Costs
4 - Spread your Risk
5 - Be Disciplined
6 - Stay Balanced

The Basics of Investing - 3 part video series

1 - Types of Asset Classes
2 - What are the different types of Risk?
3 - How predictable are market returns