Stocks

Videos

The videos below cover topics that are recurring discussions we have with our clients, along with others that may not come up frequently but that we believe may be of interest to you.

Post- Covid Investing

While Coronavirus is continuing to work its way through the Worlds population, improved therapeutics and a vaccine on the horizon have encouraged us to plan for life and investing strategies post-Corona.

Employer Allocation

One issue which can have a Profound impact on Your Financial Future, is the amount of Your overall WEALTH invested in your Employer.  In this video we address some of the concerns about why this is something you should think about at length.

Mortgages and Refinancing

Mortgages and Refinancing in Today's Economy

In today's environment, mortgage rates are incredibly low.  In this video we discuss what we believe to be a generational type opportunity for current and potential home buyers.

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