Broker Check

Educational Videos

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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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.
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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.
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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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The Business Cycle

How will you weather the ups and downs of the business cycle?
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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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Saving for College 101

Here’s a crash course on saving for college.
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