Videos

End-of-Life Planning

Markets in Context: Part 2

Part 2 of Markets in Context shows us how the average investor's return compares to the market and where they go wrong. Check this out...

Markets in Context: Part 1

What does history show us about market cycles and returns? Most often, despite the downturns, the year ends positive! Using data to put...

Know Your Investments

How do you choose stocks? If you don't really know what you're buying, you're just rolling dice Here are some of the things that we look...

Financial Planning for Charitable Giving

Do you have a heart for charitable giving? Just like growing your money requires planning, so does giving it away. If you want to know...

Inflation

Inflation: What does it mean for financial markets and how do you fight it? If you don't have a plan to outpace inflation, we can help!

Navigating Current Conflict

Do you know what to do when global conflict causes disruption in the market?? Check out this video to find out two important actions you...

Financial Media: Getting Rich Off of Misguided Advice

The goal of financial media is not to give you sound advice. It's to grab your attention. When making your financial decisions, it's...

Perils of Trying to Time the Market

Best way to outsmart the market?.. By having a plan and sticking to it! If you have questions about your current financial strategy or...

Interview with Coldwell Banker Evenbay Real Estate: Cash Sale Home Buying