Politics & Your Investments
The importance of keeping politics out of your investment portfolio.
September 2024 Economic & Market Update
Today's video is a short economic and market update
A.I. Fraud Prevention, Part 1
In the first video of a two-part series, we are going to discuss A.I. fraud, how to spot it, and some best practices to avoid falling prey to it.
Selecting Charities
In this video we discuss items to consider when identifying the right charities to support.
Longevity Planning
In this video, we discuss financial risks associated with human longevity.
December 2023 Economic Update & Happy New Year
In this video we provide a short update on the economy as we look towards 2024.
November 2023 Market Update & Outlook
In this video we provide a short update on the markets and share our economic outlook for the next few quarters.
Decades of Change
In this video, we discuss three significant changes within the world of investing and personal finance and the impact these changes have on the mindset of investors. Two of these changes have created incredible challenges for investors and advisors alike, while one aids in addressing those challenges.
Financial Well-Being: Gratitude
Our previous videos have been focused on the markets, the economy, and the noisy environment we are currently in, which we do not see quieting down any time soon. As a departure from that, we thought it would be enjoyable and prudent to take a look at another facet of financial well-being: gratitude.
Market Update & Outlook - Q3 2023
As we head into the end of summer, we want to share a short video with our thoughts on the current economic and investment environment. During the video we will share a high-level overview of what we see happening with the US economy, the markets and what we see occurring over the next few quarters.
Market Update & Outlook - Q1 2023
With the first quarter of the year having just ended, we are pleased to share our first practice specific video since our team’s transition to Janney Montgomery Scott, LLC in December 2022. During this video we will share a high-level overview of what we see happening with the US economy, the markets and what we see occurring going into the middle of the year.
