Video Resources

Remember who cared for you growing up? Moms and Dad’s kissed our boo-boos and rocked us to sleep after nightmares. That’s what great parents do. The roles reverse: Today, we are grown with our own families. Many of you have professional careers that took years to establish, domestic responsibilities with…

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Individual Retirement Accounts (IRA) were introduced in 1974 and continue to be one of the most popular vehicles for retirement savings. They are relatively straightforward and almost anyone can benefit from IRA’s, though they are quite simple. However, these seemingly ubiquitous retirement accounts have experienced some major modifications in recent…

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Homebuyers often misunderstand how the Federal Reserve affects traditional mortgage rates. Here is the reality: the Federal Reserve does not set mortgage rates. Instead, it determines the federal funds rate, which in turn impacts shorter-term and variable interest rates. When the federal funds rate is cut, it becomes less expensive…

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I get why the concept of buying property within an IRA is intriguing, not to mention IRA’s are usually an investor’s primary source of investable funds. So far, so good, right? Everything seems logical and the IRS allows the purchase of physical real estate within a property structured self-directed IRA….

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Boomers are facing longer life expectancies than any generation.  Experts tell us this group will need to plan for retirement that could last more than 30 years. An entire generation is feeling the squeeze of retirement costs, increasing life expectancy and the balance of not outliving their retirement nest egg. …

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We Are Talking Money Live hosts, Phil and Sarah, continue on the final part of the 3 part series of “Wealth Management in a Digital World.” As always the broadcast starts with their weekly wine series and discusses how to read a wine labels. We Are Talking Money Live then…

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Misconceptions that will drive people towards Robo: A financial advisor just offers stock picks and executes transactions When surveyed, only 38% of millennials even know what a financial advisor does Stems from an excessive amount of choice – FINRA currently lists over 200 designations Advisors are only for the rich…

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We’re playing our version of MythBusters. This is the beginning of a series on Financial Planning and Wealth Management in a Digital World (AKA- Robo Advisors) and why they’ll never take our place. Are we biased? Yes and rightfully so. What is a Robo Advisor? They first started popping up…

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We have a saying around the firm of sticking to the basics or returning to basics. The same can be the foundation for estate planning. There’s 4 documents we recommend every client have. Basic Will – this details your asset distribution at death. You will name and executor in this…

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The Fed provided a dire forecast for the economy, indicating monetary policy will remain very easy for some time. In particular, Chairman Powell noted, “the path ahead is both highly uncertain and subject to significant downside risks.” He also highlighted the ways a deep and long recession could harm long-term growth…

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FOMO or the FEAR OF MISSING OUT is nothing new – in fact, this emotion is permanently linked to the core of human nature. It is not limited to investing, rather, FOMO is omnipresent and particularly so when it comes to things which are quantifiable – think of the cliché…

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Hands down the most common scenario we play out for clients is debt. 10 times out of 10 they get that paying off credit card debt is step one. That’s never the issue, however when it comes to low interest debt on things such as homes-businesses- specialized degrees, it’s another…

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