Additional Videos
Property Management
Happy Financial Planning Month! This week, we are focusing on property management. Chris talks about a few of the resources we have available to keep you informed
The Value of Financial Planning
We are beyond excited that October is Financial Planning Month! We have a great series of videos and blogs. Each week we have a new topic hosted by our partners. It’s going to be a fun month! This week Jason Farris is discussing the value of financial planning.
5 Questions To Ask Yourself When Interviewing An Advisor
For many of us, interviewing and hiring someone is not a common occurrence and it can be overwhelming. Finding the right financial advisor for your specific needs may require interviewing several people. Before you get started Jason Farris outlines 5 important questions you should ask BEFORE meeting with an advisor.
Alphabet Soup – What Do All Those Letters Really Mean?
Have you noticed all those letters behind your advisor’s name? Knowing what the designations mean can help you better understand your advisor’s education background and skill set. Charlie Kerwood goes over some of the common designations you may see.
Reclaiming Charitable Deductions
For people who are charitably inclined, Jason Farris discusses why it would be beneficial to bundle charitable contributions when tax time comes around
2018 Q2 Investment Report
Last quarter the markets rebounded from quarter 1. Our chief investment officer provides insight on geopolitical issues, the economy and interest rate increases