[Video] How a Financial Advisor Helps You Make Progress

November 11, 2020

[Video]How a Financial Advisor Helps You Make Progress|   Can you think of someone that has helped you make progress in the past? We all have those people who have helped us grow at some point in our lives. As financial planners that is what we hope to do as well for you.

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[Video] Update Your Monthly Contribution(s)

November 2, 2020

[Video]Update Your Monthly Contribution(s)| Did you know the maximum amount that can be contributed to retirement accounts can change from year to year?  It’s true.  And taking advantage of these contribution limit increases can make a big impact over your working career.

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[Video] Asset Location

October 19, 2020

[Video]Asset Location| Today we are going to talk about one of the silent killers of investment performance, taxes.  Taxes are a fact of life and we can’t avoid them forever.  However, we can be strategic about when incurred so that it doesn’t negatively affect our finances any more than necessary.

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[Video] Saving Strategies for High Income Earners

October 5, 2020

[Video]Saving Strategies for High Income Earners| One of the biggest questions we get from high earning business owners and corporate executives is; how can I be saving more money? Here are a few options to think about!

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[Video] Investment Portfolio Rebalancing: Passive vs. Active

July 29, 2020

[Video] Investment Portfolio Rebalancing: Passive V.S. Active | One of the most important parts of investing your money for long-term goals such as retirement is to make sure you are rebalancing your portfolios often so they are on track and you are not taking on too much risk or too little risk with your investments.

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[Video] Investing: Consolidate Old Retirement Accounts When It Makes Sense

April 3, 2020

ROBERT STOLL, CFP®, CFA® [Video] Investing: Consolidate Old Retirement Accounts When It Makes Sense In today’s economy it is very common for people to change jobs often as they look to advance their career. While there is a lot of benefit from that from a jobs growth standpoint, what can happen often is as you switch jobs,…

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