VIDEOS

Investment Advisory

 

Divorce Advisory

 

Example 401(k) Plan Intro

 

Top 50 Fastest Growing RIA

 
 
 
THE FOUNDATIONS OF INVESTING

This is a series of whiteboard-animation videos that walks you through the foundations of investing. We use the example of investing in a 401k, but the principles can be applied regardless of the account you are using.

1. Stocks, Bonds, & Funds

 

2. Be Diversified

 

3. Power of the Market

 

4. Asset Allocation

 

5. The Proven Strategy

 

6. Stick w/ the Plan