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educational videos
Timely Topics
Fundamentals of Finance
Market Related
Financial Wellness
Financial Psychology
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Retirement
Educational Series
For Younger Generations
Timely Topics
Fundamentals of Finance
Market Related
Financial Wellness
Financial Psychology
Newsletter
Economic Outlook
Retirement
Educational Series
For Younger Generations
What Are You focusing On | The Waves or The Horizon?
WATCH VIDEO »
09/09/2025
Use MattGPT Instead of ChatGPT
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09/09/2025
Are Your Roots Being Damaged?
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07/18/2025
Avoid the BIG MISTAKE!
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07/07/2025
Tired of All That Mail? Here’s What You Can Do
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07/07/2025
Planning for the Big Stuff—and the Churros
WATCH VIDEO »
05/30/2025
The Power of Fundamentals – Why Basics Matter in Life & Investing
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05/30/2025
Our Hands Are on The Wheel
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05/16/2025
How Financial Scammers Are Targeting Investors
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05/09/2025
Investing in Knowledge Today, for Your Wealth Tomorrow
WATCH VIDEO »
05/02/2025
Are You Misjudging Risk?
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04/04/2025
Why Market Dips Don’t Mean Disaster
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04/04/2025
Chess vs. Checkers in Investing
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04/04/2025
The Power of Playing Devil’s Advocate in Investing
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04/04/2025
An Important Financial Lesson from the Top of Crystal Mountain
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02/03/2025
Look who is in the latest copy of Barron’s!
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01/24/2025
Let’s Talk Cryptocurrency!
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01/22/2025
Scary Headlines Make Me Chuckle
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12/20/2024
Have we given you enough confidence in your financial future?
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11/13/2024
Is A Money Market Account The Best Place To Keep Your Money?
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10/30/2024
If You Know What You Know… Why Do You Do What You Do?
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10/30/2024
Is the value we provide worth the cost?
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08/01/2024
Prevention Vs. Cure
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05/24/2024
Struggle Creates Strength
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05/24/2024
The Danger Lies In The Trek Down The Mountain
WATCH VIDEO »
05/21/2024
Let’s talk politics
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05/21/2024
Tax Deadline Reminder & Contribution Limits Updated
WATCH VIDEO »
05/17/2024
We have a service that works like a GPS
WATCH VIDEO »
05/16/2024
Are Bonds Broken?
WATCH VIDEO »
09/22/2023
Are you ready if tragedy strikes?
WATCH VIDEO »
08/25/2023
Shoulda, Coulda, Woulda
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08/25/2023
Thoughts On The Debt Ceiling
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06/16/2023
Negative affects of Investment Concentration
WATCH VIDEO »
03/08/2023
The Year of the Unicorn
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03/08/2023
2023 Retirement Contribution Updates
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03/08/2023
Where The Market Goes After It Hits The Bottom
WATCH VIDEO »
11/11/2022
What If I suggested We Get Out of The Market?
WATCH VIDEO »
11/11/2022
Unscientific Science
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11/04/2022
How a Market Correction Can Benefit You
WATCH VIDEO »
09/27/2022
Is This The Recession We Have been Waiting For?
WATCH VIDEO »
09/07/2022
Beware Of Phone Scams
WATCH VIDEO »
09/07/2022
Membership has its privileges
WATCH VIDEO »
08/12/2022
Succeeding with Energy and Authenticity
WATCH VIDEO »
08/04/2022
A Brief Discussion About I Bonds
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07/27/2022
Is now a good time to sell and move to cash?
WATCH VIDEO »
07/27/2022
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