Sep 24 How to Prepare for an Unexpected Market Drop In our video, How to Prepare for an Unexpected Market Drop, we talk about how to avoid reacting emotionally and start thinking rationally wh
May 26 How Trump, Biden, and COVID-19 May Affect Your Investment Portfolio Guest speaker, Stuart J. Sweet talks about how the COVID-19 pandemic and the upcoming presidential election may impact your finances.
Feb 13 An Introduction to Socially Responsible Investing In the video, An Introduction to Socially Responsible Investing, we talk about what socially responsible investing is and what it isn’t.
Feb 4 Six Tips When Contemplating a Divorce Don’t miss our latest video on several important factors everyone should consider before moving forward with a dissolution of marriage.
Feb 3 Estate Planning 101 Watch Brendan’s latest video, Estate Planning 101, where he talks about the different types of documents and when to use them.
Jan 6 How to Get into & Pay For College In the video, How to Get into & Pay For College, we talk about what your education will cost you, why it is so expensive these days, and wha
Dec 18, 2019 Reducing Stress by Taking Control of Your Holiday Spending In the video, Reducing Stress by Taking Control of Your Holiday Spending, we talk about tips and tricks to spend smarter this holiday season
Aug 28, 2019 Social Security & Retirement Planning: A Hit or Myth Proposition Dispelling the myths and misunderstandings of the Social Security program is something we get asked about often.
