The cost of NOT working with a financial advisor
https://vimeo.com/813319188 People often talk about the cost of working with a financial advisor, but rarely think about the cost of NOT working with one. There is a quote that says,…
SECURE Act 2.0: Eliminate RMDs for Roth Accounts within Employer Retirement Plans
https://vimeo.com/817302997 In today’s vlog, I will be discussing the SECURE Act 2.0: eliminate Required Minimum Distributions (RMD) for Roth accounts within employer retirement plans such as 401(k) and 403(b). This…
Quarterly Market Insights: Q1 2023
https://vimeo.com/816977032 Quarterly Market Insights: Q1 2023 Hello everyone, we would like to share some market insights about the past quarter. During the first quarter of this year, stocks within US…
Be Wary of Using Information From Social Media to Make Your Financial Decisions
https://vimeo.com/804631151 Hello everyone, we would like to remind all of you that everything you see on social media regarding finances, investments, advices, insurances, etc. does not mean it is…
