Blog Videos
We are excited to announce that we will be upgrading your financial portal to provide a more consolidated and seamless experience. Here’s what you can expect: 1. A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest trends to…
Read MoreMarket Corrections One of the most noteworthy elements of the current bull market has been its remarkable consistency. Currently in its ninth year, this advance has been marked by extremely low volatility with very few selloffs. Still, history tells us that bull markets eventually give way to selling pressure, either temporary corrections or more damaging…
Read MoreStock Market Valuations With the U.S. stock market (as measured by the S&P 500) at its second largest and second longest bull market ever (Source: LPL Financial), valuations have risen to near record levels. Matt Hargreaves, our Chief Investment Officer, has put together a short video to help you understand what we mean when we talk about market…
Read MoreThis quick two minute video will guide you through the Documents Tab which is a quick and convenient way to view statements, reports,and documents we have uploaded for your review. Still haven’t signed up for your new online Portal? It’s easy! Give our office a call and then watch our quick “Getting Set Up” video. We’re happy to answer…
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2016 Financial Forum Video
Thank you to everyone who joined us at our 2016 Financial Forums. We had a wonderful event and hope you found it educational and enjoyable. If you were unable to attend, you can still watch the Market Commentary Presentation below. And if you’re looking for a great read over Thanksgiving break, pick up a copy…
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