Blog Videos

New Client Portal Experience

By Susan Van Tress / January 14, 2022 / Comments Off on New Client Portal Experience

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…

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Market Corrections

By Matt Hargreaves / November 16, 2018 / Comments Off on Market Corrections

Market 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…

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Stock Market Valuations

By Matt Hargreaves / June 21, 2018 / Comments Off on Stock Market Valuations

Stock 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…

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LRIA Portal Training-Documents Tab

By Michelle / August 21, 2017 / Comments Off on LRIA Portal Training-Documents Tab

This 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

By Michelle / November 18, 2016 / Comments Off on 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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Resources for Elder Care Housing

By Michelle / February 28, 2014 /
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VIDEO: Outlook 2014: The Investor’s Almanac – LPL Financial Research

By Ben Rickey / January 6, 2014 /
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Who Buys When the Fed Does Not?

By Ben Rickey / November 6, 2013 /
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