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Articles

How to Save for Retirement
There are over 100 million people working in America today. Many dream of retiring some day. Financial security in retirement doesn't just happen - it takes planning and commitment, and yes, it takes money. Here are some planning tips in this short video that can help...

How to Reduce Debt
For thousands of years, people have borrowed money to buy things. It's how the banking business started. Debt isn't necessarily a bad thing, but if you're not reducing debt faster than you're accumulating it, then debt can be a disaster to your financial health. Check...

The 3 Phases of Business Continuation Planning
You've invested a lot of money into your business - and whole lot of yourself, too. After putting so much of yourself into it, what can you do to ensure your business' future is as secure as possible? Learn about a business continuation plan in this three minute...

4 Key Estate Planning Documents Everyone Should Consider
Estate planning is the process of managing and preserving your assets while you’re alive, and conserving and controlling those assets' distribution after your death. There are 4 key estate planning documents most everyone should have, regardless of age, health, or...

U.S. Economy Caps Off Decade of Growth
The current economic expansion passed the 10-year mark in June 2019, marking the longest growth streak in U.S. history. What other ups and downs happened in that decade? Find out in this three and a half minute video.

How to Be a Better Investor
A good investor tries to maximize gains and minimize losses. Sounds easy enough. But how, exactly, do you go about doing that? Check out this quick video for some tips.

How Long Will It Take to Double Your Money?
How long will it take to double the value of your money? You can use the Rule of 72 to find out. What is the Rule of 72? Watch this quick video to find out!

Rebalancing 101: How To Get Your Portfolio Back On Track
Learn the basics of rebalancing your investment portfolio. In this 3 minute video, we’ll review asset allocation and when to change it, when to sell, and reinvesting..

Is the Tech Sector Dominating Your Portfolio?
You might think you have a diversified investment portfolio, but do you? Over time, a portfolio can become over-weighted in a sector that has been out-performing the broader market. Learn more in this 2-minute video.

3 Factors to Consider When Investing for Retirement
Congratulations! You've decided to save money for your retirement! Now, the next question is, how should you invest it? The answer is: it depends. Everyone's situation is different, and your choices should reflect your unique circumstances. There are three factors in...
Tax Ideas
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