Webinar Recording: Income Protection for Physicians

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If you make your income as a physician, surgeon, anesthesiologist or other medical specialty, you know it’s vital to insure your livelihood. However, many physicians can’t cover this risk with typical disability insurance alone. This webinar addresses the how to cover those gaps, eligibility, benefits, and more. Todd Shield, who has worked in the field […]

Webinar Recording: How Physicians and Their Heirs Can Avoid High Taxes

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Many physicians have large IRAs or 401(k)s, but these can end up being a liability to their heirs later on. This webinar addresses problems with inheriting retirement funds, tax law at different wealth levels, and possibilities for converting a retirement account to something more beneficial for taxes. Doctors and medical professionals can learn strategies to […]

What Is a Fiduciary?

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Fiduciary comes from the Latin word fidere, to trust. A fiduciary is anyone with a legal duty to act in someone else’s best interest.

Certificate of Deposit Strategies

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Certificates of deposit can be a great way to watch your money grow, and with the right strategies, you can keep your money liquid.

Alternatives to Savings Accounts

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Here are a few highly liquid alternatives where you can put your money to work with a higher interest rate than a savings account.

Tax Smart Investing

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The investment choices you make can have a significant impact on the amount of taxes you owe.

Building Your Investment Pyramid

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The investment pyramid is a strategy for weighting your different investments. The triangular diagram helps you visualize your portfolio.

Investing in Bonds

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With low risk, stable gains, and endless possibilities, bonds form a solid base for your investment pyramid.

Webinar Recording: What’s in Your Portfolio?

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At one time, the word “portfolio” mainly brought to mind stocks and bonds. These days, there are many other options, like mutual funds, exchange-traded funds, and more. This webinar will address different products you might have in your portfolio, their risk profile, liquidity, fees, and more. David Eads, financial advisor and wealth manager, presents. Understanding […]

Webinar Recording: From Blockchains to NFTs – A Conversation about Cryptocurrency

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Cryptocurrency is an often misunderstood emerging field in the financial world. This webinar addresses the basic vocabulary of cryptocurrency, including the differences between different types of cryptocurrencies like Bitcoin, Ethereum, Celsius, and others. It also touches on current and future applications of cryptocurrency. Matt Havin, a cryptocurrency investor, data analyst, and meteorologist, presents along with […]

How Engineers Should Be Investing

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By educating themselves on investment basics, engineers will have little trouble seeing through deliberately-confusing sales talk.

Webinar Recording: Exchange-Traded Funds and the Defined Outcome ETF

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Many investors want to protect themselves against risk, but bond yields are so low lately that they’re looking for another option. Enter Defined Outcome Exchange-Traded Funds, also called Buffer ETFs. These are bundles of securities intended to track market performance with a defined risk. This advanced webinar will address this type of ETFs’ growth potential, […]

NFTs and Beanie Babies

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An NFT is a digital file you can buy the rights to. Your ownership of this file is recorded in blockchain.

Donor Advised Funds

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A donor-advised fund (DAF) is a private fund created to manage charitable donations on behalf of an individual or another organization.

Webinar Recording: Financial Basics Series – Understanding Risk

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This webinar is the next in our series on Financial Basics and addresses risks like death, disability, loss of income, and other vulnerabilities every adult should consider especially as they get married and have children. Our speaker covers common mitigation strategies like insurance and financial planning. Kade Hammes, a financial advisor specializing in young adults, […]

Compound Interest

Compound interest, in its most basic form, means that you earn interest on your interest. You can save a little money and have it multiply.

Why Millennials Should Be Investing

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Money you invest young pays off more than money you save later. That’s why millennials should invest now, even if you have to start tiny.

Webinar Recording: Alternative Investments

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Diverse investments in a traditional portfolio balance each other out and help you ride out any market volatility. But sometimes, these traditional investments just aren’t diverse enough. Enter alternative investments, from real estate to art. This webinar addresses types of alternative investments, their role in a balanced portfolio, and caveats about investing in them cautiously. […]

The Time Value of Money

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What does the time value of money mean? It means that money available at a certain time is worth more than the same amount later.

Women and Investing

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How can women take a greater role in investing for their financial future? How can financial advisors build lasting relationships with them?

Webinar Recording: Intro to Option Trading

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Trading options can be a volatile investment, but it can also offer high returns if managed responsibly. This webinar addresses risks, returns, and tax strategy when trading options. The presenter, Howard Holmes, is both a Chartered Financial Analyst Charterholder (CFA) and an instructor at Boston University. His long experience and deep understanding of the options […]

Webinar Recording: Understanding Annuities

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Annuities promise a stable income throughout retirement, but do they really pay off? Investors need to understand the details of their annuity policy to get the full value. This webinar will address types of annuities, decoding annuity statements, and what to do with an annuity if you choose not to annuitize. Jayce Lowe, wealth manager […]

Robo Advisors and Their Limitations

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A robo advisor is a service that handles some basic portfolio managing tasks, often for free with your 401(k). But they can’t replace a human.

Webinar Recording: Investing and Taxes in Retirement

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In this presentation, Dave Zaegel, CFP, CPA, shared his knowledge and expertise in making the most of retirement savings. His lengthy experience as an auditor and accountant inform his financial planning practice and allow him to see both taxes and investing from multiple angles.

Options Trading: How Does It Work?

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When you purchase an option, you purchase the right to buy or sell a particular underlying asset at a particular price and a particular time.

Webinar Recording: Cryptocurrency

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Many of us have heard of the ups and downs of Bitcoin, Dogecoin, or Ethereum. But what are they? Are they a useful currency or a safe investment? This webinar addressed what cryptocurrency is, how blockchain works, and how this technology will disrupt the financial sector in the future. Matt Havin, a cryptocurrency investor, data […]

Webinar Recording: Five Ways for Physicians to Invest Wisely

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Being a doctor is seen as a financially stable career, but physicians need to protect their income in case of financial crises. Sudden disability or a malpractice suit could leave them unexpectedly without income. The webinar addressed safeguarding your cash flow, minimizing taxes, and planning for retirement. Christopher Hunter, financial advisor with Merrill Lynch, was […]

Annuities and Your Options

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Having a basic understanding of the pros and cons of annuities can help you decide how to provide for your future needs.

Predictions for Investors in 2021

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There are a few safe predictions we can make about 2021. Plus, we have some investment advice that should propel your portfolio to success.

Investment Management Help

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Have you ever wished your nest egg were a little (or a lot) bigger? Learn how a financial advisor can help with investment management.