Video Archives

According to the Federal Trade Commission, identity theft is the fastest growing crime in America, affecting nearly 10 million people in the last few years. Check out our latest video to learn what y…

This week, Rick talks about creating a budget so you can avoid harming yourself financially this season.

Rick discusses the 2016 presidential election and the policy uncertainty that comes along with Donald Trump being elected the 45th President of the United States. *The opinions voiced in this materia…

Is your estate plan up-to-date? This week, Willy discusses the importance of having an up-to-date estate plan and seven different reasons you should review your own personal plan.

Is your portfolio diversified? This week, Rick talks about diversification in 2016 and the importance this has on risk management. *The companies noted within are for educational and informational pu…

Do you know the issues that can arise when co-signing a loan? This week, Rick discusses the many different reasons why you should never agree to co-sign a loan

Are your investments in line with your specific objectives and risk tolerance? Check out our latest video where Rick discusses the importance of having a solid financial plan and someone to help you …

This week, Rick answers two common questions he has recently received about the upcoming presidential election: If Hilary wins, will this wreck our retirement plan? Or, if Trump wins, is this country…

This weeks tip of the week consists of Rick discussing the planning that comes into place when withdrawing the minimum required amount of funds from IRAs and 401Ks. Remember, you’re making plans for …

This week, Rick discusses some tips about the endless benefits of global investing. International investing involves special risks such as currency fluctuation and political instability and may not b…