Video Archives

This week, Rick discusses how to care for aging relatives by taking the right steps as early as possible to secure their financial situation and finding the necessary health and household services.

This week, Rick discusses estate planning and how to prepare properly for some of the issues that may arise if you or a loved one passes away unexpectedly.

This week, Willy talks about four important things that all long-term, focused investors should avoid. Investing involves risk including loss or principal. No strategy ensures success or protects aga…

This week, Rick discusses the 3 keys to successful investing and what investors need to understand about the stock market.

This week, Rick discusses ten very useful tips to help you plan for your retirement. Investing involves risk including loss or principal. No strategy ensures success or protects against a loss. There…

This week, Rick discusses caregiving and the importance of preparing properly.

Stock investing involves risk including potential loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversi…

This week, Rick discusses how to prepare for the tax season in 2015 and what you and your family should pay close attention to. This information is not intended to be a substitute for specific indivi…

In the spirit of March Madness, Rick discusses the final four for the stock market: the economy, earnings, valuations and technical data. Stock investing involves risk including potential loss of pri…

This week, Rick discusses the importance of maintaining diversification in your portfolio even when indexes are outperforming. So far, 2015 has shown the importance of maintaining alternative investm…