Client Education Videos
These short videos focus on a variety of financial topics and illustrate key financial concepts and current events. Click any of the videos below to watch.

The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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