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.

Learn More

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Learn More

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Learn More

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Learn More