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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 Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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