Videos

What Should I Do With My Tax Refund?

Everyone loves getting their tax refund check, but what should you do with it? Save, invest, pay off debt, or spend it on something just for you? Angelica says “all of the above!” Watch the video to learn how our Investment Advisor Representative splits up a tax refund, and why it is important to do so.

Habits of the Average Millionaire

What is a common habit of most millionaires? Reading. Expanding your horizons and knowledge through the experiences of others is a powerful tool that many don’t take advantage of. Financial Advisor Kathy Elliott talks about some of her favorite books, and how they can be used to improve your habits and mindset towards becoming an “average” millionaire.

The Theory of Decreasing Responsibility

Early into our lives, responsibility is at an all-time high while our assets…not so much. Watch our Investment Advisor Representative breaks down the Theory of Decreasing Responsibility, and see where you fall on this chart.

Traditional IRA vs. ROTH IRA: What’s the difference?

Do you know the difference between a Traditional IRA and a ROTH IRA? More importantly, do you know which is best for you? Our Investment Advisor Representative Zachary Smith breaks down the differences between the two as well as why a person might choose one over the other.

The Rule of 72: Economic Magic or Simple Math?

How long will it take your money to double? Instead of a complex formula, you can use the simple Rule of 72. Listen to our Investment Advisor Representative, Angelica Lopez, explain the Rule of 72, and how it can be used to determine your investment needs.

Using Compound Interest for Your Benefit

What is compound interest? Our Investment Advisor Representative, Angelica Lopez, breaks down the mystery behind the “8th Wonder of the World.” Listen to Angelica discuss the simple science behind compound interest, and how it can be used in your retirement strategy.

Regular Millionaire: Is it attainable for the average individual?

Being a millionaire can sound like a far-fetched goal for the average person, but our Financial Advisor, Kathy Elliott, has news to the contrary. Watch the video above to learn simple but effective ways to start on the path towards becoming a “regular” millionaire.

What Is Automatic Systematic Investing & Why Should You Start?

Our Investment Advisor Representative, Angelica Lopez, discusses how the same technology you use to pay your bills each month can be used for investing. By using automatic systematic investing, you’re saving money for your financial future while avoiding the manual “chore” of investing.

The Importance of Paying Yourself First

Listen to our Investment Advisor Representative, Angelica Lopez, discuss how adjusting your priorities to your retirement and financial future first compound great benefits for your financial future.

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