Investment Advice Videos

Learn about how to read your 1040 tax return for opportunities to talk about with your financial planner. You may be able to save taxes! At least you might understand your tax return a little better than you did before the meeting! Topics include:

• Taking note of life events
• Key lines on the 1040
• What to keep an eye on in 2023
• Planning for uncertainty

We believe the right way to invest is to diversify by strategy. For the first time since the great financial crisis of 2008, our researchers are in agreement that the short-term is a little bearish. To get to the highlights, here are some shortcuts for you:

• 5 mins 10 seconds: 5 big factors driving markets today
• 11 minutes: 3 changes we have already made to many of our client portfolios
• 17 mins 15 seconds: Virginia Wu on when the best days in the markets tend to occur…
• 23 minutes: Chad Harmon on reasons for optimism
• 30 minutes: Judson on shrinkflation and what we can do about it

Shelly Slocum, author of an Amazon #1 New Release book, Love and Inspiration from Mom. Shelly shares her publishing journey and how she was able to turn her family’s lemons into a top selling book with the Foreword written by Jack Canfield, co-author of Chicken Soup for the Soul series. Being a non-smoking lung cancer survivor, Shelly believes she’s been given the gift of time, and has made it her mission to spread more love and inspiration in the world. And let’s face it, who couldn’t use a little more inspiration after the past couple of years! Learn more about how we help with life transitions.

The US stock market entered a bear market, inflation is high and interest rates are rising. Listen to Cameron Morgan and Karl Frank put the headlines in perspective and offer practical advice in this brief video.

Watch this video for insights into the world’s second largest economy and how it is influencing the culture and behavior of the world at large. Read More

Karl Frank shares his views on 2022 Investment Themes… If you missed our recent zoominar, click here to watch our 2022 Investment Themes video. Subscribe to our Periscope for upcoming zoominars, articles, investment news, and more! 

Learn from Cameron Morgan about how we provide advice for parents and grandparents who want to help their loved ones pay for college costs.

Learn from attorney Stef Deters about how to make estate planning practical and rewarding for your and your family.

JJ Jordan with Dementia Friendly Denver. She speaks about the basics of dementia and the latest research towards a cure. She provides tips and tricks. She provides 16 things you can do every day to reduce your risk of Alzheimer’s disease and other forms of dementia.

Marla Mason CFP® and Francois Giguere CFP® discuss the dramatic beginning to the year 2021. These are truly unchartered waters. Or are they? Is this new water or are we just encountering unfamiliar waves and currents? Watch this video and learn…
• What’s new and maybe what’s not?
• What changes might be expected from the new administration?
• How might those changes affect us, our investments, and our economy?
• What have we learned from history?
• What indicators might help us understand where things might be going?
• What should we keep in mind for our investments as 2021 unfolds?

Cameron Morgan and Dave Stevens CFP®, CPA, give some practical financial planning advice in the Covid-19 pandemic.