Broker Check

Videos & Presentations

2022 Forecast - January 2022

2022 Forecast - January 2022

Our team of advisors outlines some lessons to be learned from the Winter Olympics and what may come in the year ahead.

Quarterly Market Perspective – October 2021

Quarterly Market Perspective – October 2021

Terry Wiles shares his thoughts on the markets as we enter the bewitching month of October!

2021 Half-Time Report – July 2021

2021 Half-Time Report – July 2021

Our team of advisors discuss where we’ve been, where we are now, and where we may be going for the rest of 2021.

2021 Forecast Past and Present – January 2021

2021 Forecast Past and Present – January 2021

Our team of advisors discuss where we’ve been, where we are now, and where we may be going as we begin 2021.

Healthcare: The Retirement Wildcard Part III – Long Term Care

Healthcare: The Retirement Wildcard Part III – Long Term Care

Alex Greene discusses Long Term Care considerations in retirement.

Healthcare: The Retirement Wildcard Part II - Medicare

Healthcare: The Retirement Wildcard Part II - Medicare

Alex Greene discusses Medicare considerations as you plan for retirement.

Healthcare: The Retirement Wildcard Part I

Healthcare: The Retirement Wildcard Part I

Alex Greene reminds us of the importance of planning for healthcare in retirement.

2020 Half-time Report – July 2020

2020 Half-time Report – July 2020

Our team of advisors discuss where we’ve been, where we are now, and where we may be going for the rest of 2020.

Being Happy by Making Memories – Spring 2020

Being Happy by Making Memories – Spring 2020

Terry Wiles shares his thoughts on the value of making memories.

COVID Bear Market – Spring 2020

COVID Bear Market – Spring 2020

Terry Wiles shares his opinions on the COVID Bear Market and where we may go from here.

Healthy Living – Spring 2020

Healthy Living – Spring 2020

Terry Wiles shares healthy living tips as we learn to live with COVID.

Corona Update – March 20, 2020

Corona Update – March 20, 2020

Terry Wiles shares his thoughts as markets tumble amid the COVID crisis.

2020 Forecast Past and Present – January 2020

2020 Forecast Past and Present – January 2020

Our team of advisors discuss where we’ve been, where we are now, and where we may be going as we begin 2020.