https://youtu.be/tP2M5OmP0Lc Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe Here This episode is a continuation of a series. This first 4 episodes in the series are below. Part 1 - https://bit.ly/3m7bb8L Part 2 -
Financial Advisor Confusion – Part 3 – Investments
https://www.youtube.com/watch?v=ZZ1XgfZpX-0 Today we will give a basic overview of how advisors are compensated for investment management. Advisors that are affiliated with broker dealers and registered investment advisors are compensated in different ways. Want to hear more about how we
How to Avoid Emotional Investing Mistakes
To be a successful investor over the long term it's critical to overcome biases that can lead to poor investment decisions. Here are three of the big ones https://youtu.be/WO7WlFdsy_8 How to avoid emotional investing mistakes Unfortunately these are not the only three mistakes that investors
Coronavirus Market Update
https://www.youtube.com/watch?v=1QIi1YjYGJ0&t=54s The coronavirus has now reached the global stage and we've witnessed the dramatic impact that it's had on the market. In the video below we'll discuss what happened, what we can expect, and my approach to this volatile time. The
Be a Fearless Investor
This past weekend I brought my daughter to the Adirondack Extreme Tree Top Course. While you are always harnessed in, doing an obstacle course between trees 30 feet above the ground is not the easiest of challenges. There were a couple of times where she wanted to turn around or have a Guide come
Tax Benefits of ETF’s vs Mutual Funds
ETFs and mutual funds are two forms of investments that are widely used. When comparing the two there is one standout benefit that ETFs have over mutual funds - their tax efficiency. What separates these two investments’ tax implications is that they are structured and traded differently. ETFs are
Understanding The Risk In Your Portfolio – Episode 9
#9 - Understanding Risk in Your Portfolio Right now the markets are a little precarious and have been more volatile in the last month than they have been over the past decade. Are you wondering how much risk exposure you have in your portfolio? Today, Marc Bautis explains how
Quarterly Market Commentary – 2018 Q4
Welcome to our quarterly market commentary video where we look at what happened with the markets in the fourth quarter of 2018 and what we can expect in the first quarter of 2019. https://youtu.be/yNEHVm9bPsM If you would like a pdf version of the commentary you can download it