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Insights That Flow From Our Experts to You

Navigate Your Financial Future, One Video at a Time

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Retirement Planning

8 Videos

4 Unique Risks to Retirement Income

4 Unique Risks to Retirement Income

Your Retirement Plan & Being Coachable

Your Retirement Plan & Being Coachable

How To Prepare Your Portfolio For Retirement

How To Prepare Your Portfolio For Retirement

How Can Health Savings Accounts Be A Powerful Tool For Retirement Planning?

How Can Health Savings Accounts Be A Powerful Tool For Retirement Planning?

Why Retirement Spending is Just as Important as Retirement Savings

Why Retirement Spending is Just as Important as Retirement Savings

Questions To Ask Yourself To Retire Happy

Questions To Ask Yourself To Retire Happy

Retirement Portfolio: Do you need to beat the Market To Be Successful?

Retirement Portfolio: Do you need to beat the Market To Be Successful?

7 Items to Consider Before You Relocate in Retirement

7 Items to Consider Before You Relocate in Retirement

Financial Planning

10 Videos

Portfolio Risk Assessment

Portfolio Risk Assessment

Managing Market Volatility

Managing Market Volatility

Individual Bonds vs. Bond Indexes

Individual Bonds vs. Bond Indexes

How To Prepare Your Portfolio For Retirement

How To Prepare Your Portfolio For Retirement

The Market & Midterm Elections

The Market & Midterm Elections

Investing In The Current Economy

Investing In The Current Economy

Common Money Management Mistakes

Common Money Management Mistakes

Finding Quality Investment Opportunities

Finding Quality Investment Opportunities

How Does A Portfolio Manager Position For Uncertainty?

How Does A Portfolio Manager Position For Uncertainty?

What Are The Implications of Recession?

What Are The Implications of Recession?

Tax Planning

4 Videos

Tax Cuts & Jobs Act 2026 Expiration

Tax Cuts & Jobs Act 2026 Expiration

Tax Time Checklist 2023

Tax Time Checklist 2023

5 Tax Planning Tips for January

5 Tax Planning Tips for January

Tax Reduction Strategies | Reduce Your Taxes in 2022

Tax Reduction Strategies | Reduce Your Taxes in 2022

Market Insights and Strategy

7 Videos

Navigating the Market: Insight and Strategies with Jeremy Finger and Malcolm Polley

Navigating the Market: Insight and Strategies with Jeremy Finger and Malcolm Polley

Student of the Market - March 2024 - Should You Invest Now?

Student of the Market - March 2024 - Should You Invest Now?

Stock Market in Election Year

Stock Market in Election Year

Managing Market Volatility

Managing Market Volatility

Insights On The Unique Economic Climate

Insights On The Unique Economic Climate

Why Hasn't Market Timing Worked For Me? | Common Market Timing Mistakes

Why Hasn't Market Timing Worked For Me? | Common Market Timing Mistakes

Investing At All-Time Highs & The Effects Of Daily Habits

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COMPLIMENTARY RESOURCE GUIDE

The Retire Ready Checklist

Reveals the 3 things you need to know if you want to retire and stay retired.

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Our team, led by Jeremy Finger who has obtained the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA) and Certified Exit Planning Advisor (CEPA) designations, has decades of combined experience helping clients achieve their financial goals.