Broker Check

Educational Videos

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?
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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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The Business Cycle

How will you weather the ups and downs of the business cycle?
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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
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When Markets React

When markets shift, experienced investors stick to their strategy.
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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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