Educational Videos
Learn from Our Experts
Access our library of educational videos covering various aspects of financial planning and wealth management.
Showing 35 videos
Tariffs, Turbulence, and a Turning Point: Rethinking Globalization and U.S. Growth
The markets have been very volatile lately and have become directionless. Here is our market update for this month analyzing the current economic landscape.
Financial Planning When Diagnosed with Medical Illness
What could throw a curve ball in your well analyzed financial plan? This week we look at medical illness and what to consider from a financial point of view.
Financial Planning for Marriage
You have found a match made in heaven! Now, it's important to get on the same page regarding your financial goals before you tie the knot.
When Your Employer Goes IPO
Congratulations to all whose employers went IPO recently. Learn how you can use this opportunity to create sustained improvement in quality of life for your family.
Student Loan Repayment Planning
Student loan repayments are starting in October. If you have student loans, it is time to start planning for it. Watch for a checklist of how to get prepared.
Divorce Financial Planning
One of the life events where all your past planning is called into question is divorce. It's time to pull yourself together and get going again.
AI Infrastructure Driving Utilities Growth
Utilities have come back roaring after two years of lackluster performance, and guess what is driving it? None other than growth in AI infrastructure!
Caring for Elderly Parents - Financial Planning
Many of us are sandwiched between generations. For those caring for elderly parents, you may be overwhelmed by all the different things you have to manage.
Founder's Journey - Financial Planning for Startups
Founding your startup can be daunting. While you may be mentally ready, you also want to make sure you are financially ready for the ups and downs.
Financial Planning for Child with Special Needs
Do you worry about the future of a child with special needs in your immediate or extended family? We explore how to put together a financial plan.
Selling Your Business - Exit Strategy Planning
If you are contemplating selling your business as an exit or succession strategy, this guides you through the homework and planning you need to do.
Tax-Efficient Charitable Donations
How to be tax-efficient with your philanthropic activities? This video explores different ways to donate your appreciated stocks in a tax-efficient manner.
Opportunity Zone Funds - Tax Benefits Analysis
What are Opportunity Zone (OZ) funds? Are there any benefits left in them now? This video explores Opportunity Zone tax benefits and evaluates pros and cons.
Long-term Yield Curve Rates Surge - October Economic Update
The main highlight has been the noticeable increase in long-term yield curve rates, which have surged by approximately 50 basis points in recent weeks.
Market Timing During Downturns
Most of us are wondering if this is a good time to enter the markets. This video explains some things to consider when you plan to enter markets during a downturn.
Goldilocks Economy is Ephemeral - September 2023
The economy remains in the Goldilocks zone as it goes from expansion to contraction for just a short period of time. Many market observers take this to mean soft or no landing.
Startup 401k Plans - Summer Planning
If your startup or business needs a retirement plan, summer is a great time to start the research. The startup 401k plan needs to be in place by October 1st.
Wait for Your Pitch - August 2023 Economic Update
When data points to diverging directions, it might be a good time to wait for your pitch. Conference Board's LEI vs Atlanta GDP Nowcast showing different signals.
Preparing for Recession - Financial Strategy
Recessions can feel like a financial whirlwind, and the best way to prepare is to have a solid financial strategy. Avoid knee-jerk reactions and revisit your risk tolerance.
Data Dependent Markets - July 2023
Financial markets had a great ride in the last couple of months. As we look forward, we cannot overlook that we are still in the late stages of the business cycle.
3 Cognitive Biases That Cheat Investors
Here are 3 cognitive biases that cheat investors and how to beat them: Action Bias, Recency Effect, and Confirmation Bias.
Calm Before the Storm - May 2023
There has been a number of market moving news in the last week or so. Yet, the markets have been benign and fairly calm. The big news that awaits is debt ceiling resolution.
Economy Running on Fumes - April 2023
Economy is running on fumes - how long can we go before we hit recession? This is the summary of our economic update for April.
Estate Tax Planning - Will It Take a Big Bite?
Will the estate TAX take a big BITE out of your ESTATE? This video explores how to estimate your estate taxes when they come due.
Late Cycle Blues - March 2023
The FED decision is complicated by unrelenting inflation dynamics at one end and deflationary forces from the banking sector at the other end.
Interest Rates Meteoric Rise Visualization
Check out the visualization of the meteoric rise in interest rates over the past year! This is probably the fastest pace at which FED has turned from a dove to a hawk.
Kicking the Recession Can Down the Road - Feb 2023
We are seeing a bounce in most economic data, bond yields and equity prices. Inflation has been more sticky than anticipated. Soft landing vs hard landing?
New Year Optimism - January 2023
The new year has brought new optimism among investors. While we see the effects of this in the markets today, hardly anything has changed since last December.
Long-term Care and Retirement Planning
What is Long-term care and how does it affect retirement? This short video explains this important concept for retirement planning.
Roth Conversions in Bear Markets
With US Equities in a bear market this year, is this a good year for Roth Conversions? Learn when and why of Roth Conversions in this short video.
Year-End Planning Checklist
Are you ready to say farewell to the year 2022? Get ready for the new year by checking off the planning tasks before this year is over.
Tax Loss Harvesting in Volatile Markets
2022 has turned out to be a very volatile year in the financial markets. Strategies that benefit from this volatility have done well this year. One such is tax loss harvesting.
Pro-Entropic Thinking for Investors
What do successful entrepreneurs and investors have in common? They both are resilient and pro-entropic! They know how to thrive in uncertainty.
Long-term Focus vs Short-term Events
Why do short term events have a significant impact on your long term goals? How can we bring the long run into focus without getting derailed by the short run?
Retirement Lifestyle Investment Strategies
In retirement, many dream of doing whatever they always wanted to do. How should you invest if your lifestyle is going to be different from the normal?
Want Personalized Financial Advice?
While our videos provide valuable insights, nothing replaces personalized financial planning. Schedule a consultation to discuss your specific needs.
Schedule a Consultation