Broker Check


Welcome to our videos page where we will be offering you our latest investment tips and financial education. Come back often to see our latest videos and reach out to us if you have any questions or comments. We would love to hear from you and we are always here to help!

Thursday, June 22, 2023

Wall Street climbs a wall of worry. If you’re worried, we can help!

Monday, January 23, 2023

Here are some ways we may be able to help you this year!

Monday, December 19, 2022

Continuing our annual caroling tradition, we wish you the very best this season from our house to yours.

Thursday, October 13, 2022

Before you do, there are a few things to consider.

Thursday, July 21, 2022

Do you wonder why the value of your investments in the market has changed? We have answers!

Friday, June 17, 2022

How do these things sometimes lead to a recession? We break it all down in this video.

Friday, June 10, 2022

Your Retirement Plan needs an annual review. Here’s why...

Thursday, May 5, 2022

Here are some practical money management tips to help you be ready for whatever lies ahead.

Wednesday, February 23, 2022

If you’re nervous about the stock market, here are some things to consider.

Monday, December 27, 2021

It’s time to reflect on 2021 and look ahead to 2022. What are your plans?

Thursday, December 9, 2021

Our warmest wishes for a happy holiday season and the very best in 2022!

Monday, September 20, 2021

We are here to put things into perspective.

Monday, August 16, 2021

You may want to consider a 1031 Exchange

Friday, July 16, 2021

Once upon a time you had a goal… Share your goals with us and we will tell you how to get there!

Monday, June 21, 2021

Discover potential reasons for market volatility and what you can do about it!

Tuesday, June 1, 2021

Learn 4 strategies to maximize your Social Security benefits in retirement

Monday, May 17, 2021

These 3 steps can help you create a budget and be more financially prepared!

Sunday, May 2, 2021

These 3 strategies could help you live the retirement of your dreams…

Saturday, April 17, 2021

4 Facts to Help Women Prepare for Retirement

Monday, April 5, 2021

Have you heard that whatever you can conceive and believe you can achieve?

Monday, March 22, 2021

Do you use Tax Credits and Deductions as part of your recipe when preparing your personal income tax returns?

Monday, March 15, 2021

Should you take an RMD this year? If so, when and how much?

Saturday, February 20, 2021

How will limiting business and personal income deductions and increasing payroll and income taxes affect your business?

Sunday, February 14, 2021

How will potential changes to Capital Gains and Estate Taxes affect you?

Sunday, February 7, 2021

Are you wondering how President Biden’s proposed legislation to change Traditional IRA and 401k Plans will affect you?

Saturday, January 30, 2021

Stay tuned for important developments and potential changes to your finances:

Monday, January 18, 2021

Here are some important facts to know when preparing your 2020 tax returns:

Saturday, December 26, 2020

2020 = Rough Road; 2021 = Crossroad. What will you do?

Monday, December 7, 2020

From our house to yours:

Sunday, October 18, 2020

Have you imagined what your retirement life will be like? Here are some things to consider.

Saturday, October 3, 2020

Where do you get your financial advice? Here are some things to consider.

Sunday, September 27, 2020

These are some things to consider if you are thinking about buying gold.

Sunday, September 20, 2020

This week we discuss the tax benefits of Exchange Traded Funds.

Sunday, September 13, 2020

This week we share 4 facts you need to know about Social Security Income.

Sunday, September 6, 2020

Chris Browning and Tamara Kirkland of Masters Advisory Partners here with this week’s useful 2 minute video tip about additional early withdrawals from your Individual Retirement Account, or IRA, that escape the 10% penalty tax.

Saturday, September 5, 2020

Grilling steaks and answering these general Estate Planning questions: How does effective estate management help you during your lifetime as well as after your death? What is a quick formula to estimate your estate taxes? What are the...

Sunday, August 30, 2020

Sunday, August 23, 2020

Sunday, August 16, 2020

Sunday, August 9, 2020

What’s your favorite new thing to do during the pandemic and do you plan to keep doing it in the future? Share it with us. We’d love to hear about it!

Saturday, August 1, 2020

5 Smart Investing Principles you can use now

Thursday, June 25, 2020

FREE Financial Q&A

Sunday, April 19, 2020

Have a Question?

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