Educational Videos

Jovita Carranza

Live Q&A with Jovita Carranza

Live Q&A with Jovita Carranza, the 44th Treasurer of the United States, 26th Administrator of the United States Small Business Administration, and successful businesswoman. Our President, Kay...
August 2021 Market Update (2)

August Market Update

We remain optimistic about the future prospects for equity markets. Additionally, corporate earnings have been extremely strong, strong enough to make domestic equity valuations look...
July 2021 Market Update

July Market Update

The separation between countries that have been able to successfully vaccinate large portions of their populations and those that have not, continues to be a...
401k essentials

401(k) Essentials: Everything Young Investors Need To Know

Video By: Scott Meyer, Wealth Manager Want to know why it is important to start contributing to your 401(k) early? Listen to one of our...
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June Market Update

We are continuing to closely watch as the economy re-opens and things continue to return to normal. The key points for June's market update are: We...
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May 2021 Market Update

We are continuing to closely watch as the economy re-opens and things are beginning to return to normal. The key points for May's market update are:...
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Essential Financial Literacy Topics to Discuss With Your Children

Are you curious to know the best ways to discuss with your children or grandchildren about finances? In this video, you will hear Emily Boothroyd,...
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April 2021 Market Update

We are watching closely as the economy continues to re-open and things are beginning to return to normal. The key points for April's market update are: We...
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Our Steve Young Event

We had a great time speaking with Steve Young, the three-time Super Bowl-winning quarterback of the San Francisco 49ers on Monday, April 26th. Thank you...

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