Educational Videos

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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 Kids

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,...
Website Market Update Images (10)

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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5 Money Moves for Near Retirees

All retirees have one goal: to make sure you have enough money to get through the rest of your life not working. In this short...
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March 2021 Market Update

The mandated economic shutdown across many countries has proven beneficial in slowing the spread of COVID-19. We now turn our attention to the opportunities that...
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AT&T Retirement Benefit Changes Panel

Many people have seen change throughout their companies, but perhaps none like this. AT&T has announced a change in the retirement benefit plans of its...
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February 2021 Market Update

As the economy continues to recover from the pandemic, driven by inoculations and expectations of a return to normalcy, inflation expectations have risen, confirmed by...
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2021 Investment Outlook & Strategy

Are you curious about how these 6 key factors play into reopening the economy? Watch the video below to view our full 2021 investment strategy...
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COVID-19 Relief Bill

Listen to one of our Wealth Managers, Marcus Anderson, discuss the passing of the 2nd COVID-19 relief bill. He will explain some of the key...
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Annuity vs. Lump Sum

If you’ve thought about retiring from AT&T within the last two years, you’ve probably asked yourself  “Should I take the Annuity or the Lump Sum’? ...
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AT&T Pension Plan

Listen to our Wealth Manager and Partner, Scott Meyer discuss the options you may have when it comes to your AT&T Pension plan. Should you...

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