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Finance Focus Video: What is your Risk Profile?
Finance Focus Video: What is your Risk Profile?
March 26, 2021Today’s topic is risk profiling for your portfolio. This is a very personal component of your investment experience. You...
Finance Focus Video: Real Estate Investment Options
Finance Focus Video: Real Estate Investment Options
March 21, 2021We have a lot of clients with real estate interests and they ask us which is better: real estate in REIT form, real esta...
Finance Focus Video: The 4% Rule
Finance Focus Video: The 4% Rule
March 15, 2021This video goes out to the pre-retirees – today’s topic is the 4% rule for your retirement assets. What is the 4% rule f...
Finance Focus Video: Closed-end Funds vs. ETFs
Finance Focus Video: Closed-end Funds vs. ETFs
March 09, 2021Today’s topic is “What are closed-end funds and how do they differ from ETFs”. What type of investor should hold? An ETF...
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