Broker Check

Video Library

2020

9/08/2020       Will the stock market ever go down?

8/28/2020       The Biden/Harris Tax Plan

8/21/2020       How can the stock market keep going up?

8/12/2020       The President's Executive Order

8/04/2020       Investment Fundamentals & Emotions In the Markets

7/30/2020       Investment Strategies: Narratives vs Facts

7/23/2020       2020 Election Series: Part 5

7/20/2020       2020 Election Series: Part 4

7/17/2020       2020 Election Series: Part 3

7/13/2020       2020 Election Series: Part 2

7/08/2020       2020 Election Series: Part 1

7/01/2020       COVID-19 & Another Lockdown?

6/23/2020       Civil Unrest and the Markets

6/16/2020       Virus 2nd Outbreak & the Economy

6/12/2020       Are we out of the recession?

6/03/2020       The Economy & "Green Shoots"

5/28/2020       May 28, Market Update

5/22/2020       The Federal Reserve

5/19/2020       May 19, Market Update

5/14/2020       National Debt

5/01/2020       Activity in Accounts

4/30/2020       Are we in a recession?

4/24/2020       Oil Crisis Update

4/17/2020       New Market Update: U-Shaped Recovery

4/16/2020       Part 6: Cares Act 2020

4/15/2020       Part 5: Cares Act 2020

4/13/2020       Part 4: Cares Act 2020

4/08/2020       Part 3: Cares Act 2020

4/07/2020       28 Trillion Dollar Problem

4/06/2020       Part 2: Cares Act 2020

4/03/2020       Part 1: Cares Act 2020

4/02/2020       Market Update with Justin

3/31/2020       The Larson Bill

3/30/2020      Cares Act 2020 Introduction

3/26/2020      Market Update with Justin

3/20/2020      "The Shadow Box" with Scott

3/17/2020       Coronavirus Update with Scott & Justin

3/12/2020       Market Update with Justin

3/11/2020       News Update with Justin

3/9/2020        Tax Bracket Changes

3/9/2020        Coronavirus & Market News with Scott & Justin

1/27/2020       RMD Changes

1/10/2020       2020 Outlook

2019

12/04/2019       The Widow Tax

11/12/2019       The QBI Deduction

10/22/2019       The Medicare “Tax Trap”

10/08/2019       RMD Start Date

10/01/2019       Tax Free Social Security

9/27/2019         Quantitative Easing - Does it work?

9/24/2019         Early 2020 Election Thoughts

9/18/2019         The Inverted Yield Curve

9/12/2019         Why has the market gone up?

8/12/2019         Should you own annuities?

8/06/2019         Gifting of Appreciated Assets

7/29/2019         Mid Year Update

7/20/2019         Federal Rate Cuts

7/09/2019         Is there a global slowdown?

7/01/2019         Update on the Trade War Conversation

6/18/2019         What was your tax bill?

5/31/2019         Six Month Recap of Market Performance

5/23/2019        Tax Sensitivity & Tax Efficiency

5/22/2019        Potential Changes in Required Minimum Distributions

5/15/2019         Ordinary & Qualified Dividends

4/29/2019         Trust as an IRA Beneficiary

4/22/2019         Roth IRA Conversions

4/15/2019          Stock Buybacks

4/02/2019        Which one is cheaper, Stocks or Bonds?

3/28/2019         South Carolina Probate Law

3/22/2019         1st Quarter Update with our Chief Investment Officer

3/21/2019          Is the current tax structure beneficial to me?

3/19/2019          China and the Trade Deal

3/04/2019         RMD (Required Minimum Distribution) Deferrals

2/27/2019          Behavioral Investing

2/12/2019          Strategic Allocation

2/4/2019            Our 2019 Outlook

1/2/2019            Helpful Social Security Thoughts


2018

12/21/2018          2018 Market Recap

12/7/2018            Charitable Giving Strategy

12/4/2018            Trade War & Tariffs

12/4/2018            Midterm Elections Follow Up

11/5/2018            Preparing for Election Day Outcomes