Financial literacy is one of the most needed yet underutilized skill set in the country. We have created a video series to teach the fundamentals of finance; discussing topics and tips that can help educate and discover the best ways to manage money.
What Tax Forms Do I Need for my Investment Accounts?
Watch the video to learn what tax forms are needed for filing and what to expect from brokerage & retirement accounts.
Do I need an Estate Plan? Revocable or Irrevocable Trust - what's the difference?
Protecting your financial assets can be overwhelming! Watch the video for estate planning tips from the Director of Trusts, Brad Vezina, of McLane Middleton.
SAFEGUARDING YOUR CASH
The recent instability in the banking sector has had many clients, businesses and endowments scrambling to protect their cash. Here are a few ways we can help with cash management in these turbulent times.
HOLIDAY GIFTING
Looking for a more meaningful gift this holiday season? Consider these strategies when giving monetary gifts.
2023 MARKET PREVIEW WITH RAYMOND JAMES CIO LARRY ADAM
529 EDUCATION SAVINGS PLAN
There are many things to prepare for when becoming first-time parents. Watch as we explain the benefits of opening a 529 Education Account and how it’s never too early to start saving for your child’s future!
WHAT ARE I-BONDS?
I-Bonds are inflation-adjusted Series I savings bonds from the United States Treasury. Watch the video to learn more and see if it’s the right investment for you.
PREPPING KIDS FOR YOUR LEGACY
Do you have a plan for your kid(s) to carry on your legacy? Do you trust them to take good care of it? Here’s how we can help ensure that what you’ve worked so hard to build, lives on.
TRADITIONAL IRA vs ROTH IRA
At the beginning of each year, many investors contemplate which of their retirement accounts – Traditional or Roth IRA – they should make a contribution. Need help deciding? Check out our video!
INFLATION
Does it impact me? How do I position my investments?
DECRYPTING BITCOIN & BLOCKCHAIN
What it is and how it works. Here is what you need to know!
COMMISSION vs FEE-BASED FINANCIAL ADVISORS: WHAT’S THE DIFFERENCE & WHY SHOULD YOU CARE?
When it comes to financial planning – you’ve got choices! Some people look for simple investment solutions, while others are more complex. Wherever you land on the spectrum, having a financial advisor whose payment model fits with your personal needs is key. In the world of wealth management, there are usually two types of compensation structures: fee-based and commission-based. Watch the video below to learn more and see what works best for you!
MUTUAL FUNDS vs EXCHANGE TRADED FUNDS
Learn how to decide which fund is the right investment for you.
NURTURING YOUR NEST EGG
Keep it safe from one of the biggest dangers–your own emotions. Here’s how we can help!
IN BONDS, WE TRUST
Next up in our Educational Series we breakdown the basics of investment bonds; what is it and how they work. Watch the video to learn more.
UNDERSTANDING STOCKS
We are excited to kick off our new Education Series on the basics of finance and investing. First up – Let’s talk stocks!
