Estate Planning
In this episode Grant and Brett discuss Estate Planning Basics.
Top Financial Questions for Women Investors Part 3
This video is the third of the three part series where Brett and Andrea discuss some of the most popular questions they have received from female investors.
Top Financial Questions for Women Investors Part 2
This video is the second of a three part series where Brett and Andrea discuss some of the most popular questions they have received from female investors.
Top Financial Questions for Women Investors Part 1
This video is the first of a three part series where Brett and Andrea discuss some of the most popular questions they have received from female investors.
2020 Revisted
These are some of our favorite memories from 2020.
Why You Want a Team of Financial Advisors
In episode 6, Brett and Jason cover the advantages to working with a team of financial advisors.
