Brent Thoman discusses End of Year Tax planning options and Ideas
Brent Thoman, Brett Rice and Rob Yeend discuss End of Year Tax planning Ideas and options.
Bill Robertson discuss Annuities and How they Fit in Your Portfolio
Bill Robertson discuss annuities and how they fit in your portfolio.
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 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.
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.
