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Video Library Archive

November 11, 2020

There’s a lot to consider when planning for retirement.

It’s easy to focus on the tangible dollars and cents in your portfolio, but there’s also a psychological side of retirement that is necessary to understand and address.

In this week’s What’s Up Wednesday, Roger explains 3 important psychological aspects of retirement planning: Anchoring, Entitlement, and Greed.

October 28, 2020

Do not assume that you are immune to "bad things" in life.

When planning for retirement and other financial goals, it is important to plan for unexpected roadblocks that could derail your plan.

Do you know the most common financial roadblocks, and how to plan for them?

Join Roger as he looks at some of the most common "bad things" that individuals will encounter, and discusses how we help proactively prepare for them.

October 14, 2020

Since the market bottom on March 23, the S&P 500 has gone up over 54%!

However, this does not mean that every company has fully recovered.

Roger "peels back the onion" of the S&P 500 Index to see which companies are actually driving this rally.

September 30, 2020

Roger address two of the most common concerns people have during an election year:

"How does the election affect financial markets?" and "How do the financial markets affect election outcomes?"

Take a quick, objective look at what may be financial market predictors of elections, and reveal average historical, post-election returns.


September 9, 2020

Roger & Jake discuss 4 key numbers that are an integral part of your Financial Plan,

and how underestimating or failing to include these factors in your plan can easily derail your retirement.

August 26, 2020

Roger discusses an important concept called "Sequence of Returns."

Roger explains how larger losses in your portfolio at the beginning of retirement can jeopardize your Financial Plan,

and gives 3 tips to help mitigate this risk.

August 12, 2020

Roger and Jake discuss 3 key tasks that everyone should complete during any kind of financial crisis.

These unexpected events can come in many forms and can potentially jeopardize your financial plan.

Find out what you can do to be prepared!

July 29, 2020

Introduction to our new featured video spots covering a wide range of financial topics with

our signature Rinvelt & David flair. Let's get started!