Broker Check

Video Library Archive

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!