March 9, 2017

We are excited to introduce our new Financial Learning Lab. The Lab provides classes focusing on various topics, allowing you to choose what financial education is relevant to you. Check out the Spring class offerings below. 

Upcoming Classes:

Maximizing Workplace Re...

The Dow hits 20,000 but what does that mean to you? Watch as Lyn and Justin explain that while you're likely to see headlines celebrating, it shouldn't have any effect on your investment strategy. 

January 25, 2017

The financial media is completely focused on the Dow reaching 20,000, an all-time high. It's important for investors to realize that while seeing the Dow hit 20,000 for the first time will be a psychological milestone, it's really not that significant.

If you think about i...

January 20, 2016

During our first quarter call of 2016 we discuss the final returns for 2015, drivers impacting the markets for 2016, specific risks and opportunities we see in 2016, and a review of our proprietary AFP Defined Risk Strategy.


We expect much more volitility this year as low...

October 28, 2015

The impact of much noise in the markets is becoming more pronounced.  Many people are being hurt by how they react to what they hear or see in the media.  

This presentation will help investors discern the different between noise and news that matters.  We will also d...

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