

3rd Quarter Market Update
Thus far, 2018 has been a volatile year for investors. So what's next? Topics covered include: - Is the U.S. economy leading up or down...


2nd Quarter Market Update
Thus far, 2018 has been a volatile year for investors. So what's next? We'll discuss the outlook for the domestic and international...


1st Quarter Market Update
We just wrapped up a fantastic year in 2017 for investors. What's next? We'll discuss the outlook for stocks as well as the potential...


CYBER SECURITY UPDATE- Safeguarding your financial accounts.
This special edition of Video Insight is dedicated to answering the question "Is my account safe"? We have received many calls with...


4th Quarter Market Update
Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD,...


TRUMPONOMICS: A New Look for American Capitalism
TRUMPONOMICS is a non-political biased presentation that dives into the economic implications of many of President Trump's policy agenda...


3rd Quarter Market Update
Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD,...


2nd Quarter Market Update
A couple key themes of the Q2 Conference call include market performance YTD, rising interest rates, and the Trump financial agenda.


1st Quarter Market Update
Watch as Lyn and Justin discuss the Q1 Market Update. A few key themes discussed are the U.S. Stock Market moving into record territory,...


4th Quarter Market Update
Watch as Lyn and Justin discuss market returns YTD, make observations of a shift in investor bias in the U.S., discuss a few...