Videos
A Conversation on Building Portfolios – posted June 24, 2021
A Conversation on Reverse Mortgages – posted March 17, 2021
A Conversation on Smart Tax Planning – posted December 15, 2020
A Conversation about Cash Balance Plans – posted September 16, 2020
Can You Predict a Good Time to Buy & Sell Stocks – posted March 11, 2016
Applying Science to Investing – posted May 20, 2015
Portfolio Diversification – posted
April 22, 2014
April 22, 2014
A Conversation on Long-Term Care Insurance – posted May 13, 2021
A Conversation on Annuities – posted February 18, 2021
A Conversation on the Psychology of Money – posted November 18, 2020
A Conversation about Mortgage Refinancing – posted August 20, 2020
Introducing Dimensional Funds – posted May 20, 2015
Eugene Fama on Modern Finance – posted May 18, 2015
A Conversation on Senior Move Management – posted April 20, 2021
A Conversation on Managing Risk – posted January 20, 2021
A Conversation about Doctor Visits in a Pandemic – posted October 9, 2020
A Conversation about Digital Assets – posted July 23, 2020
The Power of Markets – posted
May 20, 2015
May 20, 2015
Our Investment Principles – posted
May 6, 2014
May 6, 2014
Required Minimum Distributions – posted November 15, 2013
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