
The Classroom
We believe strongly that education can improve long-term investment success.
The investment world can be confusing and intimidating for clients. We all should have received a course in school about investing to help us understand it better. Most of us never did.
So we created some short videos to help clients become more successful investors. They address some of the basics of investing, financial planning, and the value that financial advisors can provide.
The information provided is:
- clear and concise—anyone can understand it
- objective—the goal is to educate, not sell
Feel free to share these videos with your clients.

Introduction
May 3, 2016

Make It Personal
May 3, 2016

Identifying Your Target
May 3, 2016

Understanding Risk
May 3, 2016

The Importance of Saving
May 3, 2016

The Value of a Good Advisor
May 3, 2016
The Forum
We believe strongly that good communication is the foundation of good relationships. The following information will help you understand who we are and how we see the world.
December 1, 2004 | ThinkAdvisor
There’s a new approach to building portfolios that helps allay clients’ fears.