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Videos & Webinars

Our Library of
Videos & Webinars

We’re committed to informing our clients and audience about the economy, markets, personal finance and ideas to work toward and maintain financial independence.

Upcoming Webinar – Jan 28th @ 10AM MST

RisingSun

Featured Webinar

Estates Gone Wrong: The Importance of Comprehensive Estate Planning

Estate planning is a vital process to safeguard your legacy and shield your loved ones from unexpected challenges. Even with the best intentions, without the right strategies and support, things can go off track. We’re thrilled to welcome Ellie Muir from Clear Estate as our guest speaker. During the webinar, Ellie will delve into real-life estate planning pitfalls and offer practical advice on how to avoid them. She will also address a key question when drafting a will: Who will be my executor? And should I consider a 3rd-party estate administrator to settle my estate?
If there is any consensus on market forecasts for next year, it's that 2022 will be volatile and investors will be faced with significant "noise" that will test decision making. We provide our 2023 market outlook and investment strategies to navigate these markets.
Investors must pay attention to the very real risk in the government bond market. Learn about key indicators and activities to monitor and investment strategies to benefit from rising interest rates market volatility.
The themes of “Build Back Better”, money printing and Infrastructure are creating opportunities to invest in commodities. Learn how our portfolio managers are using a structured approach to take advantage of these themes.
Risk controls and active management are critical to protect capital and seize opportunities. These principles are essential to manage volatility and to thrive in a low, but rising interest rate environment which will have negative consequence for investors in government bonds.
Wise investors are seeking high income with safety of principal. An intelligent solution to long-term government bonds and GIC’s is a well-diversified basket of Alternative Investments that can generate 7% – 8%+ YIELD while limiting portfolio volatility.
Overview of how our portfolio managers navigated market volatility during the COVID crisis to ensure clients stayed within their “Financial Pain Threshold” to avoid panic selling.
How our Portfolio Managers are utilizing dynamic and unique investment strategies to prepare for difficult markets ahead.
Learn about strategies used by our portfolio managers to reduce portfolio volatility and position you for consistent, long-term returns.
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