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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 16th @ 7PM MST

RisingSun

Featured Webinar

2024 Market Outlook: Balancing Realism, Prudence & Patience

2023 was not a banner year for predictions by the "financial consensus complex." GDP didn't halt in the US, unemployment rates didn't spike, the banking sector didn't melt down after SVB collapsed and interest rates weren't cut. In 2024, one can't ignore the geopolitical risks, evaporating social cohesion and potential disruption due to this year's US election and 80 other nations hitting the polls. Despite this backdrop, we remain cautiously optimistic. Register to learn how we see 2024 unfolding.
A two-part retirement workshop shares how to bullet proof your financial plan with realistic solutions for the most common challenges facing those approaching or already in retirement.
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Invest about 10 minutes and receive a custom report with a Readiness Score and ideas to improve how your portfolio is managed.

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