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Life & Money

Videos

Life & Money

We view your wealth as a tool to help you get the things you want out of life. How do you prioritize spending versus saving? Watch this video to learn how these decisions can impact your long-term goals.

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Diversified Growth

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Diversified Growth

Watch this video to learn about the Diversified Growth strategy.

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Diversified Tactical

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Diversified Tactical

Watch this video to learn about the Diversified Tactical Strategy.

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All Seasons

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All Seasons

Check out this video to learn about this strategy.

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Estate Planning

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Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

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Financial Fitness

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Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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Fixed Income

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Fixed Income

Fixed Income is an investment strategy for investors with a specific time horizon, specific goals and a need for income.

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Day Hagan

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Day Hagan

Day Hagan Tactical Dividend is an investment strategy that makes scientific, mathematical and unemotional decisions.

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Long Term Trend

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Long Term Trend

The Long Term Trend Strategy is an investment strategy that seeks to identify companies with a long term competitive advantage over a full market cycle.

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Perennial Growth

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Perennial Growth

The Perennial Growth Strategy is an investment strategy that seeks to provide long term capital appreciation over preservation.

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