by Charlie Mattingly | Aug 22, 2016 | Charlie, Education, Video
This discussion presents five steps to ensuring your family is taken care of in case of a death or disability. We all know and some have personally experienced how an unexpected family death, disability or tragedy can be emotionally and financially devastating. Our...
by Charlie Mattingly | Aug 8, 2016 | Education, Video
Many clients have been asking us if now is a good time to invest given that 2016 is an election year. In the video below, Kevin examines market returns for every election year since 1928. It may be surprising that the evidence shows stock markets actually have risen...
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