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Roth IRA Conversions – The New Normal for Today’s Financial Planning

Roth IRA Conversions – The New Normal for Today's Financial Planning How Roth IRA’s have taken center stage in wealth creation for middle to upper class Americans and why the financial industry largely ignores the most critical phase of your ...

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Roth IRA Conversions – The New Normal for Today’s Financial Planning

Roth IRA Conversions – The New Normal for Today's Financial Planning How Roth IRA’s have taken center stage in wealth creation for middle to upper class Americans and why the financial industry largely ignores the most critical phase of your ...

Power of Attorney – Explained

https://youtu.be/CvB9TxWklRU Chris dives deep into explaining why a POA is one of the most important documents you and your spouse can have.

Chris & Charles Interview on 100.1 WGLC – Classic Country

https://youtu.be/akopBYlKHXE Chris Cyr talking with Charles about The Retirement and Investment University coming to IVCC on June 30th

Our Internal & External Research on the Current State of the Market

https://youtu.be/spfNhZUWLPs Today we’re back in the office and it appears as though the market is recovering from last week’s dismal performance. With all the headline noise last week, I wanted to update you on our current stance. This video which ...

Mutual Funds Vs. Stocks

https://youtu.be/1wIeyxumLog Chris goes into detail about the differences between Mutual Funds and Stocks and why investors needs to know the differences. It could help you with your returns and fees!

How Many Stocks Make Up The Stock Market

https://youtu.be/jY5rgXsGpYw In this video Chris discusses why last quarter was the worst for bonds, how many stocks make up the "stock market" and what we predict for the remainder of the year.  Here is the link to the Bond Alternative ...

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