Short Videos

Bonds Are Optional Every investment should have a specific job. https://www.youtube.com/shorts/sc4Ad20OS1Y What This Means Many investors are told their portfolio should always include a certain percentage in stocks and a certain percentage in bonds. While that may be appropriate for some people, we don’t believe every investor automatically needs bonds. Bonds can be an excellent […]

Invest With Patience Some of your best investments will spend long periods doing very little before making their biggest moves. What This Means One of the biggest mistakes investors make is expecting their investments to produce steady returns every day, every week, or even every month. That’s simply not how investing works. Even great investments

Too Much Info More information doesn’t always lead to better investment decisions. https://www.youtube.com/shorts/GQwWK1DRqKg What This Means Every day we’re surrounded by financial headlines, market predictions, economic reports, and opinions about what investors should do next. While information is valuable, there comes a point where too much of it can become a problem. Instead of making

Pay Yourself First Inflation doesn’t stop when you retire.  Neither should your investments. https://www.youtube.com/shorts/g7nidVvjnLE What This Means Inflation doesn’t stop when you retire. That’s one of the biggest reasons we believe most retirees should remain invested throughout retirement. A common misconception is that retirement means moving everything into cash. While cash plays an important role,

Pay Yourself First Treat investing like a bill that has to be paid every month. https://www.youtube.com/shorts/6zkVHHpy_ZE What This Means Building wealth isn’t about making one great investment. More often than not, it’s about consistently setting money aside over a long period of time. Many people invest whatever is left over after paying their bills and

Ignore International Stocks You may already have more international exposure than you realize. https://www.youtube.com/shorts/NCx2hhFBmTk What This Means Before buying international stocks, realize that you may already have the exposure you’re looking for. Many of the largest U.S. companies already generate a significant portion of their revenue overseas. In many cases, you’re getting global exposure without

Inflation Is Expensive Invest to protect your purchasing power. https://www.youtube.com/shorts/oOTLc-VPm48 What This Means Inflation is the silent enemy of your money—and one of the biggest reasons we invest. Every year, the dollars sitting in your wallet or bank account buy a little less than they did the year before. A coffee that cost $3 a