Skip links

Videos

You’re serious about protecting and growing your wealth, and we’re serious about providing the guidance that helps you enjoy your success.

Healthcare in Retirement: An Overview

2021 Q2 Market Recap and Outlook

Generational Wealth Series: How Can Grandparents Leverage a 529 Plan?

Cybersecurity & Finance

Taxes Going Up? FPC’s Investment Outlook For 2021!

Why Gaming the System Doesn’t Work

Realigning Financial Goals After 2020

Let's Talk Cash

Simple Tips To Overcome the Fear of Spending in Retirement

How to Protect Yourself in Light of 2020’s Coronavirus Market Volatility

Conversations with Family to Inspire Generational Wealth

Opportunity Cost Investing

2020 Q3 Market Recap

When Does Debt Makes Sense in Your Financial Plan?

Should You Retire Early?

Not Ready For Traditional Retirement?

What Happens If You’re Surprised After Filing Your Taxes?

How Many Investment Accounts Should You Have?

How Much Cash Should I Have On Hand?

The #1 Thing High Net Worth Families Miss When it Comes to Insurance

Think You Make Too Much Money to Contribute to a Roth? You’re Wrong.

COVID-19 Market Update

The Coronavirus Market Correction

2019 Tax Prep: Best Practices

Understanding the SECURE Act

Donor-Advised Funds: Tax Smart Givng

2019 Q3 Global Markets: What's Next?

Year End Sell Off

2018 Stock Market Correction

2018 Q3 Market Outlook

Dow Jones Biggest Point Decline

Equifax Data Breach: Now What?

A "Lesson" On College Savings

Are You Prepared for a Market Correction?

How to Discover Your Financial Strategy

Year End Wealth Strategies

Million Dollar Question: Traditional or Roth IRA

The Secret to Successful Investing

Understanding the AMT

How Not to Screw Up RSUs

Minimize Taxes & Maximize Profits When Selling Your Home

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.