Roth Conversion – In this educational video session, Quint discusses the popular Roth Conversion strategy. The Roth IRA remains one of the strongest tax planning vehicles available and it may be valuable to consider this tool as part of your Retirement Planning.

Risk – Most investors have no idea what to expect when it comes to portfolio volatility and therefore are not properly equipped to handle the general ups and downs. In this informative and educational video, Quint takes you into the classroom and breaks down one of the most important financial terms that most people don’t know. Standard Deviation.

Roth Conversion Continued – In this educational video, Daniel and Logan break down Roth conversions and discuss the strategy behind when to implement them.

3/4/22 – Week in Review Quint discusses the continued market weakness against the backdrop of war. 


2/11/22 – Week in Review Quint discusses another volatile week on Wall Street capped off with news of Russian preparing to invade.



2/18/22 – Week in Review Continued geopolitical uncertainty leads to market volatility. What to look for in the coming weeks with regards to Russia, Ukraine, Oil and more. 



12/4/22 – Week in Review – Markets have seen extreme volatility this week as investors take in new information surrounding Omicron as well as a Hawkish Fed.



Market Update -September 30, 2021
In this video Quint sits down with Logan to discuss what’s happening in the current market environment. With so many folks concerned about the current ‘price levels’ what does Quint see as some of the potential hurdles ahead. This informative video will give you an in-depth look at how we are handling our investment strategy during these interesting times.

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