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 – 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.
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.