by Aristata | Oct 2, 2024 | Videos
Alternative investments can be a good opportunity for some investors to diversify their portfolios, even during times of market uncertainty. Watch this short video about what they are, and how we can help determine if they are right for you. In this video we are going...
by Aristata | Sep 6, 2024 | Videos
Getting an inheritance can be life changing. But that money can also dwindle quickly if you don’t do some smart planning. We’re here to provide guidance and help navigate the complexities of inheriting money or property. Here’s how: Getting an inheritance is a...
by Aristata | Aug 6, 2024 | Videos
Navigating what your finances will look like in retirement can be overwhelming. If you’ve wondered if you’ll outlive your money, watch this video to see how we can help: When approaching retirement, a common fear among many people is outliving their money. One way we...
by Aristata | Jul 2, 2024 | Videos
As we age, our home’s setup becomes crucial to our comfort and independence. But aging at home is more than basic modifications – it’s about creating a supportive, thriving environment tailored to your unique needs. When you think about getting older do you imagine...
by Aristata | Jun 10, 2024 | Videos
Are you expecting the sale of your business to fund the majority of your retirement? This video highlights key topics to keep in mind when planning the sale of your business. If you have spent much of your life building your business, and you are expecting the sale of...
by Aristata | May 22, 2024 | Videos
Skyler’s Journey to Becoming a Third-Generation Financial Advisor Michael Jordan once said, “Talent wins games, but teamwork and intelligence win championships.” This idea resonates with me, both on and off the court. As Rex’s son and the third generation in financial...
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