by Aristata | May 11, 2023 | Videos
More money means more complexity. You need a team of professionals focused on your needs. Aritstata can be a key piece of that plan. Here’s how we can help. When you have worked hard to achieve a certain level of success it’s important to understand that...
by Aristata | Mar 27, 2023 | Videos
Being a business owner is more than a job, it’s your life. I know how the day-to-day can be all consuming. But we can help you see the big picture and avoid some common mistakes that business owners make. Here are the top 3. Running a business is time consuming to say...
by Aristata | Dec 16, 2022 | Videos
Financial planning is all about reaching big goals in life – buying your dream house, traveling the world, retiring. And investing is the tool that can help you achieve those goals. We put a great deal of time, research, and care into how we manage your portfolio....
by Aristata | Oct 7, 2022 | Videos
A down market can stir up a lot of emotions. We get it. But our decades of experience tell us to take heart that this too shall pass. Here is a short video that can help put this into perspective. Video Script Rex Clevenger: When the markets drop significantly, as...
by Aristata | Aug 10, 2022 | Videos
We believe that Financial Planning needs to coincide with Life Planning. Our process is created to help us understand what you truly value and to give us a clear picture of the life you want to live, now and in the future. ; Video Transcript Rex Clevenger: Each time...
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