Financial Concepts 101
Conversation starters for our clients’ next generation
We continuously field questions from clients about how best to introduce their children to important financial concepts. The first step is the most challenging, which is starting the conversation.
These short videos are intended to be just that conversation starter. By no means are these a complete review of a subject, but rather, a quick explanation of the answer to questions we hear often, and hopefully, a catalyst to explore the concept further.
Thank you for watching, and we look forward to your feedback.
Two documents everyone 18 years and older should have
Elizabeth Braudis, JD, LLM
What a 20-year-old should know about compound returns
Portfolio Manager, Partner