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
President, Partner

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Myths and truths about wills

Brooke Manfredi, JD
Senior Client Advisor, Partner

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529 Plans – uses and distributions

Donnalee Guerin,
Chief Operating Officer, Sr. Client Advisor, Partner

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What’s the difference between a stock and a bond?

Jake Kidder, CFA
Portfolio Manager

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What is private equity?

Jeff McGrew, CFA
Chief Investment Officer, Partner

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What are mutual funds and ETFs?

Vikram Soorma, CFA
Portfolio Manager

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Lease vs. Buy – How to decide?

Sharon Bolinger
Sr. Client Advisor

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What a 20-year-old should know about compound returns

Peter Fisher
Portfolio Manager, Partner

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