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
529 Plans – uses and distributions
Donnalee Guerin,
Chief Operating Officer, Sr. Client Advisor, Partner
What a 20-year-old should know about compound returns
Peter Fisher
Portfolio Manager, Partner
Staying secure while remote
Elizabeth Gardner,
Chief Compliance Officer, Investment Associate
Basics of Medicare
Donnalee Guerin,
Chief Operating Officer, Sr. Client Advisor, Partner
Jake Kidder, CFA
Portfolio Manager