CONNECT

Address:

361 Forest Ave., Suite 201
Laguna Beach, CA 92651

Phone:

949-715-8585 / 877-691-7840

Fax/Other:

949-315-3232

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • Stocks and Stock Mutual Funds 101

    Stocks and Stock Mutual Funds 101

    Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

  • Bonds and Bond Mutual Funds 101

    Bonds and Bond Mutual Funds 101

    Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.

  • Tax Reform: Changes for Individuals

    Tax Reform: Changes for Individuals

    In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual tax landscape.

  • The Pros and Cons of a Big Tax Refund

    The Pros and Cons of a Big Tax Refund

    Is receiving a big tax refund a reason to celebrate?

  • Tax Reform: Changes for Businesses

    Tax Reform: Changes for Businesses

    The 2017 tax reform legislation made major changes to the U.S. tax code for businesses.

  • Going Public: Investing in IPOs

    Going Public: Investing in IPOs

    A discussion on the initial public offering (IPO) process, recent trends, and risks.

  • Wage Growth: Watch for a Tipping Point

    Wage Growth: Watch for a Tipping Point

    The factors that may be restraining workers' wages and the economic implications of continued weakness or a sudden surge.

  • Trade Tariffs

    Trade Tariffs

    The U.S. is using tariffs to force the hands of trading partners and narrow the deficit. As a result, the disruption of global trade could affect economic growth.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck