Question & Answer Videos

Will tariffs and trade talks between the U.S. and China impact the economy?

  Brian answers questions regarding the tariffs and trade talks that are ongoing between the U.S. and China and whether they will have a negative impact on the U.S. economy.

Do you have a Fee-only Fiduciary or an Annuity Salesperson?

Brian talks about the difference between having a fee-only fiduciary as a financial advisor or so-called advisor that works for a bank, wall street firm, or insurance company.

Asset Allocation Doesn’t Work

Brian discusses asset allocation within an investment portfolio and how it doesn’t work for you as an investor.

Should we be worried about another recession?

  RWM Was Spot On About Interest Rates & No Signs Of Recession. Investors Are Getting Smart About Their So-Called Advisors Who Do Not Legally Work In Their Best Interest. As The Economy Grows, Be Invested In Areas Of Growth & Continue To Avoid Europe...

Impeachment talks; Will they impact the market or cause another recession?

Question and answer video from September 30, 2019.

Inverted Yield Curve, Interest Rates, Recession: What Should I be Doing Now?

Question and answer video from September 17, 2019.

Real Financial Advice. Real Money Management. 100% of the Time.

Working with investors who have $500,000 of investment assets and greater.
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