Question & Answer Videos

Question: Is Life Insurance a Good Investment Tool to Have in Your Portfolio?

In this video, Brian answers the question of whether or not it is a good idea to purchase a life insurance policy as an investment for your portfolio.

Question: Will the Coronavirus Outbreak have any Impact on the Economy?

In this question and answer video, Brian Rezny talks about the Coronavirus outbreak that is happening in China and around the world and whether or not it will have any impact on the U.S. or World economy and what that means for investors.

Question: Will tensions between the U.S. and Iran have an impact on the economy?

Brian Rezny answers questions about the current tensions between the U.S. and Iran and if it will have an impact on the economy or whether or not investors should consider any portfolio adjustments.

Question: What Risk Level Should I Have for my Investment Portfolio?

Brian Rezny answers the question regarding what level of risk (in our opinion) investors should aim for when working with an advisor.

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.

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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