Planning & Management

Videos on Planning & Management

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Integrity in Wealth Management

– Paul Byron Hill, CFP® explains why integrity is the foundation of a sound financial planning process – from the professionals who manage the process, to the solutions they provide to the expectations they have for the clients they advise.

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Can You Predict a Good Time to Buy & sell Stocks?

– Can investors predict when to buy and sell securities? Jim Davis, PhD, runs more than 780 tests on data from 15 stock markets to test this theory.

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Make Sure it Isn’t an Old Idea in Disguise

– Professor Eugene Fama and David Booth highlight the importance of being open to new ideas without jumping on something new just because it appears to be different.

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How Much Should You Save for Retirement?

– How much should you be saving for retirement? In this client-ready video, Massi De Santis, PhD, explains that the answer should be customized for each individual, based on how their income grows prior to retirement.

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How Much Income Do You Need in Retirement?

– How much retirement income is enough? In this client-ready video, Marlena Lee, PhD, explains that the answer should be customized based on each individual’s lifestyle and income prior to retirement.