Videos on Planning & Management
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.
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.
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.
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.