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Welcome to our monthly market insights video with JP and Brandon! In this video series, we explore the latest trends shaping the market landscape, offering commentary and analysis.
Welcome to our monthly market insights video with JP and Brandon! In this video series, we explore the latest trends shaping the market landscape, offering commentary and analysis.
We host a video series where we dissect financial topics, share money moments, and more. Plus, we just like to have fun.
One of most complicated we do in the financial industry is make monthly statements for our clients. It is no wonder that clients turn to their account portal to find performance, but that is rife with pitfalls too. In this video, we explain to our clients how to track their investments and where to find the quarterly reports. And if all else fails, call us.
One of most complicated we do in the financial industry is make monthly statements for our clients. It is no wonder that clients turn to their account portal to find performance, but that is rife with pitfalls too. In this video, we explain to our clients how to track their investments and where to find the quarterly reports. And if all else fails, call us.
Alternative Investments (Alts) is one of those things that more people feel they need than those who understand them or the history behind them. In this video, Brandon presses records and talks about Alts for almost an hour. It will provide some background, definitions and some of the marketing ploys to make you want more than you may actually 'need.'
Alternative Investments (Alts) is one of those things that more people feel they need than those who understand them or the history behind them. In this video, Brandon presses records and talks about Alts for almost an hour. It will provide some background, definitions and some of the marketing ploys to make you want more than you may actually 'need.'
JP and Brandon gives you a stock market prediction for 2023! Yes, you read that right: they discuss how the market has moved this year, how bonds have changed and transformed into an asset (portfolio management, amirite?), and how this year did in comparison to how it was last year. Watch it now!
JP and Brandon gives you a stock market prediction for 2023! Yes, you read that right: they discuss how the market has moved this year, how bonds have changed and transformed into an asset (portfolio management, amirite?), and how this year did in comparison to how it was last year. Watch it now!
Our monthly letters offer financial insight and Conscious Wealth wisdom to inform and delight. You may also receive our favorite recipe of the month or another personal nugget.
My first job out of college was working on cruise ships. Not quite Julie of The Love Boat, I explored the Caribbean, Alaska, and Europe as a Youth Activities Director. It was by far one of the most adventurous and exciting times of my life. One day when we pulled into St. Maarten, there was a Royal Caribbean ship that had run aground dangerously close to nude bathers. At first glance,
Read Now >>There is a scene in National Lampoon's European Vacation when, as Clark is ‘just getting the hang of this’ driving on the leñ side of the road thing, he hits an English cyclist. Clark jumps out of the car to help and brings out his wallet. The cyclist, played by actor and founding member of Monty Python, Eric Idle, declares, “Heaven's no, no need for money.” And with a nod to the epic Monty Python and the Holy Grail, follows up with, “It's just a flesh wound.”
Read Now >>Our days are shorter, and our nights are longer. In times of darkness, gratitude is still present. When the things we love so much are not apparent, gratitude is still present. I think a lot about gratitude these days. My initial thoughts around gratitude were just that: How can I think about gratitude more? As I started to “master” the thinking of gratitude, I started to wonder how can I feel gratitude. Now, on my best days, I work to become gratitude.
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