Financial Education Videos
Financial Education
Portfolio Management in Times of Uncertainty
There’s no doubt we are in times of uncertainty. During such times, there will always be people who try to take advantage of the feeling of fear of the unknown. [...]
How Does the Vanguard 2 for 1 Split Impact My Portfolio?
Vanguard announced on February 22, 2023, that they had a series of funds splitting. The share splitting became effective on March 14th, 2023. The one that affects us and our [...]
What You Need to Know About Silicon Valley Bank Failure
This week, over 50 banks had a halt in their trading, mostly regional banks. Many clients have reached out, asking if it is safe to have their money into Charles [...]
Financial Planner vs Financial Advisor
The difference between a financial planner vs a financial advisor can often confuse people. Unfortunately, the financial services industry uses a lot of different titles for the people in it. [...]
What makes a Roth IRA better than other IRAs? Which IRA is right for me?
What makes a Roth IRA better than other IRAs? A Roth IRA is not necessarily better, but there's definitely a difference between a Roth IRA and an IRA. With a [...]
What happens to Social Security if I retire at 55?
Many people wonder what would happen to social security if they retire early, at 55. For example, if you retire at age 55 and don't touch your social security money [...]
Are Financial Advisors Paid by Mutual Funds?
Are financial advisors paid by mutual funds? The answer is typically, yes. When an advisor recommends a mutual fund, that advisor will most likely get paid a recurring fee that [...]
Asset Protection for High-Net-Worth Individuals
How is asset management different for high-net-worth earners than for those who are still in the accumulation phase? The difference is not much on how the assets are managed but [...]
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