Our Videos

See how we use state-of-the-art Riskalyze® technology to assess our clients' risk tolerance and compare to their portfolio risk.

Should you refi your mortgage? What are the pros and cons? This helpful and easy-to-use tool will compare the monthly payments and remaining interest expense on your current loan to the total interest expense under a traditional refinance as well as to the total interest expense if you refi, but do not reset your current loan payment schedule. The results can be eye opening! Click this link to try it out: Can I Refinance My Mortgage?

Economic Update for July 2020, hosted by our very own news anchor Kevin Dawrant. We hope you enjoy.

Are you a bull or a bear these days? Well either way, we thought that this was a very fitting addition to our office decor. Here is a preview video of our latest and most prominent piece of artwork, shipped all the way from Ukraine, created by the very talented Anna Clark! You can see more of her amazing work on Etsy, search: ClarkOilArt or follow her on Instagram at https://www.instagram.com/clarkoilart/

Money Matters. People Matter More.