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Business Philosophy Videos

Building trust and loyalty are the cornerstones of our success. Below you'll find videos that help capture our approach and our business philosophy:

Do People Know Why They Have Investments? - Bob Fitzsimmons

Do People Know Why They Have Investments? - Bob Fitzsimmons

Most accumulate investments over time and are uncertain about the role each investment plays in their portfolio.

Do Many People Work With Other Professionals? Bob Fitzsimmon

Do Many People Work With Other Professionals? Bob Fitzsimmon

There’s much more to managing a family’s finances that just return on investment.

How Do You Tell Clients To Measure Performance? Bob Fitzsimm

How Do You Tell Clients To Measure Performance? Bob Fitzsimm

If you don’t have a way to measure your performance, how will you know if you’re progressing toward your goals?

Do People Have Diversified Portfolios? - Bob Fitzsimmons

Do People Have Diversified Portfolios? - Bob Fitzsimmons

Diversification and asset allocation are approaches to help manage investment risk.

What Is the #1 Concern About Retirement? Jason Peplinski

What Is the #1 Concern About Retirement? Jason Peplinski

"Will I outlive my money?" is the most common question we hear from retirement-minded investors.

Do People Know Why They Have Investments? Jason Peplinski

Do People Know Why They Have Investments? Jason Peplinski

Most accumulate investments over time and are uncertain about the role each investment plays in their portfolio.

How Do You Tell Clients To Measure Performance? Jason Peplin

How Do You Tell Clients To Measure Performance? Jason Peplin

If you don’t have a way to measure your performance, how will you know if you’re progressing toward your goals?

Do You Hear One Common Question from People? Jason Peplinski

Do You Hear One Common Question from People? Jason Peplinski

"What’s next for the financial markets?" is the question we hear most frequently from our clients.

What Do You Bring to Clients? Jason Peplinski

What Do You Bring to Clients? Jason Peplinski

Perspective is one of the most important things we bring to our relationships with clients.

To, and Through, Retirement. Jason Peplinski

To, and Through, Retirement. Jason Peplinski

Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?

Are Clients Interested In “Chasing Winners”? Bob Fitzsimmons

Are Clients Interested In “Chasing Winners”? Bob Fitzsimmons

Chasing yesterday’s winners may not be the best way to pursue your financial goals.