CNBC: SNAP shares spiraling

Mark Tepper discusses Snapchat’s challenges on CNBC’s Trading Nation.

Watch Now

CNBC: Interest rates soar

As interest rates go up, regional banks will benefit. Mark Tepper explains why.

Watch Now

CNBC: Anti-Trade War Trade

Mark Tepper participates in The Halftime Report’s panel of traders to discuss the reasons behind the Dow’s recent rally.

Watch Now

CNBC: Nike – Buy or Sell?

Nike has led the Dow this year and Mark Tepper explains why iconic brands command premiums.

Watch Now

Behavioral Finance

Behavioral Finance

When it comes to investing, you are typically your own worst enemy. Here’s how to avoid making irreversible investment mistakes.  

Watch Now

Social Security

Social Security

When is the best time to start taking Social Security? How can you maximize your benefits?

Watch Now

Volatility vs. Performance

Volatility vs. Performance

Many investors focus on performance and returns. However, in retirement, managing volatility is even more important.

Watch Now

Is spending ten minutes worth saving thousands? We seem to think so.

With our short yet insightful “Video Lessons,” we give you tips and tools to be more mindful of your existing wealth and teach you how to optimize the management of your financial affairs.

Watch More Video Lessons

How well are you managing your wealth? Our tools can help you figure it out.

We have two tools specifically designed to help you get a better understanding of your current financial situation. By using Wealthalyze and The Sellability Score, you will get a clearer picture of your wealth, as well as recommendations on what actions you can take to see even better results.

Financial Boot Camp

Unfortunately, most people will spend more time planning their vacations than planning for their financial futures. This can be a recipe for disaster. Our 3-hour information-rich educational workshop will get you on the right track to achieving financial success. register for the workshop