Financial Education Library 

After clicking one of the investment topics below, you will be redirected to brainshark.com where our video library is hosted.  You will be required to provide your name and email address in order to view the content.  

The Power of Compound Interest 

Corey Janoff, CFP® discusses compound interest: what it is and why it’s referred to as the “Eighth Wonder of the World.”

Three Forms of Diversification 

Anders Ramstad, CFP®, ChFC®, CLU®, ChSNC® discusses the Three Forms of Diversification and gives you an overview of why each piece is important to your financial plan. 

Asset Class Diversification

Cole Kimball, CFA, AIF® discusses Asset Class diversification. He will explain what the goals of your investment portfolio should be, including examples on the importance of rebalancing your portfolio.

Time Horizon Diversification

Owen Chambers discusses Time Horizon Diversification of your Investments and how to use them in your favor, especially when it comes to saving for retirement.

Tax Treatment Diversification

Michael Merrill, CFP®, CLU®, ChFC® discusses Tax Diversification of your Investments. What your options are and where they can be implemented in your financial plan.

How Much to Save for Retirement

Corey Janoff, CFP® discusses your options for saving for retirement while analyzing the needs of various desired retirement lifestyles.

Roth IRAs 

Marshall Weintraub, CFP® discusses the importance of Roth IRAs for your Retirement Plan. Important topics include how to fund your Roth IRA when you make over the salary cap for contributions.