Your New Client Portal
Brice takes a few minutes to go over the new client portal. If you have any questions, feel free to reach out to us at the office, at 800.804.0420.
Brice takes a few minutes to go over the new client portal. If you have any questions, feel free to reach out to us at the office, at 800.804.0420.
In Brice's last video of the series, he explains what you need to know about capital gains and making money in the market!
If you don't plan to own a diversified portfolio, set some ground rules, sign a contract with yourself, and treat this like a business. Brice talks about some ground rules you should put in place in this week's video.
Today is National 529 College Savings Day! This day raises awareness around planning and saving for higher education expenses. Brice takes a few moments to walk you through setting up your own 529 savings plan on misaves.com.
There's no replacement for compound interest. This week, Brice digs into how powerful compound interest is and why it's so important.
Don't let FOMO kill your portfolio! In this week's video, Brice breaks down past and recent hype and mania stocks.
While mutual funds and ETFs are similar in many respects, Brice chats about some of their fundamental differences.
Tune in today at 1:30 pm for a commentary from Senior Financial Advisor, Mark Carter and Chief Investment Officer, Brice Carter, on the current market.