Videos
OUR 5 PILLARS
Investments? Yes, of course. But what about the other four areas? Have you secured each pillar?
RELATIONSHIPS COME FIRST
We put a high priority on developing real relationships with our clients. Stepping into retirement is a major transition and we will be right there alongside you helping you navigate all of the curves right through to the very end.
UNDERSTANDING RISK
We can’t predict the future. But, we can help you understand risk and build a custom portfolio around your risk tolerance. We can even stress test your portfolio and show you how your portfolio might perform in different market environments.
CAN A FINANCIAL ADVISOR REALLY HELP?
You are about to navigate some pivotal financial transitions. Timely adjustments can change the trajectory for your entire financial future. After a lifetime of saving, you want to get this part right.
FINANCES ARE PERSONAL
Did you know that money is cited as one of the top reason for divorce in the United States? It is amazing to see the stress that can be relieved and the peace that can come when a solid financial plan is put into place.
CAN I RETIRE?
Your pension, social security, real estate, investment accounts… These will soon need to take the place of your monthly paycheck. Will it be enough? How long will it last? That’s what we can help answer for you.
THE STORY OF RYAN’S PARENTS
“If my parents would have had someone to guide them to invest in a safe and understandable way when they sold their businesses, their retirement would look so different.” Simple planning and guidance can make all the difference.
The Latest Video Updates from Gabe & Ryan
How Much Should I Have in My 401K Before I Retire?
Do you wonder how much is needed in your 401k to retire? Here is Gabe's advice on some guidelines to follow for your 401k savings. https://www.youtube.com/watch?v=65RA0jsO93s What Factors Determine how Much Money You Need to Save in Your 401k? How much money you need...
Rate of Return: What to Expect in Retirement
Gabe and Ryan let you know about risk and reward in retirement for the best rate of return in different markets. https://www.youtube.com/watch?v=wC9B_ticXdc Calculating Risk into Our Rate of Return Expectation Rate of return is a function of risk. Risk level changes...
Are You Panicking About Higher Interest Rates and a Down Market?
Listen to Ryan and Gabe explain why you don't need to be worried about the current state of the market and interest rates. https://www.youtube.com/watch?v=-CjnuLfeFs8 Are you Panicking about higher rates and the falling market? Don't be, here's why: In the short-term...
Monthly Market Update – February 2023
After a tough December, both U.S. and international markets showed gains in January. The primary drivers were the continued drop in inflation and the decline in longer-term interest rates. Despite the market gains, the economy showed signs...
How can I Maximize my Retirement Savings?
Gabe gives insight on maximizing your retirement savings with a few key strategies. https://youtube.com/shorts/glIjmHiWkNg?si=EnSIkaIECMiOmarE Three Different Ways to Maximize your Retirement Savings Depending on your Circumstances There are a few ways we like to...
The 4% Rule: Is it Safe for Your Retirement Income Strategy?
Gabe touches on SRP's stance on the validity of the 4% rule. https://youtube.com/shorts/v64xmho3EPg?si=EnSIkaIECMiOmarE How Safe is the 4% Withdrawal Rule in Retirement? Now this question depends on the individual. But, it is a great rule of thumb for retirees who...
Inflation Slowing Down – What it Means for You and Your Wallet – End of Year 2022
Ryan outlines what it looks like for 2023 now that inflation is slowing down. https://youtube.com/shorts/tT0kr2RpMK4?si=EnSIkaIECMiOmarE How does Inflation Slowing Affect you? Inflation has been talked about all year long, it has been the thing that everyone wants to...
Monthly Market Update – January 2023
December closed out a tough year for markets. The U.S. indices showed single-digit declines for the month, capping off drops for the year of about 7 percent for the Dow, more than 18 percent for the S&P 500, and 32 percent for the...
Markets Are Down: Have we seen the bottom yet?
Has inflation peaked, when can we expect a rebound? Gabe and Ryan briefly discuss their thoughts on where the market is at. https://youtu.be/3AC4SAF018s Market Trajectory for Upcoming Year The question many clients are asking is, "Have we seen the bottom of this down...
Monthly Market Update – December 2022
November was a good month for markets as the bounce from October continued. U.S. indices saw single-digit gains, and developed and emerging markets were up by double digits. The primary driver here was optimism that the Fed will slow future...
VIDEO SERIES: ExxonMobil Benefits Package + Retirement Considerations
In this 5 part video series, Certified Financial Planners and Advisors, Ryan and Gabe, cover the components of the ExxonMobil Benefits package and all of the factors to consider for planning your retirement. Click the list icon in the top right corner of the video to...
Monthly Market Update – October 2022
September was a bad month for markets, which were down between 8 percent and 12 percent for the month both here and abroad. The decline was driven by interest rates, which rose sharply. Despite the market pullback, there was some positive data for the last quarter....