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Recent Videos

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Weekly Market Report: March 12, 2018 | Thomas J. Saunders, Managing Director, Winthrop Partners.
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Why "Bespoke": Custom-Tailored Portfolios with Laurel Hardy | Laurel Hardy, CEO, Bespoke Wealth Management.
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Understanding Hidden Investment Fees with Thys van Zyl | Thys van Zyl, CEO, Everest Wealth Management, LLC.
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Impact of South Africa’s Election on Local Markets: Insights from Everest Wealth CEO Thys van Zyl | Thys van Zyl, CEO, Everest Wealth Management, LLC.
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6 Mistakes to Avoid in Retirement and What to Do Instead | Jonathan Harrison, CEO, Sound Stewardship, LLC.
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Legacy Financial Strategies: Expert Wealth Management for Seniors Since 1970 | Dave gner, Founder, Legacy Financial Strategies, Inc.
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Fee-Only Fiduciary Financial Advisors: Insights from Winthrop Partners CIO R. Brian Werner | R. Brian Werner, CIO, Winthrop Partners.
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Investment Choices and the Mechanics Behind Them | Thys van Zyl, CEO, Everest Wealth Management, LLC.
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Planning for Income in Retirement | Dean Murley , CEO, Belonging Wealth Management.
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Develop a Plan That Feels Comfortable: Expert Guidance from Thomas J. Saunders | Thomas J. Saunders, Managing Director, Winthrop Partners.
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Thys van Zyl of Everest Wealth Management Discusses Cryptocurrency Dynamics | Thys van Zyl, CEO, Everest Wealth Management, LLC.
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The Living Financial Plan: Adapting to Your Needs | Mike Wern, Principal, Legacy Financial Strategies, LLC.
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Smart Spending: Financial Tips from Laurel Hardy | Laurel Hardy, CEO, Bespoke Wealth Management.
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Protecting Assets from Catastrophic Illness and Medicaid Spend Down | Dave Gner, Founder, Legacy Financial Strategies, Inc.
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How Business News and Companies Affect Investments and Shares | Thys van Zyl, CEO, Everest Wealth Management, LLC.
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The S&P 500's Epic 5-Month Winning Streak: A Historical Deep Dive | Adam Taylor, CEO, Taylor Financial.
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How to Calculate Inflation into Your Retirement Portfolio | Thomas J. Saunders, Managing Director, Winthrop Partners.
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Thys van Zyl Analyzes President Ramaphosa's State of the Union Address | Thys van Zyl, CEO, Everest Wealth Management, LLC.
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Why Choose Legacy Financial Strategies? | Michael Lutz, CEO, Legacy Financial Strategies, LLC.
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Lou Stanasolovich on Wealth Management Strategies | Lou Stanasolovich, CEO, Legend Financial Advisors, Inc.

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