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Recent Videos

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Wendy Wallace of Lighthouse Financial emphasizes the importance of having and regularly reevaluating a financial plan to achieve financial goals and secure your future.|Maureen J. Poplaski, CFP® is a Certified Financial Planner
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Aequitas NEO Exchange Inc, a new Canadian stock exchange, is described by President and CEO Jos Schmitt, highlighting its unique features and approach to capital markets.|Warner Arms Henderson, ChFC® is Founder and Principal of
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Intro to Financial Advice for Physicians offers specialized financial planning and advice tailored to the unique needs of medical professionals.
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Saltbox CEO Tyler Scriven discusses financial challenges and opportunities with Andrew Strickman, founder and CEO, addressing potential financial pitfalls ahead.|Saltbox CEO Tyler Scriven
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Eliot Rose presents "Preparing for Your Retirement" with Jason, offering insights and guidance on retirement planning.
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Charles Carroll Financial Partners, LLC offers financial planning services, with a focus that may include hospice and community-related financial advice.
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Wendy's journey from personal financial struggle to becoming an expert in retirement planning.|Maureen J. Poplaski, CFP® is a Certified Financial Planner
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Artemis Financial Advisors, LLC offers financial planning services, along with Lakeside Financial Planning.|Jared Hoole is the President of Lakeside Financial Planning
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Casey Dylan of Symmetry Partners discusses the impact of COVID-19 on global economies and capital markets, emphasizing not letting fear influence investment decisions.|Patrick A. Sweeny is a founding partner of Apella Capital.
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James Femia of Apella illustrates how a student's performance can positively impact the type of college financing they receive.|Patrick A. Sweeny is a founding partner of Apella Capital.
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Apella Wealth offers financial planning services, highlighted in an explainer video.|Patrick A. Sweeny is a founding partner of Apella Capital.
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Wendy shares her journey from handling her family's investments to founding her own financial planning firm, emphasizing personalized retirement planning and offering educational workshops.
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Wendy Wallace of Lighthouse Financial Group offers tips on planning for your children's financial future, covering college savings, financial aid, and the benefits of working with a financial advisor.
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Apella’s James Femia explains the importance of early college planning during a child's Freshman or Sophomore year of high school for an effective financial strategy.|Patrick A. Sweeny is a founding partner of Apella Capital.
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Wendy Wallace of Lighthouse Financial explains the importance of estate planning for everyone, detailing wills, trusts, power of attorney, and healthcare directives, and offers tips to get started.|Maureen J. Poplaski, CFP® is a Certified Financial Planne
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James Femia of Apella Capital and Patrick Sweeny of Symmetry Partners discuss their collaboration and business practices.|Patrick A. Sweeny is a founding partner of Apella Capital.
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Mercury Asset Management: Comprehensive Financial Planning and Investment Strategies | Frank Mercuri, CEO ,  Mercury Asset Management.
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Adapting to Economic Shifts: Strategies for High Inflation and Interest Rates | Euan Munro , CEO , Newton Investment Management .
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The Entrepreneurial Journey and Values Beyond Octopus | Simon Rogerson , CEO , Octopus Group .
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Mental Health in the Fast-Paced Financial Sector | Paul Feeney, CEO , Quilter Plc .

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