Video Archive

Financial Flash Videos

Private Wealth Manager, BRENT ATHERTON, helps you ask the right questions for working with a Financial Advisor

Financial Flash #148 - Questions to ask a financial advisor

Mark tells us how an HSA can be used to cover all your medical costs later in life when it's most needed. Great info to know.

Financial Flash #146 - Utilizing your HSA

Kristine shares some financial tips on making it through a job loss. You never know when you'll need these so save it, share it, learn it.

Financial Flash #145 - Managing Job Loss

Susan takes us through the differences between Wealthy vs Rich and what it takes to accumulate wealth for your retirement years.

Financial Flash #144 - Wealth vs Rich

Financial Flash #142 - Housing Market

Financial Flash #141 - Congratulations to Graduates

Financial Flash #140 - Sell in May

Our very own Investment Research Analyst, Paul Tichy, takes on the old adage, "Sell in May, Go Away" to see if there's any merit to this. And he's got some balance-busting facts you'll want to hear. Check it out.

Financial Flash #139 - Sell in May

Financial Flash #138 - Travel Tips

Mother's Day Tribute 2023

Four different AI technologies combine to give a report on the State of AI within the Financial Sector from our digital expert, Glenn Gray

Financial Flash #137 - The State of AI

Friday Flash #136 - Social Fitness

Life Stages Part II

#taxday #Inflation #FederalReserve

Inflation Update and Tax Day

Life Stages, 8,000 Days Study

Friday Flash: Mark recaps 2022 Q4 Earnings

Five Pitfalls to Avoid this Tax Season

Is My Money Safe?

Investing - Skill or Luck?

Friday Flash #127 - Welcome Glenn

Social Engineering Cyber Attack Awareness

Meet Brent!

Monthly Inflation Update

Love and Money - Valentine's Day

Recap of the 6th Annual Market and Economic Outlook Panel

SECURE Act 2.0

Monthly Inflation Update and Reflections on MLK Day

Consumer Behavior in the Current High Interest Rate Environment

The New SEC Marketing Rule

Quotes to Inspire the New Year

Holiday Message from Susan

Monthly Inflation Update

Friday Flash Video Archive