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Investment Management and Financial Planning
Knowledge Center: Video Library

NBC 6

Check out this video clip from Cathy's guest appearance on "South Florida
Today"  March 31, 2010.

Here's another clip from an NBC 6 South Florida Nightly News "Shrink
Your Bills" segment.


Fox Business News

Here are a few clips from Cathy's guest appearances on Fox Business
News.  Topics covered: estate planning issues, reverse mortgages, job
losses, rollovers and 401k planning. Be patient, the files may take some
time to download. (June/July 2009).



The Daily Business Review

The DBR hosted their seventh annual Wealth Management Roundtable
and invited seven South Florida advisors to discuss various financial
topics.  Check out Cathy's comments in the video highlights.


What Should Investors Do Now?

One of our favorite mutual fund providers, has developed a great
presentation on the markets and investing.  Check out their multi-part
series on what investors should consider as they move forward. The
videos include an examination of capital markets, the effects of recession
and government policy on stock prices, how the current market stacks up
to previous downturns, and the reasons why Dimensional's core beliefs
have not changed in light of these events. Click on the picture to open the
file.







The Importance of Having a Fiduciary Advisor

Following a fiduciary standard is entirely different than how most so-called
“financial advisors” work today. More than 90 percent of financial advisors
are paid (fully or partially) by commissions; this means that they have
incentives to promote products and services that maximize their income.

Also, these other advisors often work for large financial services firms,
known as Broker-Dealers. The loyalty of these advisors is to their
employer, not their client.

Watch a video.

Listen to Cathy in her own words about what it means to be a fiduciary.


eHow Video Series
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