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Investment Management and Financial Planning
Knowledge Center: Video Library

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:


eHow Video Series
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