Historically, both retail investors and professional money managers alike view the investment universe to be comprised of stocks and bonds. Over the course of the past few decades, a third asset class has emerged as a material component to this

Three-Dimensional Investments

Mar 7th, 2019 12m 18s

Between Investment Portfolio Analysis and Investment Asset Allocations, there are tools to better equip investors to attain a sustainable and respectable risk-adjusted return than what were widely available twenty years ago. In other words, ove

Stocks Vs. Bonds

Mar 7th, 2019 17m 44s

In the world of finance and investing, the terms “equity”, “debt”, “stocks”, and “bonds” are essential terms. Thus, it is critical to understand what they mean and how they relate to each other. As household consumers, most individuals are fami

Asset Allocation

Mar 7th, 2019 14m 3s

Asset allocation is the process of dividing one’s resources among many different choices. In terms of investments, “assets” refers to investible cash, and “choices” refers to investments that are available to purchase. Asset allocation refers t

There are No Free Lunches

Aug 23rd, 2018 10m 23s

If someone was to tell you that you have to pay for goods and services, you would probably look at them in a manner that would say “Of course! Why do you feel like you even need to tell me what I already know?” What if someone told you the serv

Financial Secrets of Life Insurance

Aug 23rd, 2018 17m 12s

Using various life insurance structures can give an individual the ability to “Be their Own Banker”. This opportunity is accomplished through the “Living Benefit” features that whole and universal life policies can provide, when structured and

Dreams Don’t Work Unless You Do: 401K, IRAs and CDs, Why Starting Early Matters

Aug 23rd, 2018 42m 35s

This session is focused on how to get started with retirement savings, basics of investments and learning different ways to invest your money for long term financial goals. Understanding what IRA and 401K accounts are and what sets you up to be

Avoiding the Pitfalls of Social Security & Medicare

Jun 7th, 2018 1h 3m

Avoiding the Pitfalls of Social Security & Medicare is a financial education course hosted by TS Prosperity Group’s Mary Jewell, Fiduciary Officer, and George Gillespie, Senior Health Insurance Information Program SHIIP Counselor with his spons

Loan Us Your Time

May 1st, 2018 1h 7m

Loan Us Your Time is a "beginning savers" course designed to help you navigate all the different types of loans that are available to you and why your credit score is a critical piece in the loan process. Russ Maguire, VP of Consumer Credit wit

Slow and Steady Wins the Race

Apr 5th, 2018 5m 8s

Consider the Tortoise and the Hare as they prepare to compete. The Hare appears unstoppable in his capacity to achieve victory in the race to the finish while the Tortoise is mocked by his peers who compare his methodical approach to the veloci

Watch Your Step! Business Pitfalls and How to Avoid Them

Apr 5th, 2018 1h

Andrea Fredrickson is CEO of Revela, a company dedicated to helping leaders and their businesses succeed. Andrea knows that creating, starting and maintain a business is a tough task and without the right preparations and guidance can lead to t

The Game of Life: Insurance, Wills and POAs

Apr 5th, 2018 58m 49s

A mother of six is left a widow with all children under the age of 18, their father, the main source of income, passed from an early, unexpected death. What does the widow do to ensure the best upbringing for her family? This is exactly what ha

The Good, The Bad and The Ugly Kinds of Debt

Apr 5th, 2018 54m 26s

The Good, The Bad & The Ugly Kinds of Debt is a financial education course hosted by TS Bank and taught by Kyle Osborne of the TS Institute. In this session, Kyle will share how he and his wife started their marriage in 2008 with $118,000 in st

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