Videos

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When Do You Need a Will?

  The above material was prepared by Peak Advisor Alliance. No strategy can assure success or protect against loss. Investing in the market is subject to possible loss of principal. Please seek the advice of your Financial Advisor regarding your personal situation. The information set forth herein has been derived from sources believed [...]

What Can a Million Dollars Buy You?

  The above material was prepared by Peak Advisor Alliance. No strategy can assure success or protect against loss. Investing in the market is subject to possible loss of principal. Please seek the advice of your Financial Advisor regarding your personal situation. The information set forth herein has been derived from sources believed [...]

What Smart Investors Know

Smart investors take the time to separate emotion from fact.     The above material was prepared by Peak Advisor Alliance. No strategy can assure success or protect against loss. Investing in the market is subject to possible loss of principal. Please seek the advice of your Financial Advisor regarding your personal situation. [...]

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments. The above material was prepared by Peak Advisor Alliance. No strategy can assure success or protect against loss. Investing in the market is subject to possible loss of principal. Please seek the advice of your Financial Advisor regarding your personal situation. [...]

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice. The above material was prepared by Peak Advisor Alliance. No strategy can assure success or protect against loss. Investing in the market is subject to possible loss of principal. Please seek the advice of your Financial [...]

Keep Your Powder Dry

HELLO I’M JOHN GEENEN WITH THE WATERFRONT FINANCIAL GROUP. WHEN PLANNING FOR RETIREMENT INCOME IT’S BEST TO KEEP YOUR POWDER DRY. IT MEANS TO PRESERVE YOU RESOURCES UNTIL THEY ARE REALLY NEEDED. BUT WHERE DOES THE PHRASE COME FROM? IT’S FROM OLIVER CROMWELL. WHILE CROSSING A RIVER DURING THE IRISH CAMPAIGN OF 1649 HE SPOKE [...]

Perception vs. Reality

Do You Feel Lucky?

Life of Riley

HELLO I’M JOHN GEENEN WITH THE WATERFRONT FINANCIAL GROUP. IN RETIREMENT WILL YOU BE LIVING THE LIFE OF RILEY? THAT PHRASE HAS COME TO DESCRIBE A LIFE OF LEISURE. BABY BOOMERS KNOW IT FROM THE 1950’S LIFE OF RILEY TV SHOW BUT ACTUALLY IT ORIGIONATED BACK IN THE 1880’S FROM AN IRISH COMIC AND SINGER [...]

Dental Association “Star of the North”