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Retirement Risk Management

Retirement Risk Management

Investing can be a great way to grow your money, but it’s important to know how to manage your risk. This is particularly important in retirement. In this video, Chris Merchant, CFP® will show you the A.R.T. of Risk Management and how you can use it to protect your...
How To Be a Good Investor

How To Be a Good Investor

What I’ve learned from reviewing hundreds of investment portfolios… Ever wondered what it takes to be a successful investor? The essence of investing is not about getting lucky with the latest investment type, finding an advisor who can time the market, or unraveling...
Ten Guideposts for Investing

Ten Guideposts for Investing

Ten Guideposts for Investing Article By: Chris Merchant, CFP®, Author of On Investing Well: The Elements of Good Investing There’s no surefire formula for investing success, but there are some tried and true principles that can help you build a solid foundation....
Wealth Building Formula

Wealth Building Formula

Interested in building your wealth?  Most people believe the formula for wealth building is a secret or is too complicated. The truth is, wealth building is a process that can be learned and mastered with the right information and tools. In this video, we’ll...
Time-Segmentation Retirement

Time-Segmentation Retirement

95% of Retirees Don’t Know About This Retirement Income Strategy In this video, Christ Merchant CFP® shares with you one of the best-kept secrets for structuring retirement income. It’s called Time Segmentation. It’s likely that you’ve never...