The Official FinancialAdvisors.com Videos
Welcome to our FinancialAdvisors.com Videos! Take a minute to scroll through the various topics and gather insights from our registry of financial advisors on numerous subjects such as investment management, personal finance, tax advisory, and much more...Let's plan the possibilities!
Detailed analysis of the leading factors which caused FTX to implode and seek protection in bankruptcy court.
Doug Welcome to Alt Monie. I’m Doug Lehman with our resident educator, Sonia Dumas. Sonia, we got another dynamite show. Let’s talk about it. Sonia Doug, we are going to continue the conversation with Andy Pancholi. And for those who want to be a part of the smart money crowd, it is my pleasure to […]
Doug I’m Doug Lehman, with our resident educator, Sonia Dumas. We got a special Alt Monie show today. What’s going on today, Sonia? Sonia It is my pleasure to introduce our viewers to Andy Pancholi. Now, if you don’t know who Andy Pancholi is, he is the author of the highly acclaimed Market Timing Report, […]
Alt Monie focuses on capturing opportunities fueled by global trends, tech, eCommerce, crypto, economic cycles, marketing, and irrational emotions. Enjoy this transcript of our latest video! I’m Doug Lehman with our resident educator, Sonia Dumas, blockchain technology, cryptocurrency, bitcoin. What’s it all mean and why is it relevant today, Sonia? So, what we’re experiencing, Doug, is […]
Alt Monie focuses on capturing opportunities fueled by global trends, tech, eCommerce, crypto, economic cycles, marketing, and irrational emotions. Alt Monie is best suited for those who’ve been active in crypto long enough to have experienced 40%+ price drops, FOMO cycles, FUD cycles, insanely high Ethereum gas fees, NFT madness, and food coin yield farming. You’ll easily […]
Tax and Accounting Advisors are considered to be Financial Advisors. Period. All investments have tax ramifications and without knowing the how, when, and why taxes affect an investment can mean the difference between a profitable investment and one that will set you back financially. “It’s not how much money you make, but how much money […]
What is the difference between financial advice and financial planning? Turns out a lot! Financial advice can come from your Uncle Al, the corner grocer, or your pal by the water cooler. Beware – many investors have lost money by acting on financial advice! On the other hand, financial planning is a systematic way to […]
The standard of care and the role of a fiduciary are discussed in this brief informative video. A fiduciary is a person who has the legal and ethical responsibility to act solely in the best interests of their client. All RIA’s, CFP’s, and Investment Advisors either registered with the SEC or state securities regulators are […]
In this three-part series on advisor compensation, we will be discussing, Fee-Only and Fee-Based compensation along with the Standard of Care. There is a whole lot of controversy regarding how advisors are compensated and this video will discuss what is meant by Fee-Based compensation. Fee-Only sounds remarkably like Fee-Based! However, there are distinctions between these […]
In this video, we will be continuing our discussion on advisor compensation, specifically fee-based compensation. The major difference between fee-only and fee-based advisors is that fee-based advisors are allowed to receive commissions. How an advisor is compensated should not be the sole determinant in choosing an advisor who is best for you!