Year-End Planning
As the end of 2020 rapidly approaches, now is the time to start crossing off items on your to-do list and begin focusing on year-end tax and financial planning. In this video, Rob Auclair discusses the most important items you should be planning for in the months ahead and into the new year. Topics Discussed: […]
Word of the Day: Perseverance
In order to reach any goal, you must have perseverance. In this video, Rob talks about why perseverance is such an important quality to have and ways you can practice it. Topics Discussed: What does “perseverance” mean? Why is having perseverance important? What are ways you can practice having perseverance? What are the benefits of […]
Current Mortgage Rates and Navigating Refinance or Purchase
Interest rates are at a historical low. In this video, Rob along with mortgage expert Steve Tetzner discuss the current mortgage rates and what you need to know about the market before refinancing or purchasing a new home. Topics Discussed: What are the current mortgage rates? Should you pay points on a mortgage? When should […]
Investing During Volatility
The stock market can be difficult to predict at times and we are always curious about what it is going to do in the future. Investing during a particularly volatile time can be stressful. In this video, Rob helps to put anxieties at ease by sharing common investment mistakes that you can avoid. Topics Discussed: […]
Word of the Day: Decisive
With so many options these days, it can be difficult to make a choice. In this video, Rob discusses what it means to be decisive and shares with you helpful ways to make everyday decisions with confidence. Topics Discussed: What does it mean to be decisive? Why are making decisions important? What are the benefits […]
All Things Related to Stimulus
As a result of COVID-19 small businesses are needing more help than ever. In this video, Rob along with tax expert Greg Porcaro discuss what options are available to small businesses that need financial help throughout the pandemic. Topics Discussed: What is the Restore Rhode Island program? What is the CARES Act? Will there be […]
Mutual Fund X-Ray
Mutual funds are the core of investments these days and tend to dominate the headlines. In this video, Rob shares what top 4 factors should be considered when it comes to choosing a mutual fund. Topics Discussed: What is the performance of the mutual fund and why is it important? Is the mutual fund small […]
Word of the Day: Accountable
When you take on a certain role or task that needs to be completed, you are ultimately responsible for the results of that undertaking. In this video, Rob talks about what it is to be accountable for the tasks you do, and shares ways you can become a more accountable individual. Topics Discussed: What does […]
Market Correction During Retirement
The ongoing pandemic has left many of us worried and wondering what the future holds. If you are planning for retirement you may be asking yourself if and when the market will recover. In this video, Rob discusses what the outlook for the future is regarding market correction, and what choices you have with saving […]
Word of the Day: Adapt
With COVID going on, there is no shortage of ways in which we have had to adapt and become flexible. In this video, Rob shares with you ways you can benefit from these changes and learn how to become even more adaptable in all areas of your life. Topics Discussed: What does it mean to […]