How to Analyze Mutual Funds
Interested in buying a mutual fund? Unlike buying stock in just one company, mutual funds offer investors the opportunity to buy into a bundle of companies. If you’re investing on your own, though, mutual funds can get complicated. In this video, Rob explains how diversification within a mutual fund can mitigate risk and other things […]
What IS Bitcoin? It’s Time to Rethink Cryptocurrency

Rob welcomes Travis Gatzemeier, CFP from Kinetix Financial Planning to explain Bitcoin basics. Did you know there are six thousand other types of crypto assets built on the same blockchain technology? Watch to learn more. Topics Discussed: Bitcoin basics – what exactly is it? How a peer-to-peer payment network works Other blockchain alternatives How to […]
Things to Keep in Mind When Making Stock Market Investments

In this video, Rob discusses some things to keep in mind when making stock market investments. Depending on timing alone can be very risky, as you only have a 25% chance of getting out at the right time; and less than 12% likelihood of getting in at the right time. However, by utilizing other principles, […]
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: […]
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 […]
COVID Impact on the Election and Stock Market

The upcoming election and stock market are two topics currently on the minds of most Americans, and the COVID pandemic has had a tremendous impact on both. In this video, Rob talks about how the pandemic has influenced both the election and the stock market and how you can avoid being negatively impacted during this […]
Understanding Investment Fees

Paying fees is inevitable, but do you always know where to look for them and what they mean? In this video, Rob discusses various types of investing fees, how they can add up to cost you over a period of time, and how to avoid paying them. Topics Discussed: What do different fees represent? How […]
Avoiding Investment Scams

Having a financial advisor to help you manage your money is always a good idea, but many of us fear who we can trust with our money. In this video, Rob talks about how you can avoid being the victim of investment scams by sharing reliable ways of finding a trustworthy financial broker and the […]