Educational Videos

Chad Holmes 8/12/25 Chad Holmes 8/12/25

Sample Financial Plan

Ever wonder what a “financial plan” actually entails? Hint: it’s not an annuity or a cash value life insurance policy.

Chad Holmes 12/10/24 Chad Holmes 12/10/24

Chad Holmes 4/24/23 Chad Holmes 4/24/23

Chad Holmes 10/30/20 Chad Holmes 10/30/20

What is haunting you?

Chad Holmes 10/21/20 Chad Holmes 10/21/20

Questions to determine how much to contribute

Chad Holmes 10/8/20 Chad Holmes 10/8/20

Try this perspective

Jessica Brightman 9/15/20 Jessica Brightman 9/15/20

What is the purpose of buying or selling a bond?

Jessica Brightman 9/8/20 Jessica Brightman 9/8/20

Why and how companies turn their equity into stock

Jessica Brightman 9/1/20 Jessica Brightman 9/1/20

Quick introduction for the Finance 101 video series