Financial Services

Videos

We invite you to discover some common sense ideas for building a profitable stock portfolio and investment management with our video seminars. The best part about these videos, other than the advice, is you can view them at your leisure without any sales pressure, which is typically present with most presentations. Please check back often as we will be adding information on other topics as well.

Investing Principle 1: Efficient Markets

This is the first principle to developing a sound stock portfolio, and it will show you why most Wall Street pros fail to beat the market.

Investing Principle 2: Keeping Expenses and Taxes Low Part 1

Investing Principle 2: Keeping Expenses and Taxes Low Part 2

This is the second principle to developing a sound stock portfolio, and it explains why you are giving too much of your money to Wall Street and Uncle Sam.

Investing Principle 3: Diversification and Rebalancing Part 1

Investing Principle 3: Diversification and Rebalancing Part 2

This is the third principle to developing a sound stock portfolio, and you will discover that you aren't as diversified as you think. You may also find, that like most of the prospects we meet, you have never rebalanced your stock portfolio.

What Your Broker Doesn't Want You to Know Part 1

What Your Broker Doesn't Want You to Know Part 2

Wall Street does not have your best interests at heart. In this video, you will learn how Wall Street really works and how you can secure your financial future without falling prey to their tactics.

Annuities: Your Broker's Best Friend Part 1

Annuities: Your Broker's Best Friend Part 2

Annuities are a very popular product for investment advisors. But, do they serve the advisor better than they serve you? Find out here.

About Picket Fence

What makes Picket Fence (and me) different from the other firms? This video explains.

Our Services

In this video, we explain how Picket Fence can help you live the life you desire without worrying about money.