Videos

We work with clients through all stages of their financial lives, and many of the questions we hear come up again and again. These videos are designed to address those topics directly, from market updates to planning strategies, in a way that’s clear and easy to understand. Take a few minutes to explore, and if something stands out, we’re always here to talk it through with you.

Social Security Identification Verification Update

In this video, Bridget Shoemaker explains that Social Security is implementing stricter identity verification. To avoid the need for in-person verification when claiming benefits or updating information, ensure your online account is active and accessible.

Short Term Happenings versus Long Term Investment Goals

Mario Ruiz discusses maintaining a long-term investment perspective during a presidential election year. He explains that despite market volatility and media noise, the S&P 500 historically performs well during election cycles, especially in periods of government gridlock.

Mind on Money: End of Bank 'Band-Aid' Could Open Old Wounds

Mark Ruiz discusses the expiration of the Federal Reserve’s Bank Term Funding Plan, which stabilized the banking system during recent volatility. He explains that without this support, underlying financial stresses may resurface, making it an important area for investors to monitor.

Short Term Happenings versus Long Term Investment Goals

Steve Cavis explores the significant economic scale of March Madness, highlighting the billions generated for the NCAA and host city economies. While the tournament is a major driver for hospitality, it also accounts for notable shifts in national workplace productivity.

Best Practices for Growing Your Business Within the Community

Advisors Jack de Haven, Mike Branic, and Rosemary Akin discuss strategies for community-based business growth, emphasizing the importance of a strong advisory committee. They share insights on evolving your network, leveraging mentorship, and the significant impact of getting involved with local charities and outreach programs.

The Economic Benefits of Moving to Indiana

Mark Ruiz explores why thousands of Illinois residents are relocating to Northwest Indiana, primarily driven by significant savings on property and income taxes. He details the fiscal advantages of Indiana’s tax structure while highlighting important planning considerations for those with property interests across state lines.

Navigating FAFSA and College Financial Aid

Mark Ruiz discusses the complexities of the FAFSA process, specifically addressing how split parenting and step-parent financials impact aid eligibility. He clarifies the government’s rules for determining which parent should file and explains the strict limitations on student aid when parental information is withheld.

Navigating the Business Exit and Acquisition Process

Mark Ruiz and a panel of experts discuss the critical financial and personal steps required for buying or selling a business. They emphasize the importance of separating personal cash flows from operations and obtaining professional valuations to ensure fair pricing and a smooth cultural transition.

The Reality and Future of Generative AI

Mark Ruiz explores the practical applications of generative AI, moving past science fiction fears to discuss how it currently serves as a tool for data filtering and efficiency. He examines the long-term impact on the workforce and offers an investment perspective that favors established industry leaders over emerging startups.

Strategic Summer Planning for College Career Success

Mark Ruiz shares a roadmap for managing productive college summers to ensure graduates are well-positioned for the workforce. He details year-by-year strategies, from backfilling coursework and studying abroad to securing critical internships and building a compelling resume before graduation.