Videos

Q2 - 2022 Quarterly Market Summary We explain and explore the dreaded "R" word in this episode - recession. What it really means, what you can do about it, and signs to watch out for.

Q1 - 2022 Quarterly Market Summary In this episode, we explore the impacts of rising inflation and rising interest rates on the bond markets, and the geopolitical impacts such as the invasion on Ukraine on the global equity markets.

It takes no planning to leave an inheritance. You simply have to pass away owning something. If you wish to leave a meaningful legacy to future generations, it takes careful and thoughtful planning. Join GHA's Dale Shaw and our colleague and friend Julia Dean, founder of the Dean Law Firm as they discuss the differences from their experiences with families that have left a lasting legacy, and those that have simply left an inheritance. Learn about the key conversations that need to take place now to set your family on a track for multi-generational financial security that aligns with your desired legacy.

Do you have a life insurance policy that you no longer want or need? Do you have expiring term insurance that you don't wish to convert? Do you have a cash need now and lack the desire to continue paying premiums on your life insurance policy? If you answered yes to any of these questions, you may want to learn about the life settlement options available to you. Life insurance is an asset just like anything else you own, and should not be thrown out with the trash if you no longer need or want it. There may be significant market value in that asset. Join our colleague and friend Jamie Mendelsohn, EVP with Ashar Group as we discuss the complexities and considerations associated with the life settlement market.

2021 Year-End Review We are finally into a new year, but we are still seeing the same headlines. Rising interest rates. Inflation surging. Build Back Better is back on the Senate floor. The media has proven to continue to be in the business of selling advertising and not financial advice! Roth conversions are still available, and more.

Bitcoin: It's hot...It's not....Here is a brief educational video about the basics of cryptocurrency. Gain an understanding of the risks, and potential applications of cryptocurrency.

Q3 - 2021 Quarterly Market Summary With the exception of emerging markets, the global equity markets were pretty quiet along with the global fixed income markets. We discuss some of the key headlines coming out of capitol hill regarding tax law changes on the horizon.

Our trusted business advisor and friend, Gene Roberts joins us about the importance of having structure in your business. Structure for effective accountability, and structure for efficient communication. Gene explains the basics of the Entrepreneurial Operating System (EOS), and how it can transform your business.

Are you considering early retirement? Did you just receive a severance? Many would love to be able to retire early, but just not sure if they can. There are some unique challenges that only early retirees will face. Join us as Managing Partner, Tim Smith walks us through how to navigate many of those challenges, and some specific planning strategies you could consider when planning for your own retirement or severance planning. Learn how to handle your pension, 401(k), deferred compensation, stock compensation, and more to mitigate taxes and maximize wealth during retirement.