Estimated Time: 15 minutes per video
Our online digital shorts provide you with step-by-step financial guidance while explaining how you can navigate economic or market events to realize the best possible outcomes for you and your family.
Our digital shorts cover the following topics:
Learn more about each digital short below.
4 Things You Can do Right Now to get Your Retirement Back on Track
It may seem counter intuitive, but now’s the time to be proactive and think ahead. How so? Right now might be a good time to reassess your financial plan and even look for investment opportunities. Those are just two of the things Allworth Financial’s Co-Founder Scott Hanson suggests you consider doing right now to get your retirement back on track in the face of coronavirus market and economic uncertainty.
Navigating a Furlough in the Era of Coronavirus
While a furlough is stressful, ideally, you’ll be returning to work soon. If you’ve been furloughed, depending on your unique situation, there are several things you can do to protect your finances and your retirement plans. Watch our co-founder Scott Hanson explain the steps you should take right now to make the best of a difficult situation.
Navigating a Forced Retirement or Pandemic Layoff
Obviously, a forced or unplanned retirement ranks near the top of the most stressful things you can experience. First, please know that you are not alone, nor are you at fault. If you’ve been forced to retire, while it’s understandable to want to take a step back and absorb what has happened, you need to act fast to protect your finances and your plans for retirement. Watch our co-founder Scott Hanson explain the steps you should take to navigate this difficult situation.
Navigating Financial Shocks
This is an in-depth look at how the markets have historically reacted under similar circumstances, how long the bear markets have lasted, and even the steps you should consider taking right now – particularly for those of you who are either retired or nearing retirement.
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Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
1The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.
2Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
3As of 01/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $8 billion in total assets under management and administration.
4Barron’s 2019 Top 50 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.
✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.
†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.