Videos – Page 3 – Surround Wealth Advisors

The Surroundup, Videos

THERE’S SOMETHING WE HAVE TO ACCEPT.

There’s no way to sugar-coat it, we are in the midst of an extended market sell-off. In periods like this I’m reminded of a quote from famous investor Peter Lynch “In the stock market, the most important organ is the stomach. It’s not the brain”. We know market pullbacks are expected, normal and necessary, however...

May 25, 2022

The Surroundup, Videos

WHAT YOU NEED TO KNOW ABOUT JOINT ASSETS

What is Joint Ownership of Assets? What are its advantages – and pitfalls? Watch this video from our expert on this topic: Keith Masterman, Vice President, Tax, Retirement and Estate Planning from CI Global Asset Management. From our Spring Web Event #2.

April 27, 2022

Videos, Events

WHAT A CROWD WE HAD!

Our web event on inflation and interest rate hikes, with a presentation by Geof Marshall, was fantastically well-attended. With good reason: as SVP, Head of High Yield at CI Global Asset Management, Geof was the perfect speaker on a very timely topic. And naturally we recorded it! Whether you missed the event, or attended and...

February 27, 2022

The Surroundup, Videos

HOW TO AVOID BEING AVERAGE

The average investor gets returns that are worse than the markets they are invested in. How on earth is that possible? Because the average investor makes investment decisions based on biases and emotion. How can you avoid that fate? Watching this video would be an excellent start. By Adil Mohammed, CIM®, QAFP™, FCSI® Wealth Advisor Assante...

February 27, 2022

The Surroundup, Videos

SAVE THE DATES! WINTER WEB EVENT SERIES

In this short video, Andrew tells us more about the topics next up in our 2022 Winter Web Event Series. Join us for three webinar events in February, April and June to stay connected to critical aspects of exceptional wealth management!

January 26, 2022

The Surroundup, Videos

THERE IS HOPE. BIG TIME.

The year is off to a crummy start, but Gillian has found hope in an unexpected place. Watch the video and then read this month’s blogpost: I need some silver linings. Maybe you do too. By Gillian Stovel Rivers, MA, CFP®, CEA Senior Wealth Advisor

January 26, 2022

Videos

FAMILY GIVING AT ITS FINEST

Happy Holidays from your team at Surround Wealth Advisors! Click to play our special video about the 2021 grants we are giving through the Surround Foundation. We wish everyone a season of health and peace.

December 16, 2021

The Surroundup, Videos

WE HAVE A POWERFUL NEW INVESTING TOOL FOR YOU

How would you like a powerful new tool in your investing arsenal? In this video for the November edition of The Surroundup, I explain liquid alternatives and how they may help reduce risk and provide performance potential – regardless of market conditions. Check it out! By Adil Mohammed, CIM®, QAFP™, FCSI® Wealth Advisor Assante Financial...

November 26, 2021

The Surroundup, Videos

AN EPIPHANY: “WEALTH HYGIENE”

Gillian talks about an epiphany she had this summer while working with a new CrossFit coach. Turns out, there are several wealth habits that Surround’s longest-tenured clients have in common. What about you? Watch the video and then read this month’s blogpost: All of Our Long-Time Clients Do This. By Gillian Stovel Rivers, MA, CFP®,...

October 28, 2021

The Surroundup, Videos

THINK YOU CAN TIME THE MARKET?

Think you can time the market? Even with the remarkable gyrations of the last 18 months, some people still do. But not me. In this new video (with a sharp new on-brand look!), I make my case. Do you buy it? By Adil Mohammed, CIM®, QAFP™, FCSI® Wealth Advisor

August 26, 2021

What We Think

THERE’S SOMETHING WE HAVE TO ACCEPT.

WHAT YOU NEED TO KNOW ABOUT JOINT ASSETS

WHAT A CROWD WE HAD!

HOW TO AVOID BEING AVERAGE

SAVE THE DATES! WINTER WEB EVENT SERIES

THERE IS HOPE. BIG TIME.

FAMILY GIVING AT ITS FINEST

WE HAVE A POWERFUL NEW INVESTING TOOL FOR YOU

AN EPIPHANY: “WEALTH HYGIENE”

THINK YOU CAN TIME THE MARKET?