SHARING OUR INSIGHTS
In addition to guiding you on your financial path, we offer you valuable education on appropriate strategies and resources, so you can make the most informed decisions in pursuit of your goals.
8,000 Days of Retirement. Severn Financial Workshop
This workshop helps to prepare you for retirement from the perspective of longevity. The video helps inspire you to develop a clear vision of what you want retirement to look like.
Tax Law Presentation - Lawrie Gardner
Lawrie Gardner talks about preparing for tax law changes. The laws have implications for investors and high-net-worth individuals and families.
Bonds in a Rising Interest Rate Environment - John Harrington
John Harrington speaks on the pros and cons of bond investments in a market with rising interest rates. Bond investment may be a useful option for those with a fixed income.
A Discussion on Market Returns
Stephen James speaks about the average returns of the S&P 500® on an annualized basis. When the market is dropping over the long term, Stephen provides some useful guidance.
The Markets and the Media
Brian Marks discusses the impact of the news media on financial markets. He offers useful information for understanding the media's influence on our financial decisions.
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Contact us today to see how we can help with all your financial needs.