Video Archives

Consistency is key and small habits make a difference. Partner Willy Fisher explains how the small things can help you reach  #FinancialIndependence

Have you had issues with productivity? Rick Fisher is providing 6 tips on how you can stay on course and win the day!

Legacy Planning is important part of your financial journey and an often overlook part is reviewing your beneficiaries. Sit down with Rick Fisher as he discuss reasons why you should review who you are leaving your assets behind to.

Join Willy Fisher as we discuss the 4 habits of retired millionaires and how you can create a #retirement plan that works for you.

This week Willy discusses the importance of planning properly for retirement. *If a couple is aged 65, one of them could live to 90 Source: Social Security Administration (2017)

This week, Willy talks about the risk of long-term care costs on our assets in our income.

In this video tip of the week, Rick discusses why investment behavior is more important than investment selection.

Are you planning to save for your child’s college tuition? If so, check out Rick’s new video where he talks about how rising college costs have made it imperative to save properly.

This week, Willy discusses one of the many pillars for any successful long-term investor: diversification. According to Willy, “portfolios should be diversified with your specific objectives in mind….

Critical to every financial plan is a good estate plan. This week, Rick discusses the basic documents that you should have in place as well as other important factors that may need to be a part of yo…

According to the Federal Trade Commission, identity theft is the fastest growing crime in America, affecting nearly 10 million people in the last few years. Check out our latest video to learn what y…

This week, Rick talks about creating a budget so you can avoid harming yourself financially this season.

Rick discusses the 2016 presidential election and the policy uncertainty that comes along with Donald Trump being elected the 45th President of the United States. *The opinions voiced in this materia…

Is your estate plan up-to-date? This week, Willy discusses the importance of having an up-to-date estate plan and seven different reasons you should review your own personal plan.

Is your portfolio diversified? This week, Rick talks about diversification in 2016 and the importance this has on risk management. *The companies noted within are for educational and informational pu…

Do you know the issues that can arise when co-signing a loan? This week, Rick discusses the many different reasons why you should never agree to co-sign a loan

Are your investments in line with your specific objectives and risk tolerance? Check out our latest video where Rick discusses the importance of having a solid financial plan and someone to help you …

This week, Rick answers two common questions he has recently received about the upcoming presidential election: If Hilary wins, will this wreck our retirement plan? Or, if Trump wins, is this country…

This weeks tip of the week consists of Rick discussing the planning that comes into place when withdrawing the minimum required amount of funds from IRAs and 401Ks. Remember, you’re making plans for …

This week, Rick discusses some tips about the endless benefits of global investing. International investing involves special risks such as currency fluctuation and political instability and may not b…

In this week’s financial tip of the week, Rick discusses the three things that make a great financial plan: a rock solid estate plan, an excellent risk management plan, and a sound investment plan. W…

This week, Willy discusses 3 items to remember when taking your social security. The consultants at Fisher Wealth Management are financial advisors with LPL Financial.

This week, Rick discusses the top 10 IRA planning mistakes made by investors and how you can avoid making these mistakes. The opinions voiced in this material are for general information only and are…

This week, Rick talks about facing volatility and how investors can stay focused on long term goals. By explaining the big picture for our current economic situation and going off of a theory by Warr…

This week, Willy discusses 3 things to consider as a long-term investor to help deal with emotions during times of market volatility. The opinions voiced in this material are for general information …

This week, Rick discusses volatility in the market and how this can affect a persons emotions when it comes to their investments. The opinions voiced in this material are for general information only…

This week, Rick shares facts about the history of the stock market during election years and helps answer questions about what you can can expect as an investor during this election year. Investing i…

With the end of the year right around the corner, now is a great time to button up your financial life. This week, Rick offers a few tips on things you should pay attention to in order to help you pr…

This week, Willy talks about the potential threats that rising health-care costs have on our assets and retirement income. He then discusses 3 things to remember about long-term care in retirement in…

This week, Rick shares some strategies for taking required minimum distributions and how to preserve as much spending power as possible. Traditional IRA account owners should consider the tax ramific…

This week, Rick discusses how to care for aging relatives by taking the right steps as early as possible to secure their financial situation and finding the necessary health and household services.

This week, Rick discusses estate planning and how to prepare properly for some of the issues that may arise if you or a loved one passes away unexpectedly.

This week, Willy talks about four important things that all long-term, focused investors should avoid. Investing involves risk including loss or principal. No strategy ensures success or protects aga…

This week, Rick discusses the 3 keys to successful investing and what investors need to understand about the stock market.

This week, Rick discusses ten very useful tips to help you plan for your retirement. Investing involves risk including loss or principal. No strategy ensures success or protects against a loss. There…

This week, Rick discusses caregiving and the importance of preparing properly.

Stock investing involves risk including potential loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversi…

This week, Rick discusses how to prepare for the tax season in 2015 and what you and your family should pay close attention to. This information is not intended to be a substitute for specific indivi…

In the spirit of March Madness, Rick discusses the final four for the stock market: the economy, earnings, valuations and technical data. Stock investing involves risk including potential loss of pri…

This week, Rick discusses the importance of maintaining diversification in your portfolio even when indexes are outperforming. So far, 2015 has shown the importance of maintaining alternative investm…

Investing involves risk including potential loss of principal. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations…

This week, Rick discusses the financial crisis of 2008 and the 6 year bull market that emerged from this crisis. Stock investing involves risk including potential loss of principal. There is no guara…

This week, Rick discusses oil prices and its effect on the economy.

This week, Rick discusses tax planning and what investors should pay attention to.

This week, Rick discusses end of the year planning and how to maximize the value of all your financial instruments by digging out your financial records. Please note neither LPL Financial nor any of …

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical a…

This week, Rick shares a recent client question about IRA withdrawls and what the best option is.