Video Library

Video Library

Scroll through the Perspective Financial Services Video Library to watch original, brief videos on a wide range of personal financial planning and investing topics.

Six Elements of Financial Planning

Financial Planning, Video Blog|

At Perspective Financial Services, our client service centers on six key elements. In this 2-minute video, we summarize our six elements of financial planning and explain how our process benefits you. For an in-depth account of our process, read our How We Do It page.

There are many pragmatic reasons for working with a financial planner. Just as a caring, qualified physician can help you manage your health, recommend preventive […]

Keep Your Investment Portfolio on Track

Investing, Video Blog|

In this brief video, Certified Financial Planner practitioner Mike Larriva explains how investment risk and return run parallel to one another, just like railroad tracks. To keep your investment portfolio on track, you need to keep risk and reward in balance.

To help keep your investment portfolio on track – even during erratic market fluctuations – our firm applies time-tested asset allocation and diversification principles to […]

Bank Account Boosts Financial Literacy

Financial Planning, Video Blog|

Does your child need a bank account? In a word, yes. Learning to manage money may just give her a global competitive advantage over her peers when she becomes a young adult. A recent study suggests that having a bank account boosts financial literacy in teens. This brief video provides interesting details.

Video Transcript

Does your child need a bank account? In a word, yes. Learning to manage money may just give […]

Working with a Financial Planner

Financial Planning, Video Blog|

 

There are many pragmatic reasons for working with a financial planner.

Just as a caring, qualified physician can help you manage your health, recommend preventive care and advise in times of illness, a caring, qualified financial planner can help you manage your finances, provide direction in identifying your goals and help you maintain a balanced portfolio in uncertain economic times.

In this brief video, Mike McCann uses this analogy to outline a […]

Market Timing Targets Impossible Goal

Investing, Video Blog|

 

Can you hit a bull’s eye with every dart throw? Probably not.  That’s why market timing is so difficult. It targets an impossible goal. Investors who maintain a long-term perspective historically have more success than those who invest haphazardly.

In this brief video, Jim Mailliard explains in simple terms why investors who jump in and out of stocks typically miss out on profitable market recoveries.

Market timing dart board image courtesy […]

Financial Planning Success

Financial Planning, Video Blog|

In his book, Personal Success, Brian Tracy wrote that successful people “tend to have fluid, flexible, adaptive minds.” When it comes to personal financial success, this amounts to viewing the planning process from three distinct perspectives: short-term, mid-term and long-term. In this brief video, we present our formula for financial planning success: 3 perspectives, 1 plan.

 If you prefer a text version of the video, click […]

 

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