Wealth and Understanding: Conversations with Riverview Trust Company
Chris Cline
9 episodes
2 hours ago
We all talk about the "stock market," but not everyone understands how it works. In this episode, we discuss some of the basics about stocks, mutual funds and ETFs.
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We all talk about the "stock market," but not everyone understands how it works. In this episode, we discuss some of the basics about stocks, mutual funds and ETFs.
We all talk about the "stock market," but not everyone understands how it works. In this episode, we discuss some of the basics about stocks, mutual funds and ETFs.
One of the most difficult parts of the estate planning process is figuring out whether to create trusts for your children or other heirs at your death, and how those trusts might work. This episode explores some key "design elements" for those trusts.
The late Stephen Covey, in his book, "First Things First," discussed the "law of the farm," and how it governs our lives. This episode applies his thinking on the subject to our investing approach
Investment theory sounds pretty dry. But a basic understanding of risk and our reactions to it can be very helpful in understanding our thinking about investments. This episode looks at Modern Portfolio Theory, behavioral finance and our views of money and investments.
Wills have become a part of our cultural thinking. But are they always necessary? In this episode, we describe how wills work, when they're necessary and when they might not be.
In this episode, we examine the ways in which "titling" (the form in which you own your assets) affects the way your assets pass at death. Improperly titling your assets can potentially unravel your estate plan!
Wealth and Understanding: Conversations with Riverview Trust Company
We all talk about the "stock market," but not everyone understands how it works. In this episode, we discuss some of the basics about stocks, mutual funds and ETFs.
