Videos
Videos
Rod McRae started McRae Capital Management way back in 1981. Hear him explain the principles he built this company on, including solid fundamentals and a personal touch.
Investors are only human, and despite their best efforts, they sometimes unintentionally sabotage their strategy by making investment decisions based on faulty assumptions or flawed logic. Here we present: The Ten Mistakes Investors Make. Do any of these sound familiar to you?
Market volatility is increasing, and watching your investments rise and fall can be hard for investors to cope with. These seven rules will help you understand what’s really going on, and hang in there for the long haul.
To Mom and Dad, the end of each school year is just another reminder of those dreaded looming costs of college. For the parents of college-bound children in your life, we’ve put together a concise guide to exactly how to navigate these tricky waters.
Starting a family is a wonderful time of life. Whether you and your partner are just starting to think about it, or whether your first little one is already on the way, this life stage brings a host of new responsibilities and a number of important new financial decisions.
You need to take care of yourself, and make sure you’re enjoying your retirement, and not stress too much about your kids and grandchildren. But if you’re as thoughtful now as you’ve been along the way, it’s time to make some decisions around exactly what you want to happen after you’re gone. This is estate planning, and it is a whole new ballgame.
If someone left you an inheritance, they no doubt intended it to be a positive force for good in your life. At McRae, we’ve spent decades guiding clients through tricky life transitions like this, and we can help you understand your options and responsibilities.
“Who is FICA and why are they taking all my money?” You graduated school, perfected your resume, aced the interview, and landed a good job with a decent salary. Now what? We’ve put together this video to help explain many of the important decisions you need to make to get you started on the right financial track.
Learn why it’s a bad idea to get your investment advice at the company cocktail party.
Deciding when and how to retire is one of the most significant challenges you’ll ever face. Age 60 is a great time to start making decisions that’ll ensure a smooth transition to retirement. We can help you get the process started, with a frank discussion we call “The 60 Conversation.”
Connect your finances to what matters most
Experience our personal approach to investing firsthand, by setting up a free consultation today.