We hope these educational videos will help to inform and educate you; please don’t hesitate to contact Rob to determine if this investment strategy is suitable for you.

If you have specific questions or need assistance with any tax-related documentation or inquiries, please contact our administrative associate, Maureen Peters, and we’ll be happy to help!

  • Created by Ray Dalio this simple but not simplistic and easy to follow 30 minute, animated video answers the question, “How does the economy really work?” Based on Dalio’s practical template for understanding the economy, which he developed over the course of his career, the video breaks down economic concepts like credit, deficits and interest rates, allowing viewers to learn the basic driving forces behind the economy, how economic policies work and why economic cycles occur.