MEDIA ROOM

An exclusive area that contains various media we have produced for the education of our clients. “Chart Series” is a web video educational series that contains specific details of what was considered in purchasing certain securities for our portfolios or discussing further details of our quarterly macro outlook.

Educational Videos

Medicare 101

By: Chirsty Wilbert- URL Insurance Group

October 05, 2016

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SECURITIES OFFERED THROUGH CHARLES SCHWAB & CO. MEMBER FINRA/SIPC