COMPASS

MARKETING

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EWMTV is an educational video channel that is exclusively offered to our clients. Each series covers the basics of investing to the discussion of further details of our quarterly macro outlook.

EWMTV CHANNELS

SHOT CLOCK MARKET MINUTE

Produced regularly, our Shot Clock Market Minute is a quick view of where the market is and what we believe may be ahead.

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INVESTORS' GAME PLAN

Keeping you in the know with some basic and some higher level information from the world of investing.

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PLANNING WITH THE PROS

A high level look at some of the important aspects of building a financial plan.

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SHOT CLOCK MARKET MINUTE

Produced regularly, our Shot Clock Market Minute is a quick view of where the market is and what we believe may be ahead.

The Year of Transition - Sample

In this video you will see some of our Shot Clock Market Minute so that you know what you can expect to see.

TECHNICAL ANALYSIS 101

Keeping our clients updated with important information on current events in the financial world. 

TA101 Trailer

This is our trailer for TA101 - a fun series that teaches about Technical Analysis and how we use this to manage client accounts.

 

PRESEASON

Teaching the basics. These videos will teach you how to navigate our systems and resources from scheduling your meeting to accessing your files.

Docusign 101

In this video we will walk you through step by step to complete a Docusign.

IN THE KNOW

Keeping our clients updated with important information on current events in the financial world. 

CARES Act

In this video we will explain the CARES Act and what all it entails.

FINANCIAL PLANNING 101

Basic fundamentals of investing and

financial planning.

The Mathematics of Loss

In this video we will explain what goes into finding the right portfolio, and see if you can master the making money quiz.

MASTERS OF INVESTING

In-depth, higher level, educational videos for experienced investors.  

Mutual Funds v

In this video we will explain the difference between Mutual Funds and ETF's as well as why we use ETF's.

EWM ON

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EWMTV ROKU Channel