Watch Intro Series

Why own stock instead of other assets?


All assets you invest in can grow in value. But equities, or investments in companies whose stock is traded in financial markets, have higher expected returns. In this video clip, Reese Harper and Ryan Isaac explain why equities are more dynamic and flexible than other asset classes, and how they can create more value for you in the long run.


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A suite of resources to help you organize your financial life and get professional advice whenever you need it.

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Private Wealth Management

1.5% AUM

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A full service, personalized planning and portfolio management experience for dentists and specialists.

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  • Retirement plan optimization
  • Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…

Learn More