The Financial Advisory Group

05/28/2026

Is this “AI” market a bubble?!?

In this month’s video, we talk through the fundamentals driving the market and give some perspective on profit margins that might surprise you. We also discuss how our firm has been incorporating AI, why we view it as a helpful tool, and why we are long-term optimistic about what it could mean for the economy, jobs, and the way work gets done.

In this month’s market update, we discuss the fundamentals driving the market, including earnings, revenues, and profit margins. We also talk through how AI ...

05/11/2026

Have you heard about “Trump Accounts”? In our latest video, Damien sits down with Mary to cover what they are, how they work, and how they compare to 529s and UTMAs. Worth a watch if you have kids or grandkids you’re saving for!

Saving for the future has never been more important — and today, there are more options than ever. From 529 college savings plans to Roth IRAs, custodial acc...

05/07/2026

It is a good time to Refill those buckets...

That changed fast - a lot can change in 5 weeks. About one month ago we created a video explaining what opportunities we look for when markets stumble. Fast forward 5-6 weeks and we thought it would be a good opportunity to explain what we do when markets have extended rallies.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

05/01/2026

Let’s open the market on generosity! 📈✨

The *Open Market Prize*, inspired by the hours of the U.S. Stock Exchange, is all about momentum and engagement.

Thanks to The Financial Advisory Group , the organization whose P2P fundraisers bring in the most individual donors during market hours will earn an extra $1,000!

It’s your chance to rally your network, activate your fundraisers, and watch your impact grow. Who will lead the market? Stay tuned! 🎉

04/07/2026

The market can feel a lot like the weather sometimes.

You can’t control if a storm rolls in—but you can control how prepared you are for it.

In our latest video we discuss that if you go on a camping trip without the right gear, bad weather can ruin the whole experience. But if you’ve packed for it—rain jacket, extra layers, a plan—you don’t stress nearly as much. You can actually enjoy the trip instead of focusing on what weather may come.

In this episode, we dive into the idea that “abnormal” market events are actually more normal than most investors realize. Volatility, uncertainty, and unexp...

03/06/2026

Damien and Mary had the pleasure of traveling to NYC to join a few other LPL Summit Level advisors at the New York Stock Exchange and share best ideas!

03/04/2026

With recent geopolitical headlines creating uncertainty, now is as important as ever to stick to your plan and trust the long-term power of the markets. Tune into our latest Rapid Fire to learn more!

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

01/22/2026

Check out our latest version of Rapid Fire; where we introduce our newest team member Keirsten Miller, review 2025, and share our thoughts on 2026.
In our view, 2026 is all about having the right expectations.

Welcome back for another Rapid Fire with a special guest and newest team addition, Keirsten Miller! Tune in to hear from Ben and Damien on what's ahead in 2026.

12/31/2025

Wishing all of our clients and friends the happiest of New Years! 🎉
Here’s to a great 2026 ahead.

And there’s no better way to kick off your 2026 (or wrap up 2025) than by listening to the latest episode of Rapid Fire—check it out!

We are back with our favorite and most anticipated video of the year.In this year-end market recap, we break down the biggest market and economic stories of ...

12/22/2025

It’s that time of year again. 🎅🎄
We’re back with our annual Naughty and Nice list, breaking down the biggest market and economic stories of 2025. Enjoy the holidays!

We are back with our favorite and most anticipated video of the year.In this year-end market recap, we break down the biggest market and economic stories of ...