Video Resources


Featured Video: Two Lifetimes

Evidence Based Investing

The Two Best Ideas of the Past Half Century 

Investors Sometimes Act Like Gamblers

The Case Against Active Management 

Fast Forward

Investing on Purpose



Why Should You Work with an Advisor?

Who Do You Trust for Financial Advice? 

Working with an Advisor Can Be Better than Expected

Do I Really Need an Advisor?

Complexity

What Exactly Does a Financial Advisor Do?

Let's Talk About Trust

Can't You Just Do It Yourself?

Total Economic Wealth

Is the Role of a Fiduciary Advisor to be a Market Forecaster?

What Now?

Achieving Long-Term Financial Planning Outcomes

Accomplish, Fix, Avoid

Financial Behavior

How Much Do I Need to Save?

Do I Have to Change Anything?

Financial Market History or Current Headlines?

5 Things Keeping You from a Secure Retirement

Relying on Wall Street Firms

What is Your FInancial DNA?

What Matters Most in FInancial Life Management

How Can I Win the Financial Life Battle?



Investing

Tastes Great, Less Filling

Can I Beat the Market?

Can I Get Out of the Market?

Do I Have to be in the Stock Market?

Don't Make Important Investment Decisions When You're Stressed

Survivorship Bias

Bad Luck Scenario

Financial Speed

Is Your House an Investment?

Investing on Purpose

Diversification

Defining Risk

How to Make a Plan to Invest in the Stock Market





Named to 11 "Top Advisor" lists by Worth, Money & Medial Economics, James is a proven thought leader among fee-only financial planners. James guides successful individuals on the path towards financial independence. 

James E. Wilson, CFP

As Seen In...

100 Most Influential Advisors Investopedia 2017
Forbes
The New York Times
Medical Economics
The Wall Street Journal
Kiplingers
Worth