Fundamentals of Wealth Management

The complete lesson.
Dow Wealth Management offers the services of a world-class investment firm dedicated to improving clients' financial lives and making their futures more secure. As an independent firm, Dow Wealth Management provides objective advice and is committed to excellence for its clients. The Dow family has been investing traditionally in the securities markets since 1937.
Before attempting to structure a portfolio that might be capable of delivering long-term investment success, we must first understand the nature of the financial markets in which we will operate and the inherent limitations we are sure to confront as investors.
This video, Fundamentals in Wealth Management, will help to acquaint the investor with these dynamics and then illustrate how Dow Wealth Management seeks to position its clients' portfolios for long-term investment success. We could call it "How to survive bad markets...and thrive in good ones."
Website:
www.dow.us
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Accounts are held at and transactions are cleared through Pershing, LLC, a Bank of New York Mellon Affiliate. Securities offered through Bolton Global Capital, Inc. 579 Main St, Bolton MA 01740 800-649-3883. FINRA, SIPC. Advisory services offered through Bolton Global Asset Management, an SEC Registered Investment Advisor. State securities laws require that your investment professional be registered in the state in which you are a resident. Our representatives are licensed to sell and or discuss securities products to residents of the following states: AK AL AZ CA CO CT DC FL GA IL IN LA MA ME MD MI MO MT NC NH NJ NM NV NY OH OK OR PA RI SC TN TX VA VT WA WI.

[@SirStrongilan]

I’m a 21 year old black man destined for success and I love this knowledge and want for this to become common knowledge by my people

[@user-io3vs7fz5j]

Thanks for the new video! I’m looking forward to seeing what other content you post! Always good to learn as much as you can!

[@nishohi]

For once some wealth management presentation that doesn't try to sell something, cuts the cr@p and all misleading concepts usually fed to viewers and that is, indeed, educational. Nicely done.

[@gayathrir1980]

A very informative video which was equally understandable without much confusing jargon. Thanks for this.

[@boscoconference7820]

VERY GOOD lesson about wealth management. very helpful basics for beginner and experienced manager. Hope our speakers will present this topic at the same high level during International Wealth Forum 9-10th of September 2013 in Tallin, Estonia. I will wait for new videos!

[@dnguy19]

I watch this video over and over. So much information in this video - thank you for this.

[@JoeM370]

This material is thought-provoking. A book I read with related ideas inspired a significant evolution in my thinking. "Mastering Money Mindfulness" by Benjamin Hawk

[@Jiffyjur]

Awesome. Thanks Russell.

[@nyashwriter9115]

A very educative video. Im waiting for more. Thanks.

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[@nikitakaria3751]

Wonderfully informative video!

[@emperorza5777]

Thank you for this!

[@JMetcalf75]

Super Thank you for educating me on my Financial and Investment future. I will be in touch with you for more advice.

[@jkings6602]

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[@shounakchatterjee1823]

This channel is still active now in 2021?

[@gosupersheep2006]

Thankyou for making this - it was dense and great information pitched at a really accessible level.

[@denizbesikcioglu]

Thank you very much for the informative video.

[@marshalrhoads]

I enjoyed this a lot.

[@kevinngo8846]

wow this video speaks the truth! you guys are awesome!

[@hws2152]

UNABLE TO UNDERSTAND THE CALCULATION OF PROFIT OF TABLE AT 28.46 TIME

[@chaoli6519]

Appritiate

[@marksoberay2318]

Live poor, invest lifelong, die rich!

[@apope06]

So all he did was read slides. Nothing unique added to this boring video.

[@ryantrolldinger125]

Nothing except enlighten you about how markets work and how they operate as a business. Forgive me, you must be far more advanced and know far more about this sector than me as my financial journey is in its infancy, but I thought that was a brilliant video.

[@lanaiakovlieva1304]

Nicw video, terrible voice!!!