At McRae Capital, we understand that some of the principles behind investing and managing family costs can be a little hard to grasp at first. So we’ve put together some helpful videos for you that hopefully make the concepts a little clearer. As always, don’t hesitate to reach out if you have any questions.
The History of McRae Capital Management
Rod McRae started McRae Capital Management way back in 1981. Hear him explain the principles he built this company on, including solid fundamentals and a personal touch. (Share this video)
The McRae Philosophy
Find out more about the keen insights and unwavering investment principles that have driven McRae Capital for more than thirty years. (Share this video)
Saving for College
To Mom and Dad, the end of each school year is just another reminder of those dreaded looming costs of college. For the parents of college-bound children in your life, we’ve put together a concise guide to exactly how to navigate these tricky waters. (Share this video)
Starting a Family
Starting a family is a wonderful time of life. Whether you and your partner are just starting to think about it, or whether your first little one is already on the way, this life stage brings a host of new responsibilities and a number of important new financial decisions. (Share this video)
Estate Planning
You need to take care of yourself, and make sure you’re enjoying your retirement, and not stress too much about your kids and grandchildren. But if you’re as thoughtful now as you’ve been along the way, it’s time to make some decisions around exactly what you want to happen after you’re gone. This is estate planning, and it is a whole new ballgame. (Share this video)
Inheritance
If someone left you an inheritance, they no doubt intended it to be a positive force for good in your life. At McRae, we’ve spent decades guiding clients through tricky life transitions like this, and we can help you understand your options and responsibilities. (Share this video)
First Job
“Who is FICA and why are they taking all my money?” You graduated school, perfected your resume, aced the interview, and landed a good job with a decent salary. Now what? We’ve put together this video to help explain many of the important decisions you need to make to get you started on the right financial track. (Share this video)
The Cocktail Party Syndrome
Learn why it’s a bad idea to get your investment advice at the company cocktail party. (Share this video)
The 60 Conversation
Deciding when and how to retire is one of the most significant challenges you’ll ever face. Age 60 is a great time to start making decisions that’ll ensure a smooth transition to retirement. We can help you get the process started, with a frank discussion we call “The 60 Conversation.” (Share this video)
McRae Capital Management brings decades of long-term investing experience to bear for families, individuals, and corporate clients. If you have questions about anything, from general family budgeting to complex tax issues, from divorce to inheritance, from planning for college to planning for retirement and everything in between, just download our brochure or give us a call at 973-387-1080.
