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Timonier… Fiduciary, Advocate and Beyond

nick2018-05-31T15:19:26+00:00May 31st, 2018|Featured Media, Human Capital, Perspectives, Resources, Videos|

Tim Baker, President and CEO of Timonier, Wealth Beyond Financial discusses the evolution of the financial planning firm that you see today. Operating as a centralized, collaborative, multi-disciplinary practice allows Timonier to provide exemplary service [...]

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Timonier Celebrates 20 Years with Joe Dispenza

nick2018-05-30T20:56:12+00:00May 30th, 2018|Featured Media, Human Capital, Perspectives, Resources, Videos|

Tim Baker, President and CEO of Timonier, Wealth Beyond Financial discusses mindfulness and the power of your thoughts with renown author, speaker and wellness instructor, Dr. Joe Dispenza.

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Start the Right Habits NOW!

admin2018-03-07T07:59:34+00:00December 9th, 2016|401(k) Participant, 401K, Retirement, Videos|

How long will your retirement savings need to last? What types of financial habits and disciplines are you using to make sure you are in a health financial position when you want it most? [...]

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Welcome to the Wealth Portal

admin2018-03-19T20:02:28+00:00December 7th, 2016|Media, Videos, Wealth Portal Tutorials|

Use this great tool to organize all of your financial information and beyond within one great site! Learn more today. Ready to start or need further assistance? Contact any one of Timonier’s trusted advisors today.

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The Power of the Market

admin2018-04-07T03:19:35+00:00December 6th, 2016|Media, Videos|

Allow Milton Friedman to quickly explain in this timeless video the power of the markets.

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Part 3: Evidence Based Investing Insights: Return Factors

admin2018-03-13T07:17:01+00:00August 1st, 2016|Financial Planning, Investment Philosophy, Videos|

Part 3 of the 4 part educational series. In this video installment you'll find great info-graphics and illustrations pertaining to the dimensions of investment portfolio returns.

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Part 4: Evidence Based Investing Insights: Behavior

admin2018-03-13T07:17:21+00:00August 1st, 2016|Financial Planning, Investment Philosophy, Videos|

Part 4: The last part of a 4 video mini-series that highlights how investor behavior can have the biggest impact on portfolio returns. Trust in your wealth plan and when the fears and anxieties rise [...]

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Evidence Based Investing Insights: Diversification

admin2018-03-07T08:37:45+00:00July 22nd, 2016|Perspectives, Videos|

Part two of our four-part educational series brought to you by the trusted advisors at Timonier. This clip, highlighting Diversification, will help to conceptualize the theory of spreading market risk within and across the asset classes.

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Physician Planning

admin2018-04-07T04:08:22+00:00March 16th, 2016|Financial Planning, Videos|

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Overview and Updates for Timonier’s, Client Wealth Portal

admin2018-04-07T03:59:50+00:00March 15th, 2016|Videos, Wealth Portal Tutorials|

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