Anglia Advisors
Financial Planning. Re-imagined



Investopedia Advisor Insights talks to Simon Brady, CFP® , founder of Anglia Advisors about his financial planning practice. Length 2:00.

© Investopedia 2016

Three New York-based financial advisors talk to Investopedia about how they integrate technology into their practices. Length 12:13.

© Investopedia 2017


PBS’ eye-opening and shocking classic full-length documentary on America’s retirement crisis and Wall Street’s role in plundering retiree investors’ assets. A frightening cautionary tale for the ages. Length 55:44.

© PBS 2013

Using a CFP® .. Why should you use a CERTIFIED FINANCIAL PLANNER™ professional? Length 0:31.

© Certified Financial Planner Board of Standards 2018

Tuning Out The Noise .. One of the most valuable services a fiduciary financial advisor can provide. Length 2.23.

© DFA 2017

Living in the US on a visa? A green card? Are you a tax resident of the US? Its vital that you know this and in this short video, Dale Mason, CPA of The Wolf Group gives a broad overview of the considerations that go into answering this question. Length 2:37.

© The Wolf Group 2017

Focusing too much on short-term performance when you are investing for a long-term goal is one of the most common mistakes in investing. Jon Stein, Founder and CEO of Betterment, explains in this short video why this behavioral trait can cause great damage to your level of wealth and how to mentally adjust to the fact that you are investing for the long term. Length 3:01.

© Betterment 2017

Investing: Why the relationship between your time horizon and your portfolio allocation matters so much and why it is the amount of time you are in the market that counts, not timing of the market. Length 6:17.

Tool courtesy of Betterment

Simon Brady, CFP® of Anglia Advisors talks to Asset TV about what financial advisors need to bear in mind when dealing with foreign national clients in the US. Length 8:10.

© Asset TV 2017

See how Riskalyze empowers our clients. Length 1:26

© Riskalyze 2017

Josh Brown and Bill Sweet of Ritholz Wealth lay out everything a young newbie investor needs to think about as they get started. Length 11:06.

© The Compound 2018

Watch Jon Oliver’s funny, biting - yet very well informed - attack on the practices of the traditional retirement planning industry on HBO’s Last Week Tonight show. This is why you should only seek out a fiduciary CFP® who works for a Registered Investment Advisor and who has none of these awful conflicts of interest. Length 21:29.

© HBO 2016

Exchange Traded Funds (ETFs) 101. Length 2:04.

© Bloomberg Business 2016

If you are a green card holder looking to give up your green card for any reason after 7 years, you could possibly be treated like a US citizen renouncing their citizenship and be subject to the dreaded and potentially massive US Exit Tax. Dale Mason, CPA of The Wolf Group describes the criteria. Length 4:44.

© The Wolf Group 2018

Those clients with portfolios under our management can benefit from automated tax-coordination of these portfolios, a strategy previously only available to very High Net Worth Investors. Boris Khentov, VP of Operations and a tax lawyer at Betterment, explains in this short video how this can make a significant difference in your long term returns and thereby your ending balance when you retire. Length 1.22.

© Betterment 2017