Financial Planners
Welcome to the “Market Minute” series! In this weekly blog post, Dave will provide you with all the latest updates on market and economic trends that you need to stay on top of. As an experienced financial expert, Dave will share his insights on the most significant news and developments […]
Get ready for Episode 1 of the Season 3! In this episode, Dave and Nick reflect on their past predictions and make new ones for the year ahead. Watch on YouTube HERE. We admit that predicting the stock market is futile and useless, but cannot resist the urge to do […]
The end of 2023 saw a strong rally in both the stock and bond markets, capping off a surprisingly positive year. The broad US market rallied 12.1% in the quarter, capping off a 26% return for all of 2023. Meanwhile, the US Aggregate Bond Index rose 5.4% for the quarter […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_150.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they close out Season 2 of Kitchen Table Finance. They discuss setting realistic market expectations, especially in retirement. What is a realistic market expectation? Well, there’s a lot of research out there that shows that particularly in bull markets, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_149.mp3Podcast: Play in new window | DownloadCongratulations! You made it to retirement. You’ve worked hard, planned hard, saved, and are now enjoying your time. And then, the market dives. What do you do? Watch on YouTube HERE How do you deal with your first market downturn in retirement? Common advice […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_148.mp3Podcast: Play in new window | DownloadA lot of people might think it is the Christmas season, but as investors for the past twenty or so years, it also means that there are some different opinions on the market during this time of year. Watch on YouTube HERE We’re talking […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_147.mp3Podcast: Play in new window | DownloadThis is episode two in our series of retirement planning headlines and what they may or may not mean for your upcoming retirement. Our little round roundup of things we’ve read over the last couple of weeks that are out there in the media. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_145.mp3Podcast: Play in new window | DownloadWhen it comes to retirement planning, what are your key numbers? How often should you review them? Watch on YouTube HERE In today’s world, there’s a lot of different numbers out there. There are a lot of different things that you can stress about. […]
It’s Thanksgiving time, and I have plenty to be thankful for this year as always. Somewhat surprisingly I can count the economy and markets as part of that list. This has been a strange year for investors. When markets are strong, it’s not uncommon for there to be a disconnect […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_146.mp3Podcast: Play in new window | DownloadJoin Dave and Nick for a special Thanksgiving Episode where they talk about what they are thankful for, the Markets, what’s good for retirees, and financial planning. We’ve got a lot to be thankful for as investors and financial planners this year despite the […]
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