Ep 148 – Will Seasonal Market Patterns Affect Your Retirement?
A lot of people might think it is the Christmas season, but as investors for the past twenty or so
Ep 147 – Retirement Planning News – November Edition
This is episode two in our series of retirement planning headlines and what they may or may not mean for
Ep 146: What Are Your Key Numbers for Retirement?
When it comes to retirement planning, what are your key numbers? How often should you review them? Watch on YouTube
Dave’s November 2023 Market Update
It’s Thanksgiving time, and I have plenty to be thankful for this year as always. Somewhat surprisingly I can count
Ep145: Reasons for Retirees to be Thankful
Join Dave and Nick for a special Thanksgiving Episode where they talk about what they are thankful for, the Markets,
Ep 144: Retirement Planning Headline Review
Join Dave and Nick as they try something new today on the show. Watch on YouTube HERE We hope this
What is the Right Amount of Cash in a Portfolio?
We recently posted an article explaining why, even though money markets and certificates of deposit may have very attractive yields
Ep 143: Guest Dr. Darla Bishop
Join Dave and Nick as they chat with Dr. Darla Bishop, the author of the upcoming book, How to Afford
Ep 142: How will Artificial Intelligence Impact Your Portfolio
Join Nick and Dave as they discuss how the all-encompassing world of artificial intelligence may affect your investment portfolio. Watch
Dave’s Client Update October 2023
As I’m writing this, the conflict in the Middle East following the Hamas attacks on Israel earlier this month has