140: Why Don’t We Just Put Everything in CDs?
Join Nick and Dave as they address some questions they have received recently about interest rates and CDs. Interest rates
Ep 141: 3rd Quarter 2023 Economic Review and Current Market Update
Join Nick and Dave for their 3rd Quarter 2023 Economic and Market Update. Watch this episode on YouTube HERE You
3rd Quarter 2023 Economic Review and Current Market Update
The third quarter saw most markets give back a portion of their gains from the first half of the year
How Middle East Conflicts Have Historically Impacted Markets
With the recent attacks in Israel on everyone’s minds, our partners at Clearnomics put together this excellent piece on how
Stocks and Interest Rates
A client asked me last week why the stock market goes down when interest rates are rising. This is a
Ep 139: Our Favorite Movies about Money
Join Dave and Nick as they discuss a few of their favorite movies about money. Do you have any to
Is Cash Really King?
When interest rates go up, and you can earn what feels like a decent return in bank deposits, why monkey
Ep 138: MSU Case Study: Retired Couple with Plenty for Retirement
Join Dave and Nick for another helpful MSU Case study. This time they review retirement options for a retired couple
Ep 137: 4 Step Plan for Dealing with the Financial Media
Join Dave and Nick as they walk you through how to decipher and decode all the information that comes at
Dave’s September 2023 Update
Although they left their interest rate target unchanged at their September meeting, the Federal Open Markets Committee continues to fight