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Ep 145 Reasons For Retirees To Be Thankful

Ep145: Reasons for Retirees to be Thankful

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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Ep 144 Retirement Planning Headline Review

Ep 144: Retirement Planning Headline Review

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_144.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they try something new today on the show. Watch on YouTube HERE We hope this catches on and we can continue to do this on a regular basis. Both of us do a fair amount of reading when it […]

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What Is The Right Amount Of Cash In A Portfolio

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 right now, we can’t allow ourselves to over-allocate to cash investments. The too-long/didn’t read version: Over time, money markets and certificates of deposit have historically underperformed inflation, bonds, and stocks. […]

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Ep 143 Darla Bishop

Ep 143: Guest Dr. Darla Bishop

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_143.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they chat with Dr. Darla Bishop, the author of the upcoming book, How to Afford Everything. Watch on YouTube HERE Her book is available for pre-order until December 12, 2023, and then it will be available to the public. […]

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Ep 142 How Will Artificial Intelligence Impact Your Portfolio

Ep 142: How will Artificial Intelligence Impact Your Portfolio

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_142.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss how the all-encompassing world of artificial intelligence may affect your investment portfolio. Watch on YouTube HERE This definitely isn’t a podcast about how it’s going to change our industry but we think of it in terms of […]

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Ep 140 Why Don't We Just Put Everything In Cds

140: Why Don’t We Just Put Everything in CDs?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_140.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they address some questions they have received recently about interest rates and CDs. Interest rates are looking pretty good, especially when you start driving around town and seeing billboards for 6 % twelve-month CDs. So part of the questions […]

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Ep 141 4th Quarter 2023 Economic And Market Update

Ep 141: 3rd Quarter 2023 Economic Review and Current Market Update

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_141.mp3Podcast: Play in new window | DownloadJoin Nick and Dave for their 3rd Quarter 2023 Economic and Market Update. Watch this episode on YouTube HERE You can read the in-depth blog article HERE Our portfolio managers at East Bay Investment Solutions provide us every quarter with what they consider the […]

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4th Quarter 2023 Economic And Market Update

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 as the tug-of-war between inflation and interest rates continues. However, the markets remain broadly positive for 2023 as we enter the fourth quarter. Last month, the Federal Reserve signaled that […]

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