Financial Planners
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 […]
With the recent attacks in Israel on everyone’s minds, our partners at Clearnomics put together this excellent piece on how past events like this have played out in the economy and markets. On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel killing hundreds and plunging […]
A client asked me last week why the stock market goes down when interest rates are rising. This is a good question and is a fundamental part of understanding the markets, so I thought it would make sense to take a minute and write down a simple explanation. While there […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_139.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss a few of their favorite movies about money. Do you have any to add to the list? Drop them in the comments. Watch on YouTube Here Here is a list of the movies discussed in this episode […]
When interest rates go up, and you can earn what feels like a decent return in bank deposits, why monkey around with stocks and bonds? After all, right now you can earn around 5% in a money market fund or lock in 5.5% for a year in a certificate of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_138.mp3Podcast: Play in new window | DownloadJoin Dave and Nick for another helpful MSU Case study. This time they review retirement options for a retired couple with more than enough for retirement. Watch on YouTube HERE Check out our past case studies and you might find one that fits your […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_137.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they walk you through how to decipher and decode all the information that comes at us in the media regarding finances. Watch on YouTube HERE This is something we both talk about with our clients on a regular basis. […]
Although they left their interest rate target unchanged at their September meeting, the Federal Open Markets Committee continues to fight inflation, signaling their plan to keep rates higher for longer than anticipated. A historically strong labor market, along with rising oil prices indicate that inflation is still stronger than they […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_136.mp3Podcast: Play in new window | DownloadJoin Dave and Nick on today’s topic, which is an extension of an earlier podcast they did on the book review of The Soul of Money. An underlying topic is how to make yourself heard with the voice of money. What we mean by […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_135.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss the interesting topic of what to do when your “Too Hard” pile gets too big. This is inspired by the article My ‘Too Hard’ Pile Is Pretty Big by Christine Benz in the Morningstar publication about personal […]
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