Financial Planners
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 […]
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 […]
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. […]
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. […]
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 […]
As I’m writing this, the conflict in the Middle East following the Hamas attacks on Israel earlier this month has captured the headlines and taken investor attention from the banal interest rate/inflation discussion that has been ongoing for close to two years now. This brings new uncertainty into the short-term […]
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 […]
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 […]
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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