Ep 105 – How the Debt Ceiling and Government Spending Impact Investors
The debt ceiling debate has been front and center lately, so we thought we’d share this article from our partners
Episode 104: 1st Quarter 2023 Investment Review & Economic Update (podcast)
Well, we can all agree that the stock market was not pretty in 2022. What is in store for 2023?
Financial Predictions for 2023
This is a pretty common question for our clients t ask in December and January. We’re in an industry where
Why is Nick Nauta a Financial Planner?
Nick was asked recently why he liked being a financial planner. He and Dave both agree that this is an
Should I Lease or Buy My Next Car?
Michigan is an auto-centric state and people from the East and West coast don’t understand why we still driving the
Podcast: Tackling Retirement Goals from Both Ends
This is our 100th Episode! Thanks for listening over the past 2 years! Join Nick and Dave as they talk
Three Reasons for Investors to be Thankful This Year
You might have to dig a little deep in 2022 but we found some things outside of football and nice
Fees to Watch Out For With Retirement Planning
Join Dave and Nick as they discuss an Aol Finance article titled Hidden Fees To Watch Out for in Retirement. As
Stress Testing Your Financial Plan
Dave and Nick offer tips on how to check that your financial plan is on track to provide the goals
Book Review: The Investment Answer
Dave and Nick review the book, The Investment Answer by Daniel C. Goldie and Gordon S. Murray This is a favorite of both