Financial Planners
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E9.mp3Podcast: Play in new window | DownloadToday we’re braving the waters of politics and markets—a conversation that’s becoming more pressing as we advance into March. Watch on YouTube HERE Main Points of Discussion: The Premature Arrival of Election Talks: It feels like we just talked about elections, but here we […]
Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. Stock Market US markets were down last week while developed international stocks and emerging markets performed quite well. […]
Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. Fickle Market The markets can be fickle, and we saw that on Tuesday last week when a slightly […]
Welcome to the “Market Minute” series! In this weekly blog post, Dave will provide you with all the latest updates on market and economic trends that you need to stay on top of. As an experienced financial expert, Dave will share his insights on the most significant news and developments […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_150.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they close out Season 2 of Kitchen Table Finance. They discuss setting realistic market expectations, especially in retirement. What is a realistic market expectation? Well, there’s a lot of research out there that shows that particularly in bull markets, […]
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 […]
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 […]
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 […]
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 […]
Back around 2001 when I was just getting started in the financial advice business, the advisor with whom I worked kept a Magic 8 Ball, the future predicting toy, on his desk. When clients would ask him to make any sort of prediction, he would pick up the ball and […]
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