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Reviewing The 1st Quarter Of 2022

Reviewing the 1st Quarter of 2022

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/Kitchen_Table_74.mp3Podcast: Play in new window | DownloadIt’s hard to believe we are already a quarter of the way through 2022 and what a quarter it has been. Last week our friends at East Bay Investment Solutions published their investment commentary for the first quarter of 2022. They note that the […]

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Power Of Inflation What's Going On (1)

Power of Inflation – What’s going on?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_66.mp3Podcast: Play in new window | DownloadJoin Dave and Nick around the Kitchen Table to talk about Inflation. Inflation hasn’t been a real issue in American lives for about 30 years. But just like everything financial, it is cyclical. So, what is going on with inflation in 2022? Find out […]

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2021 Q4 Quarterly Market Review And Looking Ahead 

2021 Q4 Quarterly Market Review

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_63.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they talk about what the market did overall for 2021, what is going on right now, and what is predicted for 2022. The world is becoming more  vaccinated; even with the omicron  variant, the rate of death is down  […]

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Economic Update November 2021

Economic Update November 2021

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_58.mp3Podcast: Play in new window | DownloadIt’s that time again – let’s take a look at where our economy is at the end of the year and what we can expect for next quarter. The stock market is up 24.8% (S&P) from last year. A bull market climbs a wall […]

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What Issues Should I Consider Before The End Of The Year

What Issues Should I Consider Before the End of the Year?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_57.mp3Podcast: Play in new window | DownloadThe end of the year is 6 weeks away. When it comes to your financials, there are some important things to consider this time of year. Take stock now and be sure you don’t miss any important deadlines. Listen to the entire episode for […]

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Lessons From A Year With Covid

Lessons From a Year with Covid

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_25.mp3Podcast: Play in new window | DownloadHow has the economy been impacted by Covid in the last twelve months? It’s been 12 months since the markets first felt the impact of the global Coronavirus pandemic. It’s been a crazy year. The market, our lives, and our emotions have been on […]

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Quarterly Market Commentary

Quarterly Market Commentary

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_20.mp3Podcast: Play in new window | DownloadJoin Dave Shotwell and Nick Nauta as they discuss the current financial climate and the 4th quarter of 2020. The main investment lesson for 2020 was to stay invested as much as possible. In January 2020, our main concerns were the impact of a […]

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What To Do With Stimulus Money

What to do with Stimulus Money

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_19.mp3Podcast: Play in new window | DownloadLately, we’ve had a few discussions with clients centered around their stimulus money and what they should do with it. While most people expect a pretty cut and dry answer from financial planners, these conversations have led to some interesting philosophical discussions around why […]

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Evaluate Your Portfolio While Markets Are Good

Evaluate Your Portfolio While Markets Are Good

On August 14, 2015, in his “Intelligent Investor” column for the  Wall Street Journal, Jason Zweig wrote about the need to “Reassess  Your Investments Before the Next Panic.” There is wisdom in his approach: most investors only take action when it is too late. They sell their investments after the […]

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What Do We Know Now That We Didn't Know Then

What do We Know Now That We Didn’t Know Then?

This is a common scenario for the markets: The indices are chugging along, making some headway, and posting gains for a few months at a time. There are bits of data and global activities to worry about – a talking head on MSNBC talks about “valuations being extended,” and other […]

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