Ep 141: 3rd Quarter 2023 Economic Review and Current Market Update
Join Nick and Dave for their 3rd Quarter 2023 Economic and Market Update. Watch this episode on YouTube HERE You
How Middle East Conflicts Have Historically Impacted Markets
With the recent attacks in Israel on everyone’s minds, our partners at Clearnomics put together this excellent piece on how
Is Cash Really King?
When interest rates go up, and you can earn what feels like a decent return in bank deposits, why monkey
July 2023 Client Market Update
Back around 2001 when I was just getting started in the financial advice business, the advisor with whom I worked
Our Current Thoughts on the Economy June 2023
Last month, our entire firm went through a training program to help us understand, spot, and prevent financial abuse. Financial
Our Current Thoughts on the Economy May 2023
Every year in late spring, Warren Buffett’s company, Berkshire Hathaway, holds its annual shareholder meeting on a Saturday. This was
What the Looming Debt Ceiling Deadline Means for Investors
The debt ceiling debate has been front and center lately, and will no doubt be a major news story in
Ep 115: Review of 2nd Quarter 2023
2nd Quarter 2023 Economic Update and Market Review The first quarter of 2023 was largely positive for the markets, but
Setting and Keeping your Financial Goals in 2023
Nick and Dave discuss the difference between, “I want to be financially responsible” versus “I’m going to try to keep
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