financial advisor

Copy Of 124 Summer Intern, Cade Campbell, Joins The Show Cover

Ep 125: Does Your Financial Advisor Provide Value? Play in new window | DownloadWe have a special guest back for the second week in a row. Our intern, Cade Campbell comes back to talk about the project he’s been working on this summer for us. Cade was tasked with breaking down the tangible quantifiable return that a […]

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What The Looming Debt Ceiling Deadline Means For Investors

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 the coming weeks. We thought we’d share this article and charts from our partners at Clearnomics discussing this issue and how it may impact markets. The federal debt limit is […]

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114 Retirement Planning Case Study For An Msu Employee (youtube Thumbnail)

Ep 114: Retirement Planning Case Study for an MSU Employee Play in new window | DownloadIn today’s episode, Dave and Nick have an interesting case study of a couple of MSU professors. Join us as we take a look at some of the common scenarios that come up in a case like this when we’re helping people create their […]

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112 Thoughts On The Silicon Valley Bank Failure (1600 × 1000 Px)

Ep 112: Thoughts on the Silicon Valley Bank Failure Play in new window | DownloadLast Week Silicon Valley Bank collapsed. Nuveen’s asset managers noted it was the fastest bank failure in history, the result of management missteps, a challenging interest rate environment, a narrow client base whose businesses were also sensitive to the interest rate environment, and customers […]

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Why Ashley Sajor Became A Financial Planner

Why Ashley Sajor Became a Financial Planner Play in new window | DownloadWe have a very special episode for your today. Join us as Nick interviews Ashley Sajor and discover out why she became a financial planner. Ashley is one of the newest members of our team and started off as an intern while she was […]

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Common Questions To Ask A Financial Advisor

Common Questions to Ask a Financial Advisor

Dave and Nick field questions from friends, networking associates, clients, and more in this comprehensive list of Common Questions to Ask a Financial Advisor. If you want to listen to their two-part podcast series based on these questions and answers, click below. Ask A Financial Advisor Anything – Part One […]

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What Is A Fee Only Financial Planner

What is a Fee-Only Financial Planner? Play in new window | DownloadWe don’t love the term either, because it is hard to figure out what it means. But we do stand by being fee-only advisors. Simply put, our clients pay us a fee for financial planning and investment advice. We do not make any commission […]

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Power Of Inflation What's Going On (1)

Power of Inflation – What’s going on? 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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Our Investment Philosophy

Our Investment Philosophy Play in new window | DownloadDealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows the following principles when we make portfolio choices and evaluate the asset managers and model builders with whom we work. #1. Short-term market returns […]

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