Tags budgeting Power of Inflation – What’s going on? srb February 21, 2022 Join Dave and Nick around the Kitchen Table to talk about Inflation. Inflation hasn’t been a real issue in American
Tags financial advisor Our Investment Philosophy srb March 24, 2021 Dealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows
Tags Cybersecurity Cybersecurity: Keeping Your Financial Information Safe srb January 27, 2021 Nick and Dave talk with Ian Richardson, owner of Doberman Technologies about personal and business cybersecurity practices that everyone should
Tags financial advisor How Well Do You Know Your Financial Advisor? srb December 4, 2020 Don’t wonder if your financial advisor is trustworthy and on the level. Do some research. Trust but verify. Bernie Madoff
Tags budgeting Evaluate Your Portfolio While Markets Are Good srb August 17, 2015 On August 14, 2015, in his “Intelligent Investor” column for the Wall Street Journal, Jason Zweig wrote about the need
Tags Economy What do We Know Now That We Didn’t Know Then? srb October 16, 2014 This is a common scenario for the markets: The indices are chugging along, making some headway, and posting gains for
Tags budgeting Please Stay Seated While the Train is Moving srb October 10, 2014 On August 6, 2011, Standard & Poor’s downgraded the United States credit rating from AAA to AA+, kicking off a
Tags Economy Weather & Climate are Like the Stock Market srb October 6, 2014 Late last month, my wife and I went out to Seattle so I could attend the Financial Planning Association’s annual