A Positive Way to Look at the Current Market
Join Nick and Dave as they discuss some positive things going on in the markets and what you can do
5 Things You Can Do During a Down Market
Join Nick and Dave as they talk about what investors can do during a down market, like the one we
What is a Market Bubble?
The term bubble gets thrown around a lot by market commentators. Pessimistic bears tend to say the market is in
Ask A Financial Advisor Anything – Part 3
Join Nick and Dave for another round of listener questions. Our listeners have submitted some very compelling questions that are
Financial Documents an 18 Year Old Needs
Join us for Part Two of discussing financial concerns for an 18-year-old, including important financial documents. We have a special
Is the 60 – 40 Portfolio Dead?
Join Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is,
Bull and Bear Market Cycles
As of last Monday’s market close, the S&P 500, the stock index for the largest American companies, entered bear market
Book Review: The New Retirementality by Mitch Anthony
Join Dave and Nick as they review another helpful book about financial planning. The New Retirementality by Mitch Anthony. You
What is an I Bond?
An I Bond is a savings bond issued by the US Treasury much like EE Savings bonds, but the interest
The Psychology of Money Recap
Have you read The Psychology of Money by Morgan Housel? Join Nick and Dave as they recap a book they