Is Cash Really King?
When interest rates go up, and you can earn what feels like a decent return in bank deposits, why monkey
Ep 135 – How Big is Your “Too Hard” Pile?
Join Nick and Dave as they discuss the interesting topic of what to do when your “Too Hard” pile gets
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
Ep 123: Nick’s Best & Worst Personal Money Moves
Join Nick and Dave as they discuss Nick’s best and worst personal money decisions. In case you missed our last
Ep 122: Dave’s Best and Worst Personal Money Moves
Join Dave and Nick as Dave reveals one of the best and worst money decisions he’s made over the years.
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
Ep 118: Update – What’s going on with I Bonds Now?
Twelve months ago, I bonds were the security to purchase. As a refresher, I Bond rates get set at six-month
2nd Quarter 2023 Economic Update and Market Review (article)
The first quarter of 2023 was largely positive for the markets, but not positive enough to make up for the
Ep 116: Getting Real About Social Security
We are going to talk about getting real about social security. This has been an ongoing discussion with clients, particularly
Ep 112: Thoughts on the Silicon Valley Bank Failure
Last Week Silicon Valley Bank collapsed. Nuveen’s asset managers noted it was the fastest bank failure in history, the result