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
Marketing Timing (podcast)
What is a marketing timing strategy for investing and does it work? Join Nick and Dave as they talk about
Capital Losses as a Tax Asset
There is no denying that the market has been lousy for the first three quarters of 2022. While frustrating, the
Why Market Timing Doesn’t Work
People often ask us if they should sell their stock investments and “wait until the market is better.” Market timing
The Power of Investing During Down Markets
It’s an often–repeated cliché about the markets: Stocks are the only thing Americans do not like to buy on sale.
The Power of Investing During Down Markets (podcast)
It’s an often–repeated cliché about the markets: Stocks are the only thing Americans do not like to buy on sale.
Second Quarter 2022 Market Review and Economic Outlook
We’re halfway through the year and inflation and interest rates continue to drive the markets and the headlines. Our friends
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,
What is Monte Carlo Analysis?
We use financial planning software that utilizes a statistical technique called Monte Carlo Analysis. This technique analyzes spending goals from