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
Worsening Inflation, Consumer Sentiment, and the Markets
The last two years have created a perfect storm for inflation. During the Covid Pandemic, most of the economy came
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 Anything – Part Two
Part Two of answering financial questions from our listeners. More of your burning questions are answered here. Click HERE for
Ask A Financial Advisor Anything – Part One
Dava and Nick asked people in their network to throw their burning questions about money and finances at them. There
The Two Most Important Stock Market Charts
There are a lot of folks out there right now on financial cable channels, on the internet news outlets, social
Starting A New Job – Rolling Over a 401K
Are you starting a new job? Do you have a 401K to roll over? This is the podcast episode for
2021 Q4 Quarterly Market Review
Join Dave and Nick as they talk about what the market did overall for 2021, what is going on right
Key Elements of Financial Planning
Join Dave and Nick as they recap the SRB financial planning process and list out the key elements they look
Economic Update November 2021
It’s that time again – let’s take a look at where our economy is at the end of the year