S3E4 – Should You Add Bitcoin to Your Retirement Portfolio?
We’ve talked about this topic before, but it keeps rearing its head. It’s Bitcoin and it’s back in the news.Â
Market Minute Week of 1-15-2024
Welcome to the “Market Minute” series! In this weekly blog post, Dave will provide you with all the latest updates
Ep 149 – Your First Market Downturn in Retirement
Congratulations! You made it to retirement. You’ve worked hard, planned hard, saved, and are now enjoying your time. And then,
Ep 144: Retirement Planning Headline Review
Join Dave and Nick as they try something new today on the show. Watch on YouTube HERE We hope this
Third Quarter 2023 Economic Update and Market Review
The year is half over, and despite recession fears, banking turmoil, and a debt-ceiling standoff in Washington, the stock market
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
Our Current Thoughts on the Economy June 2023
Last month, our entire firm went through a training program to help us understand, spot, and prevent financial abuse. Financial
Ep 125: Does Your Financial Advisor Provide Value?
We have a special guest back for the second week in a row. Our intern, Cade Campbell comes back to
Do Financial Advisors Provide Value?
by Cade Campbell, 2023 Summer Intern Are financial advisors necessary and do they provide value in a world where online
Ep 124: Summer Intern, Cade Campbell, Joins the Show
Join Nick as he chats with the SRB summer intern, Cade Cambell, while Dave is on vacation. Watch it on