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
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
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
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
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
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