Financial Planners
Note: Listen to our latest Kitchen Table Podcast Episode where Dave and Nick Discuss this in detail. S3E25 – Q2 2024 Review and Q3 Outlook Stock and bond returns were mixed overall for the second quarter. The broad US indices continued to push higher in the second quarter of 2024, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_E15.mp3Podcast: Play in new window | DownloadIn this episode, we kick off with a warm welcome and jump straight into our Q1 quarterly review followed by the Q2 outlook. Despite entering the year on a shaky start, Q1 turned out exceptionally well, building on the achievements of a strong 2023. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E10.mp3Podcast: Play in new window | DownloadWelcome back to our much-anticipated March 2024 edition of “Retirement Planning Headlines,” where we save you the hassle of combing through endless financial articles. This month, we’ve even had listeners chime in with topics for our deep-dive discussions. Watch on YouTube HERE Key Takeaways […]
Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. Stock Market US markets were down last week while developed international stocks and emerging markets performed quite well. […]
Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. Last week was another solid week for stocks in general, with the S&P 500 posting a gain of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E2.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review 2023’s fourth-quarter economy and give a current market update. We do this once a quarter to go through and see what happened last quarter and talk about what that potentially means for the future. Watch on YouTube […]
The end of 2023 saw a strong rally in both the stock and bond markets, capping off a surprisingly positive year. The broad US market rallied 12.1% in the quarter, capping off a 26% return for all of 2023. Meanwhile, the US Aggregate Bond Index rose 5.4% for the quarter […]
It’s Thanksgiving time, and I have plenty to be thankful for this year as always. Somewhat surprisingly I can count the economy and markets as part of that list. This has been a strange year for investors. When markets are strong, it’s not uncommon for there to be a disconnect […]
Back around 2001 when I was just getting started in the financial advice business, the advisor with whom I worked kept a Magic 8 Ball, the future predicting toy, on his desk. When clients would ask him to make any sort of prediction, he would pick up the ball and […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_86.mp3Podcast: Play in new window | DownloadWe’re halfway through the year and inflation and interest rates continue to drive the markets and the headlines. Our friends at East Bay Investment Solutions recently published their Quarterly Investment Commentary for the second quarter of 2022 outlining where we are now and where […]
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