Financial Planners
Despite all the worries about tariff policy causing a recession, global markets and the economy kept rolling through the third quarter of 2025. Real GDP showed 3.8% growth through the end of the second quarter, and expectations are that we’ll see similar results for the third quarter. However, signs point […]
This article is from our friends at Clearnomics and is an excellent explanation of President Trump’s tariff plan and what it might mean for the economy. It provides excellent historical perspective and a good reminder of why it’s important to stay the course with your portfolio… On April 2, President […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep42.mp3Podcast: Play in new window | DownloadWhat does Warren Buffett’s latest financial move mean for your retirement portfolio? This week, we’re unpacking the headlines surrounding Buffett’s portfolio adjustments. With $365 billion in cash at Berkshire Hathaway’s disposal, Buffett’s strategy has sparked speculation. Is he gearing up for a financial crisis, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep41.mp3Podcast: Play in new window | DownloadIn this episode, we explore the potential impact of recent political developments on retirement planning and market trends over the next four years. With Dave on vacation, Cole Williams, our associate advisor, steps in to discuss the implications of the presidential election and the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep37.mp3Podcast: Play in new window | DownloadIn this episode, we dive into the key developments in the markets during the third quarter of 2024, along with an update on the current economic environment. Join us as we discuss how stocks surged across the globe, inflation continues to cool, and the […]
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. […]
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_148.mp3Podcast: Play in new window | DownloadA lot of people might think it is the Christmas season, but as investors for the past twenty or so years, it also means that there are some different opinions on the market during this time of year. Watch on YouTube HERE We’re talking […]
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 […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_142.mp3Podcast: Play in new window | DownloadJoin Nick and Dave as they discuss how the all-encompassing world of artificial intelligence may affect your investment portfolio. Watch on YouTube HERE This definitely isn’t a podcast about how it’s going to change our industry but we think of it in terms of […]
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