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What is Your Investment Risk Tolerance?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_109.mp3Podcast: Play in new window | Download Investor Profile Quiz Take OUR QUIZ to assess your own risk tolerance. What is your Investment Risk Tolerance? Join Dave and Nick as they discuss the all-important risk tolerance.  This is a big subject and comes up all the time when we’re working […]

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Financial Predictions For 2023

Financial Predictions for 2023

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_103.mp3Podcast: Play in new window | DownloadThis is a pretty common question for our clients t ask in December and January.  We’re in an industry where everybody loves to make bold predictions and there’s not a lot of accountability around what happens. Well, we need to be careful with that. If […]

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Marketing Timing (podcast)

Marketing Timing (podcast)

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_92.mp3Podcast: Play in new window | DownloadWhat is a marketing timing strategy for investing and does it work? Join Nick and Dave as they talk about marketing timing and their thoughts on it. People often ask us if they should sell their stock investments and “wait until the market is […]

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Is The 60 40 Portfolio Dead

Is the 60 – 40 Portfolio Dead?

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_83.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is, it is an industry-standard portfolio that contains 60% stocks and 40% bonds. This was considered the Goldilocks portfolio. This is approximately the allocation we […]

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Bull And Bear

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 territory, meaning that it had dropped 20% from the high it posted in December 2021. Several headlines have been talking about the market entering bear market territory. I thought it […]

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The Two Most Important Stock Market Charts

The Two Most Important Stock Market Charts

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_76.mp3Podcast: Play in new window | DownloadThere are a lot of folks out there right now on financial cable channels, on the internet news outlets, social media, and even print media talking about the markets, the economy, and where things are headed. Most of them are making exciting predictions of […]

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Reviewing The 1st Quarter Of 2022

Reviewing the 1st Quarter of 2022

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_74.mp3Podcast: Play in new window | DownloadIt’s hard to believe we are already a quarter of the way through 2022 and what a quarter it has been. Last week our friends at East Bay Investment Solutions published their investment commentary for the first quarter of 2022. They note that the […]

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