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
What is Your Investment Risk Tolerance?
Investor Profile Quiz Take OUR QUIZ to assess your own risk tolerance. What is your Investment Risk Tolerance? Join Dave
1st Quarter 2023 Economic Update and Market Review
We have the messy year that was 2022 in the rearview mirror and we’re looking ahead to 2023. Inflation, Federal
Financial Predictions for 2023
This is a pretty common question for our clients t ask in December and January. We’re in an industry where
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
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
Is the 60 – 40 Portfolio Dead?
Join Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is,
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
The Two Most Important Stock Market Charts
There are a lot of folks out there right now on financial cable channels, on the internet news outlets, social