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, […]
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. The Federal Reserve Open Market Committee Rates were unchanged at last week’s meeting, which was pretty much expected. […]
Get ready for Episode 1 of the Season 3! In this episode, Dave and Nick reflect on their past predictions and make new ones for the year ahead. Watch on YouTube HERE. We admit that predicting the stock market is futile and useless, but cannot resist the urge to do […]
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_146.mp3Podcast: Play in new window | DownloadJoin Dave and Nick for a special Thanksgiving Episode where they talk about what they are thankful for, the Markets, what’s good for retirees, and financial planning. We’ve got a lot to be thankful for as investors and financial planners this year despite the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_141.mp3Podcast: Play in new window | DownloadJoin Nick and Dave for their 3rd Quarter 2023 Economic and Market Update. Watch this episode on YouTube HERE You can read the in-depth blog article HERE Our portfolio managers at East Bay Investment Solutions provide us every quarter with what they consider the […]
The third quarter saw most markets give back a portion of their gains from the first half of the year as the tug-of-war between inflation and interest rates continues. However, the markets remain broadly positive for 2023 as we enter the fourth quarter. Last month, the Federal Reserve signaled that […]
With the recent attacks in Israel on everyone’s minds, our partners at Clearnomics put together this excellent piece on how past events like this have played out in the economy and markets. On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel killing hundreds and plunging […]
A client asked me last week why the stock market goes down when interest rates are rising. This is a good question and is a fundamental part of understanding the markets, so I thought it would make sense to take a minute and write down a simple explanation. While there […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_137.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they walk you through how to decipher and decode all the information that comes at us in the media regarding finances. Watch on YouTube HERE This is something we both talk about with our clients on a regular basis. […]
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