Close

the economy

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 […]

Read More
The Two Most Important Stock Market Charts

The Two Most Important Stock Market Charts

https://media.blubrry.com/kitchen_table_finance/p/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 […]

Read More
2022 Financial Predictions

2022 Financial Predictions

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_61.mp3Podcast: Play in new window | DownloadHappy New Year! Season Two is starting! Join us, Dave and Nick, as we talk about our 2022 Financial Predictions, and other market predictions to try and make sense of it all. What is going to happen this year in the finance world? Should […]

Read More
What Is Esg Investing

ESG Investing + Webinar

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_52.mp3Podcast: Play in new window | DownloadWe are very excited about this quarter’s client webinar: ESG Investing 101 featuring Professor Apollo D. Lupescu from Dimensional Fund Advisors. Dr. Lupescu explains how to design and implement portfolios that take into account environmental, social, and corporate governance factors. He is a great […]

Read More
Lessons From A Year With Covid

Lessons From a Year with Covid

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_25.mp3Podcast: Play in new window | DownloadHow has the economy been impacted by Covid in the last twelve months? It’s been 12 months since the markets first felt the impact of the global Coronavirus pandemic. It’s been a crazy year. The market, our lives, and our emotions have been on […]

Read More
Investing In New Industries

Investing in New Industries

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_24_.mp3Podcast: Play in new window | DownloadHow do you make educated guesses on investing in new industries and which ones are going to pay off? In the early fall of 2019, I got an email from a client asking whether Beyond Meat, a young company in the new “meat alternative […]

Read More
Charitable Giving Strategies

Charitable Giving Strategies

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_22.mp3Podcast: Play in new window | DownloadFor many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe can be a very rewarding goal. Traditionally, the tax code has supported charitable giving and encouraged Americans to be generous with their support of […]

Read More
Market Predictions

Prediction Season!

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_14.mp3Podcast: Play in new window | DownloadIt’s that time of year: Prediction Season! Along with new year’s resolutions, it’s time for economists and money managers to make market predictions. Some will be gloom and doom, constructing elaborate arguments about how the market is greatly overvalued and about to crash. Others […]

Read More
2020 Election. Brick and stone outside stairway with iron gate and red flowers

How Will the 2020 Election Affect the Stock Market?

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_1_.mp3Podcast: Play in new window | DownloadDoes the 2020 election have you thinking about your money? Every four years America goes through a Presidential election. Every four years clients ask where we can move their portfolios to be safe if one side or the other is victorious. This year is no […]

Read More