Ep 137: 4 Step Plan for Dealing with the Financial Media
Join Dave and Nick as they walk you through how to decipher and decode all the information that comes at
Third Quarter 2023 Economic Update and Market Review
The year is half over, and despite recession fears, banking turmoil, and a debt-ceiling standoff in Washington, the stock market
Our Current Thoughts on the Economy June 2023
Last month, our entire firm went through a training program to help us understand, spot, and prevent financial abuse. Financial
Our Current Thoughts on the Economy May 2023
Every year in late spring, Warren Buffett’s company, Berkshire Hathaway, holds its annual shareholder meeting on a Saturday. This was
Ep 112: Thoughts on the Silicon Valley Bank Failure
Last Week Silicon Valley Bank collapsed. Nuveen’s asset managers noted it was the fastest bank failure in history, the result
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
Three Reasons for Investors to be Thankful This Year
You might have to dig a little deep in 2022 but we found some things outside of football and nice
Marketing Timing (podcast)
What is a marketing timing strategy for investing and does it work? Join Nick and Dave as they talk about
Capital Losses as a Tax Asset
There is no denying that the market has been lousy for the first three quarters of 2022. While frustrating, the
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