Today we look at the current investment environment and provide a historical perspective on bear markets and the uncertain road to recovery. Are we there yet?
Nov 3, 2022
41 min
On today's episode, Josh and Jack explore alternative or "quack" investments. Learn how to spot and avoid these complicated investments in this educational episode.
Sep 14, 2022
37 min
Today we’re joined by one of our favorite high-performers and friend, Shirley Ross. We discuss her incredible professional journey, her advice for success, and how having a personal CFO has helped along the way.
Jun 30, 2022
26 min
Today we look at the current market and provide professional perspective to help investors avoid making common mistakes during times of volatility. We know it can be difficult to stay the course in times of uncertainty, however, this is when frame of mind and reference are most important.
Jun 6, 2022
23 min
This week we discuss how we identify and classify quality investments, what these investments mean for portfolio strategies and why knowing your products and leaders makes all the difference.
Mar 30, 2022
31 min
Why is it that when a consumer item is on sale, we pounce, but when the stock market is on sale, we run? Buying and holding is far more difficult to do in a volatile market for many investors. Let’s discuss market volatility, where there may be opportunity and the outlook for 2022.
Feb 25, 2022
32 min
When a lump sum of cash is bestowed upon you, it’s difficult to know where to begin. In this episode we discuss what to do if you find yourself in a position of sudden wealth.
Jan 14, 2022
31 min
This week we host the Executive Director of a local nonprofit to discuss running and growing an effective & sustainable organization.
Dec 6, 2021
32 min
We revisit the Social, emotional and financial benefits of charitable giving. Implement these strategies to make a bigger difference.
Nov 17, 2021
24 min
In this classic episode we revisit the basics of bonds, why and when to consider a bond strategy, and what we can do to help.
Oct 8, 2021
18 min
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