investment

2022 Year in Review

Market volatility became the norm in 2022. In this episode, we will be discussing the ups and downs of the last year, from volatility to celebrity news. Here’s some of what we discuss in this episode: Current inflation and the outlook for next year. Examples of volatility throughout this last year. Big events/drama that happened…

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The FTX Scandal: The Difference Between Wisdom & Knowledge

Happy Thanksgiving! We wish you all the blessings of the holiday as we spend time with family and friends and gather for the long Holiday weekend.  As we rapidly move From Thanksgiving into the Christmas season and New Year’s Day (I can’t believe it’s almost 2023), we want to talk about finishing strong as well…

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Bonds, Interest Rates, and Tax Proposals

You’ve probably heard about the recent tax proposals in Congress. How will they affect your financial future if they pass? Today we will discuss these proposals, while also taking it back to 1981 to discuss bond rates.

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5 Financial Biases to Avoid

What can get in the way of your financial success? Today we are talking about a few financial biases such as the fear of missing out and overconfidence. We will also discuss how to overcome these biases.

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Should You Be Worried About Large Drops in the Stock Market?

A recent dip the in the stock market has stirred up some concern and worry amongst investors. Is it a sign that something worse might be up ahead or is this just another bump in the road?

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Should New Technology Influence Your Investment Strategy?

From a man walking on the moon half a century ago to self-driving cars by the end of the year, technology is always changing. So should our investment strategy change alongside it? It’s a question we can’t avoid anymore so we’ll dive into it. 

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