stock market

Weather the Storm and Don’t Lose Focus

“This is one nasty storm”. This has been the sentiment heard from so many people living in the path of the hurricane in south central Florida. Hurricane Ian gained monstrous strength as it moved over oceans, cut through Florida and now heads up the east coast. Our thoughts and prayers go out to those still…

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Lessons Learned: 40th Anniversary of the Historic Bull Run

For economic geeks like ourselves and those old enough to remember, this week will be seen as
the anniversary of one of the greatest bull markets in history. It was on August 12, 1982,
that the Dow Jones Industrial Average dropped to its low of 777 (lucky number) —almost
For economic geeks like ourselves and those old enough to remember, this week will be seen as the anniversary of one of the greatest bull markets in history. It was on August 12, 1982, that the Dow Jones Industrial Average dropped to its low of 777 (lucky number) —almost precisely where the Index had closed in January 1964, more than 18 years earlier!

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The Cycle of Investor Anxiety

How do we overcome the cycle of anxiety we face as investors? On today’s episode, Don breaks down the 5 stages of investor anxiety and how we can overcome these obstacles in today’s world.

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Coming Economic Storms and Media Mania

We are wrapping up our series on economic storms this week by focusing on the media. Between constant headlines and breaking news, there can be a lot of news to sift through. So, what should we expect from the media throughout 2022?

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New Inflation Numbers, What Do They Mean?

We’ve already seen tremendous inflation in housing, lumber and other areas since Covid hit. But will that soaring inflation continue?

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Wall Street Approach vs Academic Approach

How should you approach the stock market? What are you basing your financial decisions on?

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GameStop Stock Situation

What just happened with GameStop? What can we learn from it, and how does it apply to your financial plan? We’ll get Don’s perspective on today’s show.

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What Should You Be Thinking About For 2021?

The Story: What does Don predict for the new year? How can we prepare our financial plan appropriately for what may come in the future? Let’s talk about some areas that need attention in 2021. Click play to listen to the episode… The Show: As much as we were ready for a fresh new start…

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Evaluating the End of the Year 2020

From COVID numbers to the stock market, we’ve had a lot of volatility this year. What should we do now with our financial planning before the year is over?

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Obsolete Financial Planning Axioms

Have you ever heard of the 10-5-3 rule? It’s one of the outdated financial planning axioms that just don’t make sense anymore. Today we’ll tell you why and explain interest rates, inflation, and factors that determine where we’re headed.

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Stock Market & Real Estate Update

As summer winds down, the economy is still facing numerous challenges but you wouldn’t know it by looking at the stock market and real estate these past few months. Let’s try to make some sense of what we’re seeing in both markets and find out what Don thinks about the rest of the year.

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Preparing For Financial Storms

Are you prepared for a financial storm? We explain what to do and why a financial advisor is so important in helping you weather tough conditions when the forecast gets dark.

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Financial Lessons from Mark Twain & Picking the Right IRA

We look at several quotes from Mark Twain in today’s episode to see how it may apply in our own financial life. Then, we talk through traditional and Roth IRAs to see which is better for you.

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