stocks

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…

Read More

Summer Heat and Economic Stress

There’s a heat wave spreading across the world right now, along with a lot of economic stress. On today’s episode we’ll explore some expert opinions on our current bear market. Does Don agree or disagree with them?

Read More

The Risk of Losing Financial Independence

Are we losing our financial independence to inflation, a possible recession, and longevity? On today’s episode, we’ll explore the various risks that can complicate your plan and your finances.

Read More

Should We Be Worried? Inflation, Interest Rates and Bonds

With summer comes rising temperatures and this year, rising inflation! On today’s episode we’re going to discuss the importance of education, managing expectations, and understanding when it comes to navigating a volatile market.

Read More

Solutions to Investor Anxiety

Last week we spoke on the cycle of investor anxiety. How can we break this cycle and enjoy a fruitful financial future without the stress?

Read More

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.

Read More

Inflation, Interest Rates and Bond Prices – Oh My!

Interest rates are going up, inflation is impacting our wallets, and bond prices are down. On today’s episode, we break down these issues and how they could impact you.

Read More

Winners and Losers 2 Years After Covid Market Crash

What does it take to be a winner in today’s stock market? We’ll explore the difference between winners and losers when it comes to investing on today’s episode.

Read More

Wall Street Approach vs Academic Approach

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

Read More

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 It’s one of the outdated financial planning axioms that just don’t make sense anymore.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.

Read More

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.

Read More

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.

Read More

June Economic Update

With a constant changing world, particularly in the last four months, what is going on with the economy right now? What takeaways should we have from that when mapping out our financial plan?

Read More

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?

Read More

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. 

Read More