Cryptocurrency: What to Know Before Investing
Cryptocurrency has captured the attention of many investors over the last decade. Seeing large performance swings can excite a lottery mentality, tempting you to invest so you don’t miss out.…
Market Outlook
Market Update Q1 2024
Below is a video of our first quarter 2024 Market Update. In it, we cover the following: Market updates over the last 1, 5, and 10 years Strong returns for…
Market Update Q4 2023
Below is a video of our Fourth Quarter 2023 Market Update. In the video we cover: Why even when things feel uncertain, doesn’t mean it’s a bad time to invest…
Are You an Above-Average Investor?
Are you an above-average driver? Well, the reality is that ~80% of drivers think they are above average, even though that’s mathematically impossible. And it is not limited to driving,…
Market Update Q3 2023
Below is a video of our Third Quarter 2023 Market Update. In the video we cover: Where we’ve been over 1, 5, and 10 years A reminder that there’s always…
The Benefits of a Wealth Management Relationship – Part 2, Ep #199
Warren Buffet has said, “investing is simple, but not easy.” If even the Oracle of Omaha admits that investing isn’t easy, what does that mean for the rest of us?…
Market Update Q2 2023
Markets have continued a strong rebound through the second quarter of 2023. In this quarter’s market update, we talk through some lessons to take from it. Click on the video…
Market Update Q1 2023: Will the Strong Start Continue?
Will the strong start in 2023 be a harbinger for the rest of the year? Themes We Are Thinking About for 2023 In today’s video, we discuss several questions we…
Markets Don’t Wait for Official Announcements
Worried stocks may drop after a recession announcement? History shows markets incorporate expectations ahead of economic reports. Some investors may worry about the stock market sinking after a recession is…
Market Update: What 2022 Could Mean for 2023
What investing lessons from 2022 could help us become a better investor in 2023? Last year’s investing environment included many reasons investors could have used to sell underperforming holdings in…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.