There are some key steps you must take that are even more important than any investing topic we talk about. Please make sure you have these things covered.
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There are some key steps you must take that are even more important than any investing topic we talk about. Please make sure you have these things covered.
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What in the world is going on with GameStop, AMC and others? How does this even happen and what are the market implications?
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Do higher tax rates automatically equal a market pullback?
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At what point should I add to my accounts? What is dollar cost averaging? Find out in this episode!
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Lately I have been talking a lot about diversification and sector rotation. Here is the inside scoop on how we go about constructing our investment models for all of our clients.
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As the Senate race unfolds, what is going to take place for investors if Democrats win? In this episode, I take a historical as well as an analytical approach to help you navigate through these times.
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We made it to 2021! What are you going to do this year to make sure you reach all of your goals?
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2020 taught us so many lessons. Tune in to hear about the most important lessons I believe 2020 taught us all!
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What is the best way to go about picking which college to attend and what avenues can you use to pay for it?
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I am extremely excited about the opportunity to get to make some episodes for the 4-H group up here in Northern California. Here are some things I wish I would’ve focused on when I was younger. Enjoy!
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Why are the markets on such a rally? Wasn’t the market scared of a Democratic President?
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There is a lot of uncertainty around what will happen to the markets after the election. What is your plan to handle the upcoming volatility?
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The market is getting crazy! Do big down days worry you? I hope not!
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You never know when all of your hard work is finally going to pay off. Don’t let off the gas pedal with any of your goals as we are closing out the year!
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A little bit of a horror story about not knowing where your money is set up… Make sure you understand how your money is invested!
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