Most people would think its a great sign if all of their investments are green. I would beg to differ!
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Investing – Create a Portfolio To Handle Volatility
All investors want safe assets that still provide good returns. Which investments are the right tools to utilize for this goal?
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Investing – Your Financial Playbook
In honor of Super Bowl Sunday… let’s talk about what is in your financial playbook!
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Investing – Take Action
The GameStop, AMC and Reddit story is still holding strong. I believe there are some greater lessons that can be learned from this market action.
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Financial Planning – Don’t Skip These Steps
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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The Great Short Squeeze
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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Correlation Does Not Always Equal Causation
Do higher tax rates automatically equal a market pullback?
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Investing – When Do I Invest My Money?
At what point should I add to my accounts? What is dollar cost averaging? Find out in this episode!
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How We Create Diversified Models
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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What Does A Blue Wave Mean For Markets?
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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Happy New Year!
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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Financial Planning – Recap 2020
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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4-H College Planning
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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4-H Group – Lessons to Younger Self
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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Investing – Markets Are Booming!
Why are the markets on such a rally? Wasn’t the market scared of a Democratic President?
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