SECURE Act 2.0 - New Bill Overview
Tyler and Chuck discuss the recently passed SECURE 2.0 Act by congress and some of its benefits for retirement savers. Some key takeaways...
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- Jan 6
- 1 min
Fundamental Factors of Investing Part 3: What is the Growth Factor?
Tyler and Jordan review the growth factor for our third installment of the fundamental factors of investing. The growth factor or style...
6 views
- Nov 22, 2022
- 1 min
Estate Planning Mistakes to Avoid
Tyler and Chuck sit down to review a NAPFA (National Association of Personal Financial Advisors) conference presentation by Bob Morrison...
35 views
- Nov 22, 2022
- 2 min
Fundamental Factors of Investing Part 2: What is the Value Factor?
Tyler and Craig review the “Value Factor” for our second installment of the fundamental factors of investing. In the investment industry...
43 views
- Sep 16, 2022
- 3 min
Fundamental Factors of Investing Part 1: What Makes a Quality Company?
In the first of our four-part series on the fundamental factors of investing, Tyler and Jordan sit down to discuss the “quality factor”...
34 views
- Aug 18, 2022
- 2 min
Second Quarter Earnings Recap
Tyler and Craig discuss second quarter earnings for the S&P 500 and its constituents, which have come in better than expected. Sales were...
21 views
- Jul 11, 2022
- 1 min
First Half Recap - Inflation Up, Markets Down
Tyler and Jordan recap the first half equity, fixed income, and commodity markets. Inflation is impacting valuations for both stocks and...
47 views
- Jun 8, 2022
- 2 min
Advantages of Market Volatility
Tyler and Craig sit down to discuss how the current market volatility could be used to one’s advantage. We discuss having a personal...
40 views
- Apr 29, 2022
- 2 min
Market Returns During Recessions
Tyler and Jordan review the Commerce Department’s estimate of first quarter Gross Domestic Product (GDP) which showed the US economy...
83 views
- Apr 1, 2022
- 1 min
First Quarter Market Recap
Tyler and Jordan sit down to recap the first quarter 2022 capital market returns. The S&P 500 fell nearly 5% in the quarter with weaker...
59 views
- Mar 18, 2022
- 1 min
Consumer Confidence and the Yield Curve Recession Indicator
Tyler and Jordan discuss the recent Fed meeting which resulted in the first interest rate hike since 2018. Fed economists also lowered...
47 views
- Feb 24, 2022
- 2 min
Market Volatility from Geopolitical Events and Higher Interest Rates
Tyler, Jordan, and Craig sit down to discuss market volatility driven by the current geopolitical events in Europe and the expected...
57 views
- Feb 3, 2022
- 1 min
Earnings Season Update
Tyler, Craig, and Jordan review the early reporters in the fourth quarter earnings season. As of the week of January 31st, companies are...
123 views
- Jan 17, 2022
- 1 min
Financial Planning Items to Start 2022
Jordan and Chuck discuss planning items for the upcoming year. We review updated retirement contribution levels and different planning...
50 views
- Dec 20, 2021
- 1 min
Federal Reserve Rate Hikes On-Deck
Tyler and Jordan review the recent history of rate hikes in anticipation of the Federal Reserve increasing the Fed Funds Rate in 2022. We...
61 views
- Dec 7, 2021
- 1 min
What’s up with the recent market volatility?
Tyler and Jordan are back to talk about the recent market volatility. Some common market headlines are assigning market volatility to...
90 views
- Nov 15, 2021
- 1 min
Crypto Part 2
Jordan and Wyatt continue the discussion on cryptocurrency. They discuss the different methods of verifying cryptocurrency transactions,...
70 views
- Oct 25, 2021
- 1 min
Crypto 101
On today's podcast Tyler, Jordan, and Wyatt discuss cryptocurrency and the blockchain. Cryptocurrencies are a digital or virtual currency...
111 views
- Oct 11, 2021
- 1 min
Managing a Windfall
Tyler and Sahana talk about managing a windfall. A windfall is a large, and sometimes unexpected financial gain. Common windfalls include...
60 views
- Sep 24, 2021
- 1 min
Taking Stock of Employee Stock Options
Tyler and Jordan discuss employee stock options and restricted stock units. These are types of equity compensation granted by companies...
35 views
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