Episodios

  • How Much is Too Much?

    How Much is Too Much?
    Jan 14 2026
    How to know when you're holding too much stock in one individual company or fund, and why now is a perfect time to consider harvesting gains from your most concentrated investment positions.
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    20 m
  • Venezuela and the Stock Market - How It Could Impact Your Investments

    Venezuela and the Stock Market - How It Could Impact Your Investments
    Jan 7 2026
    How is the United States military action into Venezuela which led to the capture of Venezuelan leader Nicolas Maduro likely to impact the stock market and your investments? Note: This is NOT a political discussion, but a conversation about how scenarios like this can impact equity markets.
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    19 m
  • Recapping 2025's Biggest Stock Market Moments

    Recapping 2025's Biggest Stock Market Moments
    Dec 31 2025
    A lot happens over a year's time, from Deep Seek, to Tariffs, a spring and summer market recovery, and a looming Supreme Court decision, all of which have impacted your investments in different ways. As we say goodbye to 2025, a look back at what we learned.
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    24 m
  • Does the 50-Year Mortgage Make Sense?

    Does the 50-Year Mortgage Make Sense?
    Nov 19 2025
    The idea of a 50-year mortgage was recently floated by President Trump as an option to make homes more affordable. Would the idea actually work?
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    19 m
  • Why Main Street and Wall Street Are Two Different Things

    Why Main Street and Wall Street Are Two Different Things
    Nov 12 2025
    Stocks are up. Consumers are cautious. We unpack the widening gap between Wall Street’s rally and Main Street’s reality, from falling consumer confidence to rising credit card balances. And how you should approach it from an investment perspective.
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    14 m
  • Big Tech, Record Highs, and Your Portfolio...

    Big Tech, Record Highs, and Your Portfolio...
    Nov 5 2025
    Is the stock market's continued climb to multiple new record-highs a warning light that is starting to flash? We unpack the market's surge, why Big Tech and AI is carrying the weight, and what it means for your own personal portfolio.
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    21 m
  • Fed Cuts Interest Rates - Our Reaction

    Fed Cuts Interest Rates - Our Reaction
    Sep 18 2025
    What the Fed's interest rate cut means for you and why projections of future interest rate cuts come with a big caveat.
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    16 m
  • Supreme Court to Rule Quickly on Legality of Trump Tariffs

    Supreme Court to Rule Quickly on Legality of Trump Tariffs
    Sep 12 2025
    The Supreme Court has agreed to hear the case on whether President Trump's Tariff's are legal or must be repealed as has been ruled by two lower Federal courts. The big question - what happens if the Tariffs are deemed illegal and funds collected must be paid back?
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    12 m