Episodes

  • The Risks of being a Saver, Lender and Owner
    Jul 11 2023

    Jim and Tyler discuss Vaughan & Co.'s famous Saver, Lender and Owner speech in terms of the Risk.  Jim explains the different types of Risk involved with different asset classes. 

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    34 mins
  • Value Style vs. Growth Style - What is Style?
    Jun 20 2023

    Jim and Tyler expand upon the debate of Stocks vs. Bonds to include a breakdown of Value vs. Growth. 

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    16 mins
  • Questions You Were Afraid to Ask Part 4
    Jun 6 2023

    Welcome to part four of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him.  Jim and Tyler answer "What is the RIGHT investment for me?"

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    18 mins
  • Fight Night - Questions You Were Afraid to Ask Part 3
    May 23 2023

    Welcome to part three of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him.  Jim and Tyler discuss the battle of Stock vs. Bonds

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    19 mins
  • Market Minutes No. 3
    May 9 2023

    Welcome back to "Market Minutes", where Jim and Tyler attempt to give you a market summary in under 5 minutes. In this episode, we cover Banks, GDP, and Unemployment. 

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    10 mins
  • Questions You Were Afraid to Ask Part 2
    Apr 25 2023

    Welcome to episode one of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him.  Jim and Tyler answer "What are Mutual Funds, Exchange Traded Funds, and Hedge Funds?"

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    29 mins
  • Questions You Were Afraid to Ask
    Apr 11 2023

    Welcome to episode one of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him.  Jim and Tyler answer "What is Active vs. Passive investing?"

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    24 mins
  • "What is a DOW?"
    Mar 28 2023
    This episode reviews indexes and why they are important. Jim and Tyler explain what each index represents and the history behind them. They hope you will be able to answer "What is a Dow?" by the end of this episode. 

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    23 mins