It’s extremely important spouses are on the same page with finances. Tune-in as Matt and Justin breakdown all the conversations you should consider having to make sure your money is working for you.
The markets felt some pain today, but patience always reigns supreme when investing. The real question is, can you be a trader and an investor? David and Matt talk about timelines, investment objectives and answer the big question of the day.
There are certain investment checkmarks we need to take care of before getting cute with our money. We need investment rules and less emotion driving decisions so we have a better gauge of performance.
Inflation has reached every corner of the economy. Even our beloved Pumpkin Spice Latte! David and Matt break down where inflation is coming from and what the fix might be to solve the issue.
David and Matt unpack packaged products and take a dive into the details of what really happens behind the scenes. How are fees calculated and what should you know about fees before investing?
In part two, Matt and Justin continue a discussion about all of the things available to someone looking for a comprehensive financial plan. We all know Investment Advisors can manage assets, but what else is available to you?
Have you ever wondered what financial advisors are capable of? Sure they focus on managing investments, but what else might they be able to do for you? Matt and Justin talk about the various stages of building a relationship with your advisor and what the journey might look like.
David and Matt have a conversation on unintentional bias in our financial decisions. We can be deceived by our preconceived notions. Learn how to improve your investment decisions by tuning in.
Should I open a retirement account or invest in real estate? How can I make the best possible use of the money I earn? This week David and Matt discuss the Federal Reserve and inflation while also breaking down how to examine your own financial status.
If a company is growing, sales are improving, and margins are healthy, yet the stock price took a tumble, where is the disconnect? David talks about his favorite store, and we get a lesson as to why valuations can fluctuate.