Podcast

Oct 21 min read

Market Update and Historical Drawdowns

Join Tyler and Drew as they discuss the S&P 500’s impressive year-to-date returns, driven by strong earnings growth and rising...

32 views

Feb 281 min read

College Planning Basics

Tyler and Chuck sit down to discuss College planning. The discussion begins with having the end in mind by knowing the current costs of...

93 views

Feb 141 min read

Recent Developments in the Fixed Income and Equity Markets

Tyler and Jordan are back to discuss interest rates, the fixed income market, the stock market, and recent earnings developments. Below...

115 views

Sep 29, 20231 min read

Market Update - September

Tyler and Jordan discuss stock market returns to start 2023, historical returns in the fourth quarter after poor returns in August and...

50 views

Jun 15, 20232 min read

Market Chart Review

The S&P 500 has rebounded to start the year gaining 9.6% in the first 5 months. Much of the return is concentrated in the top 10 largest...

119 views

Apr 12, 20231 min read

Fundamental Factors of Investing Part 4: What is the Momentum Factor?

Tyler and Jordan review the “Momentum Factor” in our fourth and final installment of the fundamental factors of investing. Momentum...

46 views

Jan 25, 20233 min read

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...

39 views

Jan 6, 20231 min read

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...

17 views

Nov 22, 20221 min read

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...

42 views

Nov 22, 20222 min read

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...

53 views

Sep 16, 20223 min read

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”...

46 views

Aug 18, 20222 min read

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...

24 views

Jul 11, 20221 min read

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...

50 views

Jun 8, 20222 min read

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...

50 views

Apr 29, 20222 min read

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...

90 views

Apr 1, 20221 min read

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...

67 views

Mar 18, 20221 min read

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...

72 views

Feb 24, 20222 min read

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...

64 views

Feb 3, 20221 min read

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...

131 views

Jan 17, 20221 min read

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...

58 views