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Breaking Down the Data: Economic Reports & Stock Market Volatility
Tyler and Jordan analyze the latest economic data, including rising personal income, job growth, and strong corporate earnings...
Mar 181 min read
100 views
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...
Oct 2, 20241 min read
40 views
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...
Feb 28, 20241 min read
99 views
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...
Feb 14, 20241 min read
120 views
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...
Sep 29, 20231 min read
51 views
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...
Jun 15, 20232 min read
123 views
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...
Apr 12, 20231 min read
46 views
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...
Jan 25, 20233 min read
40 views
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...
Jan 6, 20231 min read
17 views
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...
Nov 22, 20221 min read
45 views
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...
Nov 22, 20222 min read
54 views
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”...
Sep 16, 20223 min read
46 views
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...
Aug 18, 20222 min read
24 views
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...
Jul 11, 20221 min read
50 views
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...
Jun 8, 20222 min read
50 views
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...
Apr 29, 20222 min read
91 views
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...
Apr 1, 20221 min read
67 views
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...
Mar 18, 20221 min read
73 views
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...
Feb 24, 20222 min read
64 views
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...
Feb 3, 20221 min read
131 views
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