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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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”...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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