Description
Back from vacation, Nate discusses some stocks on his radar that he believes will be a great opportunity to buy and hold while receiving a dividend. He also gets in touch with his youth to discuss his recently re-kindled love for skateboarding. Derek talks about the recent news out of the White House that we are currently "not" in a recession despite traditional definitions and lastly we discuss our market outlook not mapping directly onto recent market performance and why investors might be too quick to call the bottom of this bear market.
We hope you enjoy this week's episode!
Estate planning is the most overlooked segment of the financial planning process. In this episode we discuss will basics. What happens when you die with a valid will? What happens when you die without a valid will? What can you do to ensure your assets transfer appropriately, and make sure you...
Published 07/31/24
There are many metrics that can be used to measure the performance of your portfolios. These benchmarks should be appropriate for your time horizon (how long you have until the money will be needed). One seldom used benchmark is a multiple of assets compared to income. This benchmark is often...
Published 07/10/24