Episodes

There comes a time in everyone's life when they have a "financial jolt." It's the realization that you have no idea where you stand, financially, to live out your life the way you want to. That's where the Sleep Easy Plan comes in.

We address three important things that investors must have clarity on: 1) The stock market is trading at all time highs, 2) the political world is on fire, and 3) people have been building crappy portfolios.

A popular question we receive all the time is, "what do you think the market is going to do?" There are two far more important things to understand than that! This podcast addresses what those two things are and why they are important.

The stock market continues to soar and is showing no signs of slowing down. What does this mean for investors? Is the lack of volatility normal? We answer these two questions and more on this podcast.

People are completely confused about risk. In this podcast we share an experience about a new client and how their definition of risk could prevent them from accomplishing their goals.

A new report released today from JP Morgan says "Fundamental discretionary traders" account for only about 10 percent of trading volume in stocks today. We discuss why this is a GREAT thing for investors and our clients.