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Feb 26, 2020

Bullish long term investors suddenly started to question their allocations this week, because although we talk about risk all the time, we make allocations based on long term financial goals, when the market drops 1800 pts in two days, the plans are forgotten. On this week's podcast, we prepare for what's next. The...


Feb 24, 2020

Simon examines how the weight of the evidence suggests investors should still be optimistic about the stock market and helps to explain current market strength even in the face of discouraging headlines. Simon also makes the case for Berkshire Hathaway as a sound investment long after Warren Buffet's reign is over....


Feb 19, 2020

Today we go through the drill, we have a bundle of good and bad news to share. Most of it is unknowable but we prepare and most importantly, we prepare to not panic! How do you turn volatility into profits instead of being its victim? We drill and prepare. 


Feb 17, 2020

Odds are high that we see a global recession this year, but don't model for 2008.  This one is likely to be the most benign in history.


Feb 13, 2020

Now that the SECURE Act has passed, changes are upon us and we need to change our thinking correspondingly.  In today's podcast, Senior Financial Planner Greg Smith gives you Five Big Ideas you can start considering today, as it relates to your financial and estate planning, IRAs, and people you love the most.