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Mar 30, 2020

The volatility isn't over and the crisis worsens but there are opportunities that can be bought here. We're avoiding those bets on names that may or may not avoid bankruptcy but after a review of the markets, we talk about 4 different names worth buying right now.


Mar 25, 2020

David reviews the latest economic news after the historic market bounce and stimulus package.  Also, he discusses points to consider when looking for that next house.


Mar 20, 2020

Simon discusses how, despite the uncertainty and unprecedented nature of a simultaneous health and financial crisis, there are certain aspects of investor behavior that are timeless. He talks about the nature of past selloffs, average recovery times, the difficulty of harnessing emotions and the misguided expectation...


Mar 18, 2020

With all the market craziness, Simon discusses investor behavior and some things that will always be true such as the value of financial advisors, the difficulty of market timing and the challenges associated with being "all in" or "all-out". He also discusses the current lay of the land and why Fed action...


Mar 16, 2020

Financial Planners Ann Summerson and Matt Anderson touch on the importance of a financial plan in times like these, before moving on to discuss some financial Rules of Thumb and whether or not they still make sense.