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Oct 28, 2020

Normally analysts are fed guidance by companies and see few surprises. This year, they have to guess for themselves and that creates opportunities in the unknown. On today's podcast, we look at such situations and the quarterly results from some of our names (GNRC and LH).


Oct 25, 2020

What challenges and opportunities await the children and grandchildren of our clients? When should younger investors start planning for the future? Our next-generation advisor, Nick Sorden, describes ways to break through the emotional barriers to investing and identifies the importance of developing a strategy for your...


Oct 21, 2020

Stocks in most presidential election cycles are more accurate forecasters of outcomes than traditional polling. Simon discusses the mixed signals the markets are sending this time around and how to reconcile. He also updates on the latest happenings with WIG portfolio holdings C, JPM, STZ, and MCD.


Oct 18, 2020

Simon discusses how panic selling and never selling clearly are not good investment strategies, but there are legitimate reasons to sell. He considers this in terms of individual stocks and at the portfolio level. He also examines why so many investors balk at buying great companies that are going up. Lastly, he...


Oct 15, 2020

Financial Planner Matt Anderson looks at gifting through a little different lens. He presents some ideas to gift in the most tax-efficient way to children/grandchildren. Ideas include 529s, Roth 401ks, Roth Conversions, HSAs, After-Tax 401ks, and good old fashioned Roth IRAs.