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Mar 31, 2021

On this week’s show, David dives into the latest economic data we are following and answers 3 questions you should ask yourself before making that next real estate purchase. 

Mar 28, 2021

Simon discusses the current backdrop and increasing likelihood of a frustrating transition period in the markets. However, this should be a period that ultimately yields to higher prices. He also places the impact of inflation on stocks in some historical context and then discusses how best to position your portfolio....

Mar 25, 2021

One good turn deserves another. It's amazing what benefits you and your family can enjoy by benefitting others. If you were extra charitably inclined this year, Greg provides 4 ideas for resultant portfolio moves you can make, as a result of a larger than usual deductibility of cash donation to charity this year that...

Mar 21, 2021

On this week's show, Chase reviews some of the short-term dynamics stirring the markets this year and gives a primer for the upcoming earnings season. Also a sell of a former bet and new name on the speculative front.

Mar 18, 2021

Financial Planner Matt Anderson discusses estimated taxes.  In particular, he looks at some of the causes of tax underpayment and how to think through calculating your estimated tax payments.