Dollars & Sensibilities

401k’s are popular retirement savings accounts for individuals employed by a company. The question becomes: what to do when you leave that company? This week Bill and Andrew discuss your rollover opti...

25 Kesä 202134min

We spend nearly one third of our lives working. Career choices have a profound impact on our wealth and wellbeing. This week Andrew and Bill discuss how to evaluate your next career move. Securities...

18 Kesä 202130min

Ever feel like you’re the only one not at the party? In this week’s episode, Bill and Andrew talk about the questions you should be asking when the investment FOMO sets in. Securities and Advisory se...

11 Kesä 202126min

Have you ever felt like you had the hot hand and couldn’t lose? Whether in the investment markets, housing market or craps table, mindset and perspective is everything. In this episode Bill and Andre...

14 Touko 202118min

Fear and worry can waste investors’ time, energy and, most importantly, money! Too often we spend time focusing on things that either don’t matter or things with which we have limited control. This we...

7 Touko 202123min

Have you ever uttered the phrase “Time is Money”? This week Andrew and Bill breakdown the difference of time and money, compare their value and reveal where that famous phrase actually came from.

30 Huhti 202125min

Playing the comparison game is natural for most people. We compare our cars, houses, haircuts, clothes and yes, our INVESTMENTS! Listen in this week as Bill and Andrew talked about the common ways peo...

23 Huhti 202118min

Every investor is looking for an edge and while it’s hard to know what the “next big thing” will be, this week Andrew and Bill discuss the 5 investments every investor must make. Securities and Advis...

16 Huhti 202133min