Ep. 140 - First Half 2024
The first half of 2024 is in the books! How did the market do? All three major indexes are up for the year with quite a strong showing. We discuss the year's themes so far and how to adjust your finan...
7 Juli 202427min
Ep. 139 - 401K'd
Financial advisors are constantly asked, "Where should I be financially" at this age? It should be evident that this question is incredibly subjective. However, the people of Forbes this week came out...
17 Juni 202423min
Ep. 138 - Progress > Perfection
Starting tomorrow (6/10/2024), $NVDA will begin trading on an after-split basis. Since our last episode $NVDA is up almost 200 dollars!! Can you still invest after the split? What should your strategy...
9 Juni 202421min
Ep. 137 - tr(AI)lblazer
This week, Nvidia $NVDA did it again: It posted astounding earnings, with revenue growing 262% above the same quarter last year. They were able to beat even the highest of analyst expectations. They a...
26 Maj 202417min
Ep. 136 - Roar or Meow?
There is much to get to this week. The Dow hit 40,000, and the S&P 500 cleared 5,300. My oh my, how far we have come since 2022. But wait? How does the market keep going up with so much negative infor...
19 Maj 202424min
Ep. 135 - BRK 2024
In this week's episode, we discuss the 2024 Berkshire Hathaway annual meeting in Omaha. This year was a bit different as Warren Buffett's long-time partner, Charlie Munger, was absent. Charlie passed ...
6 Maj 202420min
Ep. 134 - Brittle
One week, we are talking about how well the market did in the 1st quarter, and a couple of weeks later, weakness has entered the market. How quickly the tides can shift. Geopolitical issues and intere...
21 Apr 202421min
Ep. 133 - Going Commercial
This past week, I closed on my first commercial real estate property. I thought it could be helpful to discuss how this came about, how the deal was structured, and why I thought it would be a good in...
14 Apr 202423min
