Episode 27: When the Market gives you Lemons
Today we look at the current market and provide professional perspective to help investors avoid making common mistakes during times of volatility. We know it can be difficult to stay the course in ti...
6 Juni 202223min
Episode 26: Choosing Quality Investments
This week we discuss how we identify and classify quality investments, what these investments mean for portfolio strategies and why knowing your products and leaders makes all the difference.
30 Mars 202231min
Episode 25: Investing and Volatility
Why is it that when a consumer item is on sale, we pounce, but when the stock market is on sale, we run? Buying and holding is far more difficult to do in a volatile market for many investors. Let's d...
25 Feb 202232min
Episode 24: Sudden Wealth
When a lump sum of cash is bestowed upon you, it's difficult to know where to begin. In this episode we discuss what to do if you find yourself in a position of sudden wealth.
14 Jan 202231min
Episode 23: Investing for Nonprofits
This week we host the Executive Director of a local nonprofit to discuss running and growing an effective & sustainable organization.
6 Dec 202132min
Investing 101: Charitable Giving
We revisit the Social, emotional and financial benefits of charitable giving. Implement these strategies to make a bigger difference .
17 Nov 202124min
Investing 101: Bonds & The Bond Market
In this classic episode we revisit the basics of bonds, why and when to consider a bond strategy, and what we can do to help.
8 Okt 202118min
Episode 22: Strategies for Entrepreneurs PT 2: An Exit Plan
This week we're joined by entrepreneur Michael DeLitta to provide you with tools, insight and a triumphant story of how he built a sustainable, scalable & profitable business, worthy of an exit. Are y...
26 Aug 202131min
