Dollar Milkshake Theory & Specialization
We didn’t come up with the dollar milkshake theory but it has played out surprisingly well. Brent Johnson of Santiago...
Read More
FED raises rates & diversification in bear markets
In this episode, we discuss the recent FOMC meeting where the FED decided to raise interest rates by 75bp or 3/4 of one...
Read More
Fertilizer Shortage & Dutch Farmers' Protest
This week we're talking everything from fertilizer to crypto! We also touch on the worst day for the stock market in...
Read More
A Unique Approach to Life Insurance
Single premium indexed life insurance is part of the permanent portfolio of life insurance options. It is unique in that...
Read More
Let's talk about life (insurance)
Life is made up of twists and turns, but one thing remains constant – providing for your family is always top of mind...
Read More
Structured Notes & Strength in the US Dollar
This week's podcast discusses structured notes and how they can fit into a diversified portfolio, while providing some...
Read More
Big News Week Starting Tomorrow
In this newsletter we take a lesson from Aesop's Fables, tap into the power of Co-Marketing and turn our attention to...
Read More
Nate's Adventure & Student Loan Forgiveness
Nate is back from his multi-day trip to the Colorado mountains with nothing but a backpack and a fishing rod. He speaks...
Read More
Unearthing Rule of 20 and Mountain Wisdom
In this week's newsletter we break down the Rule of 20 - what is it and how can it help investors. We also recap our...
Read More
Marketing in a recession
On today's podcast, Derek and Carly are talking about marketing! We've been discussing the market from an investment...
Read More
Patience in Bear Markets & Coinbase Meets Blackrock
Nate discusses a study in patience with children and its results later in life. This applies to investors in bear...
Read More
Back to School
This week's newsletter answers questions about Revocable and Irrevocable Trusts and long-term planning. We also take a...
Read More
