Inflation Reduction Act & Thinking Slow
In this episode, we discuss inflation once again and give our thoughts on the recent legislation designed to reduce...
Read More
Have Bonds Bottomed?
This week's newsletter looks at where bonds are at in the cycle and highlights our stock watch list. We also link to...
Read More
Stocks to watch and FED Raising Rates
This week Nate and Derek are sharing a list of stocks to watch and discussing the latest increase in interest rates.
Read More
H&W Sun Damage & Long-Term Care Planning
We're back with a short video sharing some tips on how best to safely enjoy the summer sunshine and long-term care...
Read More
Child Opportunity Accounts
This week's newsletter dives into savings options for children - education, future home buying, retirement - looking...
Read More
More Inflation & Crypto Pain
In today's podcast Nate & Derek are talking inflation & crypto! With an increase in the most recent CPI, investors are...
Read More
Using dividends to accelerate wealth
Happy 4th of July! This week's newsletter touches on our favorite topic - passive income! We discuss life policies and...
Read More
H&W Breaking Bad Habits & Safe Money
This episode of Health & Wealth gives 5 easy steps to breaking a bad habit (we all have them!) and shares a safe money...
Read More
Some Positive News
We feel we have only brought negative news in the past few episodes, so we wanted to switch up the tone. We only wanted...
Read More
Decision making simplified and paying for life insurance
This week's newsletter gives three tips for managing situations - accept it, do something about it or leave it. We also...
Read More
What is Quantitative Tightening?
We've been talking about quantitative tightening for some time now - watch our short video to better understand what...
Read More
How much money do I need to retire?
This week we talk retirement! How much will you need? What if you need more than you've planned for thus far? We also...
Read More
