Nature as a model
What kind of tree would your investment plan be? Let's hope it's a sturdy one! This week's newsletter gives some tips...
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Updates From the Fed and Evaluating a Company's Debt
What's the latest information coming from the Fed? What is going on with Cryptocurrency? Today we break down the market...
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Not yet, but it will come
This week's newsletter continues to shine light on the current landscape with a historical view of past market down...
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H&W Spring Cleaning & Navigating a Bear Market
This 5-minute episode of Health & Wealth helps motivate you for Spring cleaning! Add duct cleaning to your list - it's...
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Where are we in the market cycle?
This week's newsletter gives the latest insights into where we are in the investment cycle and introduces structured...
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The Lightning Network, How to Value Bank Stocks?
In this week’s podcast we introduce listeners to the Lightning Network – what is it and why is it important to Bitcoin...
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Second Level Thinking
This week we dig into Howard Marks' art of Second Level Thinking - what is it, how is it done, why is it important. We...
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What is Risk, Netflix Gets Crushed, Elon Buys Twitter
Today we examine our favorite 4-letter word, risk. How you define risk influences your investment strategy, your...
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Gold is what you get when things don't go your way
This week's newsletter looks at Warren Buffet's investment journey, strategies for using your non-qualified account, and...
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Will Elon Musk Buy Twitter?
A timeline of Elon Musk's attempt to buy Twitter and take the company public. Early reporting today (April 25, 2022)...
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Investing 101 – Revisited with Macy Vogel
What type of designations should my advisor have? How do I decide what kind of account I should open or contribute to...
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Evaluating Disney as a Brand w/ Carly Snyder
Carly is back on the podcast to discuss a recent trip to Disney World. On the trip, Nate couldn't help but look at all...
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