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...
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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...
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Marketing in a recession
On today's podcast, Derek and Carly are talking about marketing! We've been discussing the market from an investment...
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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...
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Back to School
This week's newsletter answers questions about Revocable and Irrevocable Trusts and long-term planning. We also take a...
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Inflation Reduction Act & Thinking Slow
In this episode, we discuss inflation once again and give our thoughts on the recent legislation designed to reduce...
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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...
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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.
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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...
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Active vs Passive Investing
In today's episode we discuss the pros and cons of passive vs active investing. Passive investing is a great long-term...
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Child Opportunity Accounts
This week's newsletter dives into savings options for children - education, future home buying, retirement - looking...
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More Inflation & Crypto Pain
In today's podcast Nate & Derek are talking inflation & crypto! With an increase in the most recent CPI, investors are...
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