Monuments don't pay dividends
From required minimum IRA distributions, to breaking down the latest market trends, this week's newsletter is filled...
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Does regulation hurt investors?
Nate discusses possible ways that well-meaning financial regulation can hurt the everyday investor. Does receiving...
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Savers, your favorite tools are enhancing
This week's newsletter covers the latest information from the Fed regarding interest rates and inflation. We highlight...
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2022 Pension Strategy & Twitter Free Speech
If you currently have a pension, Nate gives insight into a unique opportunity for pensions in 2022. With Elon Musk...
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Fixed investments going higher
This week's newsletter discusses our marketing team's trip to Germany, pension calculations, and active investment...
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Active vs Passive Invetsing & Turmoil in Japan
In this episode, Nate discusses common misconceptions about passive investing and why active management has some...
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Q4 Strategy Updates
The calendar marks the next quarter. As we go into Q4 Derek and Nate discuss what is on their radar and changes to the...
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Strategy Updates Coming This Week
Fourth-quarter strategy updates are coming this week to your inbox! We're also talking Google website results, life...
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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...
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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...
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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...
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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...
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