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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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...
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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...
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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...
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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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