Check out the latest podcast where Nate interviews Derek on his thoughts about 2025 and what he believes it means for investors heading into 2026.
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In this short episode, we'll address the most common listener questions that we receive.
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In this short podcast, Nate reviews his steps when making an initial analysis of a publicly traded company or stock. From externally available metrics to
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How do you know when it's time to consult a financial advisor? The financial lifecycle can be broken into three phases: accumulation, distribution and estate
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Financial wellness is a popular term in our industry. Nate breaks down the meaning, how it's evolved over the years, and why it's an important concept for
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Estate planning is the most overlooked segment of the financial planning process. In this episode we discuss the benefits of having a valid will and the basic
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Download our short podcast where Nate discuss benchmarks you may want to consider using to measure the performance of your portfolios.
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Having tax-free income options during retirement is top of mind for many investors. In this podcast, Nate discusses three sources that you may want to consider
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Check out this episode as we explore how psychological factors like overconfidence, the illusion of control, and conservatism bias can shape investment
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Nate and Derek are breaking down how long it takes to save $1M, considering various income levels and investment approaches. We're also sharing insights on
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In this episode, we get inspiration from the Nobel Prize winner Daniel Kahneman in his work "Thinking Fast and Slow." How does this relate to analyzing the
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This episode highlights tech investors and more specifically NVIDIA's quarterly performance. You also won't want to miss the 'stock to watch' segment where Nate
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