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Episode 84: Temperance and Discipline
Warren Buffet has many years of experience and has a wealth of knowledge. We discuss a few lessons that he’s shared over his 6-decade long career.
T…
6 hours ago
Episode 83: CFP vs. Fiduciary Advisor Part 1
Jim discusses current events and the differences between a CFP (Certified Financial Planner) and a Fiduciary Advisor.
This weeks episode is presented …
1 week ago
Episode 83: CFP vs. Fiduciary Advisor Part 1
Jim discusses current events and the differences between a CFP (Certified Financial Planner) and a Fiduciary Advisor.
This weeks episode is presented…
1 week ago
Episode 82: A Big Change with The Fed And a Future with AI
This week Jason talks about the possible upcoming change to the head of The Fed and the how the future may look with AI.
This weeks episode is present…
2 weeks ago
Episode 81: Iran. Now What?
On this show Jim discuses the most recent events in the Middle East. Also PE Ratios and why they matter to investors.
This weeks episode is present…
3 weeks ago
Episode 80: A.I. and You. Investing in the Future with Caution
Will AI replace more traditional software or is there nothing to worry about.
This weeks episode is presented by our Portfolio Manager & Wealth Adviso…
4 weeks ago
Episode 79: What a Week on Wall Street
A busy week on Wall Street with the ongoing middle east conflict and turbulent markets at home. We navigate the issues and discuss the events of this…
1 month, 1 week ago
Episode 78: The Cycle of Corrections and their Recovery
Jason discusses how corrections in the market often return to or exceed where the market was before they started. As such they can represent only a t…
1 month, 1 week ago
Episode 77: The Strait of Hormuz, Markets, and What It Means for Your Portfolio
The Strait of Hormuz, Markets, and What It Means for Your Portfolio.
This weeks episode is presented by our founder James Hayett, CPFA.
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1 month, 2 weeks ago
Episode 76: Iran's Actions and their Effects
With Iran making fuel transport dangerous in the Middle East, how will your portfolio be affected?
This weeks episode is presented by our Portfolio M…
1 month, 3 weeks ago