Podcast Episodes
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04/15-What does “higher for longer” mean for your portfolio?
The term “higher for longer” is being used more frequently these days, especially after last week’s inflationary data. Today, we witnessed another s…
2 years, 2 months ago
04/10-Breaking Down The CPI Report
Today we received the much-anticipated CPI report for March that was higher than market expectations causing concerns about higher inflation and high…
2 years, 2 months ago
04/08-Review of the JP Morgan Annual Letter
Today we received the 2023 Letter to Shareholders from JP Morgan’s CEO, Jamie Dimon who highlighted his views of the world and investing landscape at…
2 years, 2 months ago
04/05-Market Recap
The markets have digested quite a bit of data this week, most notably today’s Jobs Report for March. We will recap the week and highlight what this m…
2 years, 2 months ago
04/04-15 disclosure items when selling a home.
You’ve heard us discuss many times the importance of disclosing items and events when selling your home. One person may think it’s not a disclosable…
2 years, 2 months ago
04/03-When Does an IRA Conversion Make Sense?
A question we often hear from both clients and prospective clients is, When Does a Roth IRA Conversion make sense? We will tackle this question and p…
2 years, 2 months ago
04/02-10 things to consider before buying your retirement home.
2 years, 2 months ago