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Spending Pressures and Status Anxiety | Financial Planning Series
Spending Pressures and Status Anxiety | Financial Planning Series

In Episode 4 of our financial planning podcast series, Melissa and Nate explore the profound impact of status anxiety on our spending habits. This ep…

2 years, 1 month ago

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Amazon Orders Staff Back in Office 5 Days a Week | September 17, 2024 – Morning Market Briefing
Amazon Orders Staff Back in Office 5 Days a Week | September 17, 2024 – Morning Market Briefing

Andrew, Pedro, & Tom preview the Fed meeting, Amazon ordering staff back in the office, Intel's collaboration with AWS, and Bill Ackman's beef with B…

2 years, 1 month ago

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Preview of FOMC Meeting | September 16, 2024 – Morning Market Briefing
Preview of FOMC Meeting | September 16, 2024 – Morning Market Briefing

Pedro and Tom preview the FOMC meeting and discuss the second Trump assassination attempt. 

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2 years, 1 month ago

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Boeing Workers Walk Out in First Strike Since 2008 | September 13, 2024 – Morning Market Briefing
Boeing Workers Walk Out in First Strike Since 2008 | September 13, 2024 – Morning Market Briefing

Andrew, Pedro, and Tom discuss the Michigan Consumer Sentiment report, Boeing workers walk out, and earnings. 

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2 years, 2 months ago

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Nvidia's CEO Gives Bullish Comments & Post Debate Polls | September 12, 2024 – Morning Market Briefing
Nvidia's CEO Gives Bullish Comments & Post Debate Polls | September 12, 2024 – Morning Market Briefing

Andrew gives an update on the market. 

For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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2 years, 2 months ago

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Harris-Trump Debate & CPI | September 11, 2024 – Morning Market Briefing
Harris-Trump Debate & CPI | September 11, 2024 – Morning Market Briefing

Andrew, Ben, and Tom discuss last night's debate, banks lowering guidance, and CPI. 

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2 years, 2 months ago

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Navigating Debt | Financial Planning Series
Navigating Debt | Financial Planning Series

In this episode, we delved into the complexities of debt and explored strategies to manage and reduce it effectively. Melissa and Nate discussed vari…

2 years, 2 months ago

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NFIB Small Business Pessimism| September 10, 2024 – Morning Market Briefing
NFIB Small Business Pessimism| September 10, 2024 – Morning Market Briefing

Ben and Tom discuss the results of the NFIB Small Business Optimism survey, Bank of America's consumer report, and yesterday's Apple conference. 

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2 years, 2 months ago

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More Soft Jobs Results | September 6, 2024 – Morning Market Briefing
More Soft Jobs Results | September 6, 2024 – Morning Market Briefing

Andrew, Ben, and Tom discuss the ISM services results, BLS employment report, Buffet dumping Bank of America, and introduce our new analyst Pedro. 

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2 years, 2 months ago

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Job Openings Tank More Than Expected | September 5, 2024 – Morning Market Briefing
Job Openings Tank More Than Expected | September 5, 2024 – Morning Market Briefing

Andrew, Ben, and Tom discuss the JOLTS job openings and Andrew's ongoing feud with AT&T. 

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2 years, 2 months ago

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