Podcast Episodes
Back to SearchSunday, March 15
Episode 20
Market jitters clobber the market. Dave, Mark, and Derek review the week and offer some key things to consider. Two members of our planning departme…
6 years, 7 months ago
Sunday, March 8
Episode 19
Coronavirus and an Opec-Russia oil skirmish combine to produce a choppy week. Dave Spano, Mark Oswald, and Derek Felske offer their take on current …
6 years, 7 months ago
Sunday, March 1st
Episode 18
You guessed it, coronavirus is dominating the news this week with a 3500 point drop in the Dow. Dave Spano, Mark Oswald, and Derek Felske discuss th…
6 years, 7 months ago
Sunday, February 23
Episode 17
Earnings season winds down, coronavirus fears ramp up, and politics boil over. Dave Spano, Mark Oswald, and Derek Felske review the week. Deanne Ph…
6 years, 7 months ago
Sunday, February 16
Episode 16
More coronavirus impact along with what we're seeing with earnings reports. Sr. Tax Planner Sean Young joins the show to talk about how to avoid mak…
6 years, 8 months ago
Sunday, February 9
Episode 15
Dave, Mark, and Derek discuss Friday's healthy jobs number, the threat from coronavirus, earnings, and the subsequent market reaction. Also, a visit…
6 years, 8 months ago
Sunday, February 2
Episode 14
New bricks for the Wall-of-Worry, a chat about a busy week of quarterly earnings, and more about Annex Executive, the service that addresses the uniq…
6 years, 8 months ago
Sunday, January 26
Episode 13
Dave Spano and Mark Oswald talk about the potential for a new 'wall of worry' being built. What might the November election bring for markets? Dean…
6 years, 8 months ago
Sunday, January 19
Episode 12
The DOW crosses 29,000, earnings reports are arriving, and there is a new member of the Trillion Dollar Club. Dave Spano, Mark Oswald, and Derek Fel…
6 years, 9 months ago
Sunday, January 12
Episode 11
Between the tension with Iran and crossing 29,000 for the Dow, it was an interesting week. Dave Spano, Mark Oswald, and Derek Felske cover the week …
6 years, 9 months ago