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Episode 75: Geo-Political Turmoil and its Effects on the Market
We discuss how the recent events unfolding between Iran and the west can impact your portfolio.
This weeks episode is presented by our Portfolio Man…
2 months ago
Episode74: Are Investors Diversifying away from Tech Giants?
Jim updates us on the current market.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is inte…
2 months, 1 week ago
Episode 73: 2026 is a Turbulent Year so Far
The market has its ups and downs. Lets review last weeks events.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr…
2 months, 2 weeks ago
Episode 72: Inflation is Falling, AI and Your Portfolio Part II
As AI develops and grows there are still some things that it’s not able to replace. Trusting it with your portfolio could be a mistake, Jim discusses…
2 months, 3 weeks ago
Episode 71: The AI Push of 2026
Jason discusses one of the largest investments since the Louisiana Purchase.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor…
3 months ago
Episode 70: Why AI Should Not and Cannot Manage Your Investment Portfolios.
We discuss the pitfalls of trusting AI to manage your wealth and how it can be damaging to your portfolio.
This weeks episode is presented by our fou…
3 months, 1 week ago
Episode 69: A Great Year So Far
Whilst 2026 has been a great year so far, that optimism must be tempered with a cool head and firm vision.
This weeks episode is presented by our Port…
3 months, 2 weeks ago
Episode 68: The Economy: 2025-2026
Jim discusses the ups and downs of the economy over the previous year. The good news is, its mostly up.
This weeks episode is presented by our founder…
3 months, 3 weeks ago
Episode 67: The Highs and Lows of 2026 So Far
Jason discusses the pitfalls and difficulties that 2026 may present and how we can avoid them.
This weeks episode is presented by our Portfolio Manage…
3 months, 3 weeks ago
Episode 67: 2026 May be a Rocky Year
Jason discusses the pitfalls and difficulties that 2026 may present and how we can avoid them.
This weeks episode is presented by our Portfolio Manage…
3 months, 4 weeks ago