Monthly Market Update: January 2024
In this video, we provide a recap of what happened in the market during the month of January.
The Importance of Financial Conversations
With tax season upon us, it is a great time to review last year’s finances with your spouse and look ahead at this year’s goals. Discover the importance of having financial conversations in our latest video.
3 Tips for Household CFOs
For many households, it’s common to have a “CFO Spouse” who loves to discuss all things financial and a “Non-CFO Spouse” who may not love financial conversations as much. This video provides 3 tips for household CFOs that may help you be a better steward of your family’s portfolio and engage in financial conversations with your “Non-CFO Spouse”.
Investing vs. Gambling
Some people may argue that investing and gambling are one in the same. However, investing shows an expected positive return over time whereas gambling does not. Discover more about the differences between investing and gambling in our latest video.
2024 Bull-Bear Forecast
In this video, our Investment Team provides a 2023 year-end review and an outlook on 2024 bull, bear, and base case scenarios.
Common Financial Topics of Discussion
As we speak to many different people over the course of the year, there are often certain topics interest that are common in our discussions. This video dives into the 3 of our most common topics of discussion.
Life is a Journey
The journey of life is made up of many ups and downs, and how we handle them can be challenging. Liz chooses to celebrate the wins along her journey. Discover more in our latest video.
Monthly Market Recap: December 2023
In this video, Amaury recaps what happened in the market during the month of December.
New Year Goals 2024
We all have goals for the new year. In our latest video, Investment Advisor Tyler Davies highlights a few of his goals for 2024.