Jul 28, 2021
No video again, we are in the process of creating a studio here at our office. In the meantime check out this episode where we discuss red flags to look out for to ensure you are getting the best service with your financial professionals. The financial industry is one of the most regulated industries and many...
Jul 21, 2021
No video this week we were testing out a new format that didn't pan out but we will be back next week. This episode is about how you can detect and prevent fraud and identity theft. We talk about our own experiences with fraud and identity theft and how they were resolved. Its one of the worst feelings in the world when...
Jul 14, 2021
We have had a lot of demand for our Short Term Income Strategy. It seems a lot of people are sitting on cash whether leftover from stimulus checks, they took advantage of the red hot housing market and sold their home, they delayed that trip planned for 2020, or some other scenario. At the same time, people see the cost...
Jul 7, 2021
Setting goals and writing them down is the first step to achieving them. You have to have something to shoot towards to get you out of bed every morning. We talk about personal goals we have as well as professional goals. Also we give our outlook on the market as it stands going into July
Jul 1, 2021
Solo podcast with Nate this week and no video, but still great information about the benefit of being a long-term investor. Some of the greatest investors historically were those that kept their eye on the prize and were diligent, consistent, and were focused on the long-term. This isn't as popular as the distracting...