Ep 100: End of the Year Planning Pt. 1
The Key Points: On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a...Ep 99: Market Updates – Where Are We Headed?
The Key Points: With the year coming to an end, you may be wondering what is in store for us over the next few months, as well as what 2023 with bring. While we can’t predict the future, we can certainly share our estimations of what may be coming. History should be...Ep 98: Navigating Market Volatility (Part 2)
The Combination and Key Points: We have Keith Lockwood back for part 2 of this series. In case you missed the last episode, Keith has over 15 years of experience in investment management, portfolio construction, individual retirement planning, and more. Our last talk...Ep 97: Navigating Market Volatility (Part 1)
The Combination and Key Points: If you’re an investor or are thinking about investing, market volatility may be on your mind. Today we will look at some key points that you may be interested in. There are a lot of voices to sort through when it comes to opinions...Ep 96: Mortgage Lending Options for Investors (Part 2)
The Setup: The housing market has seen incredible growth over the past few years and the low interest rates have been a big driver of that. Many people have been taking advantage of this current investing environment to buy properties that will generate income. Today...
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