The First Investing Statistic Paul Has Ever Heard About Groundhog Day
February 9, 2024
Evan does some research and discovers that the S&P 500 has had almost double
We’re Tired of Seeing Investors Hurt by the Investing Industry
February 8, 2024
Today, Paul invites Evan (from the Brentwood office) and Dan (from the Dickson office)
Companies Invest in Risky Products and then Blame the 60/40 Portfolio
February 7, 2024
Today, Paul brings an article for advisors that claims the 60/40 portfolio is in
What You Can Learn From the 15 Worst Performing Mutual Funds of 2023
January 22, 2024
Paul and Jim continue a conversation about the worst 15 performing mutual funds of
New Bitcoin ETF Approved Last Week — Here’s What You Should Know
January 19, 2024
New Bitcoin ETF got approved this week and with it comes some confusion for
Ira Has Changed His Opinion on 529 Plans
January 18, 2024
Today, Ira talks about his personal experience with sending kids to college and why
The Industry Is Abandoning ESG. No One Should Be Surprised.
January 16, 2024
For years, we were hearing companies push to get investors into ESG investments and
Don’t Blindly Trust Advice From Wealthy Investors
January 15, 2024
Evan finds an article that highlights a mistake that investors often make: getting their
Bad News Can Make the Market Go Up. Here’s How.
January 12, 2024
Paul shares an article from the Wall Street Journal called “The Future Is Bright
Constantly Updated Financial Advice Is a Red Flag
January 11, 2024
Paul overheard a radio commercial for a best selling book called “Unbreakable Investor” that
Investing Involves Risk. Here’s How We Manage It.
January 10, 2024
Should I have my money in stocks, bonds, or cash? Do I have time
Taxes and Investing: Don’t Make This Common Mistake
January 9, 2024
Paul hears a recent webinar giving tax advice that could lead to some big