Expert insight on the financial topics that impact your bottom line

2018 4th Quarter Market Outlook

2018 4th Quarter Market Outlook – conflict free unbiased view on how we see economic fundamentals and the stock market coming together to drive our portfolio decisions. An inside look on how we do what we do for the fourth quarter of 2018.

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The psychology of money

Does money stress you out? It doesn’t have to. Listen as we discuss the role of your psychological upbringing dealing with money, questions you can ask to change how you think about money, how to deal with different money habits and the effects of trying to keep up with the Joneses. Guest host: Sarah Newcomb, …

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Driverless cars

A world of driverless cars may seem like a lifetime away. Truth is – the technology is ready now. Listen as we discuss: future innovations in driverless car tech – perhaps getting a workout in your car?!; the steps necessary for total driverless adoption; and how driverless cars aim to improve your quality of life. …

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2018 3rd Quarter market outlook

A conflict free unbiased view on how we see economic fundamentals and the stock market coming together to drive our portfolio decisions. An inside look on how we do what we do for the third quarter of 2018. Guest host: Steffan Dye

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Nonprofits, tax reform + hard times

Listen as we discuss why giving is more important than ever: the impact of tax reform on giving, nonprofit operations – an inside look and the role of nonprofits in our community. Guest host: Heather Allen, President + CEO of Halo Animal Rescue

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Cryptocurrency

Join us as we discuss the past, present and future of digital currencies; its long-term staying power; and William’s views on the ways to explore investing in this most volatile asset class. Guest host: William Quigley, CEO, OPSkins

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2018 2nd Quarter market outlook

A conflict free unbiased view on how we see economic fundamentals and the stock market coming together to drive our portfolio decisions. An inside look on how we do what we do for the second quarter of 2018. Guest host: Steffan Dye

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Preparing for divorce: individuals

Listen as we discuss the ins and outs of finances and divorce: pre-planning steps to consider before you get married; short-term and long-term financial needs if you’re going through a divorce; steps for older divorcing spouses; pros and cons of mediation and litigation; and the importance of using professional advisors. Guest host: Leslie Satterlee, Attorney, …

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Preparing for divorce: business owners

Listen as we discuss: what to do before you get married to protect your business; mediation and litigation if you’re going through a divorce; how owning a business could affect a divorce settlement; buy/sell agreements in the event of a divorce; and understanding separate vs community property. Guest host: Leslie Satterlee, Attorney, Partner at Woodnick …

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Interest in interest rates

Listen as we discuss critical interest rate developments including: will the Fed raise interest rates, even without inflation; the flattening yield curve’s impact on recessions; interest rates and the Fed balance sheet; does municipal bond trading still look good; and the history of interest rates. Guest host: Matt Lloyd, Chief Investment Strategist, Advisors Asset Management

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