Straight To The Point: All you have to do is look at the name of our podcast to understand that we don’t take everything too seriously. It’s okay to have a little fun and keep things light-hearted. So let’s do just that on this episode by telling you some (we think) funny financial jokes that [...]
A question that all parents have to weigh is how much should they involve their children in family finances. Every child is different and there are pros and cons to both sides of the argument. Today we’ll find out where Chris stands on this topic and how he talks to his children about money.
After the year we had in 2020, a lot of people want to know which direction we’re headed this year. While we don’t have a crystal ball, we do have some opinions on the strength of the economy and the sectors that enjoy a return to normal in 2021. Join us for this episode and get Chris’ financial outlook.
Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google?
Everyone wants to know when the next market crash is going to happen, but there’s no one with that answer. The better question is what can you do to be prepared for that next crash? Let’s take a look back at the worst crashes in market history and what lessons they taught us about planning.
What does it take to build a portfolio for a client? Today we’ll take you through the process of how we create model portfolios and what goes into determining what portfolio will work for each individual.
On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.
Many people believe that whoever is in the Presidential office has a direct correlation to how the stock market performs. Today Chris is here to debunk some common misconceptions about the relationship between the stock market and political matters.
Tax code changes could be affecting the stock market. In the inaugural episode of The Tax-Free Zone, we'll analyze the potential connection between the two, and Chris will give us his top takeaways on recent financial news.