17 JUN 2024 · Financial advisors are constantly asked, "Where should I be financially" at this age? It should be evident that this question is incredibly subjective. However, the people of Forbes this week came out with numbers for where average 401k's are based on generation. We will discuss some surprises in these numbers. Also, if you're listening to this podcast, we want you to be WAY above average.  This week's episode also includes Elon's pay package, the Federal Reserve meeting, Inside Out, and the importance of goal stacking!  

9 JUN 2024 · Starting tomorrow (6/10/2024), $NVDA will begin trading on an after-split basis. Since our last episode $NVDA is up almost 200 dollars!! Can you still invest after the split? What should your strategy be? Tune In. We also discuss Roaring Kitty's first live stream in three years and how $GME performed during his show.  The main topic today is progress over perfection. Too often, we do not make a decision because we are waiting for the perfect moment, waiting for everything to be "just" right before we take the first step. Whether it involves our health and working out, starting a business, changing jobs, or starting an investment portfolio, we impede our progress before it even begins.  We are six months into the year, and it's time to self-reflect and assess our progress toward the goals we set for the year. We want to ensure that we don't limit our progress by striving for perfection. 

26 MAY 2024 · This week, Nvidia $NVDA did it again: It posted astounding earnings, with revenue growing 262% above the same quarter last year. They were able to beat even the highest of analyst expectations. They also pleased the market by offering a 10 for 1 stock split that will happen on June 7th.  $NVDA started and continues to lead the AI charge from the front of the pack. In this episode, we discuss $NVDA, but more than that, we discuss their impact on other companies. Who are the different companies that will profit from this new industrial revolution? Who is helping Nvidia to make all this happen? How can these companies impact your portfolio? Tune in! 

19 MAY 2024 · There is much to get to this week. The Dow hit 40,000, and the S&P 500 cleared 5,300. My oh my, how far we have come since 2022. But wait? How does the market keep going up with so much negative information? How do we keep climbing the wall of worry? Let's discuss Is Roaring Kitty back? He tweeted for the first time in three years this week as Gamestop $GME and $AMC shot back to life for a little bit. Is this a one-time phenomenon or the beginning of another retail vs. hedge fund movement?  

6 MAY 2024 · In this week's episode, we discuss the 2024 Berkshire Hathaway annual meeting in Omaha. This year was a bit different as Warren Buffett's long-time partner, Charlie Munger, was absent. Charlie passed away at the end of 2023.  As always, the BRK meeting celebrates value investing for investors worldwide. This year, I attended #ValueX for the first time, which was a fantastic experience. #ValueX is organized by Guy Spier, who runs the Aquamarine hedge fund. They streamed the event for the first time this year, which you can see below.  We also highlight the difference between dividends and buybacks as $AAPL announced its new 110 Billion dollar share buyback program. They have already repurchased 658 Billion in stock over the past 10 years.  https://www.youtube.com/live/PhuQc6OFGaA?si=S1xJzFBWOybyS2j1 https://youtu.be/lYI8JNwoZxk?si=DtXFNr8T9Bi5lALt

21 APR 2024 · One week, we are talking about how well the market did in the 1st quarter, and a couple of weeks later, weakness has entered the market. How quickly the tides can shift. Geopolitical issues and interest rates again spooked the markets this week.  Pullbacks are normal throughout an investing year and shouldn't cause too much concern with your overall portfolio strategy. You can, however, use these pullbacks to start new positions or put funds back to work if you trimmed while the markets were higher.  According to the S&P oscillator, the market is currently oversold. It's important to remember that most of the market's best days occur within two weeks of the worst days.   

14 APR 2024 · This past week, I closed on my first commercial real estate property. I thought it could be helpful to discuss how this came about, how the deal was structured, and why I thought it would be a good investment.  Commercial real estate is not where I primarily invest, so even though it was new, I didn't want it to deter me from a great opportunity. Like everyone else, my rate was higher than I wanted, and the deal didn't look perfect, but over the long term, I believe it will still work in my favor.  Unfortunately, we also discuss inflation, interest rates, and the Federal Reserve. I'm as tired of talking about this as I am sure you're tired of listening to it. Just like the real estate deal I discuss, interest rates can be a part of your decision but they shouldn't be the only thing you consider. The same goes for investing in stocks.  

31 MAR 2024 · The end of the Q1 is in the books. What a quarter it was, with the S&P 500 finishing up 10%. The last time the market finished up 10% in the first quarter was in 2019. There is chatter that the market has moved too far, too fast, and it's due for a pullback. Perhaps this is true, but history says that momentum can be a strong signal that pushes the market higher.  As we have discussed, many investors sold out during 2022 and have not invested their money back into the market. It doesn't take much for FOMO (Fear of Missing Out) to take hold and pull investors back in.  This week, we look at some of the main themes powering the market higher in 2024 and what we can expect moving forward. It should come as no surprise that the biggest story of 2024 so far is AI. The expectations and implementation of AI will both be major themes for the rest of 2024. 

17 MAR 2024 · Boring stocks! While they don't get press like the magnificent 7, they can and often play a pivotal role within your portfolio. This week, we focus on some boring stocks that have outperformed the market over the past three and five years, with many also increasing their dividends at an impressive rate.  $WM, $RSG, $AZO, $UNP, $TSCO, $CARR, $OTIS, $PGR, and $NUE are some of the stocks covered.  We also discuss this coming week's Fed decision on Wednesday and Nvidia's GTC conference.   

3 MAR 2024 · This past week we had news from Wendys ($WEN), Apple ($AAPL), and Kroger ($KR). Wendy's gets push back for dynamic pricing, Apple cancels plans for a car, and the FTC blocks Kroger's merger with Albertsons. We also discuss signs to look for when it comes to trimming stocks within your portfolio that have had a big gain. Has the thesis changed? Has the gain overweighted your portfolio? Did they report poor or bad guidance? All on this week's show.