In this month’s installment Dave and Steve discuss the future of meetings in the post COVID-19 world.  How many people will want to meet in person and how many people will continue to meet virtually?  After a brief discussion of the current housing market, …

… [Read more...] about Episode #79-The Future of Meetings and the Death of the 60/40 Portfolio

Dave and Steve help listeners make sense over the recent decline in stocks and rapid rise in interest rates.  What does it all mean?  Why would rising interest rates be bad news for stocks?  Is it normal for high growth stocks to be declining so much?  Tune in …

… [Read more...] about Episode #77-Recent Stock Market Losses and Rising Interest Rates

Dave and Steve mark one year of socially distanced podcasts by discussing the average 401k balance for Americans broken down by age.  Find out how you compare to the rest of the country.  After that they wade in to the age old discussion of growth versus value …

… [Read more...] about Episode #76-Average 401K balances and Growth vs Value

Q:  Can you explain what it means when a stock splits?  What about a stock spin-off?  Is that different?  And are these things good or bad for an investor? A:  Let’s tackle each one of these separately since stock splits and stock spin-offs are two entirely …

… [Read more...] about The difference between a stock split and a stock spin-off

In this month’s episode Dave and Steve start off by discussing the GameStop stock saga.  If you haven’t heard about it (or don’t understand it), be sure to check it out.   With that out of the way, Steve breaks down the biggest financial planning moves that …

… [Read more...] about Episode #75-Talking Taxes