Podcasts & Blog

Steve and Dave look forward to their upcoming, star studded spectacular ( actually doing nothing different than normal) 100th podcast episode, and look back at the market’s 2022 performance. What if 2023 is as dismal as 2022? Does it really matter? If you’re...

Steve and Dave cover a variety of topics including the dangers of market timing, some surprising tips on “TIPS” (and Gold, but that didn’t sound clever), and a negative spin on the advancement of Alzheimer's testing. Along the way, you’ll be introduced to the “When...

Steve and Dave delve into all of the predictions and theories about where this volatile stock market is headed. Have you heard the one about what stocks will do after the Midterm elections? Steve and Dave have…many times! If you’ve been wondering if our 95th podcast...

We all know what a tough year it has been for investors.  Stocks and bonds are both down, inflation is high, and it appears that a recession is imminent.  The video below is my attempt to help investors understand what is going on and make sense of all the...

The endless summer is ending, and on this episode of PFLN, Dave ponders this fact from his patio in Ocean View, DE. We also learn about his pickleball performance at the Maryland Senior Olympics, which was eerily similar to the stock market in August-weak and...

There is no other word to describe recent stock and bond returns, other than awful. The six months ending June 30th ranked in the bottom 2% in history for a balanced portfolio. Dave and Steve discuss the current state of the markets and what we should expect for the...

After flirting with the magical 20% barrier, stocks officially closed in a bear market.  What does this mean for the average retiree?  How long does the typical bear market last and how fast is the average recovery?  How should you have your assets...

As the stock market continues to decline, Dave and Steve weigh in with their thoughts and look back at past bear markets.  What can we learn from the past declines and how does it relate to today?  They also discuss what it feels like to retire and start...

The market woes have continued as we entered the 2nd quarter of 2022. However, the normal dynamic of bonds as a safe haven from stock market declines has not played out this year. While stocks are down 10%-15%, the broad bond market is down almost 10% off it’s highs....