The S&P 500 was higher Monday, Tuesday, and Wednesday last week on optimism over the government opening back up. Then doubt about a December rate cut shifted the mood and we saw a massive drop on Thursday, which then bled into a big gap down on Friday morning. But by the end of the day, …
In this episodes, Grant and Bill discuss knowing when it’s time to find a more “personal” financial relationship, might a work/retire hybrid ease the transition, and renting as an investment?
In this episode, Grant and Bill discuss if you own a small business, what’s your exit plan, are bond worth a look right now, Social Security COLA, and where are the best beaches in America?
In this episode, Grant and Bill discuss a new take on tariffs, what Warren Buffet says about market volatility, and a breakdown of the FIRE strategy.
In this episode, Grant and Bill discuss when retirement isn’t a choice, can you afford long-term care, and will you have enough to live and spend the way you want?
The S&P 500 fell 1.6% last week, and volatility ramped up over fears that AI stocks are in a bubble and valuations overall are stretched. The good news is we continue to think earnings are justifying this bull market. But pockets of technology could be a tad frothy, and a pause and a bi …
One of the most important myths when it comes to the value of a financial advisor is that the value lies primarily in searching for individual securities that provide better returns. But even when it comes just to portfolio returns (ignoring all the other ways a financial advisor helps clie …
