Preview Mode Links will not work in preview mode

May 29, 2020

Today Nicholas Olesen and Nicholas Ryder talk about the stark difference between the economy and the markets.  Unemployment data shows about 40,000,000 people are unemployed right now, bankruptcies are on the rise, most major cities in the US are still under some form of stay-at-home order, and the COVID-19...


May 29, 2020

This week we tackle the never ending debate about diversification and passive investing from the lens of what to do coming out of a large pullback in the market, like today. Some talking heads in the financial media have been arguing that “diversification is not your friend” and that now, more than ever, investors...


May 22, 2020

Taxes.  Yes, we are diving into taxes today. As much as you may hate to talk about taxes, it is most likely the biggest expense you will have over your lifetime and thus key to your financial success.

In this episode Nicholas Olesen share how we recommend you view your taxes and the difference between what you are used...


May 12, 2020

In our first non-financial podcast, we discuss Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones.

Our firm has a culture of constant improvement, both personally and corporately. Kevin McDermott and Michael McDermott share their take aways and how they are implementing these ideas.  They discuss...


May 12, 2020

Following another 4.3% decline on March 20, the S&P 500 Index had now declined by nearly 32% from its all-time high, achieved just a little more than a month earlier. In this podcast we discuss how the S&P 500 has historically fared following a decline of 30% or more from a recent all-time high.