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What happened at SVB and what does it mean for you and your money?
In this highlight, Brian and Bo discuss if it is a good idea to roll over closing costs into your…
Will 2023 be a good year to purchase a home? In this highlight, Bo and Brian take a look at…
We recently received a question from a listener and they said, “my House Value Has Plummeted From $900,000 to $730,000!”…
There are a lot of opinions about the housing market in the financial world. In this highlight, we discuss who…
How should you build generosity into your financial plan? In this highlight, Brian and Bo explain how you should approach…
Have you ever wondered what rebalancing is and why we do it? In this highlight, we explain what rebalancing is…
Rebalancing sounds great in theory, but what if it could hurt your portfolio? Fortunately, we have some data to share…
Rebalancing your portfolio doesn’t have to be complex. In this highlight, Bo and Brian discuss rebalancing your portfolio to adjust…
Rebalancing your portfolio can lead to some tax advantages. In this highlight, Bo and Brian discuss some of the ways…
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