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The Risk of Not Taking Risks

Today, Brian and Bo tackle the risk that you take by sitting on the investment sidelines.  They have been fielding a number of questions over the past few months covering this very topic.  The moral of this episode is to get started doing something sooner rather than...

Investing Truths and How to Avoid the Noise

Downturns over the last 5 years have provided an incredible opportunity to learn core principles about investing.  During crisis times, there is a lot of rich material about learning to become a good investor.  2008 was a monumentally historic year for the stock...

The Money-Guy Answers Your Email

As a lead-off show for 2013, we decided to answer some email questions from our listeners.   We love receiving your email questions and always enjoy when we get to share them on the show. The first email we shared was regarding pre-paying a mortage.  Is it a good...

Is There a Perfect Income for Happiness?

The Christmas season is quickly approaching, and, in our office, the Michael Buble holiday Pandora channel has been playing nonstop (we are using the wireless speaker purchased on Black Friday) to help us get ready for the holidays. In addition to this, the ABC family...

2nd Quarter Wrap-Up

The year is halfway over and it’s time for us to share our reflections of the year so far and what we are looking at going forward.  At the end of each quarter, we send quarterly reports to our clients accompanied by our commentary on the financial world.  Check...