otc-thumbnail

Video: Off the Charts, Is the Market Acting Funny?

Today, Nyle addresses the elephant in the investing room, does Trump deserve credit for the current market rally? Well, the answer may be more straight forward than you think.

Read More

so-called-trump-rally-continues

So-Called “Trump Rally” Continues

Last week all three major indices, S&P 500, DJIA, and NASDAQ all finished at all-time highs with weekly gains for three consecutive weeks. For the week, the S&P 500 rose 1.4%, DJIA up 1.5%, and the NASDAQ also was up 1.5%. Investors are aggressively buying stocks with the near certainty that Congress will support pro-business legislation that will prompt faster economic grow

Read More

blog1-bg-2

Why Trump May Be Dangerous to Conservative Investors

Investors are doing what investors always do, “Buy on the rumor and sell on the news.” Months before Donald Trump is president and living in the smallest home he has ever owned, investors are aggressively rebalancing their portfolios. Stocks of banks

Read More

hyperspeed

Podcast – Ep 15, Shift Your Business Into Hyperspeed

Technically, this is part two of last week’s podcast, Business As Unusual, which you can watch here. However, Anton and I felt like the title “Business As Unusual” did not match up to what we would be covering during episode 15… so we changed the title! #Freedom

Read More

insider-insights-cover

Insider Insights with Hilary Hendershott

What happens when you get three fiduciary advisors on one podcast? Better questions mean better answers! Hilary Hendershott is our first of many guests on Insider Insights which provides you with greater understanding of the investment industry.

Read More

america-twitter

America’s Next Chapter (no, not 11)

One fact remains of presidential elections: there will be changes. For the past 100 years, there have only been 51 years in which the same party had a majority in both branches of Congress and Senate with the Presidency. The Democrats have dominated control in Congress since 1916 holding majorities over the Republicans in the House (56 years vs. 34 years) and the Senate (65 years vs. 35 years).

Read More

business-as-p-1

Podcast – Ep 14, Business As Unusual (Part 1)

We are officially in post-election season! Unfortunately, we shot this on Monday where Hillary Clinton had been the unanimous favorite to win the election, however, Trump successfully surprised the nation! Good thing this podcast is still very relevant as we discuss where we go from here as the nation returns to BUSINESS AS (UN)USUAL.

Read More

market-buying-or-selling-this-election-twitter-ft-image

Is the Market Buying or Selling This Election?

The election is finally around the corner and not a moment too soon. A recent New York times/CBS News poll stated that 82% of respondents were “disgusted by the state of American politics.”

Read More

firday-5-bread-right

Workflow 5: Get Your Bread Right with These Websites

When you stop working for your employer you are officially working for yourself! You are your own CEO, CFO, Executive Vice President, Regional Branch Manager, Assistant Manager, Assistant to the Manager (Dwight K. Schrute III), etc. Therefore, we thought it would be great to provide you with our favorite dot-coms that are changing the way that we manage money into highly efficient, fee reducing machines. It’s not what you make, it’s what you keep that matters! (quotes are from each companies website)

Read More

twitter-cover-ep-13

Podcast – Ep 13, Today Is Yesterday’s Tomorrow

We are EXTREMELY excited to bring this very special episode of the Financial Time Traveler’s Podcast! I will be expanding on this topic in a long-form blog later this month, however, here are the show notes in their abbreviated form! If you have any questions or comments, hit that contact us button and send yo

Read More