Newsletter & Blog
Our latest research and news.
Start Your Christmas Shopping Early This Year
Travis and Steve discuss the strain on supply chains, leading to delays in product delivery times.
read moreAnxious About Your Financial Future? You’re Not Alone
This week, Steve and Travis discuss why Americans feel anxious about their finances and different approaches to dealing with an uncertain financial future.
read moreAugust 2021 Market Commentary
On March 23rd, 2020, The S&P 500 dangled at 2,237.40. Three hundred and fifty-four trading days later, on August 16th, 2021, the S&P 500 closed at 4,479.71. The fastest 100% gain off a bottom since World War II….
read moreWhat You Need To Know About Target-Date Funds
This week, Travis and Steve discuss the pros and cons of target-date funds.
read moreDoes This Red-Hot Housing Market Have You Suffering Buyers Fatigue?
Steve and Travis discuss options to consider when investing cash reserved for your house down payment.
read moreTaper Tantrum
This week, Steve and Travis discuss the market implications of a potential Fed stimulus wind down.
read moreBack To School
As kids head back to school, education is top of mind. This week, Steve and Travis revisit a past video addressing the return on investment and funding methods for higher education.
read moreThe IPO Landscape is Changing
This week Steve and Travis discuss IPO's and how innovative companies are using unique methods to access public markets.
read moreJuly 2021 Market Commentary
Distraction is the enemy of success. And distractions in the investing realm are well supplied. Wall Street never hesitates, dispensing arbitrary advice; “you need this,” or “you should do that.” The pundits on CNBC don’t know you or your family….
read moreEarnings Season Check-In
This week, Travis and Steve discuss impressive earnings growth and lousy Wall Street projections.
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