Dynamic Growth

When is the right time to risk manage? What are a few readily available metrics you can gather when looking at a stock for the first time? Nate goes into his steps for the initial analysis of a publically traded company...

A financial lifecycle can be broken into three phases: accumulation, distribution and estate. We discuss examples of when clients have thought it was in thier best interest to hire a financial advisor.

What is financial wellness and why has it taken center stage in the financial planning world. Nate discusses the industry shift from general investment advice to holistic wealth planning.

Estate planning is the most overlooked segment of the financial planning process. In this episode we discuss will basics. What happens when you die with a valid will? What happens when you die without a valid will? What...

There are many metrics that can be used to measure the performance of your portfolios. These benchmarks should be appropriate for your time horizon (how long you have until the money will be needed). One seldom used...

We delve into the intriguing world of investing heuristics and cognitive biases. This week, we're exploring how psychological factors like overconfidence, the illusion of control, and conservatism bias can shape...

We break down the savings timeline, considering various income levels and investment approaches. But it's not just about saving – we also delve into the current financial climate, discussing the worsening liquidity in...

In this episode we get inspiration from the Nobel Prize Winner Daniel Kahneman in his work "Thinking Fast and Slow". We discuss how that relates to analyzing the economy and picking investments. We also discuss recent...

In this jam-packed episode, we dive into NVIDIA's blowout quarter and what it means for tech investors. Could life insurance really be the new bond alternative in your diversified portfolio? We unpack this...

In this episode we discuss troubling economic data coming out of China and more trouble in the banking sector with credit rating agencies putting warnings on the large banks after downgrading U.S. credit. We then...

While pessimism often wears the mask of sophistication and depth, it's the optimists who frequently come out on top in the long run. Join us as we debunk the myths surrounding investment attitudes and shed light on the...

In this episode we discuss the recent discussion around the debt ceiling and why it matters, also why it doesn't matter. We discuss the implications of default and what it means for the long term of the U.S. Sovereign...

Today we discuss recent retail earnings in the U.S. the lower-than-expected guidance from Home Depot and strength from Walmart and Target. We also discuss the Bitcoin 2023 conference and the current state of Bitcoin. We...

We start the podcast by discussing Eli Lilly and its strong performance year-to-date as well as two promising drugs that they are releasing. We weigh the pros and cons of buying the stock and then dive into the recent...