Videos, podcasts, news updates and more. You’ll find we like to keep our clients and friends informed about what’s happening in the world and how it may impact the markets, financial plans and portfolios. There is a lot of excellent information here, but if you have a question that isn’t answered here or via our FAQ page, just drop a line or give us a call. Someone will be happy to assist.
Podcast - February 14, 2023
Every so often we hear about “an exciting financial opportunity” that has been offered to our clients, or even to someone on our team. While some of these ideas even made it within throwing distance of mainstream, to the well-trained eye they didn’t seem to make much sense. Let’s find out what the common themes […]
Blog - February 10, 2023
Our sister company, WLWI, has been working on expanding its team of tax preparation specialists and now offers even more comprehensive support to meet your tax needs. The document below provides all the details about expanded services and pricing. If you have any questions or want to discuss WLWI’s tax services in more detail, please […]
Podcast - January 26, 2023
It’s on everyone’s mind. Inflation and interest rates and what’s gonna happen next?! Josh and Colin share what we are (and are not) absolutely sure will (or will not) happen in the next 24 months, and does any of it even matter? What’s an investable decision, and what’s just a bit more noise in our […]
Podcast - January 20, 2023
Colin and Josh covered some ground in this episode of Barenaked Money. Crypto, Tesla, Real Estate, Inflation…you name it, they talked about it. As Colin says, “Just accept the fact that the world is going to continue to be interesting.” He’s not wrong; listen in to find out everything that captured the guys’ interest this […]
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