The Bear Market Playbook: Tax Loss Harvesting
Tax Loss Harvesting Video Transcript Welcome back to the video series called The Bear Market Playbook. And in this video, we’re going to...
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- Jul 20, 2022
- 8 min
Dear Bear Market Investors
When I was a freshman in high school, I decided to play football with the 9th grade team. I’ll admit now that I was doing it for personal...
- Mar 23, 2022
- 6 min
Why Should You Hire a Financial Advisor?
WHY Hire a Financial Advisor A lot of people go back and forth about whether or not they should hire a financial advisor. In this video,...
- Nov 22, 2021
- 6 min
Money Conversations: Part 1
One of my favorite parts of financial workshops is the Q&A. A few years ago, I decided that I would avoid using powerpoint when giving a...
- Jun 29, 2021
- 37 min
Halftime 2021: An Interview with Steve Osterink Jr., CFA®,CFP®
HALFTIME 2021: A Discussion About the Economy and Markets For those who don’t wish to watch the full length interview, you can find an...
- Jun 7, 2021
- 4 min
5 Questions for Halftime 2021
In my early 20’s I had my first experience with snowboarding. Being from the South, I had zero experience with sports involving snow and...
- Feb 9, 2021
- 37 min
A Conversation About Bitcoin
Bitcoin is once again dominating headlines and conversations, as the recent price of Bitcoin surpassed $40,000 for the first time. In an...
- Nov 17, 2020
- 3 min
Comfortably Uncomfortable
My first football practice in high school was nothing like a traditional football practice. There were no helmets or pads. No one was...
- Nov 10, 2020
- 4 min
2020 Jazz: Financial Plans Need Flexibility
Want to have a good laugh? I recently took a few moments to review my personal and investing goals for 2020. That’s right—I actually set...
- Oct 6, 2020
- 4 min
The Peril of Market Timing
The coronavirus is still very much with us, as is much of the economic dislocation created by the resulting lockdowns. An interesting...
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