Apr 16, 2024
In this episode Eric and Matt walk through some tips and tricks on reviewing your entire portfolio's asset allocation. Figure out how to determine what your allocation is across all your accounts and how you should think about your asset allocation and mix of investments.
Apr 3, 2024
In this episode Eric and Matt discuss about how to prepare for an IPO for your company. Educate yourself on the process, get advice and avoid common mistakes.
Feb 6, 2024
In this episode Eric and Matt discuss the recent new on the new Bitcoin ETF... Should you own it? When is it appropriate? What are some pros and cons and risks and concerns? Tune in today!
Jan 9, 2024
In this episode Eric discusses a quick recap of the 2023 markets and how you should be thinking about positioning yourself heading into 2024.
Dec 21, 2023
In this solo episode Eric discusses the top 5 questions he receives a a financial planner.