Interest Rates & Inflation (Video)

Two topics that have been on the forefront of peoples' minds this past year are interest rates and inflation. In this edition of our monthly charts video series, Nathan offers some perspective on the path of the 30 year mortgage, the 10 year Treasury, and the Fed funds rate, and how the Fed may respond to the recent resurfacing of inflationary pressures.

What is a Stock Buyback?

Stock buybacks have gotten a lot of attention over the years; some good, and some not so good. In this blog post, we explain what they are and why investors need to put the idea into context.

The Labor Market Boom Continues (Video)

The labor markets have been surprisingly resilient following a pandemic and economic recession. In his latest video, Nathan digs into the data to show just how unique this moment is.

2023 A Year in Review (Video)

In our year end recap video, Nathan discusses how the mega-cap companies have driven the soaring stock market, and where we stand with bond and Treasury yields, retirement portfolio performance, commodities and the US dollar.

Personal Finance = Math + Philosophy

There is a misconception that personal finance requires a degree in math. In this blog post, we set out to bust this myth.

The Pros & Cons of a Strong Dollar (Video)

Since the end of the pandemic the US dollar has continued to strengthen, but whether a strong dollar is a good or bad thing depends on where you stand. In this month's video blog post, Nathan discusses the advantages and disadvantage of a strong US dollar,  how it is valued,  and it how it impacts other economic indicators.

One Year Out from the Bottom (Video)

As we stand one year out from the most recent market bottom, Nathan highlights the path of recovery for the financial markets, consumer prices, and more, in this month's video blog post.

Real Returns are Very Real

As interest rates have risen lately, investments that offer a fixed rate of return have become increasingly attractive. But the long term impact of inflation must be considered when evaluating any guaranteed return.

Record Debt Levels (Video)

Credit card debt recently reached an all-time high of $1 Trillion, but what does this mean in the context of our national economic health? In this month's video blog, Nathan breaks down the stats on consumer debt to help us put these new record levels in perspective.

Asset Allocation

When it comes to building an investment portfolio, the first step is to choose which asset classes will be included. In this blog post, we break down the importance of this initial step and the different styles of portfolio management.