Sep 24, 2020

Do your elderly parents need help with managing their finances? This is a difficult realization both for child and parent, and accepting and giving help needs extreme sensitivity. Letting go of the reins of a financial account is a process. Since this is a difficult conversation to have, consider inviting a...

Sep 17, 2020

Bobbi Rebell, author of How to be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom discusses how to be a financial grownup. Bobbi uses her journalist background to offer a how-to guide for responsible money habits. Although the book was originally intended for...

Sep 10, 2020

Stig Brodersen, host of The Investors Podcast, joins Doug on this episode to discuss exactly what gives a stock its value. Many times people are shocked are by an expert’s valuation of a home, a car, or other personal item. The reason behind the surprise of a professional evaluation is because folks’ emotional...

Sep 3, 2020

The S&P 500 is an index (collection) of 500 broadly traded large-cap stocks. If your portfolio includes it, will you be properly diversified? Doug explains why even though historically the S&P 500 has had positive returns over long periods of time, past performance can’t predict future results. Moreover, he explains...