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JP and Brandon discuss the disproportionate growth of the S&P 500 index, which is heavily influenced by the contributions of only four companies. They also compare the S&P 500 and NASDAQ stock indexes and emphasize the importance of having a balanced and diversified portfolio.
JP and Brandon discuss the disproportionate growth of the S&P 500 index, which is heavily influenced by the contributions of only four companies. They also compare the S&P 500 and NASDAQ stock indexes and emphasize the importance of having a balanced and diversified portfolio.
We host a video series where we dissect financial topics, share money moments, and more. Plus, we just like to have fun.
One of most complicated we do in the financial industry is make monthly statements for our clients. It is no wonder that clients turn to their account portal to find performance, but that is rife with pitfalls too. In this video, we explain to our clients how to track their investments and where to find the quarterly reports. And if all else fails, call us.
One of most complicated we do in the financial industry is make monthly statements for our clients. It is no wonder that clients turn to their account portal to find performance, but that is rife with pitfalls too. In this video, we explain to our clients how to track their investments and where to find the quarterly reports. And if all else fails, call us.
Alternative Investments (Alts) is one of those things that more people feel they need than those who understand them or the history behind them. In this video, Brandon presses records and talks about Alts for almost an hour. It will provide some background, definitions and some of the marketing ploys to make you want more than you may actually 'need.'
Alternative Investments (Alts) is one of those things that more people feel they need than those who understand them or the history behind them. In this video, Brandon presses records and talks about Alts for almost an hour. It will provide some background, definitions and some of the marketing ploys to make you want more than you may actually 'need.'
JP and Brandon gives you a stock market prediction for 2023! Yes, you read that right: they discuss how the market has moved this year, how bonds have changed and transformed into an asset (portfolio management, amirite?), and how this year did in comparison to how it was last year. Watch it now!
JP and Brandon gives you a stock market prediction for 2023! Yes, you read that right: they discuss how the market has moved this year, how bonds have changed and transformed into an asset (portfolio management, amirite?), and how this year did in comparison to how it was last year. Watch it now!
Our monthly letters offer financial insight and Conscious Wealth wisdom to inform and delight. You may also receive our favorite recipe of the month or another personal nugget.
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Our days are shorter, and our nights are longer. In times of darkness, gratitude is still present. When the things we love so much are not apparent, gratitude is still present. I think a lot about gratitude these days. My initial thoughts around gratitude were just that: How can I think about gratitude more? As I started to “master” the thinking of gratitude, I started to wonder how can I feel gratitude. Now, on my best days, I work to become gratitude.
Read Now >>We lost the troubadour over Labor Day weekend. It is fitting Jimmy would give us one last summer and one last three-day weekend to raise an oddly-shaped, salty-rimmed glass filled with a “frozen concoction” in celebration of a life well lived.
Read Now >>Just as explorers embark on daring quests to discover new lands, the world of investing offers a realm of uncharted territories waiting to be explored. We believe that approaching investing with a sense of adventure can lead to not only potentially lucrative outcomes but also a fulfilling and enriching experience.
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