Batman had Robin, Johnny Carson had Ed McMahon, and Sherlock Holmes had Dr. Watson. In the investing world, though, one man stands alone as the ultimate “sidekick”… Charlie Munger. Warren Buffett’s right-hand-man, Mr. Munger passed last week just a month shy of his 100th birthday. Jesse & Chris spend some time as fans of Charlie’s…
It’s the most wonderful time of the year… Outlook season! We’re not talking about Microsoft’s email hub (because email season NEVER ends), but rather the time of year that Chief Investment Strategists begin framing out their forecast for what the following year may hold for markets. In this Random Gleanings episode, the guys lean into…
Matching the holiday shortened week on Wall Street, Jesse & Chris kept the episode short and sweet. The guys walk through a few updates to some familiar charts – Presidential Cycle seasonality & the Bull Market Behavior Checklist – as well as offering a glance at where value is beginning to present itself in the…
For many of us, the holidays mean good meals, great memories… and extra spending! Consider the tips in this ASAP Finance to keep your financial priorities in check at this time of year. #FinancialWellness #HolidayTips #budgetholiday #financialplanning #Holidays #CreditCards
On lower-than-expected inflation (CPI & Core CPI) news today (November 14th, 2023) seemingly had both stocks and bonds celebrating. This week’s episode had Chris and Jesse looking squarely at the macro-asset classes of Stocks & Bonds. On Stocks, the guys pull back the curtain on the surprising fact that “great” companies simply haven’t participated in…
As we approach year end 2023, the price targets are starting to pop up for what analysts are expecting for 2024. If you have kept up with these year end analyst’s “predictions” for any length of time, you may have concluded (RIGHTLY!) that in aggregate they almost always look about the same – very positive.…
Famed investor (and investment mentor to Warren Buffett), Benjamin Graham, was quoted as saying, “Successful investing is about managing risk, not avoiding it.” This has been a foundational principle of PP&W from our beginning and has been put to the test since the shock of generationally high inflation over the past couple of years. So…
In what will be the last Random Gleanings episode of October, Chris and Jesse stay on theme to their Planning Month initiative of encouraging planning through the example of ways it may help you meet your goals in a more tax-efficient way. This week’s episode covered the idea of “Gift Bunching” through the use of…
Chris Beard, CFP® and Jesse Hansford, CFP® hit on Planning, Economy & Markets, and Recommendations – in this week’s Random Gleanings episode! Kicking things off, they walk through thoughts and an example of tax-smart giving for folks age 70.5+ through Qualified Charitable Distributions (QCDs). Next, they discuss the kickoff of the earnings season, which with…
In honor of October being Financial Planning Month, Jesse Hansford and Chris Beard (both CFP® Professionals), dedicate the first half of the episode sharing thoughts on why a Roth Conversion may make sense for you to consider – especially before the end of 2025! Following this, they discuss the topics that caught their eye through…
