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…
This week on Random Gleanings, Chris Beard & Jesse Hansford suggest some ways to “celebrate” Financial Planning Month (October) and offer some historical perspective on why investors may be eager to welcome the shift from Summer to Autumn for reasons beyond the beautiful weather and colorful leaves. Chapters: 0:00 – Intro 0:16 – PLANNING –…
Welcome new North American Rescue team members! Please watch this video for details on the NAR 401(k) plan.
This week’s Random Gleanings has Jesse Hansford & Chris Beard talking the virtues of scheduling a “Money Date” with your significant other, taking a new look at the challenges for Banks, and discussing the UAW Strike before sharing some thoughts on what’s been keeping us entertained via the streaming services. Let us know if you…
In this month’s A$AP, Chris & Kelly talk about using the 50/30/20 Rule to help with your budgeting. #budgeting #saving #savingmoney
