The BASH

In the latest episode of The BASH , Matt and Scott dive into earnings, portfolio diversification, financial literacy, and the elections — breaking down the big topics with insight, perspective, and a few laughs along the way. The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine whi...

In the latest episode of The BASH , Matt and Scott share their perspectives on what to expect in 2026, including insights on U.S. stocks, cash positioning, trade, and the importance of focusing on what investors can control. All investing involves risk including loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfo...

In this exclusive episode, the guys break down key topics—including common misconceptions about 401(k) plans, valuable tax advantages, rebalancing, and much more. The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult t...

In this week’s episode, the guys break down record market highs, the latest on potential Fed rate cuts, smart moves for retirement planning, and the details behind the Big Beautiful Bill.

In the latest episode of The BASH, Matt and Scott break down the "V-Shape" recovery, recap key events of 2025 so far, dive into smart investment planning, and share their take on the latest in pop culture. Tune in and let us know what you think! There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protec...

In the latest episode of The BASH, Matt and Scott dive into some exciting topics! They chat about market volatility, share helpful tips for young professionals, talk about what to expect in the market in 2025, and even discuss the upcoming Super Bowl. Tune in for a fun and informative conversation!

In the latest episode of The BASH, Matt and Scott dive into some important topics like the election, employer benefits, and year-end planning. They also share tips on creating handy checklists to help you stay organized. Tune in for some friendly insights and practical advice!

In this captivating episode of The BASH, Matt and Scott jump into the details of the historic rate cut, future tax implications, interest rates once more, and potential pitfalls for financial/investment planning.

In this special episode of The BASH, Matt and Scott are sharing their all-time favorite investment books, podcasts, movies, and TV shows.

In this exciting episode of The BASH, Matt and Scott delve into the market performance, when to take social security, offer insights on the upcoming election, and analyze economic charts.

On this episode of The BASH, Matt and Scott discuss the Santa Rally, Roth Conversions, the Magnificent 7 and Student Loans. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future con...

On this episode of The BASH, Matt and Scott discuss the 2023 market, credit downgrades, the 60/40 investor, and client emails.

On this episode of The BASH, Matt and Scott discuss the debt ceiling, the S&P 500, Artificial Intelligence and if we are in a Bull Market.

On this episode of The BASH, Matt and Scott discuss if we are on the brink of a financial crisis, play the game “Make The Case”, explain the chart and conversations regarding buying or selling a home. Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing throu...

On this episode of The BASH, Matt and Scott discuss the 2023 outlook, ETFs, Growth vs Value, and the Secure Act 2.0. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such a...

Dr. Lance Knaub of Denali Consulting interviewed Matthew and Scott in November of 2022. They catch up on the state of BASH Capital and touch on various topics such as their morning routine, being a fiduciary, their thoughts on crypto and much more. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Dr. Lance Knaub and 4% Breakthrough...

On this episode of the BASH from November 2022, Matt and Scott will tackle the recent Fed Meeting, tax harvesting, the midterm elections, and cash reserves. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or p...

On this episode of The BASH from September 2022, Scott and Matt will discuss what happened at Jackson Hole this summer, Rebalancing, Opportunity and play a new game- make the case! Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

On this episode of The BASH from July 2022, Matt and Scott discuss Inflation, Target Date Funds, The 60/40 Investment Strategy and the Housing Market. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

On this episode of The BASH from May 2022, Scott and Matt go over Market Turmoil, Dollar Cost Averaging, and Bonds. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

On this episode of The BASH from April 2022, Matt and Scott tackle the Stock Market, 401K's, Interest Rate Hikes and Tax Season. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

On this episode of The BASH from March 2022, Scott and Matt will discuss Volatility, Financial Wellness, Active vs Passive Investing and answer more questions from our viewers. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

On this episode of The BASH from January 2022, Matt and Scott will discuss inflation, IRA's, Warren Buffet and answer a couple of emails from our viewers. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.