Dollars & Sensibilities

Last week, when the latest U.S. GDP numbers were announced, talk about the dreaded R-word — recession — got a little louder. Regardless of the “are we or aren’t we” discussion, you may be feeling the pressure of economic forces. Today Andrew & Bill discuss articles published recently which will help you navigate the current economy regardless of whether you're ready to use the "R Word" or not....

Is 2022 over yet? That’s what most investors have been asking themselves. In this week’s From the Feed episode, Andrew and Bill get tough and address the MOST pressing issues facing the average Americans today and offer practical steps to address, overcome and not just survive but thrive in today’s economy.

There are two rules in the Investment Club...let's talk about them! Today we discuss an outdated, but still viable, way to invest your money and socialize while you are doing it.

The Blame, The Tipping Point and The Remedy.  In today's episode, Bill and Andrew discuss the recent market volatility, and jumping in and out of a bear market.  Whose fault is it?  Where are we in the cycle? Most importantly, how do we adjust for it?  Listen for answers, comment for input!

This week in From the Feed, Andrew & Bill discuss articles written about "Bear Markets" and their impact on investments, retirement & taxes. (New York Times) Bear Markets and Recessions Happen More Often Than You Think (Barrons) Why Retiring This Year Could Be a ‘Worst-Case’ Scenario (The Economist) Americans are saving less than at any point since the financial crisis (Financial Times) Ti...

Are you a Daytrader?  A Scalp Trader? Or are you an Investor?  Today Bill and Andrew will help you realize what you are really doing with your money and how to do better!

In this week's episode of From The Feed, Andrew & Bill discuss crypto currency, NFTs and how to manage these as part of your portfolio and even your estate planning. 1. (WSJ) <a href="http://www.advisorstream.com/read/nft-sales-are-flatlining/?c=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJub2RlX2lkIjo2MzU1NiwicHJldmlldyI6dHJ1ZSwiY29tbV9pZCI6NTgyOTU4MywiZGVzdF9pZCI6bnVsbCwicmVhZGVyX2lkIjpudW...

Are you upset about the state of affairs in the country, the world...how about just your portfolio?  Today we delve into the psychological process of addiction and how we can snowball ourselves with pessimism that can pour over into every facet of our lives.  Let's get happy!

The workplace ecosystem has evolved considerably over the decades, both physically and socially. Modern technology like mobile phones, PCs, printers, and faxes redesigned the office environments of the ’80s, ’90s, and 2000s. This week Andrew & Bill discuss the articles which cover the evolution of the workplace into what we're calling Workplace 3.0. 1. (Entrepreneur Magazine) Career Transition...

In this week's episode, Bill and Andrew discuss the importance of Critical Thinking while investing.  While it may seem obvious, listen in to find out, in detail, how you can be a better analyst and investor.  They also cover Volatility, Uncertainty, Complexity, and Ambiguity - and how to make them your friends in the markets!

From the Feed brings D&S listeners commentary on top articles being written from today’s leading financial publications. Today we continue to cover inflation, all things Elon Musk and some takeaways from Warren Buffet and the Berkshire Hathaway Annual Shareholders meeting. Article Links: WSJ - “Fed Lifts Interest Rates by Half Point in Biggest Hike Since 2000” TechCrunch – “ A complete Timelin...

This week on D&S, Bill and Andrew discuss FIT Investing, or Financial Information Timing.  This is the attention to detail that we sometimes miss when caught up in the volatility of the markets. If timing is everything, then the timeliness of information is the greatest detail to not overlook.  Join D&S to avoid the pitfalls and stay Financially FIT!

Communication is simple but not always easy. This week join Andrew and Bill as they explain the basic communication formula, unpack the dimensions of communication and discuss the most important ways we communicate about financial decisions.

In this week's episode, Bill and Andrew discuss the perils, and argue over the benefits, of Nostalgic Investing.  Numbers battle emotion in this age-old discussion of not only what companies are in your portfolio...but why. Tune in and chime in with your thoughts!

The world is moving faster today than it ever has in history and we have more options for our lifestyles, careers, relationships, and finances. How do we know the correct paths to follow? This week Andrew and Bill discuss the importance of clearly identifying your personal Vision, Mission, and Values and some tips to capture these fundamental statements.

In this week's episode, Bill and Andrew reunite in-person from the Sunset Strip.  They discuss the slap heard around the world  (and how it relates to your investment philosophy...it's a stretch), the fate of Chelsea FC, perestroika and how the US economy will be affected, and the return of the wealth tax.

From the Feed brings D&S listeners commentary on top articles being written from today’s leading financial publications. Today we cover the global fixed income market selloff, Chinese stock and what they can teach about GDP growth and stock market returns. Also, the Russian billionaire selling his prized Futbol (soccer) club, Reddit’s upcoming IPO and how to predict the next recession. Article...

It’s easy to look at the events of the world, pieces of your financial plan, or aspects of your portfolio and think “Is this a good or bad thing?”.  This week Bill and Andrew challenge conventional wisdom by looking at a classic Taoist proverb to help shape perspectives about your portfolio, your tax bill, your financial plan, and your life.

It’s early 2022 and INFLATION is everybody’s favorite hot button topic but inflation is the invisible economic force that is constantly working against your financial efforts. This week Andrew and Bill discuss how inflation is measured, the ways it can impact your long term planning and simple steps to make sure you can protect against it.

In this week's From the Feed episode of Dollars and Sensibilities, Bill and Andrew break down the Ukraine situation and the stock market, Congress' apparent subscription to Dollars and Sensibilities, and the split direct deposit.

From the Feed brings D&S listeners commentary on top articles being written from today’s leading financial publications. Today we cover the over and underestimations of food and money, the Zillow Saga, and the Senate’s top stock traders. Article Links <a href="https://www.collaborativefund.com/blog/after-the-fact/" target="_blank" rel="noopener">After The Fact (Feb 8, 2022 by Morgan Hous...

The balance sheet is one of the most important financial documents to create and be familiar with. It calculates your Net Worth. In today's episode, Bill and Andrew dig into why knowing your Net Worth may be the most important number in your finances. More importantly they discuss what does it mean? How do you calculate it and most importantly, how do you make that number get bigger?

From the Feed brings D&S listeners commentary on top articles being written from today’s leading financial publications. Today we cover 2021 resignation numbers, marina real estate investments, psychedelics ETF’s, the private equity trends, and how to become a time millionaire.

This week, Bill and Andrew discuss the other inevitably of life...taxes.  Specifically, what you could be missing in your filing, your accounting, and therefore your returns. We wrap the episode with one of the most important concepts in your working life; your tax bracket, and why you NEVER actually pay the percentage of your tax bracket. It's life changing math!

This week on From The Feed, we cover why women are so integral in the planning process, what has happened to the price of at-home covid tests, Goldman Sachs prediction for the price of Bitcoin, the latest on Tesla’s Starlink service, Tim Cook’s take home pay and the keys for a happier financial life in 2022. (ThinkAdvisor, Dec. 2021) Why Women Must Be Part of Planning Meetings (Bloomberg, Jan. 202...