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May 27, 2021

There is a new trend where investors are desiring more than mere "financial returns" from the companies that they invest in. Now, some investors want a good return and that these companies are held up to their values. These are ESG investments (Environment, Social, Governance). Is this new movement a true change in the...


May 20, 2021

On this episode Jake and Kirk discuss some of the ways that mutual fund investors think the world will look like in 2030. A major part of investing is looking to the future. Often we can be completely wrong about the future, particularly when we are viewing it too specifically (e.g., what specific companies will succeed...


May 12, 2021

In this episode Jake and Kirk discuss three methods of giving away your money to charity. Obviously, you can just hand over cash or a check, but there are smarter ways where both you and your charity of choice can benefit even more! Tune in to learn all about Donor Advised Funds, Charitable Lead and Charitable Remainder...


May 7, 2021

Although the old art of pickpocketing has been dying down, new methods for stealing people’s identity have risen. There are things in your wallet that may increase your chances of having your identity stolen. In this episode Jake and Kirk discuss what’s in their wallet, and some of the items to be wary of carrying...