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Jun 26, 2021

Jake and Kirk discuss the new trends in Texas Real Estate, with a focus on San Antonio. You may have heard about the outrageous bids on houses, many times over the asking price. What is causing this? How long can it last? And what long-term effects might it have on the market?

 

*“Tax preparation, planning,...


Jun 17, 2021

Americans have recently paid off big chunks of their credit card bills, and it seems as though this trend may continue. Banks are starting to lose revenue. This means that banks are searching for ways to actively increase your credit card maximum. The more you have and the more you spend, the more likely you will hold a...


Jun 10, 2021

To talk more in-depth at some of the trends that mutual fund managers are considering for the future, we brought on Kevin Moore, principal advisor at I*financial (Jake’s CFP firm). Kevin has also worked as a mutual fund manager, so he provides unique insights into how the investing world considers these trends and why...


Jun 3, 2021

Jake and Kirk have done multiple shows discussing what they think the future of the hybrid workplace will look like. In this episode, they discuss how this is actually starting to take place. In a recent Financial Times article, author Emma Jacobs, explains how businesses today are starting to change their policies and...