3 Phases of Compound Growth

Schwab/TD Ameritrade Merger -What You Need To Know

On Monday November 25th of 2019 Charles Schwab purchased TD Ameritrade for 26 billion dollars in an all stock deal. For some context, Schwab was started in 1971 by Charles Schwab, he is an entrepreneur from Northern California and graduated from Stanford in 1959. *It should be noted that this is di…

Mid Year Market Update 2023

Hello! As we approach the halfway point for 2023, I’d like to share a brief overview on the markets and help you think about your financial plan. Also, be sure to check out my short YouTube video below for additional commentary!  Strengths: Large Cap Stocks (up over 9% by the end of May ‘23)  Mon…

Isn't the Stock Market One Big Casino!? (Check Out The Statistics)

The market volatility over the past few years has left some investors reeling...to the point in which they're asking themselves: Isn't the stock market just like one big casino anyways!? While the market certainly can feel like a roller coaster at times, the reality is this, with gambling, the cas…

Nvidia PE Ratio, and Why Price Matters For Investors

Are you aware of your portfolio’s Price-to-Earnings ratio and why it matters?  In this podcast, John breaks down a recent snapshot of Nvidia since it’s stock has had a dramatic increase this year in price, which has led to a PE Ratio of over 200.  John shares a simple to understand analogy using …

Markets Fall in January, Now What?

Investors experienced a drop of about 10% in January 2022, the most in almost 2 years, causing many investors to wonder what the future holds and how to be positioned going forward.  On todays episode, John shares his insights on how to think about investing in the stock market, especially during …

Retiring Early, Strategies for Success

Are you considering retiring early from your corporate job and want to be set up for success? Theres an increasing demand for retirement planning given how the workplace has changed in this Covid environment, and it's leading many people to ask these questions: Can I retire early? Should I retire …

How to Stay On Track With Your Financial Goals in 2022

How are you tracking towards your financial goals in 2022?  On todays episode, John talks about a framework for articulating your goals and discovering the right action steps to take to achieve them.  John talks first about the framework of SMART goals. He then talks about a case study example of…

Should I Be Investing in Cryptocurrency with Christopher Van Slyke, CEO of WorthPointe

Cryptocurrency has been catching all of the buzz, so on today's episode, John talks with WorthPointe CEO Christopher Van Slyke about the dynamics of crypto.  Specifically, John asks Christopher: Is Cryptocurrency a fad or is it here to stay? What makes it so unique or so important? How should inve…

Stewardship Starts with Your Story

A common barrier to starting on the stewardship journey is simply knowing where to start. Often investors will wonder, "What should I do differently?" On today's episode, John and Erica talk about how answering the question of how to get started actually begins with looking backward at your life s…