Amanda and Emily are joined by fellow advisor David Vaught, CFA, to discuss our current economic environment and the record inflows into money market funds in 2023.We discuss: - The pros and cons of using money market funds; - The types of risks to consider when choosing investment products for your cash, particularly reinvestment risk; and - The importance of staying optimistic in today's economic environment.
Amanda and Emily celebrate Earth Day with a discussion around green investing, which has started to become synonymous with ESG investing. We discuss: What does ESG investing really mean; How did ESG investments perform in 2022 compared to other investments?; ESG investing in the political crosshairs and the implications; and How Propel incorporates ESG investing for our clients.
Even though we just wrapped up the 2022 tax season, it's time to get started on planning for 2023 taxes. In this episode, Emily and Amanda discuss several things to keep an eye on throughout the year so that there are no surprises next spring.
In this episode, Emily & Amanda discuss several ways to evaluate financial advisors before you decide to hire them. The recent Madoff documentary on Netflix, reminded us how easy it can be for investors to be taken advantage of. We want everyone to be aware of the research tools and simple questions to ask that can help you determine the best advisor for you.
In this episode, Emily and Amanda discuss how to budget for a new pet in your life.
In this episode, Emily tells the story of working in a hardware store where customers who bought the cheapest hammer invariably returned to buy the nicer, costlier version. Emily and Amanda go on to dive deeper into how to evaluate the true cost of what we buy. They discuss how the concept applies to investments, and cover the pros and cons of indexes versus using more active investments. Sometimes what’s “cheap” ends up costing you more.