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#32 Cash in on Fun: Talking Hobbies Thumbnail

#32 Cash in on Fun: Talking Hobbies

Emily and Amanda dive into financial planning of hobbies this episode. Working with clients, we've found that a lot of people don't budget for their hobbies, despite them being one of the most joyful parts of their life. Then Emily and Amanda discuss when a hobby turns into a business and potential tax consequences.

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#31 It's Summertime, but the Markets Aren't Easy Thumbnail

#31 It's Summertime, but the Markets Aren't Easy

Join Emily and Amanda for a discussion of current events in markets and personal finance in the summer of 2023. They start with international investments and their recent outperformance of domestic stocks. Then they delve into the "hawkish pause" by the Fed and its potential impact. Finally they wrap up with thoughts on the recent Supreme Court case on student loan forgiveness, and how to approach the upcoming resumption of student loan payments expected to begin this fall.

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#28 Thrills, Chills, and Money Market Bills Thumbnail

#28 Thrills, Chills, and Money Market Bills

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.

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#27 The ABCs of ESG in 2023 Thumbnail

#27 The ABCs of ESG in 2023

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.

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