Dollars & Sensibilities

In this week's episode, Bill and Andrew discuss the simple concept of "Perspective" and how it applies to your finances.  Do you ever see something on TV or social media and think "Why isn't that me?"  Well, it might be you already...with the right perspective!   Listen in and learn how you might be doing better than you think with your portfolio, your income and your life!

It’s that time of year again. Set new goals, learn new skills, and lose weight. We all make mental resets this time of year, and in today’s episode, Andrew and Bill discuss the five resolutions that can set up your 2023 financial plan and reveal the research on whether the New Year's resolution even works.

That’s a wrap on another year of Dollars and Sensibilities and on the eve of a New Year, Bill and Andrew review the markets, their returns,  and the sectors that performed the best/worst.  The real story is in the difference between the three major indices, The Dow, the S&P 500 and the Nasdaq.  Be sure to listen until the end to hear all the year-end results!

2022 has been tough for investors, especially those who invest in cryptocurrency. The recent collapse of the cryptocurrency trading platform FTX has sent the markets into a tailspin. This week Andrew and Bill discuss FTX, the crypto markets, and how investors can better understand what it means for their portfolio.

Forbes - Crypto Crash 2022: Not Your Keys, Not Your Crypto

Forbes - FTX Debacle: Is There Anyway To Calm Crypto Investors Down?

WSJ - How Crypto’s Collapse May Have Done the Economy a Favor

Today Bill and Andrew hit on some oldies and some newbies - those things that make you go hmm!  Listen to find out which ones stand the test of time and which ones we will still be arguing about years from now.

You set up your portfolio.  It's beautiful.  You see the S&P 500 go up and then you compare your apples to those oranges and you come up short.  Why, oh why?!!  In this episode we break down the five biggest reasons you are losing more or gaining less than the market, and how to fix it!

Election season finds many investors speculating about who will win and what that means for the markets and economy. This week Andrew and Bill look back in history to discover how political control impacts the markets and provide insight into what to expect as a result of the 2022 midterm election and how to prepare your portfolio.

2022 has left many investors rethinking their investment strategy.  In this episode, Andrew and Bill go back in history and look at the events that have shaped the last two decades of the market to give you insight into what to do today.

Have you heard from your first day in the working world that Social Security will not be there for you? We all have.  Have you ever asked why though...and if it's actually true?  We break it down to Dollars and Sensibilities today and it's not as bad as you think!

The markets have not been fun in 2022 but this week Andrew and Bill discuss the 3 rules for bear market success and your critical year-end planning checklist.

Article Links

Forbes: Three Rules For Successful Bear Market Investing

Forbes: 2022 Year-End Financial Checklist