In todays episode Blair Howell joins Colin Andrews to discuss the benefits of financial planning. Blair is a Certified Financial Planner (CFP) on The CM Group who will be exploring the different pitfalls of planning and the opportunities that planning provides. Following an actionable plan is much different than completing a financial plan and not looking at it again…Enjoy the show!

In today's episode Colin and Steve revisit the basic principles of asset allocation, diversification, and market timing. Looking at the difference of having good coaching and a good plan to avoid both the fear of missing out and the fear of being in. Enjoy the show!

Investing for dividends is a common strategy by many investors. But have you ever wondered why? What is the difference between investing in a company that pays a dividend versus one that doesn’t? How are dividends like calcium in a well balanced portfolio or diet? Well listen in and enjoy the show!

Where do the terms Bull and Bear Markets come from? Well, listen here and find out the historical relevance of those terms. Today we dig into what is a “Bull” market and what is a “Bear” market. Looking at the historical data of each of these parts of the market cycle and how they are linked to the economic cycle. Even Dr Johnny Fever gets a call out in todays episode. Enjoy the show!

Steve Molina joins Colin today to discuss entertainment advice. Discussing the difference between news, fake news, false news and how media headlines drive the decision making process of investors. Imagine if the next headline read “everything is pretty good right now”. How would that differ from “markets are crashing!”

Tim Noonan joins us today as our first guest speaker. Tim is the former Managing Director of Strategic Business Initiatives with Russell Investments. Tim is also an accomplished author, his book titled ’Someday Rich: Planning for Sustainable Tomorrows Today” is a must read for future retirees. Join us for a discussion with Tim on the evolution of advice in the investment channel. Discussing the importance of a trusted relationship and compassion and empathy during these volatile times. Enjoy the show!

There are various forms of fixed income, or bonds, and not all of them are the same. Today’s episode looks at what some of those forms are and asks the question about why own fixed income at all? Exploring market cycles and expected return from bonds. Enjoy the show!

In todays episode we look at the history and effectiveness of market timing in portfolio management. Looking at results of being out of the market during key times, measuring expert returns, and the impact of style drift. Enjoy the show!

In todays episode we explore the various factors of return present in equity and fixed income markets. Digging into the relationship between higher expected rates of return and academic work on various dimensions, or factors of return. Enjoy the show!

This weeks episode focuses on the differences in active and passive investing. Exploring changes over the past few decades that has resulted in the introduction of index funds. How do index funds fit into the argument of active versus passive? Enjoy the show.