In this episode Brian and Blake discuss Dimensional Funds introduction of Exchange Traded Funds. They explore how this and other recent  developments will impact our approach to portfolio construction aligned with the best thinking of our new Allworth investment team.

On this episode of Mind Over Money, Brian and Blake have a conversation with Allworth Co-CEO Scott Hanson about the merger and all things Allworth Financial, past, present and future. 

We are excited to announce that Pathways Financial Partners will be joining forces with Allworth Financial. Brian and Blake will continue to work for our clients and have access to more resources.

This election cycle has many investors worried about financial markets here in the US and across the globe.  Brian and Blake take a look at past elections and share insights on what we may see in the days and weeks ahead.




Show Notes:

https://americas.vanguard.com/institutional/articles/research-commentary/investing/us-elections-investors.htm

https://www.dimensional.com/us-en/insights/highlights-what-history-tells-us-about-elections-and-the-market

https://www.schwab.com/resource-center/insights/content/stock-market-performance-presidential-election-years

https://awealthofcommonsense.com/2017/03/does-the-stock-market-care-who-the-president-is/

On this week’s Mind Over Money, Brian and Blake discuss the stock market breaking through to new record-highs amidst the global pandemic.  Tune in to find out the value of having a disciplined investment strategy that helps keep emotions in check when markets get choppy.

In this episode of Mind over Money Brian and Blake dive into the topic of inflation and its relationship with bonds.

As the United States begins reopening, Brian and Blake shed some light on The CARES Act and recent upswing in capital markets.

As the pandemic continues and markets become volatile, Brian and Blake offer their perspective.

Stocks have entered Bear Market territory and everyone is talking about Coronavirus.  Brian and Blake weigh in on the recent sell off and try to shed light on why it is important to have a plan and stick with it, especially in times like these.

In this week's episode, Blake and Brian discuss Estate Planning! Information on the passing of assets to heirs and precautions you can take to set up the next generation for success! Tune in to learn more.