Annual reports hold many clues about how a company is doing. This week we discuss how to find annual reports and what to look for when reviewing them. When making investment decisions, the annual report should not be overlooked. We also discuss the week of earnings from $AMZN, $MSFT, $GOOGL, and $PI.

Layoffs are starting to stack up around the country in more and more industries. This week we discuss staying in the game if you're in an industry you enjoy. It's common for businesses to go through ups and downs. If you're in an industry, you enjoy, you're going to have to find a way to stay in that business. It will be vital for your career, and your future self will thank you. Earnings are rolling in, and we discuss some of the most important ones this week.

Investment commentators discuss an upcoming recession like it's our childhood fear, "The Boogeyman"! Recession or No Recession, you still have to take action and invest for your financial future. We discuss this and more in this week's episode.

So much has been talked about recently about whether the United States will lose the title of the world reserve currency. Further, there is always talk about how much debt the U.S. currently has and how it will impact our future. Today we dive into both and discuss the real impact and how it could impact your financial future.

The 1st Quarter of 2023 is in the books! How have the markets done? How have you done? In this episode, we discuss the performance of the S&P 500, Dow Jones, and Nasdaq. We also discuss holding ourselves accountable and reflecting on where we are toward our 2023 goals.

This past week the Federal Reserve raised interest rates again! How close are we to the end of this cycle? How will this impact your portfolio, and what can you do to prepare for the end of rate hikes? We will talk about both of these. Also, our firm was awarded a 5-Star Wealth Manager award this past week. We discuss how this came about and spend time thanking all the people who made this possible.

This episode is all about Silicon Valley Bank (SVB). How do banks work? How does FDIC insurance work? In this episode, we explain what happened to SVB and how it could or could not happen to other banks. The banking system for the most part is a large trust fall and when that trust is violated bad things happen. Join us as we dissect what happened to SVP and how it could possibly be a good thing for your portfolio.

In this episode, we are so fortunate to have a fantastic guest. Barbara Sloan is the author of "Tipped Finance," a book for service industry professionals (SIP). The financial planning profession entirely overlooks service industry professionals. Barbara points this out and offers many essential and practical steps for being a "SIP" with solid financials.

Below we have included a link to her book and her website. You can also find her all over social media @tippedfinance

Tipped Finance Book

Tipped Finance Website

Is the market always efficient? The efficient market theory says yes, but we will take a deeper dive here at the investor professor. This has been a debate for decades between academics and practitioners. Being on both sides of the fence, we feel like we can offer a unique perspective to this timeless debate. Below is the article reference in this week's episode.

The super investors of Graham-and-Dodsville

Today the annual Berkshire Hathaway Letter dropped, and we discuss some of the essential points the Oracle from Omaha discusses. We also discuss some of the scary retirement trends being seen and felt after last years poor investment performance.

Below is the link to all the Berkshire Hathaway Letters. Your homework this week is read this years letter. Follow the link below:

Berkshire Letters