Investment Planning

Is Inflation Hurting Yet?

Inflation bites, but not as bad as our bad habits. Don’t let it be the scapegoat. You may not be able to control the price of things, but you can control the priority. Find out more on this week's episode.

This Week in the Market - Episode 1 (5/20/22)

Aaron Kennedy and Matt Ervin join us for a brief rundown of what happened this week and share some reasons why we should keep our heads up during these tough times.

Another Down Market Opportunity

It’s no surprise to state that the markets have been rather treacherous as of recent. So, what opportunities should you be looking at right now? This week we discuss three opportunities to consider.

The Opportunity in a Volatile Market

Aaron Kennedy and Matt Ervin join us this week to talk about the importance of looking for opportunities in this volatile market. What is the 80/80 Rule? Find out more on this week's episode.

How Do You Look at Your Money?

Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.

The Griever’s To-Do List

If you love your family, you don't want to miss this week's episode. Planning is a gift. It is a gift of peace of mind and the ability to not just survive, but to thrive. Provide your family with the tools to take care of you and your wishes with confidence because you love them.

Spring Cleaning Your Financial House

Even though you think you have everything in order and in its place, your finances won’t stay stagnant. This means your financial house gets messy without you even knowing it. This week we take a look at some ways you can get a head start on your financial spring cleaning.

Is Your Retirement Portfolio Built to Last?

The only guarantee is that there are no guarantees in life. When you retire there is no guarantee what the next three years will be. And, if you are retired, there is no guarantee what the next three years will be. The key is to plan for just this.

Fed Update

Aaron Kennedy and Matt Ervin join us this week for another episode of Black and White Market Chatter. Aaron and Matt talk inflation, interest rates, and the Fed. You don't want to miss this!

Blake Briscoe Interview

We were honored to have a sit down interview with Blake Briscoe, CPA and Jim Kennedy to talk about their new business partnership, Briscoe & Associates, LLC. For more information, check out: briscoeandassociates.com

COVID Fog

Refer to any news media and the headlines are teeming with news about COVID…and has been for 2 years. It is no wonder that important information about other areas of interest is getting buried. After placing a few phone calls regarding various legislation that passed at the end of 2019, I thought it might be good to revisit some important issues that may impact your planning.

Being Defensive Through the Froth (Online Exclusive)

Aaron Kennedy and Matt Ervin join us for a special online exclusive episode of Black and White Market Chatter.