Market Commentary Q1 2022
April 5, 2022
E26: Interest hikes like the 80’s? The power of Tax Deferral
March 31, 2022
Interest hikes like the 80’s? Power of Tax Deferral and the $400k mistake you may be making! In this episode, Tyler breaks down the tough task ahead of the fed when it comes to interest rate hikes and inflation. Additionally, he examines the power of tax deferral and a 400k mistake you might be making. […]
War, the Economy, and your Portfolio
February 28, 2022
The recent buildup of Russian forces around Ukraine left many people, including plenty of our clients, asking whether they should be changing their investment strategy in the face of potential war. The subsequent invasion of the sovereign Ukraine by Russian forces, along with much of the market volatility that has been experienced in 2022, is […]
E25: Russian Invasion and the markets
February 28, 2022
Executive Summary Russian War and the Market In this episode Tyler breaks down how war has impacted the market since 1940 and what that means for the recent invasion of Ukraine by Russia. First, we would like to send our thoughts to those impacted by the military action in Eastern Europe and hope for a […]
E24: Frugal Parenting
February 22, 2022
Executive Summary Kids are expensive. The estimated cost of raising a child until the age of 17 is $233,610 (with inflation, that is estimated to be $280k). That figure excludes the cost of higher education. Here are a couple of life hacks and financial hacks when dealing with the expenses of raising kids! Medical Expenses. […]
Market Corrections, Fixing Social Security, HSA
February 15, 2022
Executive Summary In episode 23 of Financial Discretion Advised, Tyler brings Jim Bradley back on to discuss the current market volatility and how it fits in the historical context of the market, as well as Jim’s fixes for a broken Social Security System. The two finish up talking about the benefits of using an HSA […]
Market Commentary | January 2022
January 25, 2022
Market Review Following a notably tumultuous 2020, there were hopes that 2021 would be calm. Perhaps on a relative basis it was, but the Capitol siege on January 6th set the tone for what would still be a long year. Despite hopes that the widespread distribution of COVID vaccines both in the US and worldwide […]
Alternative Assets, US Mega Caps, Financial Success in 2022
January 21, 2022
Executive Summary Alternative Assets – What are they? Alternative assets tend to be a “catch-all” category that includes things like Real Assets (Commodities and Private Real Estate), as well as things like private equity, private debt, hedge funds and liquid alternatives. Sam gives us a good break down of all these investments. – Why are […]
How I rescued Social Security. (And you can, too!)
January 19, 2022
Most American citizens have not experienced a society without Social Security. What’s the problem?
