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Conversations with Blake and Jarrett

Oct 19, 2021

As the Federal Reserve talks about tapering back asset purchases and sets the stage for potential interest rate increases, Blake and Jarrett have a conversation on the potential impact that will have on equity investments.

Jul 23, 2021

In this episode we look at the annual forecasts from December of 2020 and update them.  In addition we look at the current environment and provide commentary from our longer term perspective.

Jul 19, 2021

Blake shares the 1st quarter commentary that clients received in April 2021

Jan 5, 2021

Going into 2021 we make our annual forecasts for the economy and financial markets - as well as some out of the box forecasts to stretch our thoughts of the future.

Nov 18, 2020

The end of the year is swiftly approaching.  What things should you consider before year end? In this episode we talk about many of the subjects that should be considered as you talk with your CPA and Wealth Planner.