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Seeking Out Opportunities

On this week’s episode of Tape Talk Quint and Daniel review the latest market developments and take some listener questions about small business finances and education while working.

Set Your Own Goals

On this week’s episode of Tape Talk, Quint and Daniel discuss why it’s essential to set and know your own goals so that your financial life doesn’t follow someone else’s priorities.

Find Your Why

On this week’s episode of Tape Talk, Quint and Daniel discuss the importance in finding the “Why” behind your goals and investing.

Market Marks Times

On this week’s episode of Tape Talk, Quint and Daniel review where the market ended the second quarter and how it’s moves in recent weeks have left it mostly unchanged.

Interview with Paul Lountzis

April 21, 2019 by Daniel Czulno, CFP®

On this week’s episode of Tape Talk, Quint and Daniel interview Paul Lountzis of Lountzis Asset Management and listen to his insights about risk in the investment markets here. Worldwide Liquidity As we dive into where markets are today we discuss the tremendous liquidity that has been provided by central banks around the world. While […]

A Bigger Can, A Longer Road

April 13, 2019 by Daniel Czulno, CFP®

On this week’s episode of Tape Talk, Quint and Daniel tackle the recent headlines about the inverted yield curve and what that might mean for investors’ portfolios. What’s A Yield Curve? While you might not often talk yields at your regular cocktail party, the topic may just come up more as it sprinkled news headlines […]

4 Financial Plan Sabotages

April 6, 2019 by Daniel Czulno, CFP®

On this week’s episode of Tape Talk, Quint and Daniel look at the ways clients might become their own worst enemy when it comes to their financial plan. Here are four ways we see people sabotaging their plans. Undisciplined Spending Coming off some of the highest earning years of your life and likely with the […]

March 23, 2019 by Daniel Czulno, CFP®

On this week’s episode of Tape Talk, Quint and Daniel break down the recent headlines about the Federal Reserve’s outlook and interest rate forecasts for the year. Rates Steady The FOMC very expectedly kept rates unchanged after their latest meeting. However, the more newsworthy bit out of the meeting was their lowered economic forecast for […]

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