In the latest episode of the “Connecting the Dollars” podcast, Amanda Vaught and guest David Vaught CFA dive deep into Warren Buffett’s 2025 Berkshire Hathaway annual letter. If you’re keen on strategy, leadership, or simply fascinated by Buffett’s approach, this episode is a must-listen.
We just wrapped a powerful discussion on the "Connecting the Dollars" podcast featuring co-owners Danielle Woods and David Vaught of Propel Financial Advisors. Drawing from nearly 30 years each of guiding clients through every market twist imaginable, Danielle and David offered valuable perspective on market noise, resilience, and action during uncertainty.
In our latest episode of Connecting the Dollars, Amanda Vaught and Emily Agosto dive deep into the upcoming tax law changes for 2025. If you're keen on staying informed about what might happen with 401(k) plans, IRAs, and more, this episode is a must-listen.
Dive into the latest episode as co-hosts Emily Agosto and Amanda Vaught unravel the intricacies of Diversity, Equity, and Inclusion (DEI) initiatives and how they are shaping the corporate world today. This insightful discussion provides a deep dive into real-world applications and impacts of DEI. Key Takeaways: • Financial Motivation Behind DEI: While many perceive DEI initiatives as politically motivated, they are often rooted in financial strategies. Studies show that diversity, especially in corporate settings, enhances financial outcomes. • Real-world Examples and Impact: From redefining 401(k )contribution educational sessions to transforming maternity policies into inclusive parental leave policies, tailoring DEI initiatives can lead to a more engaged and financially secure workforce. • Investment Strategies vs. Consumer Influence: Support for DEI can extend beyond investing in stocks. Leveraging consumer power by supporting diverse and inclusive businesses directly can have a significant impact. Tune in to explore how your financial decisions might intersect with your values!
Join Emily Agosto and Amanda Vaught as they explore the dynamic shifts in the economy and provide valuable lessons for investors moving forward. Key Takeaways from the Episode: Economic Predictions vs. Reality: Throughout 2024, many anticipated a recession that never fully materialized. Over time, it became evident that the economy was more resilient than expected, highlighting the uncertainty and challenges in predicting market conditions. International vs. Domestic Stocks: The U.S. stock market outperformed international markets significantly in 2024. Many portfolios unknowingly held significant international exposure, emphasizing the importance of understanding where your investments lie. Tech Dominance & Diversification: While tech stocks continued to attract attention, sectors such as financials and industrials also showed strong performance. This underscores the importance of maintaining a diversified portfolio to capture gains from various market segments. Tune in to gain more insights and make informed decisions for your financial future. We’re here to help you navigate your path to achieving your financial goals.
