In this episode, we get to know advisor Danielle Woods better. Danielle has extensive professional experience as an investment advisor and financial professional. Learn more about how she approaches her financial advising practice and why she enjoys it so much.

Moody Markets The markets have been in a mood lately, no? Emily & Amanda discuss: - the current state of the stock and bond markets, - cover some year-end tax planning, and - finish up with their hot take on whether the 60-40 portfolio is dead.

In this episode, we get to know advisor David Vaught better. David has extensive professional experience as an investment advisor and financial professional. Learn more about how he approaches his financial advising practice and why he enjoys it so much.

It’s that time of the year where everyone starts to go back to school. In honor of the season, Emily and Amanda dive into the student loan repayments that will be resuming soon. Then they switch over to how they approach saving and investing for children’s college education with 529 plans. Finally, they answer a listener question: “I overspent on my recent vacation. What should I do?”

Emily and Amanda discuss finance topics that came up in two summer blockbusters of 2023: Barbie (white collar crime) and Mission Impossible (crypto). They wrap up with a response to a listener question: "I bought a stock and it went down. I was sad and upset about it, so what should I do?"

Emily and Amanda dive into financial planning of hobbies this episode. Working with clients, we've found that a lot of people don't budget for their hobbies, despite them being one of the most joyful parts of their life. Then Emily and Amanda discuss when a hobby turns into a business and potential tax consequences.