In lieu of hosting a webinar this quarter, Emily, Amanda, and David recorded a special midyear analysis. They reflect on events in the markets so far this year, as well as how we're thinking looking forward.

Emily & Amanda talk all things bonds interspersed with some "bond" trivia. Highlights include, Why you should care about the bond market, what is a bond and what are the different types, and performance and taxation of bonds.

Emily & Amanda talk about Media stories on how other people spend their money, and whether they are valuable or just click bait, Why you should be wary of your sources of free financial advice, and How keeping a Money Diary might help you reach your savings goals.

Recent legal and tax changes impact the way you should be saving for retirement. For most people, their 401(k) becomes a traditional IRA via a rollover when they retire. So, if most of your savings is in a traditional 401(k) plan, this is for you!

Emily & Amanda are joined by advisor David Vaught, CFA. We discuss the rising inflation rates, the Fed’s response, and how all of this affects our investment portfolios.

Emily & Amanda discuss the pros and cons of buying residential real estate. The key takeaway? Buying a home may be an aspiration (or necessity) for many, but don't think of it as an investment.