Jan 13, 2025
Want to Buy or Sell a Business? – Owner of Compass Business, LLC
Doug Cabral joins this
episode for an in-depth conversation on the process and challenges
of buying and selling a small
business. Doug, Chris Boyd, Jeff Perry, and Russ Ball dig into a
variety of issues involved,
including maintaining confidentiality,...
Jan 7, 2025
Social Security Fairness – With the repeal of Social Security’s Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), Chris Boyd, Jeff Perry, and Russ Ball share this breaking news and what it means to over three million people who will see an increase in benefits. The discussion starts off...
Jan 6, 2025
The rise of the ETF – Chris Boyd shares his commentary about the
increasing use of
Electronically Traded Funds (ETFs). Chris references a recent paper
by JP Morgan which shows
that ETFs are not just being used for a passive style of investing.
Chris explains how ETFs and
Mutual Funds are structured. Jeff Perry and...
Jan 3, 2025
A New Year – Chris Boyd, Jeff Perry, and Russ Ball review 2024,
including stocks, bonds, real
estate, and cryptocurrency. The trio offers their forecasts for
2025 and provide some perspective
on how market trends and economic cycles do not last forever and
assets tend to revert back to
the mean level over time. The...
Dec 30, 2024
Do you have a Goal? – It is time to think about 2025 New Year’s
resolutions and goals. Chris
Boyd and Jeff Perry share their personal perspectives on setting
goals in all areas of one’s life.
The duo shares why using the SMART goal planning system can be the
most effective method.
Jeff uses the example of having...