Investment Strategies

Sticking to the Fundamentals of Diversification During Market Volatility

You’ve heard the term “diversification” countless times—but are you actually doing it right?

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Bracket Busters and Stock Flops: The Risky Game of Picking Winners

March Madness is here, and just like filling out a bracket, picking individual stocks can feel like a thrilling gamble. But the odds of winning big are slim. In fact, history shows that most stock picks, like most brackets, end up busted.

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Recency Bias in Action

Today we’re going to piggyback of our conversation in the last episode by focusing in on recency bias and show you how the concept plays itself out among investors.

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These Biases Are Holding You Back

Michael will highlight the most common cognitive biases that he sees from people, which is a topic that could reshape how you approach your financial decisions.

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College Financial Planning: Insights For Parents and Grandparents (Part 2)

Now we’re focused on the strategies for saving money to cover rising tuition costs, determining who should pay for college, and the various tools available for funding education.

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College Financial Planning: Getting a Handle on the Rising Cost of Tuitions (Part 1)

Join us as we discuss saving strategies, the importance of starting early, and answer your pressing questions.

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Little Things That Make Big Things Happen

In any sport, it is often the smallest, most consistent actions that make the biggest difference. In today’s episode, Michael shares insights from his experience coaching youth baseball to show that this philosophy is just as important in financial planning as it is on the field.

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Learning From John Wooden’s Pyramid of Success

Are you ready to take your financial planning to the next level? In this episode of Caffeine and Cash Flow, Michael and Ben explore the timeless wisdom of legendary coach, John Wooden. Wooden’s Pyramid of Success has guided countless individuals to greatness, both on and off the court, and certainly has some powerful takeaways for your everyday life and financial planning.

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