Goals-based Investing

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In this week’s podcast, Andy Willms and Shrey Patel discuss goals-based investing, a relatively new approach to wealth management that emphasizes attaining specific life goals, such as saving for children’s education or building a retirement nest-egg, rather than focusing on…

Meme Madness

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In this week’s podcast, Andy and Jake take dive into the ongoing debate on whether enhanced unemployment benefits has led would-be workers to stay home. They also talk about the return of meme madness to Wall Street.

As China Goes So Goes the Market

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In this week’s podcast Jake and Andy Willms discuss China’s looming corporate debt crisis and its potential impact on global and U.S. markets. They also discuss China’s efforts to reign in rising commodity prices and the latest developments surrounding the…

Timing is Everything

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In this week’s podcast, Andy and Jake Willms discuss why this could be an opportune time to convert your traditional IRA into a Roth.  The guys also weigh in on whether the time is right to raise federal the minimum…

Overdosing on Debt

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In today’s podcast, Andy Willms is joined by Dr. Dimitri Delis, Managing Director of Piper Sandler Financial Strategies. Andy and Dimitri discuss the unprecedented growth in deficit spending by the U.S. government, what the ramifications might be, and whether investors…