Broker Check

What's Happening on Wall Street?

What can we do for you? 

This is a short, 1-minute video highlighting how we add value to your lives. In the video's below, we showcase our knowledge with a mini-series, titled What's Happening on Wall Street?  Check out these short clips to gain knowledge on financial planning hot topics, market news, and more!

What's Happening on Wall Street: Episode 11 - Interest Rates!

Join me for 10-minutes as I discuss the very hot topic of interest rates. Why have rates been on the rise? Why does that impact me? When will rates go back down? I break down the Federal Reserve policies and what they mean for you.

What's Happening on Wall Street: Episode 10 - First Guest Appearance! 


In the first episode of our What's Happening on Wall Street - Young Entrepreneurs Series, we welcome Brooks Hurbis (AKA Sweat Simple) to the show! She is an online personal trainer and nutrition coach based in Denver, Colorado, serving clients internationally! Personal Finance and Personal Fitness have a lot of similarities. Finding balance, creating a strategy that works for you, and crushing your consistency can go a long way! You are not going to want to miss this special edition episode.  

What's Happening on Wall Street: Episode 9


In Episode 9, we discuss the topic of student loans. We help navigate through the burden of student loans by discussing types of loans, repayment options, and forgiveness programs. If you are or will be a higher education student with loans, this is the episode for you!

What's Happening on Wall Street: Episode 8


In Episode 8, we do a 2023 Mid YEar Market Recap as well as outlook. Tune in to hear our thoughts on the markets as we progress through 2023. 

What's Happening on Wall Street: Episode 7

Choosing a Financial Professional can be a challenging task. In Episode 7, I talk about what to look for, and what to look out for when it comes to making this important decision. If you have been thinking about working with a professional, this is the episode for you!

What's Happening on Wall Street: Episode 6


In Episode 6 we talk about tax efficient investing. Going over tax deferred accounts, tax exempt, and different strategies to put you on a strong path to reach your financial goals. 

What's Happening on Wall Street: Episode 5


Happy Memorial Day! In Episode 5 we discuss 529 Education plans. What they are, how they benefit you and help your children, and what happens if your child skips college. If you have young children or see them in your future, you are not going to want to miss this!

What's Happening on Wall Street: Episode 4


In Episode 4 we briefly touch on current market metrics, like the latest inflation report. Then we dig into how young people can start investing to put themselves in a better position for the future. We discuss opening a Roth IRA, monthly budgeting, finding jobs with retirement plan options, and smat real estate knowledge.

What's Happening on Wall Street: Episode 3


In Episode 3 we talk Interest Rates, Earnings, and the Banking Crisis. What do strong earnings mean for the Fed's fight against inflation? What is happening in the banking world? Take 4 minutes to educate yourself and stay ahead of the curve!

What's Happening on Wall Street: Episode 2


In Episode 2 of What's Happening on Wall Street, we talk about inflation, the data metric CPI, and the impact all this has on your hard-earned money. Inflation is an extremely hot topic in 2023, stay up to date with bi-weekly market updates and make sure you are informed on the most recent Federal Reserve policy changes. 

What's Happening on Wall Street: Episode 1


What's Happening on Wall Street was created to give individuals a simplified sense of the most important news in the market. Want to know what is impacting your money? Tune in bi-weekly for our Pilot Wealth updates. In Episode 1, we discuss regional banks Silicon Valley and Signature Bank of New York, as well as the Federal Reserves Interest Rate decision from March 2023.