Coffee Talks

Coffee Talk: Large Portfolio Positions

Since the market’s March 2020 lows, we’ve seen the Nasdaq outperform the S&P by 2x. Many stocks – more than just the Reddit message board darlings Gamestop or AMC – have had tremendous runs since then, and for many people these names may represent an outsized...

Coffee Talk: Happiness is a Superpower

Have you ever stopped to think, “What are the things in life that bring me true, enduring happiness?” Do you know whether you spend most of your money and your time on those things? Brian and Kurt discuss the chase for things you want vs what you actually need, ideas...

Coffee Talk: Your Most Important Investment–You

Are you as happy as you can be? Are you living life with full joy and commitment? In this episode of Coffee Talk, Brian and Kurt talk about the compounding effects of pursuing your passion on a daily basis. We all understand the idea of an investment in stocks or...

Coffee Talk: Real Estate and Taxes

Investing in real estate can be very lucrative — and very risky. How do I understand the value of my investment today? What about the value of the time I’ve spent on maintenance, tenant issues, or financing? And I love the tax benefits while I own the property,...

Coffee Talk: The Election and Markets

With the presidential election only 11 days away, we’ve been having many conversations within our community about how to position portfolios in anticipation of one result or the other. Many articles have been written, like this one, showing the historical effects of...

Coffee Talk: Donor Advised Funds (DAFs)

With so much upheaval in 2020, we have been inspired to see many of our clients either giving to charity for the first time, or increasing their usual giving amount. The recent return to stock market highs presents some creative opportunities for those looking to give...