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The Investment Playbook Show

Mar 18, 2022

Everyone looks at income as dividends, however, the world changes and so does our approach to taking income from your portfolio. Join us on Consider This Program to figure out how capital gains will become more significant to your income needs than ever before.

Schedule your complimentary Next Steps meeting today!

Mar 16, 2022

Investors, the Federal Reserve, and businesses continuously monitor and worry about the level of inflation. Rising inflation can be harmful: input prices are higher, consumers may lose purchasing power unless their incomes rise, and monetary policy measures to contain inflation can damage growth and employment. Join us...

Mar 9, 2022

Making a gut call on investments may not be the wisest strategy. Having a process in place leads to more fruitful outcomes. Join us on Consider This Program as we break it down and explain why.


Mar 4, 2022

Many people go into investing with an idea of how much they are
going to make, but what happens when there is a drawdown in the market and you don't have a plan to protect yourself? We will discuss diversification, volatility, drawdowns, and more on this episode!


  • "Drawdown Protection" Consider This Program...