Is Now the Right Time to Get Out of the Market?
Brendan responds to a trending question, “How do I time the market?”
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- Sep 16
- 8 min
What We Know About Student Loan Debt Relief (So Far)
In this video, Brendan goes over what he feels are the most important parts of this proposed relief plan that you need to consider.
- Aug 31
- 6 min
3 Reasons for the Recent Market Recovery
The stock market steadily declined during the first half of this year, but in the last couple of months, it has bounced back a bit. In this
- Aug 19
- 6 min
Turn a Summer Job into Roth IRA Savings
Learn about the benefits teens and young adults may reap from investing some of their summer earnings in a Roth IRA.
- Aug 5
- 6 min
Tips for Having a Magical Time at Disney
Planning a trip to Disney soon? It’s the world’s most magical place, but if you don’t go prepared, you’ll spend your vacation fighting...
- Jul 1
- 8 min
What is a Recession?
In this episode of Coffee with Brendan, he explains how inflation can lead to a recession and what you can expect if we do experience one.
- Jun 24
- 9 min
Is It Time to Invest in Gold?
Brendan takes a look at the history of gold and its usefulness as an investment, especially as it compares with stocks and bonds.
- Jun 10
- 5 min
A History Lesson on Bear Markets
The markets continue to be extremely volatile, making many people uneasy. Brendan helps you put this market in perspective.
- May 20
- 1 min
A Pep Talk About Today's Market
In spite of mostly better-than-expected corporate earnings in Q1, the market just doesn’t seem to be paying attention.
- May 13
- 9 min
Tips for Buying a Car in 2022
In this video, Brendan shares tips about getting the most for your trade-in and coming out with a good deal on a new car.
- Apr 29
- 7 min
Playing Offense Instead of Defense: Series I Bonds
Learn about the benefits and drawbacks of Series I Bonds which are issued through the US government.
- Apr 15
- 6 min
The Fed, Inflation, and Economics 101
The Fed recently increased interest rates to combat rising inflation. But how exactly does that work?
- Mar 18
- 4 min
2022 Tax Law Changes
There were only a few major tax law changes for 2022, but there’s a good chance you may be affected by them.
- Mar 4
- 8 min
Demystifying Required Minimum Distributions (RMDs)
Brendan demystifies the tables for calculating RMDs and answers common questions about retirement account distributions.
- Jan 21
- 7 min
Cutting Expenses in 2022? Think About “Cutting the Cord”
Does cutting the cord on traditional cable really save money? Brendan goes over the cost savings, pros and cons, and explores some options.
- Jan 7
- 6 min
Hot Stock Tips: Our Least Favorite Topic
Brendan shares cardinal rules of playing the stock market plus where to look for public information that might gain you some insights.
- Dec 17, 2021
- 6 min
Coffee with Brendan: Market Volatility
Looking at the history of market ups and downs illustrates the normalcy of market volatility.
- Dec 3, 2021
- 6 min
What if You Could Save On Taxes AND Do Good?
In this video, Brendan shares the basics about donor-advised funds: how they’re structured, the tax benefits, and a good way to set them up.
- Nov 4, 2021
- 5 min
What to Do With Your Inheritance or Bonus
Have an inheritance or bonus on the way? In this ep of Coffee with Brendan, he encourages you to think twice before deciding what to do.
- Oct 29, 2021
- 5 min
Should You Worry About Inflation?
Hear Brendan's take on the state of inflation, concerns arising for clients, and how you should handle your portfolio.