
Should I Trust the Stock Market?
In the episode, Josh and Jay discuss positive factors affecting the overall stock market valuation and some areas of concern.
In the episode, Josh and Jay discuss positive factors affecting the overall stock market valuation and some areas of concern.
In the episode, Josh and Jay discuss Estate Planning and how it applies to a broader range of people than typically assumed. This episode discusses how anyone with assets technically has an estate, irrespective of age or asset value.
In the episode, Josh and Jay discuss the technology platforms used by their respective firms Gulf Coast Financial Advisors and First Protective. They discuss not just using client facing tech for tech’s sake; the best platforms are easy to use and make both the advisor’s life and the client’s life easier.