David DeWitt, CFP®

A Stay-at-Home Black Friday and End of Year Volatility? (EP.9)

In this week's show, we talk about Black Friday. This year Black Friday will look a lot different....

Momentum Investing Pitfalls, Tesla's Valuation, and Roth IRA Strategy (EP.8)

This week we talk about the state of the market in terms of market leadership. Momentum investing...

The Vaccine, Long-Term COVID Pain, and a bubble? (EP.)

In this week's show, we talk about the vaccine and why stocks reacted the way they did. We talk...

Oil prices, invest like Bill Miller, and a way to play emerging markets

In this week's show, we talk about oil prices and where they may be headed next year. We talk about...

Episode #5 ESG Fund Flows, Robinhood, Population Bust?

On this week's show, we discuss trends in ESG investing, a big retirement disconnect, Robinhood and...

Episode #4 "Is Brewing Beer Like Investing?"

This week episode we take a fun look at how brewing beer is similar to our investing process.

Episode #3 "Investing for Dividend Income"

Thanks for checking out our podcast! Today's episode is all about dividend investing. We talk about...

Episode #2 "Tax-Efficient Investing"

Our second podcast covers some tax considerations investors should think about when investing....

Episode #1 "The Rules-Based Engine that Could"

Our first ever podcast introduces our rules-based approach to investing. Take the human emotion out...