Coffee Talks

Coffee Talk: Simplicity Wins

“Life is not complex. We are complex.Life is simple, and the simple thing is the right thing.”- Oscar Wilde It’s hard to read the news each day without seeing another story about the riches that traders are reaping by investing in cryptocurrencies, tech...

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,...
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