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After our last episode on debt, we had some comments from viewers asking what they do if they're currently in debt. In episode 6 of "Money Talks with Dad" we walk through what someone should do if they're currently trying to get out of debt. If you've missed our first 5 episodes, this video is a good starting place because it provides summaries of our previous episodes. If you're interested in ...

After each of our webinars, we have a time to answer any questions. Here's the Q&A session of the webinar. If you'd like to watch the full presentation, go to: th-cam.com/video/jpmg6r3yO6Y/w-d-xo.html

We’re all probably sick of the annual forecast webinars where the experts all tell us what we should expect for the year ahead. As SEM enters our 34th year in business we’ve learned most of these webinars are pointless. Things rarely work out like the experts expect. More often than not this leads to “surprises” that cause investors to overreact (both up and down). Instead of yet another foreca...

Did you know that there's such thing as good debt? Watch episode 5 of "Money Talks with Dad" to learn about good debt, bad debt, and how to get out of debt. Subscribe to be notified when new videos are posted: www.youtube.com/@semwealthmanagement?sub_confirmation=1 Do you have questions for us but don't want to leave them in the comments? Fill out this form to send us your questions: forms.offi...

We've already discussed what to do with unexpected expenses, but what about expected expenses like holidays and birthdays? Just in case you need the reminder, Christmas is on December 25th this year.... AND next year! Subscribe to be notified when new videos are posted: www.youtube.com/@semwealthmanagement?sub_confirmation=1 Do you have questions for us but don't want to leave them in the comme...

At the end of our last episode, we left with the question, "What happens if I need to increase budget categories but my income isn't increasing?" That's where identifying needs and wants is important! Dunkin donuts iced coffee is a need, right? Subscribe to be notified when new videos are posted: www.youtube.com/@semwealthmanagement?sub_confirmation=1 Do you have questions for us but don't want...

As we move closer to the election, we are seeing more and more confident predictions about what a win from either side will mean for the economy and your investment portfolio. In this webinar we focus on what the DATA says about the true key drivers of the economy, what the impact of some of the proposed policies could be, and what historically happens following the election. We will also discu...

It's Jeff's "favorite" time of year: election season. After hearing from people on social media, we felt that it was necessary to release a special episode of Money Talks with Dad. In this short episode, we break down some biased charts/graphics we've seen circulated on social media and what we should be doing leading up to the election. If you'd like a more detailed outlook on the election, SE...

In our first episode of "Money Talks with Dad" we discussed real life budgeting. What about unexpected expenses that come up? We understand these expenses such as kid's school, pets, and cars can ruin your budget. In the second episode, we discussed some potential unexpected expenses and how to handle them. Let us know in the comments what other money topics you'd like us to discuss! Subscribe ...

We're excited for the launch of a new series, "Money Talks with Dad"! Through this series, we will be sharing important financial topics explained in simple terms. Like Michael Scott would say, "Explain this to me like I'm five." In this first episode, you will hear how this series came to be and some real life budgeting examples from Jeff and Corryn (a stay at home mom). Subscribe to be notifi...

This is the question and answer session from the end of our webinar. You can watch the formal presentation here: th-cam.com/video/qE5BIB6pQRk/w-d-xo.html

Every election year there is much angst about the outcome and what it will mean for the economy and your investment portfolio. In this webinar we focused on what the DATA says about the true key drivers of the economy, what the current economic environment is saying about those drivers and what historically happens following the election. Along the way key behavioral finance topics were covered...

As we finish out this series, Jeff explains how the three management styles work together when creating a customized investment portfolio.

Check out this short video where Jeff explains our final management style, our Tactical models.

SEM Mgmt Styles 3 - Dynamic

SEM Mgmt Styles 2 - Strategic

SEM Mgmt Styles 1 overview

Behavioral Approach to Economic Analysis Q&A

Behavioral Approach to Economic Analysis Webinar

FDI vs BRI

Cornerstone Client Update

Not Another Market Update - Q&A

Not Another Market Update Webinar

Our economy is broken. Here's why

What to expect as we head to the end of 2022

Surviving the Bear Market Q&A

Surviving the Bear Market

Market Musings 11 - Navigating the Bear

Market Musings 10 - Bear Market Tips