What keeps retirees with $3 million in their investment accounts from getting approved for a home loan? The short answer is their debt to income ratio. Tyler and Jason discuss.

We check out three data points for context: 30-year mortgage rates, short-term interest rates, and CPI inflation. As investors, we encounter the day-to-day gyrations of markets pricing in risk and expectations with macro trends and the 24-hour news cycle. In the short term, these movements can feel choppy.

To help us understand gains, losses, and tax impacts, we are joined by senior wealth advisor Joe Grochowski. He discusses the relationship between tax returns and portfolio results and how healthy rebalancing can lead to taxable events.

Volatility often increases as market participants take into account new realities. For example, as news of Russia's attack broke on Thursday, US stock markets were set to open the trading day 3 to 4 percent lower. And yet, by afternoon, markets finished the day up 1.5 percent.

Stocks and bonds have been under pressure in recent weeks. To help put some perspective on this we are going to zoom out and take a look at stock markets going back to the 1920s.

This week we are talking about corporate earnings, Facebook, and the U.S. labor market. We discuss volatility in high-growth stocks and what it can mean when forward return expectations are pulled into the present.

This week we discuss three tax topics with senior wealth advisor Sharon Calhoun. QCDs, 1099s, and filing timing. Taxes filing is due April 18th.