Watch on YouTube here!

From used vehicles to housing, we dive into the related CPI trends and unpack the encouraging and cautious future insights they offer. Discover how the CPI is calculated, the latest interest-rate projections from the Federal Open Market Committee (FOMC), and the influence of interest rates on the housing market.  

 In this episode of Blue Chip NOW!, Chief Investment Officer, Daniel Dusina CFA®, Senior Advisor Matt Mondoux CFA®, CMT, CFP® are joined by special guest Vince Parrack, Investment Analyst at Blue Chip Partners, to dive into the current state of inflation and its various implications. Vince also tells us about the ins and outs of the Chartered Financial Analyst ® (CFA ®) program, within which he just sat for level 1. In our conversation, we discuss the fundamentals of inflation, the Consumer Price Index (CPI), and why the CPI is an important metric. 

Vince shares his experience of completing the level 1 of the CFA ® Program and what it entails. Hear about the different topics covered in the program, details about the first exam, the overall pass rate, how many hours to study, and much more! Whether you're interested in inflation, its impacts, or the CFA ® program, this episode offers valuable insights and advice. Tune in now! 

Key Points From This Episode: 

(00:01:29) Overview of inflation and the Consumer Price Index (CPI). Check out the Consumer Price Index summary mentioned in the episode here ‘Consumer Price Index Summary’ 

(00:03:58) Key takeaways from the latest CPI trends and what is driving them. 

(00:05:53) CPI trends in used cars and other vehicle-related costs. 

(00:08:50) Explore the largest component of the CPI: shelter. 

(00:10:48) The FOMC’s projections regarding interest rate cuts for 2024. 

(00:12:05) Unpack the state of the housing market and how inflation impacts it. 

(00:16:33) Learn about the CFA program and what it entails. 

(00:18:23) Exam preparation guidelines and details on the different CFA levels. 

(00:20:34) Benefits of preparing for and completing the level one program. 

(00:23:03) Vince shares important considerations for prospective CFA candidates. 

(00:24:19) Final takeaways and closing comments. 

Quotes: 

“Services continue to be the reason that inflation is up, essentially. Goods being in negative territory.” — Daniel Dusina [0:04:58] 

“Until we can build enough supply to ease this in balance [in the housing market], it's tough to see what's going to get housing back to what we call normal levels.” — Matthew Mondoux  [0:12:56] 

“[The practical skill module] helps you learn how to apply what you learned in your daily work life. I believe that's going to be very beneficial.” — Vince Parrack [0:20:52] 

"I'd say, if you're thinking about [the CFA program], definitely go for it. [It will] elevate yourself. It gives you a leg up and it really enhances your expertise and your knowledge [of] the investment industry.” — Vince Parrack [0:23:04]

Chartered Financial Analyst® is a registered trademark owned by CFA Institute.

Links Mentioned in Today’s Episode: 

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111 

Helpful Links- 

Click here for important disclosure information: https://www.bluechippartners.com/disclosures/  

Click the link below to schedule a call: Blue Chip Partners |  https://www.bluechippartners.com/schedule-a-call/ 

Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/  

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/  

Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/ 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/ 

Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/ 

We are in the news!  Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/ 

Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244. 

Blue Chip NOW! is now being published with video! Watch this episode here.

From the ramifications of concentrated positions to how the RSI indicator can tell us if a stock is overbought or oversold, we're covering all the bases. We'll talk about the importance of combining technical and fundamental analysis, managing risk, and avoiding common investment pitfalls like recency bias and the fear of missing out. 

In this episode of Blue Chip NOW!, Chief Investment Officer, Daniel Dusina CFA®, Senior Advisor Matt Mondoux CFA®, CMT, CFP®, and the firm’s Managing Partner Dan Seder, CFA®, CMT, CFP®, discuss position sizing from various perspectives.  

But it's not all serious business. We've got a fun chat about Scottie Scheffler's amazing golf season and his caddy's impressive earnings. Plus, we'll touch on some hot economic topics, like the upcoming inflation print that could shake up the markets. 

And don’t miss out—check out our YouTube channel for video versions of our episodes. Ready for some great insights and a few laughs? Tune in now! 

 Key Points From This Episode: 

[00:00:49] Rebalanced and non-rebalanced portfolios 

[00:03:12] Risks associated with concentration in a portfolio

[00:04:50] Responsible investing versus reckless behavior 

[00:07:10] Behavioral biases in investment decisions 

[00:10:31] Regret aversion and its impact on investment strategy 

[00:13:02] Exploring the endowment effect and anchoring biases 

[00:15:34] Using technical analysis for selling strategies 

[00:19:04] The role of RSI in identifying overbought conditions 

[00:22:41] The importance of technical analysis in portfolio management 

[00:25:02] Scotty Scheffler's remarkable year in golf 

[00:27:40] Upcoming economic data and its potential market impact 

Helpful Links- Click here for important disclosure information 

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth. 

Click here to schedule a call: Blue Chip Partners | Schedule A Call 248-848-1111 

There have been new law changes and let’s face it, life happens. If you need to update your estate plan we have you covered with our white-glove service at Blue Chip Estate Planning, PLLC. Contact Kimberly Crank Browning at [email protected] or call the office 248-873-3244 for more information on Blue Chip Estate Planning, PLLC. 

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners 

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan 

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me  

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners 

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners 

Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.

On today’s episode of our newly minted channel, Blue Chip FM, we are spilling the tea on a recent court case that might pique your interest.  

Tune in to hear how a man’s ex-girlfriend, who he dated more than 30 years ago, received his million-dollar retirement account. This may seem like a dumb mistake that would never happen to you... or could it? 

You may be surprised to learn how your trust or will applies when there is a beneficiary named on your retirement account. Do you know what potentially life-changing beneficiary issues arise when you get remarried?  You may be shocked to learn how the law will step in and override the beneficiaries you have named. Do you know how a judge considers intent when it comes to beneficiary designations? Listen to the full episode to find out how to avoid something tragic like this happening in your family. 

Email [email protected] and let us know if you want more episodes like this. 

This episode is hosted by Blue Chip Partner’s CEO Robert Steinberg and Blue Chip Estate Planning Partner Kimberly Crank Browning for a unique episode on Blue Chip FM: a podcast from Blue Chip Partners, LLC. 

[Episode length: 10:37 minutes] 

Helpful Links: 

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth. 

Click here to schedule a call: Blue Chip Partners | Schedule A Call 248-848-1111 

There have been new law changes and let’s face it, life happens. If you need to update your estate plan we have you covered with our white-glove service at Blue Chip Estate Planning, PLLC. Contact Kimberly Crank Browning at [email protected] or call the office 248-873-3244 for more information on Blue Chip Estate Planning, PLLC. 

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners 

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan 

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me  

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners 

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners 

Click here for important disclosure information 

Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244. 

After the strongest May in 20 years, investors are wondering if this could be the calm before a midsummer storm.

With 75% of gains driven by 6 stocks in May, it is clear that the S&P 500 Index is NOT always driven by 500 companies.

Despite the concentration of returns seen in the domestic equity market last month, the S&P 500 Index touched a new all-time high.

Now, the question is should investors have “sold in May and gone away” as historical seasonality would suggest?

In a presidential election year, stocks can be volatile given elevated uncertainty.

As a company, we are surprised we haven't yet seen the volatility that we would have expected leading up to an election cycle. Listen to the full episode to learn more about what we think investors should expect for markets ahead of the presidential election in November.

Join Blue Chip’s Chief Investment Officer, Daniel Dusina CFA®, Senior Advisor Matt Mondoux CFA®, CMT, CFP®, and the firm’s Managing Partner Dan Seder, CFA®, CMT, CFP®, for another episode of Blue Chip NOW! the weekly market analysis podcast from Blue Chip Partners, LLC.

[Episode length: 17:39 minutes]

Helpful Links:

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth.

Click here to schedule a call: Blue Chip Partners | Schedule A Call 248-848-1111

There have been new law changes and let’s face it, life happens. If you need to update your estate plan we have you covered with our white-glove service at Blue Chip Estate Planning, PLLC. Contact Kimberly Crank Browning at [email protected] or call the office 248-873-3244 for more information on Blue Chip Estate Planning, PLLC.

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me 

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners

Click here for important disclosure information

Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.

Today’s episode is like one of those door prize goodie bags at your favorite birthday party: a grab bag of seemingly unrelated things and you’re going to love every single one of them! 

What is a stock split and why did NVIDIA do this? Should I be buying a stock ahead of a split or after the split? Is NVIDIA trying to get into the Dow Jones Industrial Average? How to avoid public probate court humiliation and expenses. What are the costs of probate compared to putting your estate plan together? Is 18 too young to be exploring estate planning services? How to freshen-up your estate plan when the law changes and life happens. 

While we are eager to shed light on NVIDIAs decision to split their stock, we are also lifting the veil on the many months of behind the scenes work it has taken to launch a new Michigan law firm: Blue Chip Estate Planning, PLLC. 

Blue Chip NOW! is a weekly market analysis podcast from Blue Chip Partners, LLC. 

Join Blue Chip’s Chief Investment Officer, Daniel Dusina CFA® and Senior Advisor Matt Mondoux CFA®, CMT, CFP® and Kimberly Browning Partner at Blue Chip Estate Planning, PLLC for an educational episode around stock splits, probate court, and more. 

If you're a client of Blue Chip Partners, reach out to your advisor to schedule your estate planning consultation. 

Contact Kimberly Browning at [email protected] for more information on Blue Chip Estate Planning, PLLC. 

[Episode length: 24 minutes] 

Listen to the Quarterly Edge Report, that Daniel Dusina referenced in this week’s episode, by clicking here. Blue Chip NOW! (libsyn.com) 

Helpful Links: 

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth.  

Click here to schedule a call: Blue Chip Partners | Schedule A Call 248-848-1111  

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners  

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan  

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me  

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me   

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners  

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners  

Click here for important disclosure information

What is driving the stock market higher? When you look under the hood of the S&P 500, the number of stocks hitting new 52-week highs is growing. This means that both price and participation are factors in today’s bullish market. This trend is in stark contrast to the  dominance of the Magnificent 7 in 2023, as this small handful of stocks was responsible for a majority of the S&P 500’s annual return. 

Despite market gains this year, consumer discretionary as a sector , is in negative territory. Listen to this episode to hear what Target as a company is doing about it to keep you spending! 

Blue Chip NOW! is a weekly market analysis podcast from Blue Chip Partners, LLC. 

Join Blue Chip’s Chief Investment Officer, Daniel Dusina CFA®, and the firm’s Managing Partner, Dan Seder CFA®, CMT, CFP® for a lively discussion around what is behind gains in the stock market this year, and how some companies are pivoting their corporate strategy: the reasons may surprise you. 

[Episode length: 24 minutes] 

Listen to the Quarterly Edge Report, that Daniel Dusina referenced in this week’s episode, by clicking here. Blue Chip NOW! (libsyn.com) 

Helpful Links: 

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth.  

Click here to schedule a call: Blue Chip Partners | Schedule A Call 248-848-1111  

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners  

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan  

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me  

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me   

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners  

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners  

Click here for important disclosure information 

There may be expenses that you’re getting charged that aren’t going to show up on your statement with your advisor.  Learn how to find the internal expense ratio, aka hidden fees, if your financial advisor is outsourcing money management.  It's not a fee that shows up on a statement. But, you are probably paying it... 

Welcome to this week’s episode of Blue Chip NOW! A podcast that provides weekly market observations, financial planning strategies, and a behind the scenes view into the media room at Blue Chip Partners, LLC. 

Daniel Dusina CFA®, Dan Seder CFA®, CMT, CFP®  and Matthew Mondoux CFA®, CMT, CFP® are here to guide you through this week’s market analysis and some tips when it comes to reading your expense statement from your financial advisor. 

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth. 

Click here to schedule a call: Blue Chip Partners | Schedule A Call 248-848-1111 

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners 

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan 

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me  

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners 

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners 

Click here for important disclosure information

History likely will not repeat itself, but it may rhyme. Tune in as Chief Investment Officer at Blue Chip Partners, Daniel Dusina, CFA, discusses the historical precedent for recent strength in the stock market, as well as why he thinks bonds currently present a “once in a decade” investment opportunity. 

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth. 

Click here to schedule a call: Blue Chip Partners | Schedule A Call 248-848-1111 

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners 

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan 

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me  

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners 

We are in the news!  Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners 

Click here for important disclosure information: Disclosures - Blue Chip Partners

Are you wondering what it takes for a publicly traded company to decide to start paying dividends to shareholders?  

Are you feeling the pain of these high interest rates and wondering what it takes for a friend or family member to just loan you money to buy a home instead of the bank? 

Are you sitting on the edge of your seat to know what model of bike Dan Seder's youngest is now riding? 

Welcome to this week’s episode of Blue Chip NOW! A podcast that provides weekly market observations, financial planning strategies, and a behind the scenes view into the media room at Blue Chip Partners, LLC. 

Daniel Dusina CFA®, Dan Seder CFA®, CMT, CFP®  and Matthew Mondoux CFA®, CMT, CFP® are back are together in the Blue Chip NOW! studio after the best week of the year that the equity market has seen.  

3:15 Reading transcripts or listening to company earnings conversation recordings: what’s better? 

5:50 Stocks are a discounting mechanism for the future. 

8:00 Google may be on the forefront of a trend by initiating a stock dividend to its shareholders. 

11:45 Google experienced unprecedented growth the day of announcing their dividend. 

14:15 Mortgage rates have been rising since March 2022: hear what some wealthy individuals are doing about it. 

21:00 Final Take: Last week’s biggest earning all year PLUS Dan and Matt’s kids are finally riding two-wheelers! #FamilyBikeSundays 

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth. 

Click here to schedule a call: Blue Chip Partners | Schedule A Call 248-848-1111 

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners 

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan 

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me 

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me  

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners 

We are in the news!  Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners 

Please click here for important disclosure information.   

Daniel Dusina and Matt Mondoux give a recap and analysis of the markets from the previous week, look at how the U.S. Economy stays resilient even with high interest rates, and discuss the huge investment in AI from the utilities sector. Plus, Financial Advisor Adam Larkin, who recently passed the CFP® exam, joins the show to highlight the importance of the designation and talk about the nuances of being held to the Fiduciary Standard. 

Conversation Markers:

• 1:52 – Market Recap – How bad news can be good news for me and you!
• 4:07 – The U.S. economy is resilient - even with high interest rates 
• 10:34 –  The utilities sector is investing billions in AI 
• 14:55 – What is the CERTIFIED FINANCIAL PLANNER™ designation? 
• 21:41 – Suitability Standard vs. Fiduciary Standard 

[Episode Length: 24:53]

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 

Please click here for important disclosure information.