Retirement Plan Playbook

Bull Run: A Deep Dive into the 2nd Quarter Market Surge (Ep.92)

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In this episode, we provide a comprehensive review of the financial market's performance over the past quarter. 

We begin with a discussion on:

  • The significant drop in inflation rates, a key indicator of economic health.
  • The Biden administration's decision to resume federal student loan payments, a move that impacts millions of borrowers.
  • Nvidia's impressive entry into the $1 trillion market valuation club, a testament to the growing influence of AI.
  • Fidelity's filing for a spot bitcoin ETF, a move that could potentially revolutionize cryptocurrency investment.
  • Apple's launch of the Vision Pro mixed reality headset, a product that could redefine the tech landscape.
  • Soccer legend Lionel Messi's decision to join MLS club Inter Miami.

    • In our Retirement Planning Corner, we provide an overview of:

    • The year-to-date returns of major indices, including the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite.
  • Current interest rates, a crucial factor for investors and borrowers alike.
  • The state of the stock market, with visuals to illustrate key trends and movements.

    • We also share our personal investment strategies and financial planning goals, offering insights into:

    • Our portfolio management tactics.
  • Our approaches to maximizing 401k contributions.
  • Our strategies for navigating higher prices and budgeting effectively.

    • Whether you're a seasoned investor or just starting out, this episode is packed with valuable insights and expert analysis on the latest market trends and financial planning strategies.

    Connect with RPA Wealth Management: 

  • (909) 296-7977
  • RPA Wealth Management
  • LinkedIn: Matthew Theal
  • LinkedIn: Brent Pasqua
  • LinkedIn: Joshua Winterswyk
  • LinkedIn: RPA Wealth Management
    • ...more
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    Retirement Plan PlaybookBy Matthew Theal, Brent Pasqua, Joshua Winterswyk
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