The stock market is approaching all-time highs... yet unemployment is somewhere between 13-20%. Prior to the selloff, It was below 4%. What am I missing??? How should an investor invest in this market?  Buy and hold, DCA, market timing, or another secret strategy... We discuss these issues, the 5 types of wealth management firms, and Barbipedia. We had a lot of fun on this episode. Join us for and market update. For more information, visit the show notes at https://moneytreepodcast.com/types-of-wealth-management-firms/

Current Market Conditions Update, Types of Wealth Management Firms, and Barbipedia

The weekly Money Tree Investing podcast aims to help you consistently grow your wealth by letting money work for you. Each week one of our panel members interviews a special guest on topics related to money, investing, personal finance and passive income. Episodes end with a panel discussion on the content of the interview, which allows us to give you a deeper understanding of what has been said by looking at it from different perspectives.

If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

We discuss the life of Daniel Kahneman, a pioneer in behavioral economics who challenged conventional economic thinking. His work reshaped how we view decision-making and market behavior. We also discuss investment strategies, touching on the idea of comparing assets using technical analysis to gauge opportunity costs. Understanding trends before diving into investments is key, as it helps investors make more informed decisions. Join us for another though provoking conversation as we discuss: Daniel Kahneman, father of behavioral economics, passed away at 90 How Kahneman's work challenged traditional economic assumptions about rationality and market efficiency Kahneman's experiments highlighted cognitive biases in decision-making Reflecting on Kahneman's legacy, how investors are encouraged to explore his work and its implications for decision-making Technical analysis and emphasizing the importance of comparing assets to identify investment opportunities The example of Apple's performance relative to the S&P; 500 illustrates the concept of opportunity cost in investing Using natural gas as an example of applying both technical and fundamental analysis to investment decisions For more information, visit the show notes at https://moneytreepodcast.com/daniel-kahneman-599   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

Daniel Kahneman: Something Interesting Happened In The Market Today

This week we interview Dave Foster, a 1031 expert and Qualified Intermediary. We dive into the benefits of using 1031 exchanges and how it can enhance the returns of your real estate investments by savings on taxes.   Today's Panelists:  Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance    Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/tax-benefits-of-1031-exchanges-david-foster-598

Up Your Real Estate Investments with the Tax Benefits of 1031 Exchanges

We explore stock market expectations and how to affect your performance. Is your crystal ball a bit foggy? That uncertainty sends stock prices on a wild rollercoaster ride. Watch out for curveballs, like when interest rates and stocks go on totally different paths, making us rethink everything we thought we knew about investing. Bottom line... The market's a tricky beast, always keeping us on our toes! Today we discuss:   Volatility arises as the market reacts to unexpected news and adjusts stock prices accordingly Lower-than-expected earnings can cause a stock's price to drop, reflecting a reevaluation of its value Market volatility is driven by discrepancies between actual and expected outcomes Anomalies like mispriced stocks present opportunities for investors to capitalize on market inefficiencies Traditional assumptions about market behavior may be challenged by shifts in dynamics, such as the disconnect between interest rates and stock prices Continuous scrutiny of assumptions and adaptation to changing conditions are essential for understanding market behavior  For more information, visit the show notes at https://moneytreepodcast.com/stock-market-expectations-597   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

Stock Market Expectations: Something Interesting Happened In The Market Today

Dive into the world of investing in EFTs as we're joined by Bruce Bond, a seasoned expert who's been around the block in the industry. Bruce brings a wealth of experience, having started from the ground up, selling bonds and eventually venturing into the world of ETFs. From his early days at PowerShares to his current gig at Innovator Capital Management, Bruce has seen it all and has some fascinating stories to share. We'll be tracing Bruce's journey through the financial landscape, from the highs of launching innovative ETFs to the challenges of navigating market turbulence.  Plus, we'll dig into the nitty-gritty of financial innovation, chatting about how ETFs have revolutionized investing and exploring new strategies to tackle today's unpredictable markets. So, buckle up as we embark on this enlightening conversation and uncover the secrets to thriving in today's ever-changing financial world! Today we discuss:   Bruce's journey from bond sales to founding PowerShares and Innovator Capital Management The evolution of financial products, particularly the rise of thematic ETFs Advantages of ETFs over traditional investment vehicles for investors Innovative strategies to navigate market volatility and uncertainty Bruce's insights into the future of finance and investment trends The role of technology in shaping the future of financial services Opportunities and challenges in today's dynamic market environment Bruce's vision for the future of Innovator Capital Management and its impact on investors  For more information, visit the show notes at https://moneytreepodcast.com/investing-in-efts-bruce-bond-596   Today's Panelists:  Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Tim Baker | Metric Fin    Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

Managing the Highs and Lows of the Market by Investing in EFTs

The market's going up and someone has to be to blame! This week we help you understanding the complex forces driving the market highs in 2024. We delve into the trends of the market and various forces at play, seeking to provide listeners with a deeper understanding of the market dynamics. In this episode, we discuss:   Fragility, resilience, and anti-fragility are concepts discussed in various contexts. Efficiency-focused systems can become fragile and vulnerable to unforeseen events. Fragility occurs when short-term risk elimination increases long-term vulnerabilities. Resilience entails fortifying oneself against adversity, preparing for challenging times. Diversification in investment portfolios is vital for resilience, mitigating risks from asset overexposure. Understanding investments and avoiding overly risky portfolios ensures long-term financial stability. Rising interest rates and inflation pose concerns for investors, impacting the economy and personal finances. How you can have a more balanced perspective on the market and the current state of political opinions. Managing debt, especially credit card debt, is crucial as rising interest rates may strain finances further.  For more information, visit the show notes at https://moneytreepodcast.com/market-going-up-595 Today's Panelists:  Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management    Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

Current Market Conditions Update, Types of Wealth Management Firms, and Barbipedia

Download our free app to listen on your phone