Daybreak with Anton

With Thanksgiving quickly approaching (along with friends and families), we take a look at how inflation is impacting the country and especially the cost of Thanksgiving dinner. Listen in this Weekly Brief our review of several economic indicators to determine if the economy is slowing or growing as we enter the last four weeks of the year. Let us know how we can assist you with your financial planning and investing goals.

Explore the market's triumphant week with our latest financial briefing. Discover how small and mid-cap indices like the SP600 and SP400 outshone their larger counterparts, signaling a strategic shift as investors hunt for value in underperformers. Unpack the surprising three-year lag of the tech-heavy NASDAQ and its historical cycle of dominance and downturns. Dive into the charts illustrating NASDAQ's impressive rallies over the past five and ten years. We dissect what this rotation in market leadership means for your investments and why, despite past tech sector volatility, a future of growth beckons. Tune in to align with the market's upward momentum as we analyze why history's lessons are shaping today's investment strategies.

The stock market is always moving as investors adjust their portfolios to their perspective of the economy and their stock holdings. The result is the actual value of stocks are rarely held as prices fluctuate above and below the actual value. The key to building wealth is achieving sustainable and consistent yearly gains of your accounts. In this Weekly Brief, we review the wild ride of the past couple years, what we can learn from it, and most importantly, what longer trend has been in place.

Is good news really bad news for investors? The media would like you to think so. Today, the US Census Bureau released their report indicating that consumer spending increased month over month higher than projected. The media interprets this as bad news as it raises the risk the Federal Reserve may increase interest rates. Read in this Weekly Brief how we interpret this data and whether good news is really bad news.

The small and mid-cap indices continue to trail their large cap and NASDAQ peers. Is it time to consider investing in these trailing sectors or wait for more confirmation of a positive trend? Speaking of positive trend, the SP 500 has bounced off of a low on October 2 and has rallied above its 20, 50, and 200 Day Moving Averages. Is this the uptrend we have been waiting for? Read in this Weekly Brief our views of the current market and this recent reversal.

In this Weekly Brief we review many of the scams our clients have experienced in hopes of preventing you from getting scammed. Scammers are getting extremely sophisticated as they can duplicate major banking emails and even show up on your caller ID when they call. AI is introducing all new ways to duplicate voices and write emails. Be aware anytime you get a call from a financial institution and especially if they want you to make changes or transfer funds from your account.

The S&P 500 has declined 8% since it peaked on July 31 the year high and now at its 200 Day Moving Average. Is this a time to sell or buy and what will the institutional investors that represent the majority of stock market trading, be doing? Read in this Weekly Brief our views and what strategies one must consider to consistently build wealth.

Consumer sentiment has declined for the third consecutive month. Is this a precursor to another mild holiday season? In this Weekly Brief we review the recent University of Michigan Consumer Sentiment report along with other reports to determine the trend of the economy and stock market.

Anton shares in this Weekly Brief his experience of a near death plane crash one year ago and the emotional recovery process since the crash. Not everyone will be involved in a near death accident, but recovering from personal challenges are similar with perseverance to work through the situation and emotions that come with the experience.

Consumer spending is the economic engine for the US economy and they appear to be in good shape. The Bureau of Economic Analysis reported that consumer spending has increased 0.8% year over year in July and above expectation of 0.7%. Consumer spending represents 66% of the US GDP and the future of the economy is dependent on consumers continuing to spend even with higher interest rates. Listen in this Weekly Brief our full analysis of consumer spending and other economic indicators.