At the start of the year, markets were at all-time highs and investors were expecting multiple rate cuts. Three months later the picture looks completely different. In this special quarterly episode, Matt and Garrett do a full review of Q1 2026 — what drove the volatility, why the headline number doesn't tell the whole story, and what they're watching heading into Q2.

This one's a longer conversation than usual. It earns the time.

Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

The market had hope on Monday. By Friday it was gone. Matt and Garrett dig into what actually happened — and why understanding the difference between noise and news has never mattered more for your portfolio.

This week they don't agree on oil. Matt thinks the volatility is largely a nothing burger for long-term investors. Garrett isn't so sure. That conversation is worth a listen.

In the Planning Room: the pension-or-lump-sum decision. It's permanent, it's consequential, and most people don't feel prepared for it. Matt and Garrett break down the math, the tradeoffs, and the questions you should be asking before you make the call.

Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

In this episode, Garrett and Matt dig into the pulse of today’s markets. From recent shifts on Wall Street to the growing impact of artificial intelligence in the workplace, they unpack what investors need to know right now. The conversation explores how AI is beginning to reshape entire industries, raising important questions about the future of employment and long-term investment strategies. They also touch on the global tensions influencing market sentiment and why staying informed and adaptable is more critical than ever in a fast-moving economy. As always, the goal isn’t to predict every twist and turn — it’s to help you stay grounded, strategic, and ready for whatever comes next.

Garrett and Matt are back after a summer break to tackle what's been moving the markets — and what might be coming next.

They break down last week’s market pullback, what’s driving gold and crypto higher, and why small caps are still lagging. Plus, they dive into the evolving role of Bitcoin in modern portfolios, the challenges of traditional bond allocations, and how the Federal Reserve’s dual mandate continues to complicate decision-making.

It’s a wide-ranging, grounded conversation on investing through uncertainty, adapting your strategy, and staying focused on what really matters long-term.

On this week's Momentum Mondays, Matt and Garrett dive into Moody’s latest credit rating downgrade of U.S. debt, aligning it with other major rating agencies. Is this a sign that market volatility is easing, or are we just experiencing a temporary break? They also discuss recent bond market moves, explore what’s driving Fed speculation, and highlight key economic indicators investors need to monitor in the weeks ahead.

Stay informed, stay ahead—listen now!

Markets had a strong week, but the headlines didn’t tell the full story. Garrett and Matt dig into last week’s performance, the surprising negative GDP print, and what it all means for investors. From rising interest rates to the growing influence of tech and shifts in market breadth, they explore the signals, the noise, and how to stay grounded in a changing economic landscape.

Markets roared back last week, and in this episode of Momentum Mondays, Matt and Garrett break down the sharp rally across major indexes, the rare Zweig Breadth Thrust signal that was just triggered, and what it could mean for investors going forward. They also preview the major economic data releases to watch this week, including GDP, jobs numbers, and inflation reports.

Plus, a quick conversation on Sequence of Returns Risk and why timing matters so much for retirement planning, especially during volatile markets. Stay informed, stay ready, and as always, reach out if you have any questions about your financial plan.

After a choppy week in the markets, Garrett and Matt return with a breakdown of where things stand — and where they could be headed. In this episode of Momentum Mondays, they spotlight the Russell 2000’s relative strength, explore why small caps often lead out of downturns, and unpack the latest inflation data and its broader economic implications. The conversation also turns to the recent pullback in tech and AI, what it means for diversified portfolios, and how behavioral finance plays into investor decision-making. Whether you’re managing risk or looking for opportunity, this episode helps you stay grounded, data-driven, and ready for what’s next.

Markets rallied last week on the back of tariff relief headlines—but is the bounce built to last? In this week’s episode of Momentum Mondays, Garrett and Matt break down the strong moves across the major indexes, then turn their focus to the bond market, where signals aren’t nearly as optimistic. From yield curve inversions to rising Treasury yields and reduced foreign demand, we explore what fixed income markets are saying about the economy’s next chapter. We also preview the week ahead in economic data and corporate earnings, including retail sales, housing starts, and results from major banks and tech firms. Tune in for grounded, timely insights to help you navigate market noise and stay focused on your long-term financial momentum.

Markets Tumble—Here’s What That Means for Your Money

It was one of the worst weeks for stocks in years. In this episode of Momentum Mondays, we unpack what triggered the selloff, why weeks like this are rare—but not unheard of—and how we’re adjusting behind the scenes.

Our momentum-based framework is signaling change—and we’re leaning into it with discipline, not emotion.

Tune in for a clear, no-hype breakdown of market moves, what’s coming this week, and how to stay positioned for long-term opportunity.