In this month's episode, we cover these topics:

• Market Update (Starts at: 1:02)
• Bond Market Insights (2:29)
• Client Communications & Changes (3:45)
• Year-End Financial Considerations (7:01)
• Beneficiary Review Importance (9:06)
• Charitable Contributions and Deadlines (9:55)
• Market Focus (10:31)
• Interest Rate Policy Discussion (15:09)
• Looking Ahead (19:42)

In this month's episode, we cover these topics:

• Market Update (Starts at: 0:20)
• Portfolio Update (1:30)
• Reasons To/Not to Invest (2:13)
• Positive Market Trends (4:41)
• Role of Gold in Portfolios (6:12)
• Federal Reserve Policy and Interest Rates (8:24)
• Government Shutdown (10:40)
• Looking ahead (12:14)

In this month's episode, we cover these topics:

• Market Update (Starts at 0:32)
• Investment Strategies in Changing Markets (1:57)
• Federal Reserve Meeting Insights from Jackson Hole (3:46)
• Understanding Breadth of Market (4:55)
• Strong Corporate Earnings (8:04)
• Housing, Consumer and Jobs Reports (9:00)
• International Market Trends (12:31)
• Looking ahead (14:35)

In this month's episode, we cover these topics:

• Market Update (Starts at 0:28)
• Portfolio Update (1:21)
• Market Influencers: Trade Deals, AI and the Fed (1:59)
• Impact of One Big Beautiful Bill Act (5:19)
• OBBBA Impact: Households (7:03)
• OBBBA Impact: Corporations (8:16)
• OBBBA Impact: The Economy (8:45)
• Looking ahead (10:38)

In this month's episode, we cover these topics:

• Market Update (Starts at 1:08)
• Portfolio Update (2:13)
• Historic Market Movements (3:43)
• Impact of Trade Deal with China (5:46)
• Predictions for Second Half of the Year (7:33)
• US Dollar Depreciation Analysis (10:16)
• Geopolitical Factors Affecting the Market (13:28)
• Looking ahead (16:16)

In this month's episode, we cover these topics:

• Market Update (Starts at 0:19)
• Portfolio Update (1:50)
• Trade & Tariff Deals (2:15)
• Interest Rates/Bonds/Deficits – The Big Beautiful Bill (4:00)
• Estate Planning Components (6:59)
• Roth/Traditional IRA (8:42)
• Warren Buffett's Retirement and Legacy (9:36)
• Looking Ahead (11:49)

In this month's episode, we cover these topics:

• Market Update (starts at 0:43)
• Portfolio Update (1:47)
• Volatility Bonanza (4:41)
• What Caused It (5:55)
• What Did We See (during volatility in April) – Underlying Themes (7:18)
• Strategic Uncertainty (9:55)
• GDP – Recession and the Market (13:55)
• Looking Ahead (15:42)

In this month's episode, we cover these topics:

• Market Update (starts at 0:42)

• Portfolio Update (1:21)
• Seasonality of the Market (2:53)
• Anatomy of Concern (4:29)
• Does President Trump Have a Plan? (8:39)
• CD's Maturing? Money Market vs. CD's (12:13)
• Tax Efficiency (13:56)
• Looking Ahead (15:45)

Recorded March 5, 2025

In this month's episode, we cover these topics:

• Market Update (starts at 0:59)

• Portfolio Update (3:00)

• Anticipated Weakness (5:16)

• Frequentism (6:32)

• Lesson in Economies

o Demand vs Supply Economy (8:32)

o DOGE (11:25)

o Are they taking my Social Security? (13:53)

• Looking Ahead (16:51)

In this month's episode, we cover these topics:

• Market Update (starts at 0:39)
• Portfolio Update (1:30)
• Tariffs – Strengthening Dollar? (4:36)
• Tariffs – Art of the Deal? (7:55)
• Tariffs – Opportunities? (9:14)
• Confidence in your Advisor (11:52)
• Added Dimension (15:00)
• Looking Ahead (17:13)