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Hosted by Ryan Sheffer, CFP, MSF, and Derek Van Solkema, CFP, financial advisers at Advance Capital Management. Each month, Ryan and Derek tackle 8 financial and investment topics, to keep you informe... more
FAQs about GR8 Financial Sense Podcast:How many episodes does GR8 Financial Sense Podcast have?The podcast currently has 72 episodes available.
December 26, 2024Episode 52 - December 2024In this month's episode, we cover these topics:Market Update (starts at 1:01)Portfolio Update (1:48)Post Election Market Movement - Short Term (2:23)Post Election Market Movement - Bigger Picture (5:09)Cabinet and Congress will be different (9:20)Treasure Secretary & the Fed (11:19)Tariffs (13:23)Looking Ahead (16:02)...more19minPlay
November 05, 2024Episode 51 - November 2024In this month's episode, we cover these topics:Market Update (starts at 1:01)Portfolio Update (5:32)Election Positioning (6:44)Buyers & Sellers on BOTH sides (7:42)Removing Emotion (9:26)Absolute Power…..It is NOT (10:16)Outcome Trade? (11:52)Looking Ahead (13:44)...more17minPlay
October 15, 2024Episode 50 - October 2024 In this month's episode, we cover these topics:Market Update (starts at 0:35)Portfolio Update (2:28)Philosophy Behind the Allocation (3:12)Structure of the Portfolio (6:50)Rate Cut (9:38)Inflation Sanity Check (15:55)Forward Valuations (17:07)Looking Ahead (18:38) ...more22minPlay
September 11, 2024Episode 49 - September 2024In this month's episode, we cover these topics:Market Update (starts at 0:44)Portfolio Update (2:09)What is NOT normal... (3:25)Election (5:14)Jackson Hole – Take Jerome Powell at his word? (7:24)Jackson Hole – Turbulance (10:26)Veracity of Markets (11:20)Looking Ahead (12:54)...more15minPlay
August 13, 2024Episode 48 - August 2024In this month's episode, we cover these topics:Market UpdatePortfolio UpdateRevisit Risk/VolatilityLong Term StoryOpportunitiesTone of the FedEconomic Mixed BagLooking ahead...more21minPlay
July 17, 2024Episode 47 - July 2024In this month's episode, we cover these topics:Market Update (starts at 0:50)Portfolio Update (2:00)Investor Sentiment/”Higher Still” (3:45)Not all Indices are Equal (8:55)Two Sides to the Risk (12:05)Mid-Year Look Back (15:00)Remember this environment (16:40)Looking ahead (18:35)...more21minPlay
June 20, 2024Episode 46 - June 2024In this month's episode, we cover these topics:Market Update (starts at 1:50)Portfolio Update (3:00)Earnings & Fundamentals (4:50)The “Machine” (6:30)What do you do? (9:50)Data Dump (13:20)Looking ahead (15:45)You can watch the video version here: https://acadviser.wistia.com/medias/sia1mbdjgq...more18minPlay
May 14, 2024Episode 45 - May 2024You can watch the video version here: https://acadviser.wistia.com/medias/4lyoc3u5rzRecorded May 6, 2024Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation....more17minPlay
April 10, 2024Episode 44 - April 2023You can watch the video version here: https://acadviser.wistia.com/medias/8qmvmc3divRecorded April 6, 2024Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation....more18minPlay
March 12, 2024Episode 43 - March 2023You can watch the video version here: https://acadviser.wistia.com/medias/8qmvmc3divRecorded March 6, 2024Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation....more20minPlay
FAQs about GR8 Financial Sense Podcast:How many episodes does GR8 Financial Sense Podcast have?The podcast currently has 72 episodes available.