Mind Your Money

Today on Wealth, host Brad Smith talks with Ballast Rock Private Wealth Sector Wealth Advisor & Portfolio Manager Jim Carroll about portfolio allocation and why the 60/40 method is not working right now. 

Spear Invest Founder and CIO Ivana Delevska joins the show to discuss tech and how to fit it into your portfolio. 

To round out the show, Smith talks with Summit Place Financial Advisors Founder & President Liz Miller about bond ladders and how they can help preserve your wealth close to and in retirement.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

  Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Wealth is hosted by Brad Smith.

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Today on Wealth, host Brad Smith talks with Schwab Branch Network head Jeannie Bidner about financial tips for aspiring investors. 

Coldwell Banker Rial Brokerage Realtor Kathy Casey joins the show to discuss the hhousing makret and spring homebuying season.

To continue the conversation about smart banking, Smith hits the ground running on all things credit cards. He talks with Reporter Kendall Little about credit card applications as well as The Points Guy Founder Brian Kelly about travel credit cards. 

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Wealth is hosted by Brad Smith.

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Today on Wealth, host Brad Smith talks with Powers Advisory Group Managing Partner Matt Powers about portfolio managemnet amid market volatility. 

Going Founder and Chief Flight Expert Scott Keyes joins the show to discuss summer travel trends, as Workplace Culture Strategist Jennifer Moss stops by to discuss how to budget to prevent workplace burnout. 

To continue the conversation about smart banking, Smith talks with Modera Wealth Principal and Wealth Manager Mindy Neira about all things debit & credit cards.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Wealth is hosted by Brad Smith.

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March inflation numbers show a notable easing of inflation pressures, but certain areas, particularly food prices, remain stubbornly high.

Yahoo Finance Senior Reporter Brooke DiPalma joins Wealth to break down the ongoing impact of tariffs on both food and apparel prices, noting the rising costs of essentials like eggs, coffee, and beef.

CarMax (KMX) reported earnings, offering investors insight into the state of the auto market. Autolist editor in chief David Undercoffler joins Wealth Host Brad Smith to break down how the new and used car markets are reacting to tariffs.

The Consumer Price Index (CPI) for March showed that housing inflation is cooling. Yahoo Finance Senior Reporter Dani Romero joins Wealth to discuss the details, highlighting that the 4% year-over-year increase in housing costs is the slowest 12-month increase since November 2021.

Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Wealth is hosted by Brad Smith.

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In today's volatile market (^GSPC, ^IXIC, ^DJI), investors are grappling with the challenge of determining which dips are worth buying. Northwestern Mutual Wealth Management chief portfolio manager of equities Matt Stucky joins Wealth to discuss navigating this uncertainty.

The financial landscape is changing, and for those nearing retirement, the uncertainty caused by market fluctuations and tariffs can be daunting.

Lazetta & Associates founder and CEO Lazetta Rainey Braxton joins Wealth host Brad Smith to share practical advice on securing retirement funds and adjusting lifestyle plans for financial stability in uncertain times.

According to the Mortgage Bankers Association, mortgage applications surged nearly 10% — driven by a drop in mortgage rates amid tariff-related uncertainty.

Yahoo Finance Senior Reporter Claire Boston joins Wealth host Brad Smith to explain that while purchase and refinancing applications saw significant jumps, this trend is expected to be short-lived as mortgage rates are likely to rise again.

Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Wealth is hosted by Brad Smith.

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US investors collectively lost $10 trillion since President Trump's tariff announcement, and many billionaires have experienced significant wealth loss.

Wealth host Brad Smith highlights Warren Buffett's $11.5 billion gain this year, bringing his net worth to $153.5 billion. Other billionaires, like Elon Musk, Jeff Bezos, and Mark Zuckerberg, face major financial setbacks.

Small business owners are facing uncertainty as they await potential tariff changes and deadlines that may impact their operations.

NFIB executive director Holly Wade joins Wealth to discuss how small businesses are navigating this uncertainty, emphasizing the importance of open communication with vendors and reviewing contracts to better prepare for any price increases.

Historically, the market's best performance days often follow its worst days. Concurrent Wealth Management founder and "Wealth in the Key of Life" author Preston Cherry sits down with Brad Smith on Wealth to share his tips for investors to thrive amid market volatility.

Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Wealth is hosted by Brad Smith.

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When the market is volatile, safe haven assets can provide security for

your portfolio. Wealth host Brad Smith breaks it all down, explaining

how government bonds, gold (GC=F), and stable currencies like the

Japanese yen can serve as reliable investments during periods of

economic volatility.

Trump's tariff policies have rocked the stock market, leaving many

people uncertain about the health of their retirement portfolios.

Betterment vice president of behavioral finance and investing Dan Egan

joins Wealth with Brad Smith to discuss what to do with your 401(k) amid

the market downturn.

Home price appreciation slowed in March. Intercontinental Exchange head

of mortgage and housing market research Andy Walden joins Wealth with

Brad Smith to discuss what the data signals about the state of the

housing market.Wealth host Brad Smith breaks down what you need to know about the updates.Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Wealth is hosted by Brad Smith.

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Senate Republicans issued their tax plan, which aims to extend the 2017

Tax Cuts and Jobs Act and introduce other tax changes. KKOS Lawyers

founding and senior partner Mark Kohler sits down with Julie Hyman on

Wealth to discuss what the plan means for Americans.

Federal Reserve Chair Jerome Powell says tariffs could lead to

inflation. Yahoo Finance Fed Senior Reporter Jennifer Schonberger joins

Wealth with Julie Hyman to break down the latest.

The Federal Reserve's recent outlook shows a wait-and-see approach as

they navigate the uncertainty surrounding inflation and the labor

market.

Yahoo Finance Senior Reporter Jennifer Schonberger and Yahoo

Finance Head of News Myles Udland join Wealth to discuss Federal Reserve

Chair Jerome Powell's remarks on inflation expectations.

Wealth host Brad Smith breaks down what you need to know about the updates.Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Wealth is hosted by Brad Smith.

Learn more about your ad choices. Visit megaphone.fm/adchoices

According to eToro, 73% of retail investors react to volatility by maintaining their investments or by buying more.

eToro US investment analyst Bret Kenwell joins Wealth to discuss retail investor appetite during the current market volatility.

The latest tariffs imposed by President Trump are creating turmoil in the markets, leaving the Federal Reserve with even tougher decisions.

No sector will seemingly be immune to President Donald Trump's tariffs. Housing will be impacted not just by the tariffs themselves, but also by the uncertainty they create. Yahoo Finance Senior Reporter Claire Boston breaks down the impact.

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BlackRock (BLK) CEO Larry Fink proposed adjusting the traditional 60/40 portfolio strategy by allocating 50% to equities, 30% to bonds, and 20% to alternative investments like real estate and private equity.

Shares of Tesla (TSLA) started moving higher following a Politico report that Elon Musk will be stepping away from his role in the administration soon. Wealth Anchor Julie Hyman reports the breaking news.

The job market often shows slower responses to changes in economic growth, with the unemployment rate typically lagging behind for several months.

Wealth host Brad Smith breaks down what you need to know about the updates.Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Wealth is hosted by Brad Smith.

Learn more about your ad choices. Visit megaphone.fm/adchoices