Money Wise

Jeff, Joe, and Kyle are joined this week by special guest John Davidson. The Money Wise guys start the show with last week’s market recap, which showed all three major indexes were down to start 2022, with the NASDAQ really taking it on the chin. The guys discuss how rebalancing and profit-taking can often cause volatility, but the Federal Reserve meeting minutes from December also precipitated more selling last week. The guys further discuss how the Fed raising interest rates could impact the economy and the fact that we are overdue for a market correction.

In the second hour, the Money Wise guys review the Five Things Every Portfolio Should Have. You don’t want to miss it! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

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Jeff, Joe, and Kyle are kicking off the new year with a look back at the markets in 2021, as well as a recap of last week’s numbers. To end the year, the Dow was up, the S&P 500 was up, and the NASDAQ was down. Final numbers for the year, without dividends reinvested, show that the markets had a pretty spectacular year. The Dow was up 18.7%, the S&P 500 was up 26.9%, and the NASDAQ was up 21.4%. The Money Wise guys review which predictions they came close on, which missed the mark, and what they think investors can expect from 2022. They also share why now is the time to take stock of your portfolio and not rely on a “set it and forget it” approach.

In the second hour, the Money Wise guys review their Retiree Spending Rules. You don’t want to miss it! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

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Jeff, Joe, and Kyle are back this week with a rapid-fire market recap. Last week, the Dow was down, the S&P 500 was down, and the NASDAQ was down. However, it’s been a strong year and all three major indexes remain up in double digits year-to-date. It was all about the Fed this past week, and particularly the FOMC decisions. The week began with selling the rumor, evolved to buying on the news, then saw more selling at the week’s end. The Money wise guys discuss the “why” of it all and help listeners set market expectations for 2022.

In the second hour, the Money Wise guys share 10 Myths of Retirement Planning. You don’t want to miss it! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

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Kyle and Joe kick off this week’s show with a quick market recap. It was a strong week of recovery after last week’s disappointing performance. The Dow was up, the S&P 500 was up, and the NASDAQ was up. The market seems to have bounced back from the Fed’s comments to Congress several weeks ago, and it’s responding well to favorable news from the CDC regarding the Omicron variant. The only thing remaining on the calendar for the rest of the year is the Federal Reserve policy meeting scheduled for December 14-15. If you have a lot of cash on the sidelines at the moment, cool your jets until we hear what the Fed plans to do with accelerated tapering. The Money Wise guys share historic interest rate data and discuss what it can teach us today, as economists and analysts are not in agreement about what we can expect from interest rates in 2022.

In the second hour, the Money Wise guys ask Are You Ready for Retirement? Use their quiz to help you determine where you stand. You don’t want to miss it! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Send us your feedback online: https://pinecast.com/feedback/moneywise/68fb6554-8fba-4e58-be70-e316d5c7d965

Jeff, Joe, and Kyle are back in the studio this week to share last week’s numbers from Wall Street. The Dow was down 4.8%, the S&P 500 was down 3.4%, and the NASDAQ was down 5.5%. All three indexes remain up by double digits YTD, though we saw the worst Black Friday market performance in history. It’s clear that the market has reacted to the Omicron variant, and the Fed’s more hawkish remarks on tapering have some investors back on the panic-selling hamster wheel we’ve seen with other variants. With the market riled up and volatility in spades, the Money Wise guys are your voice of reason amidst all the noise.

In the second hour, the guys share important differences in types of investment professionals as they discuss Registered Investment Advisors vs. Brokers. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

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The Money Wise guys know that savvy investing requires continuous education. That’s why they’re sharing two special topics of interest this week. In the first hour, they bring you the transparency you need by telling you what the big brokerage firms won’t. In the second hour, they dig into behavioral finance and explain how you can ensure you’re making investment decisions based on logic and data - rather than emotions.

Don’t miss the details as the Money Wise guys pull back the curtain on Wall Street - and on your own investor behavior! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Send us your feedback online: https://pinecast.com/feedback/moneywise/71d0e0cb-484b-4fc9-bdc5-86788aa0faa3

In this special investor education episode, the Money Wise guys pull the curtain back on Wall Street and share more transparency with investors. Why? Well, the big brokerage firms aren’t telling you everything you need to know. Luckily, the Davidson Capital Management team has spent more than 30 years reviewing prospective clients’ portfolios, and they’ve noticed recurring themes. In this episode, the Money Wise guys share the questions you should be asking, how to dig deeper into your portfolio instead of taking it at face value, and when to get a second opinion.

Don’t miss this value-packed deep dive! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Send us your feedback online: https://pinecast.com/feedback/moneywise/eed4aae0-f81e-4c3a-b26d-ae99d225d388

Jeff and Joe start the show with a market recap from last week. The Dow was down, the S&P 500 was down, and the NASDAQ was down - though each by less than 1%. All three indexes remain up by double digits on the year. Last week’s numbers were all about inflation, as the Producer Price Index showed a rise of 8.6% year over year, which met expectations. The Consumer Price Index showed an increase of 6.2% year over year, which was slightly higher than expectations and the highest change since 1990, but the market had a muted reaction. The Money Wise guys discuss market hurdles between now and the end of the year, and what they could mean for your portfolio.

In the second hour of the show, the Money Wise guys are focused on investor education. They share the Best Investment Advice Ever. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Send us your feedback online: https://pinecast.com/feedback/moneywise/bb62ef73-7704-40bf-9df6-1f035464c843

Jeff, Joe, and Kyle open the show with a market recap from the previous week. The Dow was up 1.4%, the S&P 500 was up 2%, and the NASDAQ was up 3.1%. Year-to-Date, all three indexes are up more than 20%. In other good news, we are having quite a 4th quarter rally, but the real question is... why? The Money Wise guys review the possible answers, including recent big cap tech earnings, new language around inflation, and the fact that the Federal Reserve delivered exactly what the market wanted - a taper beginning this month.

In the second hour of the show, the Money Wise guys tell you what you need to know about 401(k) Rollovers. Don’t miss the details! You can tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Send us your feedback online: https://pinecast.com/feedback/moneywise/b053bf80-603d-4de6-adf4-712155f3ccf3

Jeff, Joe, and Kyle are back with their customary update on last week’s numbers from Wall Street. The Dow was up, the S&P 500 was up, and the NASDAQ was up also. All three remain up in double-digits YTD. We just finished the first month of Q4, and it was a big month for the markets. For October, the Dow was up 5.8%, the S&P 500 was up 6.9%, and the NASDAQ was up 7.3% on the month. All three closed on Friday at all-time highs. It was a big week for earnings, though Apple and Amazon didn’t produce the earning investors had hoped. The market took it in stride and now we look to next week to see what may happen when the Federal Reserve meets on Wednesday. They are likely to finally announce the exact day the taper will begin, and the Money Wise guys discuss how the market may react.

In the second hour of the show, the conversation focuses on Equity Index Annuities. Don’t miss the details! You can tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Send us your feedback online: https://pinecast.com/feedback/moneywise/057641ec-b986-44fa-bf58-f4e7659c4c79