Money Wise

Jeff, Joe, and Kyle dive into last week’s market numbers, which showed the Dow up 1.1%, the S&P 500 up 1.6%, and the NASDAQ up 1.3%. All three indexes remain up in double digits year-to-date. It’s earnings season, and the Money Wise guys explain how the market is absorbing the information thus far. Though there was some hand wringing coming into the Q3 earnings report, EPS growth and revenues are coming in above estimates - and above the five-year average. Still, it remains to be seen whether the big-name stocks like Apple and Facebook will deliver. The guys spar about their relevance, and about who will better navigate the market’s choppy seas, and they remind us of the importance of taking a long-term perspective with your portfolio. In the second hour of the show, the Money Wise guys discuss a problem many investors are facing - lower rates that are taking a high toll on retirement savings. 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.

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Jeff, Joe, and Kyle begin the show with their customary run-down of last week’s market numbers. The Dow Jones was up, the S&P 500 was up, and the NASDAQ was up, as well. YTD, the Dow is up 15.3%, the S&P 500 is up 19%, and the NASDAQ is up 15.6%. The guys revisit discussions on inflation, “barbell strategy,” supply chain bottlenecks, and a schizophrenic market that shows different industries taking the lead week in and week out. It all makes for less market clarity and stands as a good reminder that there is no road map as we continue to recover from the COVID-19 pandemic. As the Money Wise guys remind us, we are once again seeing proof of the importance of diversification.

In the second hour of the show, the Money Wise guys share the Five Things Every Retirement Portfolio Should Have. 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/ef944f53-200f-475f-8041-54d997583ce7

Jeff, Joe, and Kyle start the show with a rundown of last week’s numbers from Wall Street. The Dow was up, the S&P 500 was up, and the NASDAQ was up. All three indexes remain up year-to-date. This week did see the NASDAQ suddenly in last place, likely due to the changing interest rate environment and hand-wringing about the political theatre unfolding in Washington around the debt ceiling. The guys also discuss the disappointing September jobs numbers and the reasons for changes in the unemployment rate. They also share their take on the data points investors should be watching that actually influence the market, and what to think about so many recent interest rate head-fakes.

In the second hour of the show, the Money Wise guys share their advice on Retiree Spending Rules. 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.

Jeff, Joe, and Kyle kick off the show with a rundown of last week’s market movements. Wall Street saw the Dow down, the S&P 500 down, and the NASDAQ down, as well. Year-to-Date, all three indexes remain up by double digits, though they are all about 4% off their all-time highs, as well. The Money Wise guys recap Q3, which looked good until September came along, and they share why investors should buckle their seatbelts for October. As always, the guys share the importance of preparing your investor mindset because emotions can do more damage to your portfolio than the markets ever will. 

During the second hour, the Money Wise guys share the Top Ten Retirement Planning Myths that can set you up for failure. 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/c6e6114c-bf4f-4ba4-93e5-32d607d92fd2

Jeff, Joe, and Kyle are back this week, kicking off the show with last week’s market recap. The Dow was up, the S&P 500 was up, and the NASDAQ was unchanged. All three indexes remain up YTD, though all three are also slightly down from their 52-week highs. The week was anything but typical, though at the end of the week it appeared fairly typical to those who hadn’t been paying attention. We saw a bit of a corrective move at the beginning of the week, but it was mostly recovered by Friday. The Money Wise guys dig into the market movement and revisit their discussions around low volume and our current oversold condition. They also discuss Q3 gains, despite market seasonality impacting investors.

During the second hour, the Money Wise guys talk 401(k) rollovers. Don’t miss it! 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/4562998c-965e-4ede-b8e3-6096255bf11a

Over the weekend we reflected on the sobering tragedy that took place on September 11, 2001. Each year that passes, the impact gets a little farther away, but we will never forget about the lives lost and the people who took those lives. We all take a pause to memorialize this somber day and those who perished that day.

The markets too, have taken a pause this past week with Wall Street observing the 20th anniversary of 9/11 on Friday in the heart of New York City. The DOW, S&P, and NASDAQ were all down this last week, but it is important to remember that those markets are all up in the double digits year to date. Trading volume is low at the outset of September but that is likely due to the labor day weekend and the 9/11 memorial weekend. 

The Federal Reserve has been hinting there won't be much change to interest rates anytime soon. But there is a possibility that the high inflation rate may force their hand to raise rates.

The producer price index has increased dramatically year over year to date. Much of this is due to the supply chain constraints that are a direct result of the slow return of workers to the labor force. While the additional federal unemployment benefits have been discontinued as of September 1, we will likely see the return to the workforce ramp up but it may take several months to see it have a positive impact on the supply chain. 

To find out more, take a listen to this weekend's episode.

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Jeff, Joe, and Kyle are back this week, with Jeff kicking off the show with last week’s market recap. The Dow was down, while the S&P 500 and the NASDAQ were up. They also recap the month of August, which showed all three indexes up. All three remain in the black YTD also. The S&P 500 and the NASDAQ both reached several all-time highs last week. The guys also discuss the continuing churn in the market, a slight increase we’re seeing in interest rates, wage inflation, and the disappointing job numbers for August.

During the second hour, the Money Wise guys share their “Are You Ready for Retirement” Quiz. Don’t miss it! 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/967e7489-16d3-48da-80fa-4ac24e705ba9

Jeff and Joe kick off this week’s show with their traditional market recap from the past week. The Dow was up, as were the S&P 500 and the NASDAQ. All three indexes are in the black YTD. The Money Wise guys reflect on a solid week for the markets, and the Friday rally that came even in the face of rising geopolitical risk that is still playing out. With the waters always a bit murky in the investment ocean, they share their take on how investors should handle ever-present uncertainty.

During the second hour, the Money Wise guys discuss a topic on many investors’ minds: Registered Investment Advisor vs. Broker. Don’t miss the details! Tune in for the full discussion 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/ac821e49-7c03-47bc-abd0-464aaafae75e

Jeff, Joe, and Kyle are back this week, kicking off the show by recapping last week’s market movements. The Dow Jones was down slightly, as was the S&P 500 and the NASDAQ. All three indexes remain in the positive YTD, though they seem to be feeling the effects of the summer doldrums that are typical for August. The Money Wise guys remind us that August’s lighter volume creates higher volatility days, and Jeff enters “the feelings corner” momentarily, only to remind us that following your emotions leads to bad financial decision-making. The guys also share their predictions for the short-term and beyond.

During the second hour, the Money Wise guys discuss Investor Psychology. You don’t want to miss it! Tune in for the full discussion 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/03c9d6b6-c12d-43fb-a541-ce8cddcbed5a

Joe and Kyle kick-off the show with last week’s market recap, which saw the Dow Jones up on the week with a record close on Friday and the S&P 500 also up with a record close on Friday. The NASDAQ was very slightly down. All three indexes remain up YTD. We seem to be entering the summer slog, where we can expect low volatility and a very narrow margin of stocks pushing the market higher. If you have a higher level of cash sitting on the sidelines, the Money Wise guys suggest moving slowly and deliberately as you build stock positions in your portfolio. The guys share interesting market history, including the “stock market cha-cha” of 2014-2015. They also discuss why they are more cautious in their optimism for the market at the moment.

During the second hour, the Money Wise guys share the Best Investment Advice Ever. You don’t want to miss it! Tune in for the full discussion 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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