Money Wise

Jeff, Joe, and Kyle begin by sharing last week’s market recap, which saw the Dow Jones up, S&P 500 up, and the NASDAQ up. All three indexes remain up YTD, and both the Dow and S&P 500 closed last Friday at all-time highs. The guys discuss barbell portfolios, and how to keep your portfolio moving forward in a market that’s moving sideways. Plus, they discuss the progression of the markets this year, what changed in the second quarter, and what we’re seeing with regard to overall portfolio performance in the first five weeks of the third quarter. Plus, Joe brings statistical color to the growth versus value differential discussion, and the guys explain what’s driving the S&P 500’s earnings at the moment.

In the second hour, the Money Wise guys dig into Equity Index Annuities. You don’t want to 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.

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Jeff, Joe, and Kyle kick off the show with last week’s market recap. The Dow, the S&P 500, and the NASDAQ were all down on the week, though all three were up for the month of July. It was also the sixth month in a row that the S&P 500 has been positive. This is leaving some investors with questions about whether there’s a significant corrective move forthcoming. The Money Wise guys discuss the possibilities and remind us that, even if a correction is on the horizon, not all corrections lead to a multi-year bear market as we’ve seen in the last few decades.

This week’s topic for the second hour of the show is: Lower Returns Take High Toll on Retirement. You won’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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Jeff, Joe, and Kyle are back this week with more straight-talk on the markets, starting off the show with a recap of the major indexes last week. The Dow Jones, the S&P 500, and the NASDAQ were all up last week, and all three remain in the black YTD, too. The Money Wise guys discuss the wild week Wall Street experienced and how congressional subcommittee testimony and televised talking heads contributed to a flurry of selling - followed by a rally later in the week. Plus, the guys discuss TINA scenarios and what the Delta variant may mean for Wall Street.

During the second hour of the show, the Money Wise guys share the five things every portfolio should have. You can 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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Joe and Kyle steer the ship without Jeff this week, starting off by sharing last week’s market recap. The Dow Jones, the S&P 500, and the NASDAQ were all down last week, with the NASDAQ falling the furthest at 1.87%. All three indexes remain up YTD. Inflation is impacting the market, particularly in the tech sector, and Jerome Powell’s testimony to Congress was not clear on whether this period of inflation will be transitory. The guys also discuss potential wage inflation and getting unemployed workers back into the workforce once extended unemployment benefits run out.

During the second hour of the show, the Money Wise guys focus on investor education. This week’s topic is retiree spending rules. You can 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/20af555a-7ed6-45e2-a781-4cd7d22ab53e

Jeff, Joe, and Kyle begin the show as always with a market recap for the prior week. They also share year-to-date numbers for the Dow Jones, the S&P 500, and the NASDAQ, all of which are up YTD. The guys discuss “the week of the Treasury market” and continuously dropping interest rates, with a discussion about what the bond market is trying to tell us at the moment. They also dig into whether the COVID-19 Delta variant is impacting the market.

During the second hour of the show, the Money Wise guys are talking retirement. Specifically, they bust ten common retirement planning myths. You can 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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With all three major indexes up last week - and closing at all-time highs on Friday - Jeff, Joe, and Kyle begin the show by evaluating performance numbers for the second quarter of the year. They also share year-to-date updates for the Dow Jones, the S&P 500, and the NASDAQ, discuss how each has outperformed expectations thus far in 2021, and look ahead to what’s next. Should we be concerned about how quickly the markets are bouncing back? What can we expect as far as returns in July? Will the Fed’s Jackson Hole Symposium in August create choppy waters for investors? The guys explore these questions and more, along with a continued look at growth versus value stocks.

During the second hour, the Money Wise guys share a helpful quiz for near-retirees: Are You Ready for Retirement? You can 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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Jeff, Joe, and Kyle begin with a rundown of last week’s important market movements. It was smooth sailing across the major indexes, with the Dow Jones up, the S&P 500 up, and the NASDAQ up. All three remain solidly in the black YTD. The guys spar about Federal Reserve Chairman Jerome Powell’s testimony before Congress and its possible impact on the markets last week. They also discuss whether the rate of increase in inflation over the last few months is a trend, or whether it will reverse in the coming months. The guys also touch on July’s tendency to produce market gains throughout history and what we can expect from the Fed with regard to quantitative easing and tapering.

In the second hour, the Money Wise guys share the differences between a registered investment advisor and a stockbroker. You can 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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Jeff, Joe and Kyle start the show with a rundown of last week’s market movements, where all three major indexes were down. The Dow lost 1,190 points on the week, the S&P 500 was down 81 points, and the NASDAQ was down 39 points. The Money Wise guys explain why you can never count the NASDAQ out, as we’re seeing a sudden burst of energy that has put the Dow’s outperformance for the year to an end. The guys discuss whether this reversal is due to the most recent Federal Reserve meeting and the potential for interest rate increases in 2022. They also discuss the decision investors must make about the type of relationship they prefer to have with their investment manager.

In the second hour, the Money Wise guys dive into the topic of investor psychology and how to improve investor behavior. They share tips on how you can avoid letting your human psyche become a roadblock to your financial future, sharing data points along the way. You can 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/66ed8703-c76a-48a2-badf-e7f7c8c8f3b5

The Money Wise guys begin this week’s show with a market recap, showing the Dow Jones was down last week, while the S&P 500 and the NASDAQ were both up. They highlight that the S&P closed at an all-time high at the end of the week. All three indexes remain up YTD, with the NASDAQ making a big turnaround thus far in the month of June. Jeff and Kyle discuss the role of interest rates and inflation on large-cap tech stocks and others and examine what the May Consumer Price Index surge may mean. The guys also share inflation data and what we can expect from the forthcoming Federal Reserve Board meeting.

In the second hour, the Money Wise guys share their best investment advice ever. You don’t want to miss this one! Be sure to tune in for the full discussion and visit davidsoncap.com to learn more about the Money Wise guys or to take advantage of a portfolio review and analysis with Davidson Capital Management.

Send us your feedback online: https://pinecast.com/feedback/moneywise/3afc17f4-4fe5-422b-986c-050fb8f3f95f

Jeff, Joe, and Kyle kick off the show by digging into last week’s numbers from Wall Street. The Dow Jones, the S&P 500, and the NASDAQ were all up. These three indexes remain in the black year-to-date, as well, with the Dow leading the indexes for the second quarter. The primary news of the week was the release of May’s employment numbers, which were a bit below expectations, though not as far below as April’s numbers. The guys discuss what this means for the Federal Reserve, and why we saw a perversion of the markets. They also revisit their concerns about meme stocks and cryptocurrency and warn listeners about the inherent risks of gambling on these stocks.

In the second hour, the Money Wise guys continue their investor education focus with a deep discussion of their serious concerns about annuities. Be sure to tune in for the full discussion and visit davidsoncap.com to learn more about the Money Wise guys or to take advantage of a portfolio review and analysis with Davidson Capital Management.

Send us your feedback online: https://pinecast.com/feedback/moneywise/aa54700f-982e-40af-ad65-d4cb09104aae