Money Wise

Jeff, Joe, and Kyle begin the show with a recap of the past week’s numbers from Wall Street. Kyle shares his concerns about so-called “meme stocks” being more like speculative gambling than investing, and the guys discuss how the financial entertainment press is irresponsible in their reporting on the risk involved with these types of investments. They also revisit last week’s discussion of cryptocurrency and how to make smart alternative investments without taking too much risk in dangerous asset classes.

In the second hour, the Money Wise guys continue exploring investor education topics. They discuss how lower returns are taking a high toll on investors’ retirement funds. Be sure to tune in for the full discussion and visit davidsoncap.com to learn more about the Money Wise guys or to schedule a portfolio review and analysis with Davidson Capital Management.

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Jeff and Joe kick off the show with a rapid-fire review of last week’s numbers from Wall Street. The Dow was down 174 points, the S&P 500 was down 18 points, and the NASDAQ was up 41 points. All three indexes remain up year-to-date. The big news of the week was Bitcoin being down nearly 50% from its high about one month ago, providing an example of the extreme volatility of cryptocurrency. The guys review the two main reasons for this downward movement and explain why they view cryptocurrency as a gamble rather than as an investment.

In the second hour, the Money Wise guys focus on investor education and share the five things every portfolio should have. Tune in for all the details and visit davidsoncap.com to learn more about the Money Wise guys or to schedule a portfolio review and analysis.

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Jeff and Kyle review the past week’s market numbers, noting that May is often a difficult month as many investors follow the old adage of “sell in May, go away.” However, TYD numbers are still above average and a shorter-term pullback is likely more of a trade and not a trend. The Money Wise guys share the numbers that are truly important to focus on as we continue through the second quarter of the year, and they discuss some of the portfolio moves they’ve recently made. The guys also revisit previous discussions of growth versus value and the trends they’re seeing.

In the second hour, Jeff and Kyle dig into retiree spending rules, with the guidance you don’t want to miss. Tune in for all the details and head over to davidsoncap.com to learn more about the Money Wise guys or to schedule a portfolio review and analysis.

Send us your feedback online: https://pinecast.com/feedback/moneywise/e9a0457e-74d4-4742-b35c-d54b8ddbacd1

Jeff, Joe, and Kyle begin this week’s show with a review of last week’s numbers from Wall Street and updated annualized numbers. The guys discuss the fact that big cap tech companies are showing exceptionally strong earnings, with their stock prices reacting only modestly. Could it be because investors are anticipating higher capital gains taxes in 2022, and selling based on rumors rather than news? They also discuss growth versus value stocks and how we may be seeing a year that is all about value for investors. 

In the second hour, the Money Wise guys discuss 10 myths of retirement planning. You don’t want to miss it! Tune in for all the details and head over to davidsoncap.com to learn more about the Money Wise guys.

As always, the guys kick off the show with last week’s numbers from Wall Street. The Dow was down, the S&P 500 was essentially flat, and the NASDAQ was down. In YTD numbers, all three of these indexes remain up. We’re in an overbought condition, so it remains to be seen whether the old adage will hold: “Sell in May, go away.” Will it pan out to be true after the kind of run we’ve seen in Q1? The U.S. economy is gaining more steam as we continue to recover, and the market has reacted well. The domestic market is looking a bit safer in the short term, but it’s still important to have international and emerging market exposure in the long term -- with the right level of allocation.

The Money Wise guys also cover news from the Federal Open Market Committee (FOMC) meeting and earnings trends that show an economy with a fuller head of steam. They also focus on investor education and mitigating downside losses. Tune in for full details, and head over to davidsoncap.com to learn more about the Money Wise guys.

As always, Jeff, Joe, and Kyle kick off this week’s episode by taking time to discuss the past week’s market trends, why they’re trending the way they are, and what it all could mean. Though we tried to end the week on a positive, the Dow, S&P 500, and the NASDAQ found themselves showing volatility and ultimately, losing steam by the end of the week. This downtrend can mostly be accredited to the Capital Gains Tax Increase presented by President Biden on Thursday. Since everyone knew that this increase was coming, however, the markets shouldn’t have reacted to this news at all, and yet, we saw it react in big and small ways - the men get into why this is so and what we can expect in the upcoming weeks.  

Later in the show, there are many different factors you should consider when choosing a financial investment advisor. Perhaps the most important factor, however, is whether or not your advisor is legally obligated to make investment decisions that are in your best interest. This legal obligation is referred to as a fiduciary duty, which is a fancy term that simply means an advisor is required by law to offer financial and investing advice that’s best for the client, not the firm.  The Money Wise Guys spend some time discussing this legal obligation and how it’s applied to Registered Investment Advisors (RIAs) and broker-dealers. Depending on your financial situation and your long-term financial goals, you might want to reconsider who you’re entrusting with your money. 

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In this episode, Jeff, Joe, and Kyle share last week’s Wall Street numbers, as well as year-to-date performance. The Dow, S&P 500, and NASDAQ are all up, and the Dow and the S&P 500 closed at all-time highs last Friday. They discuss whether there’s a correction on the horizon, as well as how big tech stocks, like Apple, are going to react as we enter earnings season for the first quarter. The guys also spar about the rate at which inflation may be accelerating, and the outlook for the Biden Administration’s infrastructure plan.

In the second hour, the Money Wise guys focus on investor education with a discussion about investor psychology. They share the types of bias that can lead to poor investment decisions, and warn about the danger of over-weighing information from the news media. Tune in for all the details, and head over to davidsoncap.com to learn more about the Money Wise guys.

The DOW is up by 2% and the S&P up by 2.7% and the NASDAQ is up by 3.1%. With a record high for the S&P at the close of this week and YTD numbers up substantially, it may be time to start picking up more of the blue-chip stocks which have been undervalued recently and are likely to come up in the near future. We think that the Fed will keep interest rates low and the stimulus bills and other legislation will likely cause a fair bit of inflation in the coming year. So what does this mean for investors? Stocks, for the moment and typically, are your best bet for growth and long-term bonds are your best bet for protection. With inflation on the rise, asset allocation is the key to long-term performance. I know we say it over and over again, but it’s true. Stay in the game, stay strong, and think long-term.

2021 First Quarter Recap, Growth vs. Value, and the Biden Infrastructure Proposal

In this week’s episode, the Money Wise guys recap market performance for the first quarter of 2021, including the biggest out-performance of the Dow over the NASDAQ since 2002. They also discuss growth versus value, and whether it is a short-term trade or a trend with a more prolonged rotation toward value stocks. With April being consistent as one of the best months for stock investing over the past one hundred years, the guys will also take a look at whether there is potential for higher PE stocks to gain momentum in the second quarter.

Jeff, Joe, and Kyle also review what Snowmaggedon taught us about supply chain management and the dangers of a just-in-time inventory system, as well as what parts of the Biden infrastructure plan may be investable. They round out the episode by examining what all these factors could mean for how you should position your portfolio through the rest of 2021. Tune in for all the details!

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Jeff, Joe, and Kyle kick off this week’s episode of Money Wise by taking some time to get into the numbers and how lower returns could have a deep impact on your retirement if careful planning isn’t considered. Currently, it seems that the four big horsemen of stocks are underperforming – Apple, Google, Amazon are all in the negative with Microsoft being the only one that is hanging on. With the stock market trends doing a complete 180 from how they looked last year, what does this mean for your portfolio and retirement? And how long can we expect this trend to continue? Tune in this week to find out!