The Yen Carry Trade has become a household concept in the financial news of late. In this episode, Monterey Wealth discusses what the Yen Carry Trade is and what are some of the risk that it could cause across the global economy.

www.montereywealth.com

Monterey Wealth provides a market update while many economic changes are happening around us as we enter the Fall season. Most importantly are the likely changes to the Federal Reserve policy commencing in September as we transition to a lower interest rate environment. How does this impact the global and domestic markets? Listen to find out.

www.montereywealth.com 

In the previous episode, Monterey Wealth discussed the advantages of rebalancing an investment portfolio when choosing a customized allocation. However, many participants are invested in target date funds within their retirement plans.  This can lead to many questions. 

• What are target date funds?
• How does my asset allocation change over time?
• Do I need to rebalance the target date funds?

Monterey Wealth answers all of these questions and more. 

In this episode Monterey Wealth discusses the importance of rebalancing your investment portfolio and the tools at your disposal to automate your rebalancing efforts. 

In this episode, Monterey Wealth break down the interview with Jerome Powell, the Federal Reserve Chairman. Highlights include: 

• Sentiment driving Q4-2023 equity returns
• Expectations on future Federal Reserve decisions
• How Jerome Powell's comments may have shifted interest rate expectations in 2024. 

If you have any questions, please visit us at www.montereywealth.com. 

Trusts can play an important role in the Estate Planning process. In this episode we discuss.

• What happens, practically speaking, when someone dies.
• Why Trusts can expediate the process for your heirs
• Who is the right person to be a Trustee
• Benefits of having a Trust 

If you have any business-related questions, Devin's contact information is below:

Devin B. Phillips
Weener Nathan Phillips LLP
(Phone) (770) 392-9004
(Email) [email protected]

Monterey Wealth host Seth Toporek, Founder and Owner of Southeastern Mortgage Solutions, to discuss the current landscape of the mortgage and real estate market. In this episode we discuss: 

• How have interest rates impacted the mortgage business. 
• What tools can be used when taking a mortgage in this environment. 
• How does Southeastern Mortgage Solutions consult their clients

If you have any questions, you can contact Seth directly at 770-452-1424 or email him at [email protected]. 

What do Mark Cuban, Arthur Blank and Walt Disney all have in common? Each were laid off from their respective companies before going on to start their own business and become successful business owners.

Companies have, yet again, started layoffs. This poses an opportunity for some to become a business owner. But where to begin? In this episode Monterey Wealth is joined by Devin Phillips, partner of Weener Nathan Phillips LLP, who specializes in helping business owners mitigate risk when forming new companies.

Devin touches on the pros and cons of: Sole Proprietor, Corporations and LLCs as well as many other important things one should consider when creating a business. 

If you have any business-related questions, Devin's contact information is below:

Devin B. Phillips
Weener Nathan Phillips LLP
(Phone) (770) 392-9004
(Email) [email protected]

As a continuation to our Silicon Valley Bank episode, Monterey Wealth discusses the newest developments from the regional banking world. Many updates have occurred in this sector over the last 30 days including:

• The continued rising interest rate environment
• Impact of continued rising interest rates on the banks
• Newest bank worries and acquisitions
• MW's view on where the banking sector could be headed next. 

We invite you to listen to our latest episode. Please reach out to us at www.montereywealth.com if you have any questions. 

As the regional and community banks are under pressure and monopolizing the news cycle, Monterey Wealth discusses what is actually going on with Silicon Valley Bank (SVB) and how this could potentially be a catalyst for other regional banks. Episode highlights include: 

• How banks, in general, make money
• The impact rising interest rates had on SVB
• The core issue that caused a run on SVB
• What you can do to protect your bank deposits

If you have any questions, please contact us at www.montereywealth.com.