In this week’s episode, the guys break down record market highs, the latest on potential Fed rate cuts, smart moves for retirement planning, and the details behind the Big Beautiful Bill.

In the latest episode of The BASH, Matt and Scott break down the "V-Shape" recovery, recap key events of 2025 so far, dive into smart investment planning, and share their take on the latest in pop culture. Tune in and let us know what you think!

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Asset allocation does not ensure a profit or protect against a loss.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Bonds are subject to availability, change in price, call features and credit risk.

The market value of corporate bonds will fluctuate, and if the bond is sold prior to maturity, the investor’s yield may differ from the advertised yield.

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.

In the latest episode of The BASH, Matt and Scott dive into some exciting topics! They chat about market volatility, share helpful tips for young professionals, talk about what to expect in the market in 2025, and even discuss the upcoming Super Bowl. Tune in for a fun and informative conversation!

In the latest episode of The BASH, Matt and Scott dive into some important topics like the election, employer benefits, and year-end planning. They also share tips on creating handy checklists to help you stay organized. Tune in for some friendly insights and practical advice!

In this captivating episode of The BASH, Matt and Scott jump into the details of the historic rate cut, future tax implications, interest rates once more, and potential pitfalls for financial/investment planning.

In this special episode of The BASH, Matt and Scott are sharing their all-time favorite investment books, podcasts, movies, and TV shows.

In this exciting episode of The BASH, Matt and Scott delve into the market performance, when to take social security, offer insights on the upcoming election, and analyze economic charts.

On this episode of The BASH, Matt and Scott discuss the Santa Rally, Roth Conversions, the Magnificent 7 and Student Loans.

Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.

On this episode of The BASH, Matt and Scott discuss the debt ceiling, the S&P 500, Artificial Intelligence and if we are in a Bull Market.