Join us as we delve into the latest legislative changes and their profound impact on the economy. Discover how tax cuts, GDP growth, and tariff revenues are shaping the financial landscape. Our discussion provides insights into the potential for economic growth and the challenges ahead. Don't miss this in-depth analysis that breaks down complex economic concepts into understandable insights.

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Boyer Financial Services, Inc. is a registered investment adviser and the opinions expressed by Boyer Financial on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In this conversation, Jason Jacobi and Mark Boyer discuss various topics including the turning point in the market, movement in the markets, alarming data on jobs revisions and credit card debt, the potential impact of policy changes, and the dangers of price controls. They emphasize the importance of competition, minimizing taxes and regulation, and the need for leadership that cares about the middle and lower classes. They also highlight the significance of the upcoming election and the need for informed decision-making.

Chapters:

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Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

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.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

We are back with our big news reveal! Mark shares the exciting news that their business has grown and they have been approved to be their own registered investment advisor. They discuss the benefits of this change, including increased independence and flexibility. They also share the personal news that Jason's youngest son has been diagnosed with leukemia and ask for prayers. They then dive into the outlook for the rest of the year, discussing interest rates, inflation, and potential investment opportunities. They discuss the potential impact of the upcoming elections on the stock market. They explore the beneficiaries of a red wave (Republican win) and a blue wave (Democratic win), highlighting sectors such as banks, financials, aerospace defense, healthcare, renewable energy, telecommunications, home builders, industrials, and tech. They also touch on the AI industry and the four layers of the AI stack: semiconductors, infrastructure, models, and software applications. Additionally, they discuss the bond market and the potential for un-inverting the yield curve.

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Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

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.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

We discuss the resilience of the economy and the market, job numbers, inflation, government spending, and the upcoming elections. They emphasize the importance of diversification and having a well-thought-out plan. They also mention the de-globalization of the supply chain and the growth of companies in the AI and semiconductor industries. Overall, they advise staying balanced, being prepared for different situations, and focusing on long-term investments in strong companies.

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Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

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.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

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Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

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.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

In this episode, Jason Jacobi and Mark Boyer discuss the topic of inflation and whether Fed policy is actually tight. They analyze the recent market performance and the impact of inflation on the economy. They also explore the relationship between interest rates and GDP growth, as well as the potential implications for investors. The conversation highlights the need for a balanced and diversified portfolio, including alternative investment strategies.

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Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

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.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

Mark and Jason discuss the election season, what history tells us about markets during election years, and common investor mistakes that can be avoided.

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Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

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.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

This podcast episode discusses the current high prices in relation to household income, the impact on expenses, and the historical perspective of inflation and deflation. It also covers the Federal Reserve's interest rate policy and the market reaction to the Fed Chair's statement. The conversation explores alternative investment strategies, the importance of diversification and portfolio balance, and the need for a long-term perspective and personalized approach. The conclusion emphasizes the need for thoughtful decision-making and the upcoming elections as factors that will shape the future.

Chapters:

--

Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

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.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

Takeaways:

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Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

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.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

Which is more important in determining the actual inflation data? PCE or CPI? In this episode of The Closing Bell, Mark and Jason dive into how each report is constructed and review some startling facts about inflation growth.

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Important Disclosures:

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.

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.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing involves risk including loss of principal.

Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.