In this episode: Joshua answers viewer questions regarding why stocks split, and explains how that’s relevant to upcoming NVIDIA happenings; reviews a Barron’s article discussing Roth IRAs and 401ks; goes over the most recent earnings, CPI, PPI, and inflation data; gives an in-depth look at the perplexing new Harris poll; and more.

In this episode: Joshua gives a just-about-midway through the year update on SWM's overall customer performance (spoiler: it's really good); details the difference between stocks and ETFs, and how ETFs relate to some of the comments Buffett has made regarding diversification; Joshua also discusses the most recent inflation data and goes over why auto insurance and housing have seemed to drop at an extremely slow pace; and more.

In this episode; Joshua recaps the current state of CPI data, discusses hotter employee cost index data and wonders why that specific data is left out of headline news reporting, recaps the poetically delivered good news from Chairman Powell's most recent press statements, goes over current earnings reports, and gives an update on when to expect this year's first rate cut. Maybe he's born with it? Maybe it's just the month of May.

In this episode: Joshua details why SWM is still in a bullish position; discusses how CPI data is really affecting the market; explains 5 reasons why the recent market sell off is not something long-term; and goes over SWM customer questions regarding Bitcoin.

In this episode: Joshua answers tax-related questions from SWM clients; discusses how the market mispricing rate cuts affected asset allocation; and details historical data that points to small caps having massive, long-term gains.

Joshua discusses, at length, the bombshell Apple news that dropped just before we sat down to stream this podcast. Also, a review of this week's Fed talk and announcements regarding three rate cuts for 2024, and a detail of how SWM is preparing client portfolios for what we see coming in the market.

Joshua details a massive market data dump! Does this data point to an incoming dip in the market? Also; viewer questions are answered, self directed brokerage accounts within a 401k are discussed, end of quarter strategies for SWM clients are detailed, another round of our current favorite game "When Will Rates Drop" is played, and other topics.

Joshua discusses whether or not there is an AI bubble in the market. Also; viewer questions are answered, Josh and Ez talk about Bitcoin's recent meteoric rise, and all the most recent macroeconomic data is detailed and applied to inflation.

In this episode Joshua explains why inflation is still on a downward glide path despite recent CPI data. Also, viewer questions regarding different types of tax "deductions" are answered, and Joshua details investment strategies currently relevant to SWM clients.

In this episode, Joshua answers viewer questions regarding taxes during retirement, explains why the S&P will see most of its gains on the back-half of this year, and details the latest stick of dynamite Fed Chairman Jerome Powell threw into everyone's favorite game, "What's Up With the Rates?"