Mark & Matt discuss the following on Episode 20:

- End of October performance for major indexes

- Fed lowers rates again by .25%

- APEC summit cancelled where Phase 1 trade deal was anticipated to be signed

- Financial Planning in your 40’s

Mark & Matt discuss the following on Episode 19:

- S&P 500 Breaks out to a new all time high

- Focus shifts briefly from Earnings to the Fed Interest Rate announcement

- Stock Market Pullbacks of 5% or more

- Have an old 401k? Here are your options

Mark & Matt discuss the following on Episode 18:

- Earnings Reports: So Far So Good

- Recent Dollar Weakness & What it Means

- The Current Bull Market

- Beneficiary Planning: Why it is so important

Mark & Matt discuss the following on Episode 17:

- Earnings Season Kicks Off

- The Fed Increases the Money Supply

- Top 11 Retirement Planning Questions

Mark discusses the following on Episode 16:

- The market reacting to every headline about China trade

- Major online brokerage firms cut trading costs to $0

- New tax software

- A Fidelity study on Americans and details about their 401k’s

Mark & Matt discuss the following on Episode 15:

- Rocky start to the markets in Q4 of 2019

- More Recession talk

- Does the Growth vs Value debate really matter?

- Recording from Colorado!

Mark & Matt discuss the following on Episode 14:

- Impeachment rumors and how it has affected the markets in the past

- Having rules for investing and major financial decisions

- Proper wealth transfer to the next generation

Mark & Matt discuss the following on Episode 13:

- The Fed cuts interest rates by .25%

- Drone Strike on Saudi Aramco Oil Facility

- Rising Healthcare Costs

- An article that talks about difficult discussions with parents about Estate & Wealth Planning

Mark & Matt discuss the following on Episode 12:

- Stocks Breaking Out of Their August Range

- Article by Morgan Housel “Short Investing Beliefs”

- “Recession” google searches spiking the most since ‘08

- Article by Jason Zweig of the Wall Street Journal on Risk Tolerance

Mark & Matt discuss the following on Episode 11:

- August Returns not as bad as it seemed

- Aggressive sectors still outperforming on a long term basis

- Based on historical data, there still could be room to run to the upside in the markets after a yield curve inversion

- Differences between an IRA and 401k that everyone should be aware of