Taylor Schulte, the founder of Define Financial and the host of the "Stay Wealthy Retirement", podcast, joins The Express to help us ease our stress and find opportunities in uncertain markets like this one. Plus, the enigma that is the U.S. labor market, and what the layoffs in Big Tech are telling us. And, what to watch this week as inflation and earnings take center stage.

LINKS FOR SHOW NOTES

www.federalreserve.gov/monetarypolicy/fomcprojtabl20221214.htm

https://www.investopedia.com/terms/c/consumerpriceindex.asp

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_010623A.pdf

https://www.taylorschulte.com/

https://www.definefinancial.com/

https://www.taylorschulte.com/my-podcasts/

https://www.investopedia.com/terms/p/ponzischeme.asp

https://www.investopedia.com/who-is-charles-ponzi-5216783

www.investopedia.com/terms/i/inflation-swap.asp

https://www.sho.com/billions

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The Express is back on the tracks and riding into 2023 with the tale of the tape from last year's historically challenging markets, and the outlook for the year ahead. Plus, Salim Ramji, Global Head of iShares and Index Investments for BlackRock, joins the show to talk about why 2023 will be big for bond ETFs, and why the overall market for exchange traded products is only getting bigger as investors demand customization. And... Warren Buffett's secret to not buying stocks.

Links for show notes:

https://www.carsongroup.com/insights/blog/

https://www.ishares.com/us/insights/investor-progress-report

https://myepfr.com/insights/press-release/epfr-data-reports-total-global-etf-assets-exceed-10-trillion/

https://www.investopedia.com/terms/j/januaryeffect.asp

https://charlierose.com/videos/31221

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Brian Portnoy, best-selling author and founder of Shaping Wealth, joins The Express to talk about how financial planning is evolving to become more holistic, and how we are rethinking our definitions of wealth. Plus, 2023 gave investors just about all we could handle, so what's in store for the new year? We look around the bend at what's on the tracks in 2023.

LINKS FOR SHOW NOTES

https://pitchbook.com/news/articles/merger-acquisition-deal-global-trends-q3-2022

https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785

www.spglobal.com/marke...960244

www.investopedia.com/terms/c/capitulation.asp

https://www.shapingwealth.com/

https://www.amazon.com/stores/Brian-Portnoy/author/B00E9B8W74

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Professor Burton Malkiel, author of the seminal investing bible, 'A Random Walk Down Wall Street", joins the show to celebrate the 50th anniversary of the masterpiece, and shares timeless advice for investors today. Plus, we share Investopedia's Top Terms of 2022, and what was top of mind for investors during this tumultuous year. And, why this could be the most important week of the year for the markets.

LINKS FOR SHOW NOTES

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

https://dof.princeton.edu/about/clerk-faculty/emeritus/burton-gordon-malkiel

https://www.investopedia.com/2022-top-terms-of-the-year-6835881

https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785

https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772

https://www.goodreads.com/book/show/40242274-a-random-walk-down-wall-street

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Shannon Sacoccia, the CIO of SVB Private Bank, helps us decipher the mixed signals in the economy and capital markets as we reset our portfolios for 2023. This conversation was taken from a recent strategy session hosted by our partners at YCharts. Plus, the DJIA has climbed out of a bear market and investor sentiment is improving despite worries about a recession. We have the latest results of our reader and listener survey.

LINKS FOR SHOW NOTES

https://ycharts.com/dashboard/

www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

ttps://www.investopedia.com/terms/v/vix.asp

insight.factset.com/large...o-date

https://www.investopedia.com/investors-cozy-back-up-to-stocks-as-recession-fears-loom-6834242

https://ycharts.com/support/resources#tackling_lient_questions_during_volatile_markets_with_shannon_saccocia_caleb_silver

https://www.svb.com/private-bank/advisors/directory/shannon-saccocia

www.investopedia.com/terms/w/washsalerule.asp

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Jamie Hopkins of the Carson Group, and co-author of "Find Your Freedom - Financial Planning for a Life on Purpose", joins the show to talk about what financial freedom really means, and how to build your wealth with purpose. Plus, key sectors of the U.S. stock market are breaking out to six-month highs and the good breadth is starting to spread. Yet valuations still look steep compared to other post-bubble cycles. We dig into the fundamentals to understand the potential outcomes. And, why counterparty risk is our term of the week.

LINKS FOR SHOW NOTES

https://www.jamiehopkins.com/

https://www.thriftbooks.com/a/jamie-p-hopkins/2650763/

https://business.bofa.com/en-us/content/market-strategies-insights.html

https://www.spglobal.com/spdji/en/research-insights/education/

https://www.investopedia.com/terms/c/counterpartyrisk.asp

https://www.investopedia.com/terms/d/defaultrisk.asp

https://www.investopedia.com/terms/c/cape-ratio.asp

https://selfserve.decipherinc.com/survey/selfserve/14c3/210402

https://ycharts.zoom.us/webinar/register/1616649126367/WN_35G2xMzdTyC-vJ2pdxFa-g

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As a challenging year heads down the home stretch, we caught up with some of the nation's top independent financial advisors to hear the most pressing questions from their clients, and how they are advising them. Listen to these words of wisdom from Peter Lazaroff, Malcolm Etheridge, James Demmert, Brian Vendig, Helen Stephens and Rob Santos. Plus, why are options traders betting against the market at its seasonally strongest time of the year?

LINKS FOR SHOW NOTES:

https://pressroom.aboutschwab.com/press-releases/press-release/2022/Schwab-Q4-Trader-Sentiment-Survey-A-Recession-May-Already-Be-Here-But-Traders-Say-It-Will-Be-Short-Lived/default.aspx

https://www.cboe.com/us/options/market_statistics/daily/

https://impact.schwab.com/

https://www.findyourindependentadvisor.com/

https://peterlazaroff.com/

https://www.malcolmethridge.com/

https://www.ms-research.com/team/james-demmert

https://www.mjpwealthadvisors.com/brian-vendig-cpa

https://www.cifinancial.com/ci-privatewealth/us/en/learn-more.html

https://www.aspenwealthmgmt.com/team/helen-stephens-cfp/

https://cdn.nrf.com/sites/default/files/2022-09/National%20Retail%20Security%20Survey%20Organized%20Retail%20Crime%202022.pdf

https://www.youtube.com/watch?v=76DbHi8e9Ws

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Cathie Wood, the CEO and CIO of Ark Invest, joins the show to talk about her team's vision for a digital, decentralized future, and how she manages her funds through the downturn. Plus, the collapse of crypto-broker FTX rocked the industry and shattered the trust of millions of investors, Lamar "Big Marh" Wilson gets back aboard The Express to explain how it happened, why it could happen again, and how to protect your crypto assets.

Let it fly!

Thanks

LINKS FOR SHOW NOTES:

https://www.bls.gov/news.release/cpi.nr0.htm

https://www.investopedia.com/ftx-files-for-bankruptcy-6828164

https://www.nasa.gov/artemis-1

https://www.blackbitcoinbillionaire.com/

https://ark-invest.com/

https://www.investopedia.com/terms/e/exponential-growth.asp

https://www.investopedia.com/terms/c/cold-storage.asp

https://www.investopedia.com/cryptocurrency-4427699

https://www.youtube.com/c/investopedia

https://www.investopedia.com/the-investopedia-express-podcast-5215636

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Liz Ann Sonders, the Chief Investment Strategist for Charles Schwab, rejoins the Express to explain why we need to stop hoping for a Fed pivot, and why we need good old-fashioned investing fundamentals to navigate the new normal in capital markets. Plus, what are the top concerns among financial advisors at this year's Schwab Impact Conference. And, why lotteries like Powerball are considered a regressive tax.

LINKS FOR SHOW NOTES:

https://www.investopedia.com/terms/f/federalfundsrate.asp

www.investopedia.com/articles/markets/120115/top-5-apple-shareholders.asp

www.investopedia.com/fidelity-offers-crypto-trading-6825311

insight.factset.com/sp-500-earnings-season-update-november-4-2022

https://dealogic.com/insight/investment-banking-revenue-report-9m22/

https://websummit.com/

https://impact.schwab.com/

www.investopedia.com/terms/r/regressivetax.asp

www.schwab.com/learn/author/liz-ann-sonders

https://www.aaii.com/sentimentsurvey

www.youtube.com/c/EarnYourLeisure/featured

https://www.youtube.com/watch?v=f0i6oWAxrIo

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In this bonus episode of the Express, we sit down with the chief marketing officers of United Airlines, Reckitt and CVS Health, as well as Bob Liodice, the CEO of the Assoc. of National Advertisers, for their take on the advertising market today, and spending plans for 2023. Plus... their favorite ads of all time, and who do they admire in the industry today.

Learn more about your ad choices. Visit podcastchoices.com/adchoices