The Money Huddle

In this episode with sit down with Jon Lohr to discuss several topics that are top of mind for investors today. Jon has a diverse background in corporate finance and investment management, and we enjoy bringing him on the show to hear his perspective on technical topics like interest rates, inflation, and the yield curve. 

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

In this episode we are joined by Steve Osterink, Jr. to discuss some recent updates and current trends within the stock market. 

For a full description, you can visit the show's webpage at: 

https://vertexcapitaladvisors.com/our-podcast/state-of-the-markets-with-steve-osterink-jr

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

In this episode we touch discuss a handful of recent topics: 

-Walmart earnings and the growing trend of delivery / convenience services in retail and food industries

-The Fed's latest minutes

-Will SC see a state income tax deduction? 

-The recent market volatility and how investors can think about the road ahead

Thank you for listening.

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

In this episode, we discuss the current market and economic climate after January 2022. 

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

This year has been quite a ride. There were numerous stories that captured attention. In this episode, we stroll down memory lane and chat about some of the stories that stuck out to us. What events had the most impact on you in 2021?

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

While many Americans were enjoying Thanksgiving leftovers and Black Friday shopping, the news broke that there is a new COVID variant of concern. 

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

In this episode we discuss:

A huge blunder by Zillow

The rise of Stable Coins in the US financial system

A time tested Retirement Income "rule" could be on shaky ground. 

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

In this episode we discuss some of the persistent trends resulting from the COVID19 pandemic--inflation and employees leaving their jobs. 

Check it out. 

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!

One of our favorite conversation topics in the office is sports. No matter the season, we find something to discuss aside from our day to day conversations about money. Football, however, holds a special place in our hearts. That's why we are back this year with another "If Quarterbacks Were Stocks" episode. We hope you enjoy.

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
[email protected]

Interested in working with our team? You can create a FREE report using our Asset-Map software program. Click here to get started!