Simon discusses how the recent rise in interest rates has accelerated the market rotation from Growth into Value. He reviews the historical precedent and how Growth stocks, the market in general, and other asset classes like housing have performed in rising rate environments. He also looks at the dangers of owning long-term bonds, particularly Treasuries, in such a backdrop. He briefly argues for C and MET as names to consider with Financials looking attractive.

Simon discusses gold and how it has been down in price amid conditions that would normally be considered favorable. He considers it an unreliable hedge. Simon also talks about the tailwind of higher interest rates for Financials. He highlights Citigroup and MetLife as names to consider.

With taxes on everyone's mind, Financial Planner Matt Anderson talks about the items of ordinary income and capital gain income and uses examples of specific financial planning strategies to illustrate the interplay between the two different tax schedules.

The market has seen a bit of a pullback, with some of the most widely held names falling the most. Are you thinking of buying the dip? Lets look at their various valuations first. Also mentioned on the show: AAPL, AMZN, GOOGL, FB, NFLX, TSLA, MSFT.

This week, we look at the end of multiple expansion and discuss why the markets will still continue higher. We also evaluate the value case for ANT group and what's transpired there.

Simon discusses how so many investors make a stock market crash their base case expectation. He details the current collection of market signals suggesting an economic upturn, rather than a significant decline in corporate profits. He also looks at the modern history of corrections and bear markets and how waiting around for a crash can be costly. He shares some recent encouraging updates from Aptiv and McDonald's.

Simon discusses how successful investing is more about avoiding mistakes than being a genius. He offers some detrimental investor traits at work in today's market. He also argues that better than expected corporate earnings are a somewhat under the radar driver of recent market strength. He highlights recent stellar reports from DIS, GNRC, and LH as well as encouraging newsflow around STZ.

In this week's update, David goes over the latest economic news and data and dives into the concept of risk tolerance and how to view it in the context of your portfolio allocation.

Not yet, but folks are convinced inflation is coming. In this week's show, we look at what's driving that, how much and when, and what can we do about it, how should we invest?

Two opposing forces are playing out right now. On one side, a fear of missing out or FOMO is luring investors with a steady stream of sensational stories about investors making millions-seemingly overnight.  On the other hand, fears of a top in the market are driving investors away, as they wait for the perfect time to wade back into the market. On today's podcast, Nick Sorden, discusses the psychology of our current moment and shines a new light on the notion of market timing. Special thanks to Ross Mayfield, CFA: PWM Investment Strategy Analyst, for providing content and data to support this episode.