Inflation numbers are out, the Fed is talking about cutting rates twice in the next 6 months, and the market is hitting record highs. Host John and Giuseppe give us the latest news and more on Mutual Funds, the S&P records, avoiding emotional mistakes to your portfolio. The Wise Money Guys.

Balance, Balance, Rebalance. That's what we preach in times of wavering news that can affect your portfolio. We are in these times. Hosts John and Guiseppe do that through diligent interest rates. This episode we also hit on the best options for your 529 Plan, and these tips to be financially savvy in 2024. The Wise Money Guys

When the news has the potential to affect your portfolio we need to look at your options to rebalance. And after the most recent Presidential debate, hosts John and Giuseppe are doing just that. Plus, GIFT U - Gas, Insurance, Food, Tax, and Utilities, and Alternative Strategies to save for retirement. The Wise Money Guys.

Those were the days. And now they are coming back to us again; 1999. Hosts John and Guiseppe see a need for market diversification. Lets do that together. Plus, a 60 / 40 blend, Risk vs Return, and Golden Nuggets. The Wise Money Guys.

The social security question is coming up. How will it support you in retirement? Hosts John and Giuseppe have the latest on how Social Security can work supplement your golden years. Plus, AI and the economy, the importance of a balanced portfolio, and fixed income is good. The Wise Money Guys.

We know that some of the brokers out there are beholden to their underwriters. Not One Source Wealth Management. Host John and Giuseppe share thier philosophy on independent wealth strategies. Plus, new Inflation Data has been released, future Tax changes, and the influence of the US Housing Market. The Wise Money Guys.

From statistics to charts, numbers, graphics, and even AI, information comes at us quickly. Hosts John and Giuseppe help you navigate the crush of data to thrive in retirement. Let's talk more about it now. Plus, Canada's coming storm, the Trump tax cuts expiring, and the possibility of a new recession. The Wise Money Guys.

Both Bonds and Stocks give us the best opportunity for a solid investment footing. This week hosts John and Giuseppe share how debt security and a growth asset together makes a healthy account. Plus, The Fed's influence on the economy, the A.I. Revolution, and the latest on our upcoming Workshop. The Wise Money Guys.

Planning. Planning, planning. We emphasize the importance of planning for your retirement. Hosts John and Guiseppe tell us what we can plan for in the 2nd half of 2024. Plus, a fixed-income update, the stock market run-up, and details about our workshop! Join us May 29th for our Retirement Workshop at the Spagetti Factory in Roseville. Yum. Learn more at Wise Money Guys dot com.

Half way through Q2, and we ask, "Are new fed policies being revealed with this fiscal future?" Hosts John and Guiseppe discect that, the Fed Committee's rate inaction, and the Inflation that Gov. $pending is causing. Plus, the Biden Tax Plan and Canada's housing tilllltt. Join us May 29th for our Retirement Workshop. Learn more at Wise Money Guys dot com.