Managing Partner, Scott Bishop, joins the podcast to discuss the market reaction from the Russia/ Ukraine conflict (03:21). The group breaks down other historical geopolitical events and market reactions (06:05). Explanation of all S&P 500 corrections since 1950 (13:40). Russell Harris explains realized vs unrealized gains & losses (18:06). Our Signature Fact of the week looks at life insurance for American adults (28:18). We talk about what we’re looking forward to in the media (33:54).

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The conflict between Russia and Ukraine is dissected from a veteran’s point of view by our own Russell Harris, who served as a transportation officer in the US Army (02:46). Brian Ransom describes how it could affect the market (11:29). The group talks about the impact of inflation and breakdown CPI (13:40). Brian explains flexible vs sticky CPI (19:30). Our Signature Fact of the week looks at how a bond could have a negative return (29:49). Our favorite Super Bowl commercials are highlighted (33:45).

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Welcome to February and congratulations to our newest CFA charterholder, Brian Ransom (00:36)! The Weekly Market Update compares a recessionary bear market to a standard correction (05:58). Russell Harris discusses property and casualty insurance (13:53). The Signature Fact of the Week is about January’s market (23:57). The guys discuss the upcoming Super Bowl LVI halftime show. (27:41).

Send us your questions! Email: [email protected].
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Our hosts are joined by SWMG founder and managing partner, Jim Sims, who dives into financial history. They compare today’s market to the Dotcom bubble of the ‘90s, explain the importance of emergency funds, and present the Signature Fact of the Week. Stay tuned for the NFL wrap-up and what they’ve been watching. Learn more at signaturewmg.com.

Happy New Year! Arish, Brian and Russell start our year by discussing 2022 market predictions, 401(k) contribution changes, and the student loan moratorium. Stay tuned for the Signature Fact of the Week, This Day in History, and they wrap with football talk, TV must-watches, and Russell confirming his dad status.

Buon Giorno! Arish, Brian and Russell kick off our first podcast discussing what's new as we wrap up 2021. They talk Omicron variant, end of the year tax planning, Roth conversions, Signature Fact of the Week, This Day in History, and wrap with what happening outside of work.

Welcome to the Up and to the Right podcast; presented by SWMG. Join Arish, Brian, and Russell as they talk about what’s new in financial news, financial planning topics that affect the everyday investor, and other relevant topics influencing the markets today.