Wade Into Wealth

Our perception of the stock market's performance in Presidential Election years is quite different than the reality - we look at the data and how it applies to you as we approach the final stages of the 2024 Presidential Election.

In a year when "AI" is the hottest topic in markets, a much less flashy sector leads market gains - why Utilities are 2024's best market performer.

What the Federal Reserve's decision to cut interest rates by half a percentage point means - for your savings, investments, & loans, along with a discussion of whether it makes sense to refinance higher interest rate mortgages now, or to wait for further rate cuts.

Monday's stock market was messy - a drop of nearly 3% in the S&P 500 - cause for a concern or long overdue?

In this episode of "Wade Into Wealth," we dive into the surprising stock market reaction to the attempted assassination of former President Trump. Despite the geopolitical shock, the market experienced a notable rise just days after the news broke. Join us as we explore why the stock market isn't as tightly correlated to geopolitical events as commonly believed, and uncover the factors that drove this unexpected surge. Whether you're an investor or just curious about market dynamics, this episode offers valuable insights into the resilience and complexity of the financial markets.

Why make changes when things are going so well? With markets at or near all-time highs, we discuss profit-taking near the market peaks. Why times like these make sense to consider taking profits, compared the times we feel most compelled to make investment changes (Hint: It's during times of market tumult)!

40,000 for the Dow! But does it matter? We dive in and also explain why the Dow reminds us of the Empire State Building.

Sales of gold have skyrocketed at Costco - you read that right - demand for gold bars has soared at Costco. But is it a good investment to buy gold while shopping for items in bulk at Costco?

🎙️ Tune in to our latest episode as we unravel the intricacies of President Biden's budget proposal, dissecting the much-talked-about capital gains tax rate. Forget the sensational headlines – join us for a deep dive into the real details that matter. Get ready to gain clarity on what this proposal truly means for you. Don't miss out – listen now! 📈💼 #BidenBudget #CapitalGainsTax #DeepDive

Artificial Intelligence, or AI has sent share prices of companies like Nvidia soaring over the past few years. Worried you've missed the boat to invest in these companies? You may already be invested in them without even knowing it!