Episode Notes Jeff, Joe, and Kyle are back this week, with Jeff kicking off the show with last week’s market recap. The Dow was down, while the S&P 500 and the NASDAQ were up. They also recap the month of August, which showed all three indexes up. All three remain in the black YTD also. The S&P 500 and the NASDAQ both reached several all-time highs last week. The guys also discuss the continuing churn in the market, a slight increase we’re seeing in interest rates, wage inflation, and th...
Sep 05, 2021•1 hr 21 min
Episode Notes Jeff and Joe kick off this week’s show with their traditional market recap from the past week. The Dow was up, as were the S&P 500 and the NASDAQ. All three indexes are in the black YTD. The Money Wise guys reflect on a solid week for the markets, and the Friday rally that came even in the face of rising geopolitical risk that is still playing out. With the waters always a bit murky in the investment ocean, they share their take on how investors should handle ever-present uncer...
Aug 28, 2021•1 hr 21 min
Episode Notes Jeff, Joe, and Kyle are back this week, kicking off the show by recapping last week’s market movements. The Dow Jones was down slightly, as was the S&P 500 and the NASDAQ. All three indexes remain in the positive YTD, though they seem to be feeling the effects of the summer doldrums that are typical for August. The Money Wise guys remind us that August’s lighter volume creates higher volatility days, and Jeff enters “the feelings corner” momentarily, only to remind us that foll...
Aug 21, 2021•1 hr 22 min
Episode Notes Joe and Kyle kick-off the show with last week’s market recap, which saw the Dow Jones up on the week with a record close on Friday and the S&P 500 also up with a record close on Friday. The NASDAQ was very slightly down. All three indexes remain up YTD. We seem to be entering the summer slog, where we can expect low volatility and a very narrow margin of stocks pushing the market higher. If you have a higher level of cash sitting on the sidelines, the Money Wise guys suggest mo...
Aug 15, 2021•1 hr 21 min
Episode Notes Jeff, Joe, and Kyle begin by sharing last week’s market recap, which saw the Dow Jones up, S&P 500 up, and the NASDAQ up. All three indexes remain up YTD, and both the Dow and S&P 500 closed last Friday at all-time highs. The guys discuss barbell portfolios, and how to keep your portfolio moving forward in a market that’s moving sideways. Plus, they discuss the progression of the markets this year, what changed in the second quarter, and what we’re seeing with regard to ove...
Aug 07, 2021•1 hr 10 min
Episode Notes Jeff, Joe, and Kyle kick off the show with last week’s market recap. The Dow, the S&P 500, and the NASDAQ were all down on the week, though all three were up for the month of July. It was also the sixth month in a row that the S&P 500 has been positive. This is leaving some investors with questions about whether there’s a significant corrective move forthcoming. The Money Wise guys discuss the possibilities and remind us that, even if a correction is on the horizon, not all...
Jul 31, 2021•1 hr 21 min
Episode Notes Jeff, Joe, and Kyle are back this week with more straight-talk on the markets, starting off the show with a recap of the major indexes last week. The Dow Jones, the S&P 500, and the NASDAQ were all up last week, and all three remain in the black YTD, too. The Money Wise guys discuss the wild week Wall Street experienced and how congressional subcommittee testimony and televised talking heads contributed to a flurry of selling - followed by a rally later in the week. Plus, the g...
Jul 24, 2021•1 hr 21 min
Episode Notes Joe and Kyle steer the ship without Jeff this week, starting off by sharing last week’s market recap. The Dow Jones, the S&P 500, and the NASDAQ were all down last week, with the NASDAQ falling the furthest at 1.87%. All three indexes remain up YTD. Inflation is impacting the market, particularly in the tech sector, and Jerome Powell’s testimony to Congress was not clear on whether this period of inflation will be transitory. The guys also discuss potential wage inflation and g...
Jul 14, 2021•1 hr 21 min
Episode Notes Jeff, Joe, and Kyle begin the show as always with a market recap for the prior week. They also share year-to-date numbers for the Dow Jones, the S&P 500, and the NASDAQ, all of which are up YTD. The guys discuss “the week of the Treasury market” and continuously dropping interest rates, with a discussion about what the bond market is trying to tell us at the moment. They also dig into whether the COVID-19 Delta variant is impacting the market. During the second hour of the show...
Jul 11, 2021•1 hr 21 min
Episode Notes With all three major indexes up last week - and closing at all-time highs on Friday - Jeff, Joe, and Kyle begin the show by evaluating performance numbers for the second quarter of the year. They also share year-to-date updates for the Dow Jones, the S&P 500, and the NASDAQ, discuss how each has outperformed expectations thus far in 2021, and look ahead to what’s next. Should we be concerned about how quickly the markets are bouncing back? What can we expect as far as returns i...
Jul 03, 2021•1 hr 20 min
Episode Notes Jeff, Joe, and Kyle begin with a rundown of last week’s important market movements. It was smooth sailing across the major indexes, with the Dow Jones up, the S&P 500 up, and the NASDAQ up. All three remain solidly in the black YTD. The guys spar about Federal Reserve Chairman Jerome Powell’s testimony before Congress and its possible impact on the markets last week. They also discuss whether the rate of increase in inflation over the last few months is a trend, or whether it w...
Jun 26, 2021•1 hr 21 min
Episode Notes Jeff, Joe and Kyle start the show with a rundown of last week’s market movements, where all three major indexes were down. The Dow lost 1,190 points on the week, the S&P 500 was down 81 points, and the NASDAQ was down 39 points. The Money Wise guys explain why you can never count the NASDAQ out, as we’re seeing a sudden burst of energy that has put the Dow’s outperformance for the year to an end. The guys discuss whether this reversal is due to the most recent Federal Reserve m...
Jun 19, 2021•1 hr 21 min
Episode Notes The Money Wise guys begin this week’s show with a market recap, showing the Dow Jones was down last week, while the S&P 500 and the NASDAQ were both up. They highlight that the S&P closed at an all-time high at the end of the week. All three indexes remain up YTD, with the NASDAQ making a big turnaround thus far in the month of June. Jeff and Kyle discuss the role of interest rates and inflation on large-cap tech stocks and others and examine what the May Consumer Price Ind...
Jun 12, 2021•1 hr 21 min
Episode Notes Jeff, Joe, and Kyle kick off the show by digging into last week’s numbers from Wall Street. The Dow Jones, the S&P 500, and the NASDAQ were all up. These three indexes remain in the black year-to-date, as well, with the Dow leading the indexes for the second quarter. The primary news of the week was the release of May’s employment numbers, which were a bit below expectations, though not as far below as April’s numbers. The guys discuss what this means for the Federal Reserve, a...
Jun 05, 2021•1 hr 21 min
Episode Notes Jeff, Joe, and Kyle begin the show with a recap of the past week’s numbers from Wall Street. Kyle shares his concerns about so-called “meme stocks” being more like speculative gambling than investing, and the guys discuss how the financial entertainment press is irresponsible in their reporting on the risk involved with these types of investments. They also revisit last week’s discussion of cryptocurrency and how to make smart alternative investments without taking too much risk in...
May 29, 2021•1 hr 21 min
Episode Notes Jeff and Joe kick off the show with a rapid-fire review of last week’s numbers from Wall Street. The Dow was down 174 points, the S&P 500 was down 18 points, and the NASDAQ was up 41 points. All three indexes remain up year-to-date. The big news of the week was Bitcoin being down nearly 50% from its high about one month ago, providing an example of the extreme volatility of cryptocurrency. The guys review the two main reasons for this downward movement and explain why they view...
May 22, 2021•1 hr 21 min
Episode Notes Jeff and Kyle review the past week’s market numbers, noting that May is often a difficult month as many investors follow the old adage of “sell in May, go away.” However, TYD numbers are still above average and a shorter-term pullback is likely more of a trade and not a trend. The Money Wise guys share the numbers that are truly important to focus on as we continue through the second quarter of the year, and they discuss some of the portfolio moves they’ve recently made. The guys a...
May 16, 2021•1 hr 21 min
Episode Notes Jeff, Joe, and Kyle begin this week’s show with a review of last week’s numbers from Wall Street and updated annualized numbers. The guys discuss the fact that big cap tech companies are showing exceptionally strong earnings, with their stock prices reacting only modestly. Could it be because investors are anticipating higher capital gains taxes in 2022, and selling based on rumors rather than news? They also discuss growth versus value stocks and how we may be seeing a year that i...
May 09, 2021•1 hr 21 min
Episode Notes As always, the guys kick off the show with last week’s numbers from Wall Street. The Dow was down, the S&P 500 was essentially flat, and the NASDAQ was down. In YTD numbers, all three of these indexes remain up. We’re in an overbought condition, so it remains to be seen whether the old adage will hold: “Sell in May, go away.” Will it pan out to be true after the kind of run we’ve seen in Q1? The U.S. economy is gaining more steam as we continue to recover, and the market has re...
May 02, 2021•1 hr 21 min
As always, Jeff, Joe, and Kyle kick off this week’s episode by taking time to discuss the past week’s market trends, why they’re trending the way they are, and what it all could mean. Though we tried to end the week on a positive, the Dow, S&P 500, and the NASDAQ found themselves showing volatility and ultimately, losing steam by the end of the week. This downtrend can mostly be accredited to the Capital Gains Tax Increase presented by President Biden on Thursday. Since everyone knew that th...
Apr 24, 2021•1 hr 20 min
Episode Notes In this episode, Jeff, Joe, and Kyle share last week’s Wall Street numbers, as well as year-to-date performance. The Dow, S&P 500, and NASDAQ are all up, and the Dow and the S&P 500 closed at all-time highs last Friday. They discuss whether there’s a correction on the horizon, as well as how big tech stocks, like Apple, are going to react as we enter earnings season for the first quarter. The guys also spar about the rate at which inflation may be accelerating, and the outl...
Apr 18, 2021•1 hr 21 min
The DOW is up by 2% and the S&P up by 2.7% and the NASDAQ is up by 3.1%. With a record high for the S&P at the close of this week and YTD numbers up substantially, it may be time to start picking up more of the blue-chip stocks which have been undervalued recently and are likely to come up in the near future. We think that the Fed will keep interest rates low and the stimulus bills and other legislation will likely cause a fair bit of inflation in the coming year. So what does this mean ...
Apr 10, 2021•1 hr 21 min
2021 First Quarter Recap, Growth vs. Value, and the Biden Infrastructure Proposal In this week’s episode, the Money Wise guys recap market performance for the first quarter of 2021, including the biggest out-performance of the Dow over the NASDAQ since 2002. They also discuss growth versus value, and whether it is a short-term trade or a trend with a more prolonged rotation toward value stocks. With April being consistent as one of the best months for stock investing over the past one hundred ye...
Apr 04, 2021•1 hr 21 min
Jeff, Joe, and Kyle kick off this week’s episode of Money Wise by taking some time to get into the numbers and how lower returns could have a deep impact on your retirement if careful planning isn’t considered. Currently, it seems that the four big horsemen of stocks are underperforming – Apple, Google, Amazon are all in the negative with Microsoft being the only one that is hanging on. With the stock market trends doing a complete 180 from how they looked last year, what does this mean for your...
Mar 28, 2021•1 hr 21 min
This week on Money Wise, Jeff is on vacation so it’s just Joe and Kyle to get into the market commentary. At the moment, the Dow Jones Industrial average was down just over 150 points, the S&P 500 was down 30 points, and the NASDAQ was down just over 104 points – all without dividends. While it is a role reversal to see the Dow outperforming NASDAQ, this isn’t necessarily something to be scared of and is most likely a consequence of businesses opening back up after the pandemic. Ultimately, ...
Mar 22, 2021•1 hr 21 min
As always, we begin this episode with a brief market commentary where we bring you up to date on the current market trends and what they might mean for your investments. The NASDAQ is up over 3% this week, leading us to ask ourselves, is this a trend or is this just a trade? While money has been leaving NASDAQ as of late, the reason being is still unknown – it could be that investors are allocating their funds elsewhere or it could be from trading big-name NASDAQ stocks. Davidson Capital discuss...
Mar 14, 2021•1 hr 21 min
10 Myths of Retirement Planning
Mar 07, 2021•1 hr 21 min
February 27, 2021 /Novice Investors/Are You Ready For Retirement Quiz?
Mar 01, 2021•1 hr 21 min
February 13, 2021 Market Commentary/
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February 6, 2021 Market Commentary/
Feb 08, 2021•1 hr 21 min
