The Money Wise guys kick off the newest episode with an update on the recent performance of major stock indices. The Dow Jones Industrial Average saw an increase of 436 points or 1.1%, the S&P 500 was up by 28 points or 0.5%, and the NASDAQ experienced a rise of 228 points or 1.4%. Year-to-date figures show the Dow up by 2.6%, the S&P 500 by 7.5%, and the NASDAQ by 7.6%. A significant portion of the early discussion focuses on Apple, highlighting its announcement of what might be the lar...
May 04, 2024•1 hr 21 min
In this week's episode of Money Wise, the Money Wise Guys discuss the recent performance of major stock indices, noting a mixed week with the Dow Jones Industrial Average remaining flat, while the S&P 500 and NASDAQ experienced significant corrections, dropping by 3% and 5.5% respectively. Year-to-date, the indices show modest gains, but the NASDAQ is notably close to zero growth for the year. The conversation highlights the sharp downturns, particularly in the NASDAQ, which had its worst we...
Apr 20, 2024•1 hr 22 min
In this week's episode, the Money Wise guys discuss the recent downturns in major stock market indices, with the Dow Jones Industrial Average, S&P 500, and NASDAQ all experiencing declines. Despite these drops, the year-to-date figures remain slightly positive. The conversation then shifts to a technical analysis of the markets, noting that the S&P 500 was close to dropping below its fifty-day moving average but managed a slight recovery by the close of trading on Friday. The guys emphas...
Apr 13, 2024•1 hr 21 min
As they kick off every Money Wise program, the show starts with a discussion of recent market performances, noting a downturn in the major indices over the past week, with the Dow Jones Industrial Average down by 2.3%, the S&P 500 by 1%, and the NASDAQ by 0.8%. Despite this, all year-to-date figures remain positive. A significant focus of the episode is on the impact of Federal Reserve officials' statements on market movements. Specifically, they discuss a comment made by Fed Governor Neel K...
Apr 06, 2024•1 hr 21 min
In this week’s episode of Money Wise, the Money Wise guys discuss the financial market's performance, highlighting weekly, monthly, and year-to-date figures. For the past week, the Dow Jones Industrial Average saw an increase of 0.8%, the S&P 500 grew by 0.4%, whereas the NASDAQ fell by 0.3%. Reflecting on March's performance, the Dow Jones experienced a 2.1% increase, the S&P 500 rose by 3.1%, and the NASDAQ was up by 1.8%. Year-to-date figures reveal the Dow up by 5.6%, the S&P 500...
Mar 30, 2024•1 hr 21 min
Jeff and Kyle are back in the studio and kick off this week’s episode of Money Wise by taking some time to get into the numbers of the markets this week before discussing how these current trends can influence your future retirement plans. This past week the Dow was up 2%, the S&P 500 was up 2.3%, and the NASDAQ was up 2.9%. For the YTD, the Dow was up 4.7%, the S&P 500 was up 9.7%, and the NASDAQ was up 9.4%. The Money Wise guys discuss the remarkable performance of the stock market, no...
Mar 23, 2024•1 hr 21 min
It’s another information-packed episode with the Money Wise guys and they begin with a rapid-fire market recap for last week. The Dow was down 365 points, the S&P 500 was down 13.5 points, and the NASDAQ was down 1.2%. YTD the Dow is up 2.7%, the S&P 500 is up 7.4%, and the NASDAQ is up 7.2%. Although we’re seeing drops across the board, each market reached an all-time high throughout the week but Fridays seem to be hitting us especially hard this month. The Money Wise guys discuss their...
Mar 09, 2024•1 hr 21 min
Balancing Risk and Reward, The 5% Rule of Investment & The ‘Are You Ready for Retirement’ Quiz The Money Wise Guys are back and as always, they kick off with a deep dive into the latest trends in the stock market, as well as their take on current headlines and the 5% Rule of Investment that they urge listeners to follow. Their discussion begins with an overview of recent fluctuations, focusing on significant movements in major indices such as the S&P 500 and Dow Jones Industrial Average....
Mar 03, 2024•1 hr 21 min
Fed-Speak, PCE Price Index Data & Annualized Returns The Money Wise guys are back in the studio and this week’s topics include the PCE Price Index, confusing Fed-speak and so much more. The guys kick things off with a look at last week’s numbers from Wall Street. The Dow was up 1.3%, the S&P 500 was up 1.7%, and the NASDAQ was up 1.4%. YTD the Dow is up 3.8%, the S&P is up 6.7%, and the NASDAQ is up 6.6. Well, it was quite a week! The guys discuss the S&P’s annualized return - wh...
Feb 24, 2024•1 hr 21 min
Data Breakdown, Shallow Recession Talk & Investor Psychology Money Wise is back with another informative episode covering Fed-Speak, the possibility of a shallow recession, and more! Last week, the Dow was down 0.1%, the S&P 500 was down 0.4%, and the NASDAQ was down 1.3%. YTD the year is still looking positive, with the Dow up 2.5%, the S&P 500 up 4.9%, and the NASDAQ up 5.1%. Lots of data came out last week, including Consumer Price Index and Producer Price Index numbers, and this ...
Feb 17, 2024•1 hr 22 min
Moving Average Data ,Valuations & 5 Things Every Portfolio Should Have It’s another informative and engaging episode of Money Wise, and the Money Wise guys are focused on the data. But first, a recap of last week’s numbers from Wall Street: The Dow was up slightly - essentially flat - while the S&P 500 was up 1.4% and the NASDAQ was up 2.3%. YTD the Dow is up 2.6%, the S&P 500 is up 5.4%, and the NASDAQ is up 6.5%. We’re seeing some similarities this year with how the market came hot...
Feb 10, 2024•1 hr 22 min
Meta’s Classic Short Squeeze, Magnificent 7 Earnings & Retiree Spending Rules The Money Wise guys are back in the studio and the big news is Meta’s comeback - also known as a classic short squeeze. But first, last week’s numbers from Wall Street: The Dow was up 1.4%, the S&P 500 was up 1.4%, and the NASDAQ was up 1.1%. YTD the Dow is up 2.6%, the S&P is up 4.0%, and the NASDAQ is up 4.1%. We’ve finished the month of January and all three indices were up by about 1%, which tends to bo...
Feb 03, 2024•1 hr 21 min
Interest Rate Cuts, The Magnificent Six & Equity Index Annuities The Money Wise guys are back in the studio to discuss interest rate cuts, the new “Magnificent Six,” and s much more. They kick off the show with last week’s market recap. The Dow was up 0.6%, the S&P 500 was up 1.1%, and the NASDAQ was up 0.9%. YTD the Dow is up 1.1%, the S&P 500 is up 2.5%, and the NASDAQ is up 3.0%. January has us off to a really good start for 2024, and many analysts say, “As goes January, so goes t...
Jan 27, 2024•1 hr 21 min
Housing Stats, Treasury Yields, and The Best Investment Advice Ever It’s another engaging and informative episode of Money Wise, complete with housing stats, a discussion of Treasury Yields, and so much more. The Money Wise guys begin with last week’s numbers from Wall Street. The Dow was up 0.7%, the S&P 500 was up 1.2%, and the NASDAQ was up 2.3%. YTD the Dow is up 0.5%, the S&P 500 is up 1.5%, and the NASDAQ is up 2.0%. We also closed on Friday with all-time highs for the Dow and S&am...
Jan 20, 2024•1 hr 21 min
The Bitcoin ETF Casino, SEC Changes Explained & 10 Myths of Retirement Planning The Money Wise guys are back in action and they begin the show with what the markets have done so far in 2024. The Dow was up 0.3% last week, the S&P 500 was up 1.8%, and the NASDAQ was up 3.1%. YTD the Dow is down 0.3%, the S&P 500 is up 0.3%, and the NASDAQ is down 0.3% just like the Dow. There’s some big, historic news to report: the SEC finally threw in the towel and changed the rules so that ETFs tie...
Jan 13, 2024•1 hr 21 min
A 2023 Recap, Looking Back at Market Predictions & A Retirement Readiness Quiz The Money Wise guys are in the studio for the final time in 2023, and they start with last week’s market recap, as well as a 4th quarter recap and a 2023 recap. The Dow was up 0.8% last week, the S&P 500 was up 0.3%, and the NASDAQ was up 0.1%. December was a strong month, and we had an excellent 4th quarter, too. For 2023, the Dow finished up 13.7%, the S&P finished up 24.2%, and the NASDAQ finished up a ...
Dec 30, 2023•1 hr 21 min
Kyle and Joe are with you for this pre-Christmas show with a rapid-fire market recap and more. Last week, the Dow was up 0.2%, the S&P 500 was up 0.8%, and the NASDAQ was up 1.2%. YTD the Dow is up 12.8%, the S&P is up 23.8%, and the NASDAQ is up 43.2%. It hasn’t been your typical year for the S&P and the NASDAQ! No one anticipated seven stocks being such huge drivers over the course of the whole year, and the guys discuss how we may see more breadth of participation in the New Year....
Dec 23, 2023•1 hr 21 min
When Doves Fly, The Proverbial Soft Landing & Quadruple Witching The Money Wise guys are back in the studio, kicking off this episode with a rapid-fire recap of last week’s quadruple witching market movements. If last week was a big Nothing Burger, this week was a big Something Burger. The Dow was up 2.9%, the S&P 500 was up 2.5%, and the NASDAQ was up 2.8%. YTD the Dow is up 12.5%, the S&P 500 is up 22.9%, and the NASDAQ is up 41.5%. It was no run-of-the-mill week last week, folks, ...
Dec 16, 2023•1 hr 22 min
A Big Nothing Burger, Technical Weeds & The U6 Unemployment Report It’s another engaging episode with the Money Wise guys and they begin with a rapid-fire market recap for last week, which amounted to a big Nothing Burger overall. The Dow was up about two points - essentially flat - and the S&P 500 and the NASDAQ were up 0.2% and 0.7% respectively. YTD the Dow is up 9.4%, the S&P 500 is up 19.9%, and the NASDAQ is up 37.6%. The guys dig into the equally weighted stats that show that ...
Dec 12, 2023•1 hr 21 min
The Tech Growth Engine Continues & November Showed Impressive Numbers The Money Wise guys are back - with LOTS of numbers, propelled by the tech growth engine and more. Here’s where the markets ended up last week: The Dow was up 2.4%, the S&P 500 was up 0.8%, and the NASDAQ was up 0.4%. YTD the Dow is up 9.3%, the S&P is up 19.7%, and the NASDAQ is up a whopping 36.7%. November was a strong month, with the Dow up 8.8%, the S&P 500 up 8.9%, and the NASDAQ up 10.7%. On this strong ...
Dec 02, 2023•1 hr 21 min
A Market Microcosm, a Rip-Your-Face-Off Rally & Your Portfolio Review and Analysis The Money Wise guys are back after three weeks of college football preemption, and there’s much to discuss! They start with last week’s numbers from Wall Street, which showed the Dow up 0.7%, the S&P 500 up 1.3%, and the NASDAQ up 2.4%. YTD the Dow is now up 3.4%, the S&P is up 15%, and the NASDAQ is up 31.8%. Of course, the markets have been busy over the last three weeks, and the Money Wise guys cove...
Nov 11, 2023•1 hr 21 min
A No-Landing Scenario, Weak Market Fundamentals & Annuity Warnings The Money Wise guys are back in the studio with another engaging and informative show that tackles current market trends and shares annuity warnings, too. They begin with a recap of last week’s market performance. The Dow was down 1.6%, the S&P 500 was down 2.4%, and the NASDAQ was down 3.2%. YTD the Dow is essentially flat, the S&P is up 10%, and the NASDAQ is up 24.1%. We’re seeing strange performance for the year, ...
Oct 21, 2023•1 hr 22 min
Earnings Season, Muted Market Reactions & A Primer on 401(k) Rollovers The Money Wise guys are back for a bit of a shorter show this week, but you can bet it still packs a punch! They kick things off with last week’s numbers from Wall Street. The Dow was up 0.8%, the S&P 500 was up 0.4%, and the NASDAQ was down 0.2%. YTD all three major indices remain up, with the Dow up 1.6%, the S&P up 12.7%, and the NASDAQ up 28.1%. The guys talk about Thursday’s bond auction report on the 30-year...
Oct 14, 2023•1 hr 1 min
A JOLTS Report Jolt, Continued Perversion of the Markets & 401(k) Rollovers The Money Wise guys weren’t preempted by football this week! They’re back in the studio with another episode full of investor news, engaging debate, and some wise-cracking, too. They kick off the show with a market update, and last week saw the Dow down. 0.3%, the S&P 500 up 0.5%, and the NASDAQ up 1.6%. YTD the Dow is up 0.8%, the S&P is up 12.2%, and the NASDAQ is up 28.3%. It’s the first show since Q3 ende...
Oct 07, 2023•1 hr
Algorithms, Interest Rates & 0 DTE Options It’s another engaging and informative episode of Money Wise! The Money Wise guys are missing Jeff this week, but Kyle and Jow kick off the show with last week’s numbers from Wall Street. The Dow was up 0.1%, the S&P 500 was down 0.2%, and the NASDAQ was down 0.4%. Year-to-date the Dow is up 4.4%, the S&P 500 is up 15.9%, and the NASDAQ is up 31.0%. The Money Wise guys discuss the equally weighted S&P once again and the very unusual circu...
Sep 16, 2023•1 hr 21 min
The September Slog, Apple in China & 401(k) Rollovers The Money Wise guys are back with another episode, and they kick off the show with a rapid-fire recap of last week’s market moves. The Dow was down 0.8% last week, the S&P 500 was down 1.3%, and the NASDAQ was down 1.9%. YTD all three indices remain in the black, with the Dow up 4.3% on the year, the S&P 500 up 16.1%, and the NASDAQ up 31.5%. It was a short week due to the Labor Day holiday, but September is living up to its annua...
Sep 09, 2023•1 hr 1 min
Performance Differentials, Active Asset Management, and Mid-Cap Growth Funds It’s another educational episode of Money Wise as the Money Wise guys share market updates and discuss the financial news that matters to you. Last week, the Dow was up 1.4%, the S&P 500 was up 2.5%, and the NASDAQ was up 3.2%. Year-to-date, the Dow is up 5.1%, the S&P 500 is up 17.6%, and the NASDAQ is up 34.1%. The guys also share the equally weighted S&P 500, which the “Magnificent 7” can’t skew, and they...
Sep 02, 2023•1 hr 21 min
A Continued Summer Correction, The Fed Meeting & An ‘Are You Ready for Retirement’ Quiz Join the Money Wise guys for another engaging and educational episode! The guys begin with a rapid-fire market recap. Here’s what last week looked like on Wall Street: The Dow was down 0.4%, the S&P 500 was up 0.8%, and the NASDAQ was up 2.3%. YTD the Dow is up 3.6%, the S&P 500 is up 14.7%, and the NASDAQ is up 29.8%. We’re seeing continued light volume as many investors prepare for the Labor Day...
Aug 26, 2023•1 hr 22 min
The Dog Days of Summer, Bond Yields, and Economic Indicators The Money Wise guys are in the studio once again to bring you a rapid-fire market recap and so much more! Last week, the Dow was down 2.2%, the S&P 500 was down 2.1%, and the NASDAQ was down 2.6%. YTD the Dow is up 4.1%, the S&P is up 13.8%, and the NASDAQ is up 27.0%. We’re in the Dog Days of Summer - and it’s about more than just the heat dome over Texas! The markets are experiencing a definite August swoon but with good reas...
Aug 19, 2023•1 hr 21 min
Summer Malaise, Market Rotation, Fed-Speak & Investor Psychology The Money Wise guys are back at it again this week, and the show begins with a look back at last week’s numbers from Wall Street. The Dow was up 0.6%, the S&P 500 was down 0.3%, and the NASDAQ was down 1.9%. YTD the Dow is up 6.4%, the S&P is up 16.3%, and the NASDAQ is up 30.4%. Are we experiencing a so-called Summer Malaise? The Money Wise guys discuss what they’re seeing and why August is a weak month historically. T...
Aug 12, 2023•1 hr 22 min
