Colby McFadden June 25, 2025 Changing jobs multiple times can result in several scattered 401(k) accounts. With multiple accounts, it’s easy to lose track of your retirement assets over time. Consolidate 401k accounts into a single account simplifies management and maximizes retirement savings. Table of Contents Introduction to Retirement Account Consolidation Understanding 401(k) Accounts Why Consolidate Your 401(k) Accounts? How to Consolidate Your 401(k)s Combining Accounts with Other Retirem...
Jun 23, 2025•8 min•Ep. 153
In this week’s financial market report, we dive into the news impacting your portfolio! With tariffs and the Iran/Israel conflict driving markets, we’re breaking down the action in equities, A.I. stocks, Oil, Gold, and Silver. Get next week’s moves TODAY! What You’ll Learn: Stocks: Was it a classic "buy the rumor, sell the news" with tariffs and China? Discover what to watch in June and July markets. Oil: Iran/Israel tensions push Oil prices higher. How high can they go, and which investments co...
Jun 13, 2025•35 min•Ep. 152
Get Next Week's Financial Market Moves Today! Are you ready to stay ahead of the market’s twists and turns? Our latest Financial Market Report Video breaks down the critical trends shaping your investments right now. Watch it today to uncover actionable insights and opportunities! What’s Inside This Week’s Video: Stocks Hover Near Highs. Can the markets push to new peaks, or will tariff talks, Elon's influence, and rising interest rates spark a pullback? Interest Rates, YIKES! If you have a 401(...
Jun 07, 2025•43 min•Ep. 151
The No Buy movement is transforming consumer habits by encouraging mindful spending and conscious financial decisions. By taking a step back to reflect, you may realize whether an item is genuinely needed or merely a want, thereby fostering a more mindful approach to spending. Embracing this trend can significantly enhance your financial health. Table of Contents Introduction to the ‘No-Buy’ Movement What is the ‘No-Buy’ Movement? Understanding Spending Habits Impact on Consumer Behavior and Fin...
May 26, 2025•9 min•Ep. 148
Reversal Of Fortune? Stocks, Interest Rates, and Gold Make Important Turns This Week. Get Next Week's Moves Today! Are you ready to stay ahead of the market’s twists and turns? Our latest Financial Market Report Video breaks down the critical trends shaping stocks, bonds, and gold. Watch it today to uncover actionable insights and opportunities! What’s Inside This Week’s Video: Stocks Ended the Week at Their Lowest Levels. Is the rally over? Or is this just a pause until the next Trump-induced p...
May 23, 2025•33 min•Ep. 150
Basis trade is an advanced financial strategy involving simultaneous positions in a futures contract and the underlying asset. Understanding its dynamics can help investors leverage market discrepancies effectively. Having sufficient cash and a stable cash flow is crucial for effective basis trade investing, as it ensures that investors can sustain their strategies without jeopardizing their financial obligations. Before engaging in basis trade, it is important to determine one’s financial goals...
May 19, 2025•12 min•Ep. 147
This Week’s Market Insights Will Make You Go HMMMM: Get Next Week's Moves Today! Are you ready to stay ahead of the market’s twists and turns? Our latest Financial Market Report Video breaks down the critical trends shaping your investments right now. Watch it today to uncover actionable insights and opportunities! What’s Inside This Week’s Video: Stocks, Oversold To Overbought In Record Time. Is this an encouraging sign? Or, classic bear market behavior when the biggest rallies occur and then g...
May 16, 2025•42 min•Ep. 149
Market volatility often creates uncertainty for investors. It is essential to assess the risks and complexities of the Yen Carry Trade to better manage investment risks. Additionally, considering cash-adjusted returns is crucial for calculating investment returns and risk measurements, as the intersection of the axes in a graph represents the cash-equivalent return, which helps in understanding the performance of different investment strategies. Understanding Stock Market Volatility Stock market...
May 05, 2025•10 min•Ep. 146
Don’t Miss This Week’s Market Insights: Stocks Rally, Trump’s Tariff Play, and Gold’s Next Move! Get Next Week's Moves Today! Are you ready to stay ahead of the market’s twists and turns? Our latest Financial Market Report Video breaks down the critical trends shaping your investments right now. Watch it today to uncover actionable insights and opportunities! What’s Inside This Week’s Video: Stocks Defy Gravity: The market rallies above resistance despite recession signals like contracting GDP ...
May 03, 2025•31 min•Ep. 145
Stocks Rally, Interest Rates Wagg Team Trump, Gold Corrects Lower - Get Next Week's Moves Today Get the financial news that matters to your investment portfolio. In this week's Financial Market Report for April 25, 2025, we share with you: A fresh perspective on Tariffs, something you won't hear on channel 2,4,7, CNN, or Fox. Spoiler: Have you ever seen the 1997 movie "Wag The Dog"? See why it's relevant to your portfolio. Why interest rates are the Big Dog in markets and how they are wagging th...
Apr 26, 2025•32 min•Ep. 144
#Snoopdogg talks about US Tariffs. The ongoing decoupling of trade between the United States and China presents significant economic shifts. From the beginning, the initiation of tariffs and significant dates have marked the start of new tariff policies, highlighting key milestones in the trade dispute. President Trump played a crucial role in initiating the trade war, with his administration’s tariffs on steel, aluminum, and Chinese imports having substantial economic implications. Investors mu...
Apr 22, 2025•10 min•Ep. 143
Where we see stock markets headed in the next few weeks and what we are looking for to start buying. Why interest rates are so concerning as they act like a child hopped up on sugar and red dye. Hear what we are watching for next week to get an early read on whether rates are on the rise or not. Gold makes another all-time high as the parabolic move starts to show signs of technical weakness. Understand why we are selling Gold and holding Silver. And what about Fed Chairman Jerome Powell? Can Tr...
Apr 18, 2025•28 min•Ep. 142
In recent years, the rapid advancement of technology has transformed various industries, creating new opportunities and challenges. As we navigate this ever-changing landscape, it is crucial to stay informed and adapt to the latest trends. One of the most significant developments is the AI boom, which presents substantial AI Investment Opportunities and potential impacts on financial portfolios and the semiconductor industry. T https://www.quiverfinancial.com/ This episode is brought to you by (...
Apr 14, 2025•13 min•Ep. 140
Welcome to Quiver Financial's Financial Market Report April 2025: Bear Market Playbook! In this week's in-depth market analysis, we dive into the stock market's volatile rollercoaster as sentiment shifts from stagflation fears to recession concerns. We unpack the wild swings in the 10-year Treasury yield, Trump's unexpected tariff pivot, gold and miners pushing higher, and energy sliding into a recessionary slump. Stay ahead of the curve with our expert insights on what’s driving the markets and...
Apr 11, 2025•38 min•Ep. 141
How can you ensure a financially secure retirement? By crafting a comprehensive retirement plan. This guide will take you through the essential steps, from setting financial goals and budgeting to investment strategies and risk management. Discover how to prepare for a comfortable and worry-free retirement. Key Takeaways Comprehensive retirement planning is essential for ensuring financial security and addressing both financial and emotional aspects of retirement. Key components of a retirement ...
Apr 09, 2025•13 min•Ep. 139
Is the market crash making you nervous? In this week’s financial market report, we dive into what we bought and sold for our clients, and what we are watching to help us determine whether this market decline is the start of a bear market, or a buying opportunity of a lifetime. In this issue, we discuss everything from gold and energy to real estate, interest rates, and stocks. We’ll break down key strategies we learned during the dot-com bust and Great Recession to protect your portfolio during ...
Apr 05, 2025•30 min•Ep. 138
As of April 04, 2025, the stock market’s not just teetering—it’s doing a full-on faceplant off the high wire, and the crowd’s too stunned to even grab the popcorn. The Dow’s down nearly 2000 points today alone, a 4% nosedive to $38K, according to the latest reports. The S&P 500’s shedding 4.8%, losing $2 trillion in value like it’s pocket change, while the Nasdaq’s cratering almost 6%, its worst day since the COVID panic of 2020. This isn’t a bubble gently popping—it’s a clown car smashing i...
Apr 04, 2025•6 min•Ep. 137
Financial markets started spring on a sour note, rattled by uncertainty surrounding the latest Trump tariff news. As the April 2nd tariff deadline looms, unease has triggered further sector rotation in the market, with the stagflation playbook names performing best for the year. Compounding this week's tension, economic reports released this week revealed consumer sentiment plunging to a 12-year low, while Friday's PCE indicator delivered a hotter-than-expected inflation reading. Stagflation is ...
Mar 29, 2025•22 min•Ep. 136
Why Is This Baby Ready For Bear Markets and Stagflation? This week's financial news was consumed by Trump's Tariff uncertainty, the Federal Reserve's signaling signs of stagflation, a pause in the stock market crash, and Gold making new highs. Is the recent market decline a buying opportunity or the beginning of a bear market and recession? What is stagflation, and how should you invest in it? We answer these questions and more in this week's Quiver Financial Market Report. Please like and subsc...
Mar 21, 2025•26 min•Ep. 135
This week's financial market report explores how a strategic blend of portfolio diversification, non-correlated assets, long-term fundamental analysis, and short-term tactical moves can transform a stock market sell-off into a powerful wealth-building opportunity. Join us as we break down these key strategies to help you navigate and thrive in volatile markets. Please like and subscribe. It's not intended to be investment advice. Advisory services through Quiver Financial Holdings, LLC. 501 N El...
Mar 15, 2025•15 min•Ep. 134
Wondering how to repay 401k loan after leaving job? You’re not alone. This guide explains your repayment options, potential consequences, and strategies to manage your loan effectively to avoid penalties and protect your retirement savings. Key Takeaways Understanding the terms and consequences of 401(k) loan repayments is essential to avoid significant tax liabilities and penalties. Immediate repayment options, such as paying off the loan in full or using personal savings, can help prevent loan...
Mar 10, 2025•13 min•Ep. 132
As Stocks Sell Off, We Answer The Number One Question We Got From Investors This Week. Financial Markets are beginning the ides of spring with volatility. Stock Markets are in correction mode, led by sell-offs in the Mag 7, Tech Sector, and momentum names like PLTR, TSLA, META, and NVDA. Uncertainty from Tariffs is leading the headlines. Is this the end of the bull market or just a run-of-the-mill correction with a market leadership rotation? Watch what we are seeing and doing for our clients wi...
Mar 08, 2025•16 min•Ep. 133
Stocks Sell Off as Interest Rates Drop! Is The Bull Market In Stocks Over? Big shifts in financial markets as February comes to a close, and markets get anxious about Trump-era tariffs. Will they cause inflation? Will the consumer get stuck paying the most significant price? What do they mean for stock markets and investor's portfolios? Find out why we are singing along to The Rolling Stones. At the same time, interest rates plunge, and the tech sector causes jitters in the stock market, along w...
Mar 03, 2025•25 min•Ep. 131
Feb 28, 2025•41 sec•Ep. 130
Artificial intelligence (AI) and quantum computing: they’re the tech world’s equivalent of a superhero and a super-genius sidekick. AI is already here, busy automating everything from targeted ads (because apparently, my phone does know I need another subscription to someone telling me the government is going to steal my IRA) to self-driving cars (which, fingers crossed, could help Florida drivers). AI tools are transforming sectors like customer service and software development, enhancing effic...
Feb 24, 2025•13 min•Ep. 129
Get the latest financial market insights in our Weekly Market Report! This week, we dive into the price movements of the 10-Year Treasury Yield (IEF), oil (USO), gold (GLD), and the S&P 500 (SPY) as Wall Street closes lower in February 2025. Inflation fears and tariff talks take center stage—what does it mean for your investments? See the moves we are making for our clients at Quiver Financial. Plus, a special spotlight on a market poised to thrive under potential tariff shifts. Stay informe...
Feb 23, 2025•22 min•Ep. 128
Looking for next week's key market moves? This week saw MAJOR shifts in interest rates, gold hitting new highs, and oil's dramatic price action. Join us as we break down the crucial market signals and prepare you for what's ahead. We're analyzing: ✓ Why Fed policy is driving market sentiment ✓ Gold's historic price action and what it means ✓ Oil's supply/demand dynamics ✓ Key technical levels to watch ✓ Top trade setups for next week This content is for educational purposes only. Always do your ...
Feb 15, 2025•19 min•Ep. 127
Inflation is heating up again, little surprise to consumers feeling the sting of price hikes in everyday purchases. The Consumer Price Index surged 3% over the prior year in January and an uptick from December's 2.9% increase. The month-over-month increase was 0.5% — the largest monthly jump since August 2023. Categories like food, fuel, and insurance remain elevated, which one economist termed "a familiar disappointment." Here’s what the latest CPI report means for your household: Food creeps b...
Feb 13, 2025•5 min•Ep. 126
As we edge closer to 2025, significant changes to Medicare Part D are on the horizon, promising to reshape how beneficiaries manage their prescription drug expenses. These changes are part of broader reforms to the Medicare program aimed at improving coverage and benefits for enrollees. Here’s a comprehensive look at what’s changing, why it matters, and how you can prepare: Table of Contents what’s changing: The $2,000 Out-of-Pocket Cap Impact: Considerations: Goodbye to the “Donut Hole” Before:...
Feb 10, 2025•10 min•Ep. 125
Dive into Quiver Financial's Weekly Market Update for February 2025! Stay ahead of the game by catching up on all the pivotal developments in: Stocks: Reaction to SP500 earnings this week in some Mag 7 names were not so great. Is the equity market ready for a correction or will the Bull Market charge on? Gold: Gold prices reach another all-time high. Time to sell or buy, buy, buy? See what we are watching. Oil: Will Oil prices be the cause of frustration for the Trump administration or will dril...
Feb 08, 2025•24 min•Ep. 124
