We discuss 401(k) plans a lot. That’s because retirement planning is important to us. Retirement can represent a quarter of a person’s life. Social security helps, but 401(k)s offer so much more for retirement savers. And 401(k) calculators can help make sure you get the retirement you deserve. Using a 401(k) calculator forces you to think about your retirement in new ways. They offer great opportunities for making important decisions and maximizing your retirement contributions. It’s a great to...
Feb 27, 2023•10 min•Ep. 33
The goal of The Next Investment Wave is to help you identify potential investing trends early. If we were to use a baseball analogy, the meat of most investment moves is found near the bottom of the second inning or the top of the third inning. Our research over the past 6 months has caused us to believe that the next investment wave that investors may be able to lean into to create their next round of wealth may be found in the realm of commodities and basic materials. With any long-term thesis...
Feb 20, 2023•12 min•Ep. 32
Many retirees live on a more or less fixed income. Because of this, learning how to save money while retired can help you manage your personal finances. There are many actions you can take to minimize your financial output and help extend the life of your retirement savings. Today, we’ll discuss some of the most helpful tips that can help retirees start saving and stop worrying. Create a Budget Creating a budget helps you understand how much money you spend. Knowing this can help you determine h...
Feb 13, 2023•8 min•Ep. 31
SUMMARY KEYWORDS airbnb, people, real estate prices, rent, data, real estate, house, prices, short term rental, market, buy, home, starting, year, rentals, properties, justin, interest rates, patrick, investor 00:00 Hey, welcome to quiver financial news and our second edition of our real estate prices going to crash in 2023. It's January of 2023. And it's hard to believe, but it's been a whole six months since our first edition discussing whether real estate prices are going to crash within the ...
Feb 08, 2023•46 min•Ep. 30
401(k) plans remain one of the most popular retirement plans available. They offer a variety of investment options, the potential for steady growth, and even some tax benefits. While the government limits the amount of money you can contribute to your 401(k) account in a year, they regularly increase this limit to meet the cost of living. And this year, we’re seeing the biggest 401(k) contribution limit increase ever. 401k increase 2023 The 401(k) contribution limit for 2023 is $22,500. This is ...
Feb 06, 2023•8 min•Ep. 29
Later-in-life investing: What you should know. So, you’ve left planning for your golden years to the mid-century mark — don’t worry. You’re not the only one. Almost 1 in 4 boomers said they didn’t start saving for retirement until they turned 50 — and over a third of them still say they have no retirement savings at all, according to a 2022 survey from mortgage information website Anytime Estimate. You still have options, so get yourself moving toward your retirement goals now. When you save for...
Jan 30, 2023•6 min•Ep. 28
In the social media age, we’ve become increasingly connected to those around us. Because most people share only the positive details of their lives, it sometimes gives the appearance that everyone else is having fun or experiencing success while we’re at home, looking at our phones. Because of this, the fear of missing out (FOMO) has become a common experience. The more common it becomes, the more it can find its way into other aspects of our lives. For investing, FOMO can have disastrous effect...
Jan 24, 2023•14 min•Ep. 27
As we help people prepare for retirement, one big question comes up all the time: “How much will I need to retire?” Unfortunately, the exact amount needed is different for everyone. However, there are steps you can take to determine on your own how much you need to retire comfortably. Why it’s important to understand how much you will need Understanding how much you’ll need to retire comes with many benefits. Primarily, when you know how much you need, you can take steps to reach your retirement...
Jan 16, 2023•14 min•Ep. 26
When they were first introduced in 1935, Social Security retirement benefits were a game changer. It ensured that retirees aged 65 and older could receive an income even after leaving the workforce. Over the years, retirement options have expanded. New account options, new retirement protection laws, and new investment opportunities help workers supplement their Social Security benefits and create their dream retirement. Regardless of these expanded options, Social Security remains the cornersto...
Jan 09, 2023•9 min•Ep. 25
Find out what happened and what we predicted in 2022 for stocks, bonds and commodities in this highlight reel of all the Quiver Financial quarterly events where we provided outlooks for The Dollar, Metals, Oil, Interest Rates and Stock Markets throughout 2022. So much happened in 2022 it was hard for us to trim our videos down to this 20 min. reel. We didn't even get a chance to cover some of the asset classes we focus on like real estate. Make sure you subscribe so you can stay up to date on wh...
Dec 09, 2022•22 min•Ep. 24
When creating your retirement savings plan, it's helpful to have specific goals. One such goal is when you plan to retire. Some of you might even have a specific date when you hope to retire. Target date funds are a popular retirement investment strategy that, as their name suggests, target a specific retirement date. They're a popular option for 401k plans—and their popularity increases each year. According to a recent study by the Investment Company Institute , participants in their twenties h...
Dec 05, 2022•8 min•Ep. 23
Good afternoon and welcome to Quiver Financial news and this week’s episode of our Market Recap. Today is Friday Dec. 2nd and these are the top stories for the week of Nov. 28th. Welcome back everyone. We hope you all had a good Thanksgiving. This week was a busy week for news that could affect the stock market. However only one thing really had an impact. That was Powell’s speech. Markets rallied during his speech as stated that they will be slowing how fast they raise rates. This was expected ...
Dec 02, 2022•2 min•Ep. 22
Good afternoon and welcome to Quiver Financial news and this weeks episode of our Market Recap. Today is Friday Nov. 18st and these are the top stories for the week of Nov. 14th. It was a slow week for the stock market. Stocks seem to be taking a breather as they decide if they will continue the climb or start a pull back. No a lot of headlines this week that would have an impact on what the markets do. We did get a better than expected Whole sale price. It rose by 2 basis points as compared to ...
Nov 18, 2022•1 min•Ep. 21
Colby and Patrick sit down and talk the good and bad about annuities. Ultimately, the most important outcome is that you reach your retirement goals. On the surface, annuities may seem like a safe bet, especially during times of market volatility. However, they often have significant drawbacks that aren’t readily apparent to the average investor. Before committing yourself to an annuity, be sure you ask all the right questions and understand all the details. Welcome to quiver financial news, tod...
Nov 16, 2022•31 min•Ep. 20
Recession vs. Depression: Definitions and Differences October 24, 1929 was a Thursday. The decade leading up to that day was one of carefree affluence. Thanks to a combination of more jobs, higher wages, and expanded access to credit, the middle class had more buying power than ever before. As luck would have it, there was an abundance of things to buy. Henry Ford's assembly line meant companies could now mass produce goods quickly and cheaply. Consumerism took its spot at the forefront of the A...
Nov 14, 2022•14 min•Ep. 19
Good afternoon and welcome to Quiver Financial news and this weeks episode of our Market Recap. Today is Friday Nov. 11st and these are the top stories for the week of Nov. 7th. Well the massive short squeeze that we talked about last week did push the markets to a rally. The Nasdaq has had its best week since 2020. This means if the bulls can hold their ground we could see a rally into year end. If this happens we could see a sentiment shift and the talking heads saying the recession is over an...
Nov 11, 2022•2 min•Ep. 18
Good afternoon and welcome to Quiver Financial news and this weeks episode of our Market Recap. Today is Friday Nov. 4st and these are the top stories for the week of Oct. 31st. There was so much data released this week we are going to even try and cover it all in this episode. We posted the date and times of the release so if you feel adventurous check out the description box of this weeks episode. Top items that investors should pay attentions to were lower Manufacturing ISM numbers. We are no...
Nov 04, 2022•2 min•Ep. 17
Good afternoon and welcome to Quiver Financial news and this weeks episode of our Market Recap. Today is Friday Oct. 28st and these are the top stories for the week of Oct. 24th. Interest rates have taken a breather. Even with the ECB hiking another 75 basis points and the fed expected to hike 75 basis points next week. Time will tell if rates continue the trend higher. Gas per barrel is at the same price point as a year ago and yet we haven’t seen a change in inflation data. Today was another b...
Oct 29, 2022•1 min•Ep. 16
Good afternoon and welcome to Quiver Financial news and this weeks episode of our Market Recap. Today is Friday Oct. 21st and these are the top stories for the week of Oct. 17th. This episode is titled CASH is King but takes on an entirely new meaning. Last week we discussed that we might see a rally in the weeks to come. Well we saw it, lost it and got it back today. This is typical activity for a bear market. We are still in an inflection zone so no clear indication whether we continue this ra...
Oct 21, 2022•2 min•Ep. 15
Every week we will try and recap all the major events and topics of the week that we feel investors should be aware of as well as future topics that could come to head in the coming weeks. 1. Core Inflation stays high. 2. Charts are calling for a potential rally in the weeks to come. 3. Bear Market is not over yet. 4. Interest rates and dollar continue their climb. Janet Yellen says she likes a strong dollar. 5. Bank of England tells pension funds to rebalance in 3 days. 6. Things to watch in co...
Oct 14, 2022•2 min•Ep. 14
Looking for answers on how to invest in a bear market? Is the stock market volatility causing you concern? Are you an investor in stocks, bonds or real estate pondering questions like: How much further can the stock market fall and what should I do with my retirement investments? How much higher can interest rates go and what should I do with my bond investments? How can I make money from the rising dollar? Should I be buying real estate or waiting for a crash? All these questions that investors...
Sep 26, 2022•1 hr 2 min•Ep. 13
Concerned about how a bear market and recession may affect your investment portfolio? Wondering what investment alternatives may be good for your retirement plan or 401(k) during volatile times? Find out why a long short investment strategy may be worth considering in this bear market in this interview with MAGNET Fund manager Jordan Kimmel. Hear why having discipline can help you get ahead of the next investment curve. Understand what a long short investment strategy is and how the MAGNET strat...
Sep 21, 2022•1 hr 2 min•Ep. 12
Retiring soon? Hear what to consider if you need your investment portfolio for income and growth. Concerned about market declines? Learn the steps professional investors take to manage risk and find opportunities in today's financial markets. All this and more is discussed in this month's Retirement Red Zone. Not intended to be investment advice. Securities offered through Quiver Financial Holdings, LLC www.quiverfinancial.com 949-492-6900
Sep 06, 2022•40 min•Ep. 11
So many have been wrong about The Dollar and here is why and New threats to The Dollar. Not intended to be investment advice. Securities offered through Quiver Financial Holdings, LLC a registered advisory firm with the state of CA.
Aug 10, 2022•16 min•Ep. 10
Sensible question considering the run up in RE prices since the Pandemic……is another 2008 housing crash on the horizon or will the Federal Reserve be able to thread the needle to create a soft landing for housing by just removing the speculator froth that has come from ibuyers, build to rent and wall street speculators? #realestate #investments #stocks #crash #money #dollar #inflation #finacialfreedom
Aug 02, 2022•33 min•Ep. 9
Looking for ideas on how to invest and make money in a bear market? Knowing your investment alternatives outside of stocks and bonds may help. Get what you need to know about alternative investments in this brief video by Quiver Financial's Colby McFadden, Patrick Morehead and Justin Singletary. Securities offered through Quiver Financial Holdings, LLC Registered Advisory with the state of CA. Not intended for investments advice. #financialfreedom #realestate #money #stocks #bonds #invest...
Jul 26, 2022•20 min•Ep. 8
How low can the stock market drop before it finds a bottom? How high can interest rates go? What about the dollar and gold? I keep getting emails telling me the dollar is doomed and I should buy Gold Bars...should I? How high are oil and gas prices going and what can I do about it? In this episode we cover these question and more. #financialfreedom #realestate #invest #retirement #finance #stockmarket #stocks
Jul 07, 2022•32 min•Ep. 7
It is a common misconception that only institutions and the wealthy have access to these types of inflationary hedged investments and that simply is not the case. Holding assets such as a rental property in your IRA has been proven to diversify you away from fluctuations in the stock market, provides passive income for future years, hedge against inflation and reduce your portfolio risk. That sounds like a quadfecta to me. #financialfreedom #finance #invest #investment #investing #realestate...
May 24, 2022•6 min•Ep. 6
A Quiver is a set of investment tools that can help you reach your retirement a little sooner than you may have thought possible. Since 1997 we have been guiding retirement investors through bull and bear markets with a Quiver of timely strategies. We invite you to learn more about retiring in style at the age you desire requires having the right investment strategy at the right time.
May 24, 2022•3 min•Ep. 5
Find out how it may impact your business in this brief informative video that covers: What are the penalties? Where do you find information? How do you login to CalSavers and register? What is the best way for businesses to comply with CalSavers Visit www.quiverfinancial.com/calsavers-retirement-resources/ Visit www.quiverfinancial.com for disclosures. Not intended for investment advice. Quiver Financial Holdings, LLC is a registered investment advisory in the state of CA.
May 09, 2022•26 min•Ep. 4
