The Difference Between a Registered Investment Advisor and Broker
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 this increase was coming, however, the markets shouldn’t have reacted to this […]
Market Performance, Earnings Season, and Investor Psychology
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 outlook for the Biden Administration’s infrastructure plan. In the second hour, […]
Long Term Investing and the Best Investment Advice Ever
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 […]
2021 First Quarter Recap, Growth vs. Value, and the Biden Infrastructure Proposal
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 years, the guys will also take a look at whether there is potential for higher PE […]
