Retracement from a Corrective Low & Understanding Your Investor Psychology

Jeff, Joe, and Kyle are back at it for another value-packed episode for investors. They begin with a rapid-fire recap of last week on Wall Street, which saw the Dow up, the S&P 500 up, and the NASDAQ up, as well. YTD, all three remain down in single digits. The Money Wise guys share why the last eight trading days have proven quite interesting – as well as what this retracement means. They discuss why volatility continues, and what we can expect as earnings news is upon us. In the second hour, the Money Wise guys share insight on […]

Your Retirement Readiness Quiz: Are You Prepared?

Too many Americans are unaware of what they need to do to truly prepare for the financial realities of retirement. That’s why we created the Retirement Readiness Quiz to help you out! Take the quiz here.

Markets as Murky as the Corpus Christi Bay & Lower Rates Take High Toll on Retirement

Jeff, Joe, and Kyle begin this week’s show with their customary breakdown of last week’s market movements. The Dow was up 5.5%, the S&P 500 was up 6.2%, and the NASDAQ was up 8.2%. Despite one of the strongest weeks the markets have had since November of 2020, all three indexes remain down year-to-date. The guys discuss the four-day rally, dig a bit into the technical weeds, and encourage investors to temper their enthusiasm from this rally due to the continued cloudiness in the markets. They share what inflation data and the Fed’s monetary policy may bring, and why […]

Making the Most of Market Volatility & 5 Things Every Portfolio Should Have

Kyle, Jeff, and Joe are back at it again this week with their customary rapid-fire commentary on everything that’s happening on Wall Street. This past week has shown more volatility with the Dow down 2%, the S&P 500 down 2.5%, and the NASDAQ down 3.5%. Year to date, the Dow is down 9.3%,  the YTD S&P 500 is down 11.8%, and lastly, the YTD NASDAQ is down 17.9%. The guys take some time to analyze whether they think current trends are a direct consequence of the crisis in Ukraine or if they believe that it’s a continuation of market […]

Young Investors: Roth IRA or Traditional IRA?

Young investors who start saving early can benefit from giving their savings more time to grow. However, it can be difficult to know how to choose between different retirement savings vehicles. In this article, we’ll examine both Roth IRA and Traditional IRAs to pinpoint which is better.

Russia, Oil & The Fed + “Retiree Spending Rules”

The Money Wise Guys are back! The market had another incredibly volatile week: The Dow was down 1.3%, the S&P 500 was down 1.27%, and the NASDAQ down 2.78%. YTD The Dow is down 7.5%, the YTD S&P 500 is down 9.18%, and lastly, the YTD NASDAQ is down 14.9%. The Markets continue to respond to the current unstable Ukraine/Russia crisis and unprovoked war. The guys discuss how both covid compounded with green energy policies have contributed to inflation in the United States. In the second hour, The Money Wise Guys cover “Retiree Spending Rules” that every retiree can […]