A Tranquilizer Dart for the Bear & The Best Investment Advice Ever
Jeff, Joe, and Kyle kick off this week’s show with a market recap that is distinctly more positive than the last few weeks. The Dow was up 5.4%, the S&P 500 was up 6.4%, and the NASDAQ was up 7.5%. All three indexes remain down in double digits YTD. The market gave us a reprieve this week from the big, hairy, smelly bear market as if it was hit with a tranquilizer dart for a short time. The Money Wise guys discuss Friday’s rip-your-face-off rally, how rebalancing came into play, and what they’re talking about in their portfolio strategy […]
Cultivating Your Investor Mindset For Stock Market Success
Stock market success requires an investor mindset that values long-term perspective and patience over short-term trends and knee-jerk reactions.
A Big, Hairy, Smelly Bear, Base Case Predictions & Equity Index Annuities
Jeff, Joe, and Kyle are back at it, this time with a decisively unpleasant market recap. Last week saw the Dow down 4.8%, the S&P 500 down 5.8%, and the NASDAQ down 4.8%. The year-to-date numbers show those three indexes down 17.7%, 22.9%, and 31%, respectively. The S&P 500 officially crossed into bear market territory – a big, hairy, smelly bear – and now we’re all wondering how long it will last. With many predictions being thrown around, what’s an investor to believe? The guys talk dollar-cost averaging, how close we may be to the bottom of the market, […]
The Continued ‘Market Cha-Cha’, CPI Numbers & Registered Investment Advisor vs. Broker
Jeff, Joe, and Kyle are here with another review of last week’s market movements. The Dow was down 4.6%, the S&P 500 was down 5%, and the NASDAQ was down 5.5%. Year-to-Date, the Dow is down 13.6%, the S&P 500 is down 18.2%, and the NASDAQ is down 27.5%. Though we spent the last few trading weeks in the “market cha-cha,” we reached a lower leg last week. The CPI came out on Friday and it was a market-moving number because it had not substantially improved. The Money Wise guys talk about the Thursday sell-down that continued into Friday, […]
Five Things Every Portfolio Should Have
Incorporate these five things every investment portfolio should have to give yourself the best chance at investing success
‘No Fun Until the Fed’s Done’ & Understanding Investor Psychology
Jeff, Joe, and Kyle are back at it with a rapid-fire market review to start the episode. The Dow was down last week by just shy of 1%, and the S&P 500 and the NASDAQ were down a little more than 1%. On the year thus far, all three indexes remain down. In yet another attack of the Fridays, we saw a largely positive week end in the red, and the guys share why the Federal Reserve’s continued moves are causing volatility. The Money Wise guys discuss quantitative tightening, roll-off, and adding liquidity back onto the marketplace. In the […]
