The Prime Rib of Earnings, Another Fed Meeting & Investor Psychology
Jeff, Joe, and Kyle are back and bringing you another rapid-fire market recap. Last week, the Dow was up 3.0%, the S&P 500 was up 4.3%, and the NASDAQ was up 4.7%. Year-to-Date, the Dow is down 9.6%, the S&P 500 is down 13.3%, and the Nasdaq is down 20.8%. However, July was a big month and all three major indexes ended in the positive on the final trading day of the month. It’s still too early to call the bottom, though we saw a very nice rally last week. The guys share how to dip your toes slowly […]
Investor Psychology – Money Wise Wednesdays
Each week, Kyle pulls back the curtain on Wall Street and a financial services industry that, all too often, lacks transparency and honesty. Catch Kyle on SA Living every Wednesday at 10 a.m. on WOAI-TVandat 9 a.m. on Daytime with Kimberly and Esteban (San Antonio KABB-TV, FOX 29 and Corpus Christi KSCC-TV, FOX 38).
Stop Calling the Bottom & 5 Things Every Portfolio Should Have
Jeff, Joe, and Kyle are back in the studio with another rapid-fire market recap for last week. The Dow was up 2%, the S&P 500 was up 2.5%, and the NASDAQ was up 3.3%. Though it was a positive week, all three major indexes remain down year-to-date. We enjoyed a nice four-day rally last week, followed by an attack of the Fridays caused by a tipping domino in the tech world. The guys discuss the details and also share their irritation about so many analysts saying that the bottom has been put into the market. In the second hour, […]
Know What You Own In Your Portfolio – Money Wise Wednesdays
Each week, Kyle pulls back the curtain on Wall Street and a financial services industry that, all too often, lacks transparency and honesty. Catch Kyle on SA Living every Wednesday at 10 a.m. on WOAI-TVandat 9 a.m. on Daytime with Kimberly and Esteban (San Antonio KABB-TV, FOX 29 and Corpus Christi KSCC-TV, FOX 38).
Everything You Need to Know About 401(k) Rollovers
401K rollovers are an important investor education topic so learn your options when you have a self-directed 401K or a self-directed brokerage option.
Friday Optimism, Fed Cause and Effect, & Retiree Spending Rules
Jeff, Joe, and Kyle are back at it, starting the show with a market recap that shows all three major indexes down again. The Dow, the S&P 500, and the NASDAQ also remain down YTD. The week was far less negative than it would have been without such a positive Friday, driven by some earnings numbers from stocks and banks. The market also showed some optimism on information from the PPI and its input components, though we saw some CPI hand-wringing. In this episode, the Money Wise guys discuss the possibility of the Fed raising interest rates by a […]
A Bit of Relief in This ‘Grizzly’ Market & 10 Myths of Retirement Planning
Jeff, Joe, and Kyle kick off the show with their traditional market recap, and the numbers are a bit more positive as we enter the third quarter of 2022. The Dow was up 0.8%, the S&P 500 was up 1.9%, and the NASDAQ was up 4.6%. All three indexes remain down YTD. Investors experienced a bit of relief across the major indexes last week, though we’re still in a bear market. The Money Wise guys discuss the employment report, the S&P 500’s resistance point, the continued downward slope amid aggressive downs and rebounds, the Fed minutes, and more. In […]
How to Invest Your Health Savings Account
Find out how to invest your Health Savings Account (HSA) to help you to save money for future health-related expenses and grow your wealth, too.
A Brutal Second Quarter, Playing Defense & How To Know You’re Ready for Retirement
Jeff, Joe, and Kyle are back with another rapid-fire market recap. The Dow was down 1.3% last week, the S&P 500 was down 2.2% and the NASDAQ was down 4.1%. All three indexes were down for the second quarter of 2022 by double digits. It was the worst quarter since the first quarter of 2020 when COVID-19 hit, and the worst 6 months of the year for the S&P 500 since 1970. In short, it was a brutal second quarter. The MoneyWise guys discuss the portfolio changes they made, and why sometimes all you can do is play defense […]
