The Dogs of the Dow are Biting & Investor Psychology
Jeff, Joe, and Kyle kick off the show with last week’s market update. The Dow was up 5.7%, the S&P 500 was up 4%, and the NASDAQ was up 2.2%. YTD the Dow is down 9.6%, the S&P 500 is down 18.2%, and the NASDAQ is down 29%. The Dow was really on fire last week – and for the whole month of October. The Money Wise guys discuss the reason for the surge, whether there’s still a shoe to drop, mixed earnings, the upcoming seasonality effect, and so much more. In the second hour, the Money Wise guys […]
Five Things Every Investment Portfolio Should Have
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)
3rd Quarter 2022 Market Commentary
Our commentary on the state of the markets at the end of the third quarter.
Understand Investing Terminology to Build More Wealth
Gaining a greater understanding of common investing terminology can empower you as you navigate the complicated world of investing and work to build your wealth.
Friday Gains, Fed-Speak & What Wall Street Won’t Tell You
Jeff, Joe, and Kyle are back in the studio sharing last week’s market movements. The Dow was up 4.9%, the S&P 500 was up 4.7%, and the NASDAQ was up 5.2%. YTD, all three remain in the red. We had a slight attack of the Fridays last week, with gains across the board at the end of the week. The biggest question is, will it hold? The Money Wise guys discuss the issue from all sides in this engaging episode. In the second hour, the Money Wise guys pull back the curtain and share What Wall Street Won’t Tell […]
A Wild Reversal, Tax-Loss Harvesting & 5 Things Every Portfolio Should Have
Jeff, Joe, and Kyle kick off the show with last week’s market recap. The Dow was up 1.2%, the S&P 500 was down 1.6%, and the NASDAQ was down 3.1%. All three indexes remain down in double digits year-to-date. Last week featured a Thursday rip-your-face-off, short-covering, technical bounce rally after the S&P dipped below 3500, but it didn’t hold on Friday. It was one of the top five reversals in history – on absolutely no news. The Money Wise guys discuss what happened, why investors should be thinking about tax-loss harvesting right now, and much more. In the second […]
401(k) Rollovers- 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)
Common Financial Challenges in the First Decade of Retirement
Get the information you need to make the most of your retirement and combat some of the most common financial challenges facing those in their golden years.
A Short Covering Rally, Lower Unemployment & Retiree Spending Rules
Jeff, Joe, and Kyle are back in the studio after a week where we eeked out some gains due to strong Monday and Tuesday buying. The Dow was up 2% on the week, the S&P 500 was up 1.5%, and the NASDAQ was up 0.7%. All three remain down YTD. Above-average buying on Monday and Tuesday led to a week of gains, despite down days later in the week. The Money Wise guys explain why they consider it a short covering rally, and why it was promptly followed by a three-day decline punctuated by remarks from the Fed. They […]
How September Ruined the Quarter & 10 Myths of Retirement Planning
Jeff, Joe, and Kyle kick off the show with their customary rapid-fire market recap. Last week saw the Dow down 2.9%, the S&P 500 also down 2.9%, and the NASDAQ down 2.7%. We just finished Q3, which saw the Dow down 6.7%, the S&P 500 down 5.3%, and the NASDAQ down 4.1%. Year-to-date, all three major indexes remain down by greater than 20%, and we’ve hit new closing lows for all three. The guys discuss how September out-performed its own historical downside, ruining an otherwise positive quarter, and where we may go from here. What’s an investor to do? […]
