Putting 2022 in the Rearview & Retiree Spending Rules
It’s the last show of 2022, and the Money Wise guys are ready to leave this year in the rearview! Last week saw the Dow down, the S&P 500 down, and the NASDAQ down. In Q4 of 2022, the Dow and the S&P were up, though the NASDAQ was down. YTD, all three indices remain down. It’s a statistic-heavy show, as the guys share where 2022 fell in the historical context of poor stock and bond performance, and they share why they’re looking forward to 2023. In the second hour, the Money Wise guys share the Retiree Spending Rules […]
Market Algorithms, Coal in the Stocking & 10 Myths of Retirement Planning
The Money Wise guys are back in the studio on Christmas Eve to share last week’s numbers from Wall Street. The Dow was up 283 points, the S&P 500 was down 8 points, and the NASDAQ was down 208 points. YTD the Dow remains down 8.6%, the S&P 500 is down 19.3%, and the NASDAQ is down 32.9%. We haven’t had a negative December since Q4 of 2018, but we’re looking at some coal in the stocking this year. There was quite a bit of activity in the second to last trading week for 2022, with the algorithms reacting […]
Approaching the Bear, No Santa Claus Rally This Year & A Retirement Readiness Quiz
Jeff and Joe are in the studio this week to share last week’s numbers from Wall Street. The Dow was down 1.7%, the S&P 500 was down 2.1%, and the NASDAQ was down 2.7%. YTD the Dow is down 9.4%, the S&P 500 is down 19.2%, and the NASDAQ is down 31.6%. We’re just a smidge away from Bear Market territory and the Q4 rally seems to be over. With just a few weeks left in the calendar year, the MoneyWise guys share why they don’t expect a Santa Claus Rally at the end of the year, how the […]
Portfolio Rebalancing Tips for the New Year and Beyond
Portfolio rebalancing is critical to maintaining the proper level of risk in your investment portfolio so use these tips to know when and how to rebalance your investments.
Back in Trading Range & The Best Investment Advice Ever
The Money Wise guys kick off this week’s show with a rapid-fire market recap. The Dow was down 2.8% last week, the S&P 500 was down 3.4%, and the NASDAQ was down 4%. YTD all three remain down. We’re back in trading range once again, stuck between the 200-day moving average and the 50-day moving average, and all three major indices are having a positive quarter – though the NASDAQ is still lagging. The guys discuss the role of inflation, last week’s Producer Price Index numbers, and so much more. In the second hour, the Money Wise guys help […]
5 Money Moves to Make in a Down Market
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 Retirement
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)
The Retiree Spending Rules You Should Be Following
Saving for retirement is only half the battle, so use these retiree spending rules to help ensure that your retirement savings last as long as you do.
An Emotional Market, a Davidson Cap Anniversary & Equity Indexed Annuities
The Money Wise guys are back after a two-week hiatus, during which time there were plenty of ups and downs on Wall Street. Jeff, Joe, and Kyle kick off the show with last week’s market recap, which showed the Dow, the S&P 500, and the NASDAQ all up slightly. Year-to-Date, the Dow is down 5.3%, the S&P 500 is down 14.6%, and the NASDAQ is down 26.7%. November was a good month for investors overall, with plenty of ups and downs as the market showed its emotions about China, the Fed, jobs numbers, and more. The guys hash it […]
