A Perplexing Market, Examining Relative Strength & The Best Investment Advice Ever

A Perplexing Market & Examining Relative Strength John Davidson is back for this week’s episode of Money Wise – and he’s on fire! The guys start the show with last week’s numbers from Wall Street before moving into some stunning examples of high relative strength despite poor statistics. The Dow was up 0.9%, the S&P 500 was up 0.9%, and the NASDAQ was up 1.3%. The Dow is up on the year, as are the S&P and the NASDAQ. The Money Wise guys discuss a market that continues to be perplexing, with volume still on the decline. They share […]

Protecting Your Savings: Strategies for Managing Retirement Healthcare Costs

Preparation is Key for Covering Medical Expenses in Your Golden Years As you approach retirement, one of the most significant financial concerns you may face is managing retirement healthcare costs. Healthcare expenses can quickly add up and erode your retirement savings, making it crucial to plan and prepare for these costs. There are various strategies that you can consider to manage your healthcare expenses in retirement and potentially protect your retirement savings.

Beware These Retirement Tax Traps

Considerations to Help You Develop a Tax-Savvy Retirement Plan There are potentially significant changes that could occur in the next 15 years. What’s more, the U.S. Census Bureau says that, by 2030, we will reach the milestone of having more people aged 65 and older than those aged 18 or younger. What does this demographic shift mean for your retirement? Well, you’ll likely need to prepare to overcome a few retirement tax traps. In this article, we break it down. Why You Need to Be Wary of Retirement Tax Traps The current national debt in the U.S. stands at […]

Wealth Management Strategies for High Net Worth Individuals and Families

Tools and Techniques for Portfolio Optimization, Risk Management, and Asset Protection High Net Worth individuals and families – those having at least $1 million in liquid assets – face unique challenges when it comes to managing their wealth. When creating a comprehensive wealth management plan, it is important to consider factors such as portfolio optimization, risk management, and asset protection. Fortunately, there are several tools and techniques available to help high-net-worth individuals and families manage their wealth effectively, and we’ll review several of them below.

9 Ways to Become a Stronger Investor

Use these nine tips to become a stronger investor, gain confidence, and build a solid foundation of financial knowledge as you work to build wealth

A Snoozer of a Week, The Market Cha-Cha & 10 Myths of Retirement Planning

A Snoozer of a Week, The Market Cha-Cha, and Low Volume (Again) The Money Wise guys are back in the studio, kicking off the show with last week’s numbers from Wall Street. The Dow was down, the S&P 500 was down, and the NASDAQ was down, though all three indices were down by less than half a percent. Year-To-Date the Dow is up, the S&P 500 is up, up the NASDAQ remains up by a pretty massive 15.3%. Overall, it was a snoozer of a week, and the Money Wise guys analyze the lighter volume trends we’ve seen going […]

Inflation News, Banking Shifts, Quantitative Tightening & A Retirement Readiness Quiz

Inflation News, Banking Shifts, and Quantitative Tightening The Money Wise guys start this week’s show with a rapid-fire market recap. Last week showed the Dow up 1.2%, the S&P 500 up 0.8%, and the NASDAQ up 0.3%. YTD the Dow is up 2.2%, the S&P 500 is up 7.8%, and the NASDAQ is up 15.8%. It was a very busy week with inflation data and, all in all, things are moving in the right direction. Year-over-year inflation is at its lowest rate in nearly two years, and the CPI and PPI numbers contributed to some positive sentiment for the […]

5 Ways to Navigate Retirement During a Time of Rising Inflation

Rising inflation can pose serious challenges to retirees or anyone else on a fixed income, so consider these five tips to gain more financial security.

Q1 in Review, A Possible Reflex Rally & Registered Investment Advisor vs. Broker

Q1 in Review & A Possible Reflex Rally for the NASDAQ The Money Wise guys are back in the studio after a week off, and there’s much to discuss. First, they dig into last week’s numbers from Wall Street: The Dow was up slightly, the S&P 500 was down a bit but near-flat, and the NASDAQ was down. Year-To-Date, the Dow is up 1%, the S&P 500 is up 6.9%, and the NASDAQ is up 15.5%. The guys also review the Q1 numbers, which show the Dow up slightly, the S&P 500 up 7%, and the NASDAQ up just […]