A September to Remember, Real Talk on Current Market Valuations & 401(k) Rollovers

Market Valuations Deep Dive, Extrapolating the Stats, and Prudence in September This week’s show kicks off with a rapid-fire review of last week’s numbers from Wall Street so let’s jump right in. The Dow was up 0.6%, the S&P 500 was up 0.6%, and the NASDAQ – which has outperformed both the Dow and the S&P this quarter – was up 1.0%. YTD we see the Dow up 12.3%, the S&P 500 up 20.3%, and the NASDAQ up 20.7%. It’s been a September to remember, since this time of year doesn’t typically give us a positive month, especially for […]

The Dow Outperforms NASDAQ in Q3, We Get a 0.5% Interest Rate Cut & RIA vs. Broker

To kick off this week’s episode, the Money Wise guys report strong market performance for the past week, with the Dow Jones Industrial Average up 670 points (1.6%), the S&P 500 up 77 points (1.4%), and the NASDAQ rising by 264 points (1.5%). Year-to-date, both the S&P 500 and NASDAQ are up 19.6%, with the Dow up 11.6%. They discuss how, with only six trading days left in the third quarter, the Dow has outperformed the NASDAQ, signaling a shift away from tech stocks toward broader market participation. The Money Wise guys also focus on the Federal Reserve’s unexpected […]

The NASDAQ Corrects Itself, Federal Reserve’s Upcoming Interest Rate Cut, & 401(K) Rollovers

After a week off the Money Wise guys are back in the studio kicking things off with a recap of last week’s numbers. The Dow Jones Industrial Average rose by 1,048 points (2.6%), the S&P 500 gained 218 points (4%), and the NASDAQ surged by 993 points (6%). Year-to-date, the Dow is up 9.8%, the S&P 500 is up 18%, and the NASDAQ is up 17.8%. The guys note that this strong rally came after a period of market correction, particularly in the NASDAQ. Despite September historically being a volatile month, this past week saw a significant rebound, with […]

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