Nine Ways to Be a Stronger Investor Starting NOW
It might already be evident from the time and effort we put into our educational materials, but investor education is a cornerstone of the Davidson Capital Management philosophy. Whether you’re new to investing or have years of experience, there’s always room to refine your approach and deepen your knowledge. Our goal is to provide clear, practical insights that help every investor, no matter their level of expertise. With that in mind, we’re sharing nine ways to become a stronger investor starting today.
The Powell That Stole Christmas, Predicted Volatility, & What Wall Street Won’t Tell You
In this week’s episode, the Wise Money guys review a turbulent week on Wall Street, with the Dow Jones falling 988 points (-2.3%), the S&P 500 declining 120 points (-2%), and the NASDAQ dropping 354 points (-1.8%). Despite the weekly losses, year-to-date gains remain strong, with the Dow up 13.7%, the S&P 500 up 24.3%, and the NASDAQ up 30.4%. The team reflects on the market’s reaction to the Federal Reserve’s latest meeting, drawing comparisons to 2018’s December volatility. With the Fed signaling fewer rate cuts than anticipated for 2025, the markets responded with a knee-jerk decline, raising questions […]
The Retiree Spending Rules You Should Be Following in the New Year
As a new year approaches, it’s the perfect time for anyone to reflect on their financial habits and set intentions for the months ahead. For retirees, retirement may offer the freedom to shape your days as you choose, but in order to maintain your financial health, it requires mindful planning and thoughtful spending. Use the fresh start of this upcoming year to implement or refine these essential spending rules to make the most of your retirement savings.
A Sideways Moving Market, The Santa Claus Rally, & RIA vs. Broker
In this week’s episode, the Money Wise guys dive into Wall Street’s recent performance, highlighting the Dow’s 1.8% drop, the S&P 500’s modest 0.6% decline, and the NASDAQ’s 0.3% gain. Year-to-date, the Dow remains up 16.3%, the S&P 500 has climbed 26.9%, and the NASDAQ continues to lead with a 32.7% increase. The discussion shifts to the recent seven-day losing streak for the Dow—something not seen since 2020—and explores how technical indicators show markets moving sideways since early December. Historically, the second full week of December has shown similar flat or negative trends, even during a strong secular bull […]
Dow’s November Surge, The Trump Bump Continues & The Best Investment Advice Ever
In this week’s episode, the Money Wise guys reflect on Wall Street’s recent performance, highlighting the Dow’s 0.6% drop last week, alongside gains of 1% in the S&P 500 and 3.3% in the NASDAQ. Year-to-date, the Dow is up 18.4%, the S&P 500 is up 27.7%, and the NASDAQ has climbed 32.3%. They discuss November’s strong numbers, with the Dow rising 7.5%, the S&P gaining nearly 5.75%, and the NASDAQ up over 6%, driven by what they call the “Trump bump.” As they analyze the ongoing bull market that began in October 2022, the discussion shifts to expectations for […]
