“The Big Beautiful Bill,” Wall Street Records & Equity Index Annuities
This week’s Money Wise episode dives into another record-setting week on Wall Street, with the S&P 500 and NASDAQ closing at new all-time highs, while the Dow still lags behind. The team recaps the weekly gains, Dow up 1.3%, S&P up 1.5%, and NASDAQ up 1%, and emphasizes that, despite the headlines, only 8% of S&P 500 companies are trading at their 52-week highs, highlighting untapped opportunity beneath the surface. In the second half of the show, the guys tackle the importance of active management, especially in a market dominated by the Magnificent 7 tech stocks. They also take […]
How to Incorporate Risk Management Into Your Financial Plan
No matter how detailed your financial plan is, one thing is certain: risk is always part of the equation. Market fluctuations, inflation, rising interest rates, and unexpected personal or global events can all impact your financial trajectory. That’s why incorporating risk management in financial planning isn’t just a smart move, it’s a foundational strategy. Here at Davidson Capital Management, we believe that understanding your exposure to risk is just as important as understanding your investment opportunities. Managing risk doesn’t mean eliminating it entirely (which isn’t possible); it means identifying, evaluating, and actively manage risk in your portfolio so your […]
Wall Street’s Uneasy Summer, Tariff Drama, & What Wall Street Won’t Tell You
The Money Wise guys are back with another episode, and they kick off the show with a rapid-fire recap of last week’s market moves. Markets were relatively calm this past week, with the Dow Jones Industrial Average down just 29 points (0.1%), the S&P 500 up 37 points (0.6%), and the NASDAQ gaining 310 points (1.5%). Year to date, the Dow is up 4.2%, the S&P 500 has climbed 7.1%, and the NASDAQ is up 8.2%. Despite hitting a new all-time high on Thursday, the S&P 500 continues to move in a sideways “cha-cha” pattern amid ongoing tariff uncertainty […]
Tariff Fears Fade, Markets Take a Breather & RIA vs. Broker
This week on Money Wise, the team reflects on a quieter stretch for Wall Street after months of volatility. The Dow slipped 457 points (-1%), the S&P 500 dipped 0.3%, and the NASDAQ was nearly flat, down just 0.1%. Year-to-date, however, all three indexes remain positive, with the Dow up 4.3%, the S&P 500 up 6.4%, and the NASDAQ up 6.6%. While markets took the latest tariff announcements in stride, including President Trump’s July 9th letter outlining new rates for trading partners, investors remain cautiously optimistic. The “big beautiful bill” passed on July 4th also grabbed attention, with analysts […]
Markets Surge into Q3, Supreme Court Shake-Ups & The Best Investment Advice Ever
It was a blockbuster week, and quarter, for Wall Street. The Dow jumped 1,009 points (2.3%), the S&P 500 gained 1.7%, and the NASDAQ rose 1.6%. Year-to-date, all three indexes are firmly in positive territory, with the S&P 500 up 6.8% and the NASDAQ up 6.7%. June closed strong too, with the Dow up 4%, the S&P 500 up nearly 5%, and the NASDAQ surging 6.5%. Even more remarkable: the second quarter saw the S&P soar 10.5% and the NASDAQ skyrocket 17.75% despite April’s sharp correction. The Money Wise guys break down how this market resilience reflects optimism around […]
