Barbell Portfolios & Equity Index Annuities

Episode Notes

Jeff, Joe, and Kyle begin by sharing last week’s market recap, which saw the Dow Jones up, S&P 500 up, and the NASDAQ up. All three indexes remain up YTD, and both the Dow and S&P 500 closed last Friday at all-time highs. The guys discuss barbell portfolios, and how to keep your portfolio moving forward in a market that’s moving sideways. Plus, they discuss the progression of the markets this year, what changed in the second quarter, and what we’re seeing with regard to overall portfolio performance in the first five weeks of the third quarter. Plus, Joe brings statistical color to the growth versus value differential discussion, and the guys explain what’s driving the S&P 500’s earnings at the moment.

In the second hour, the Money Wise guys dig into Equity Index Annuities. You don’t want to miss the details! Tune in for the full discussion at, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

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