Episode Notes

Jeff and Joe kick off this week’s show with their traditional market recap from the past week. The Dow was up, as were the S&P 500 and the NASDAQ. All three indexes are in the black YTD. The Money Wise guys reflect on a solid week for the markets, and the Friday rally that came even in the face of rising geopolitical risk that is still playing out. With the waters always a bit murky in the investment ocean, they share their take on how investors should handle ever-present uncertainty.

During the second hour, the Money Wise guys discuss a topic on many investors’ minds: Registered Investment Advisor vs. Broker. Don’t miss the details! Tune in for the full discussion at davidsoncap.com/, 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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