Episode Notes

With all three major indexes up last week – and closing at all-time highs on Friday – Jeff, Joe, and Kyle begin the show by evaluating performance numbers for the second quarter of the year. They also share year-to-date updates for the Dow Jones, the S&P 500, and the NASDAQ, discuss how each has outperformed expectations thus far in 2021, and look ahead to what’s next. Should we be concerned about how quickly the markets are bouncing back? What can we expect as far as returns in July? Will the Fed’s Jackson Hole Symposium in August create choppy waters for investors? The guys explore these questions and more, along with a continued look at growth versus value stocks.

During the second hour, the Money Wise guys share a helpful quiz for near-retirees: Are You Ready for Retirement? You can 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.

Send us your feedback online: https://pinecast.com/feedback/moneywise/a4734be8-d446-47d0-ad4e-5002a4fe04f7