Making Decisions in Real-Time Market Conditions, Inverted Yield Curves & RIA vs. Broker

Inverted Yield Curves & Broker vs. Investment Advisor

Jeff, Joe, and Kyle kick off the show with a recap of last week’s major market indexes. The Dow was down slightly, the S&P 500 was up slightly, and the NASDAQ was up incrementally. They also recap the month of March, as well as the first quarter of 2022. In true Money Wise fashion, the guys pull back the curtain on the conversations portfolio managers have behind closed doors, and how they make decisions in real-time market conditions. They also get technical and discuss the recent chatter about inverted yield curves and the possibility of a recession.

In the second hour, the Money Wise guys discuss the differences between an RIA and a broker. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or 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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