The Difference Between a Registered Investment Advisor and Broker
April 24, 2021
As always, Jeff, Joe, and Kyle kick off this week’s episode by taking time to discuss the past week’s market trends, why they’re trending the
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Market Performance, Earnings Season, and Investor Psychology
April 17, 2021
Episode Notes In this episode, Jeff, Joe, and Kyle share last week’s Wall Street numbers, as well as year-to-date performance. The Dow, S&P 500, and
Long Term Investing and the Best Investment Advice Ever
April 10, 2021
The DOW is up by 2% and the S&P up by 2.7% and the NASDAQ is up by 3.1%. With a record high for the
2021 First Quarter Recap, Growth vs. Value, and the Biden Infrastructure Proposal
April 4, 2021
2021 First Quarter Recap, Growth vs. Value, and the Biden Infrastructure Proposal In this week’s episode, the Money Wise guys recap market performance for the
Lower Returns Take High Toll On Retirement
March 28, 2021
Jeff, Joe, and Kyle kick off this week’s episode of Money Wise by taking some time to get into the numbers and how lower returns could
Value Stocks Have Become Momentum Stocks
March 21, 2021
This week on Money Wise, Jeff is on vacation so it’s just Joe and Kyle to get into the market commentary. At the moment, the
Retiree Spending Rules
March 14, 2021
As always, we begin this episode with a brief market commentary where we bring you up to date on the current market trends and what
10 Myths of Retirement Planning
March 6, 2021
10 Myths of Retirement Planning
If you have investment related questions or show topics, email the “Money Wise Guys”
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April 24, 2021
April 17, 2021
April 10, 2021
April 4, 2021
March 28, 2021
March 21, 2021
March 14, 2021
March 6, 2021
If you have investment related questions or show topics, email the “Money Wise Guys”
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