All Episodes

5/12/2026 - What do the jobs numbers tell us about the economy? How will the market and interest rates react to Kevin Warsh becoming Fed Chair?

5/5/2026 - How will rising inflation change consumer spending contributions to GDP? Do deficits matter?

4/28/2026 - If gas prices stay high until 2027 what effect will this have on the economy? What do you think about Kevin Warsh wanting a new approach to measure inflation?

4/21/2026 - Why is the stock market rallying despite the Iran war? What does it mean for the securities industry that the SEC’s head of enforcement resigned?

4/14/2026 - What kind of damage will the Iran War do to inflation and the economy? Why is private credit facing a sudden investor exodus?

4/7/2026 - What’s your view on large-cap technology stocks? What does the strong jobs report mean for the market?

3/31/2026 - What affect will the Meta-YouTube ruling have on the social media industry? What does it mean when all 3 stock benchmarks fall below their 200-day moving averages?

3/24/2026 - The Dow is down nearly 10%, do you think stocks will continue falling? Why are gold and silver falling in price?

3/17/2026 - GDP is down, oil is pushing inflation up, do you think we’re getting a rate hike this year? What are the biggest macro risks facing the U.S. economy right now?

3/10/2026 - As Oil rises above $100 a barrel how will this hurt the economy? What do you see the Fed doing about rates at its meeting next week?

3/3/2026 - Do you think the U.S. bombed Iran to cut off oil supplies to Cuba and China? With Iran fighting back, what do you see as the significant risks in the global economy?

2/24/2026 - How will the Supreme Court’s ruling on tariffs affect the economy? What effect can we expect the State of the Union to have on the economy?

2/17/2026 - What if the U.S. loses its safe haven status and China sells U.S. Treasurys? What happened to the plan to make tech companies pay for new power plants?

2/10/2026 - Do you expect more wild swings in the stock market this week? Why isn’t the stock market paying attention to the labor market?

2/3/2026 - What do you think of Kevin Warsh, President Trump’s pick as Federal Reserve chief? Are financial markets not pricing in the increased geopolitical risk to the entire system?

1/27/2026 - Is the DOJ’s lawsuit against Fed Chief Powell moving us closer to presidential control of the Fed? What do the latest two private-credit blowups mean for stock and bond investors?

1/20/2026 - How does the Greenland situation end? Why did confidence among U.S. homebuilders unexpectedly fall in January?

1/13/2026 - What would it mean to the financial markets if the Iranian regime is toppled? Will the purchase of $200 billion in mortgage bonds help the housing and stock markets?

1/6/2026 - Why is the market rallying in the wake of the U.S.’s action in Venezuela? GDP came in strong, why do Americans think the economy is not doing well?

12/30/2025 - What Surprised You Most About the Market This Past Year? What Was the Biggest Lesson You Learned This Year?

12/23/2025 - What Was Your Best Market Call This Year? What Caused GDP Growth to Far Exceed Expectations?

12/16/2025 - After Last Week’s Rate Cut, What’s the Outlook for Interest Rates Now? Do You Think the AI Sell-Off Will Continue?

12/9/2025 - What Are the Implications of Private Equity Firms Finding Alternative Ways to Unlock Cash? What Are Your Thoughts on Kevin Hassett Becoming the Next Federal Reserve Chair?

12/2/2025 - What Does It Mean That the Yield on Japan’s 2-Year Bond Rose Above 1%? Why Is the Price of Silver Surging to Record Highs?

11/25/2025 - Why Does It Feel like a Recession If GDP Is Expected to Grow? Why Did the Market Sell Off After Nvidia’s Stellar Earnings Report?

11/18/2025 - Is Artificial Intelligence Driving a Surge in US GDP Growth? Are We Heading into a Correction?

11/11/2025 - What Is Your View of the Economy After Layoffs Surged 175% in October? How Are a K-Shaped Stock Market and K-Shaped Economy Affecting Economic Growth?

11/4/2025 - What Does It Mean That the Fed Is Ending Quantitative Tightening? Is the 60/40 Portfolio Dead?

10/28/2025 - Why Did Gold Post Its Biggest One-Day Drop in More than a Decade? What Does the Latest Inflation Number Mean for Future Interest Rate Cuts?

10/21/2025 - What’s Happening at Focused Wealth Management Today? What Are NDFIs and Will We See Another Bank Crisis Like 2023?

10/14/2025 - What Does the First Brands Bankruptcy Mean for the Stock Market? Why did the Market Take a Dive on Friday, and Do You Expect to Keep Falling?

10/7/2025 - Why Is the Market Rallying After the Government Shut Down? What Does It Mean That Gold and Stocks Are Rallying Together?

9/30/2025 - How Will the New $100,000 Fees for H-1B Visas Affect the Tech Sector? How Will the Market React If There Is a Government Shutdown and Mass Firings?

9/23/2025 - How Will the Big Beautiful Bill Act Change Estate-Planning Strategies? For 100 Years, September Has Been the Worst Month. Are You Hedging Your Portfolios?

9/16/2025 - Will the Fed Keep Rates Unchanged at This Week’s Meeting? Why Is Gold Hitting All-Time Highs and What Does It Say About the Economy?

9/9/2025 - How Big of an Interest Rate Cut Is the Market Expecting? Ahead of a Potential Rate Cut What’s Your Thinking on Fixed Income Portfolios?

9/2/2025 - Tariffs Were Ruled Illegal, What Does This Mean for the Market & Economy? Will Fed Gov. Lisa Cook Be Able to Vote on Interest Rates This Month?

8/26/2025 - Why Did the Market Rally on Friday? How Can the Falling Dollar Help Investor Portfolios?

8/19/2025 - Do You Think the Market Is Overvalued? What Are You Doing to Hedge Investor Portfolios?

8/12/2025 - Why Is Inflation Rising Less than Expected, as Wall Street Expects Stagflation? Why Is the Market Ignoring Tariff News and Continuing to Rise?

8/5/2025 - After the Jobs Report’s Big Revision Where Do You See the Economy Heading? The President Fired Labor’s Statistics Chief, Can We Still Trust the Numbers?

7/29/2025 - What Does the Drop in Sales of Existing Homes Mean for the Economy? Will the Meme Stock Mania Hurt the Broader Market?

7/22/2025 - Should Investors Incorporate Private Assets into Their Retirement Portfolio? What’s Your View on the 2nd Monthly Decline in Shipping Containers Carrying Imports?

7/15/2025 - Will the 50% Tariff and Price Increase of Copper Hurt the Economy? Is the Jump in the CPI to 2.7% a Result of the Tariffs Working Through the Economy?

7/8/2025 - Will the Passage of the Big Beautiful Bill Spark a Summer-Long Rally? Will President Trump’s New Tariffs Derail the Rally?

7/1/2025 - What Does the U.S. – China Trade Deal Mean for the Markets? How Will the Markets React If Trump Removes Powell as Head of the Fed?

6/24/2025 - Why Did Oil Fall in Price and Stocks Rise After the U.S. Bombed Iran? New Immigration Policies Are Hurting Tourism How Will This Affect the Economy?

6/17/2025 - What Happens to Oil and Global Markets If Iran’s Regime Stays in Power? Are Consumer Sentiment Survey’s Worth Paying Attention To?

6/10/2025 - What’s Up with ADP Saying Hiring Decelerated and the Government Reporting the Number of Jobs Rose? How Will Trump Doubling Tariffs on Steel and Aluminum to 50% Affect the Economy?

6/3/2025 - With So Many Negative Factors, What’s Your View on the Treasury Bond Market Now? How Should Investors Handle the Uncertainty Around Trump’s Tariffs?

5/27/2025 - What’s Your View on the 10-Year Treasury Bond Yield Hitting 4.5%? How Will the Markets React to the New Tax Bill Adding Trillions to the National Debt?

5/20/2025 - If Congress Doesn’t Pass a Tax Cut How Will the Market React? Moody’s Downgraded the U.S.’s Credit, What Does This Mean for Bonds and the Economy?

5/13/2025 - China and the U.S. Agreed to Roll Back Tariffs, What Does This Mean for the Economy? What’s Your View on the Court of International Trade Arguing the Legality of the Tariffs?

5/6/2025 - Why Is the Stock Market Doing So Well? In Light of the Jobs Report, What Do You Think the Fed Will Do This Week?

4/29/2025 - Does the S&P 500’s 11% Rebound Mean the Worst Is Over? Consumer Sentiment Fell Sharply and Inflation Expectations Are Very High, Why Is the Market Rising?

4/22/2025 - BlackRock’s Larry Fink Says the U.S. Is Already in a Recession, Is He Right? How Would the Markets React If Fed Chair Jerome Powell Is Fired?

4/15/2025 - What Caused the Spike to 4.5% in the 10-Year U.S. Treasury Yield? What’s One Thing Your Clients Need to Know That No One Is Telling Them?

4/8/2025 - How Much Lower Do You See the Market Falling? Is the Administration Doing This to Push Yields Lower So It Can Refinance Government Debt?

2QT Special Update 4/3/2025 - Tariffs Take Center Stage: Market Volatility and Investment Opportunities

4/1/2025 - What’s Your View on Rising Inflation and the Market Posting Its 5th Weekly Loss? Has the Threat of Tariffs Pulled Demand Forward and Set Us Up for a Recession?

3/25/2025 - Should Investors Increase Their Allocations to International Stocks? Where Do You See the Market Going?

3/18/2025 - Do Politics Determine the Market’s Direction? Has the Market Hit a Bottom?

3/11/2025 - The S&P 500 Fell 3% Last Week, Do You Expect It to Fall Further? Is the Administration Intentionally Trying to Cause a Recession?

3/4/2025 - Billionaire Steve Cohen Expects a Correction, Do You Agree with Him? Why Has the Market Given Up All Its Gains for the Year?

2/25/2025 - What Is Your View on Falling Consumer Sentiment? What Do You Think about the ‘Mar-a-Lago’ Accord?

2/18/2025 - What Is Keeping the Stock Market Afloat? What Do You Think about the Proposed Takeover of Intel?

2/11/2025 - Are You Worried That Consumer Sentiment Dropped 5% From January and Expects Inflation to Rise? Are You Worried About What the Poor Tech Earnings and Guidance Mean for the Market?

2/4/2025 - How Far Will the Market Fall in the Wake of Trump Putting Tariffs on Canada and Mexico? If Trump Successfully Freezes Government Spending, How Will This Affect the Financial Markets?

1/28/2025 - Do You Think the AI Unveiled by China’s Deepseek Will Be a Threat to the Larger Purveyors? How Will Trump Pulling the US Out of the Paris Climate Accords Affect the Economy?

Focused Wealth Management's Firm, Economic, and Market Update 2024

1/21/2025 - What Affect Will the California Fires Have on the Insurance Industry and Stock Market? Will Rising Mortgage Rates Hurt the Stock Market?

1/14/2025 - How Long Can Stocks Endure the Rise in Treasury Bond Yields? Is a Strong Dollar Good or Bad for the Stock Market?

1/7/2025 - What’s Your View on Gold, Silver, and Other Commodities? Should Investors Pay Attention to Wall Street’s Forecasts for Coming Year?

12/31/2024 - Is a Rising Dollar Good or Bad for Consumers and Investors? What Impact Could the Rising 10-year Treasury Yield Have on the Markets?

12/17/2024 - Bond Yields Are Rising, What Will the Fed Do Next Week and Next Month? What Are the Details of the New Estate and Gift Tax Exemptions for 2025?

12/10/2024 - Do You Think the Stock Market Will “Melt Up” and “Melt Down” This Year? Has Bitcoin Entered the Financial Mainstream?

12/3/2024 - What Financial Planning Moves Should Investors Make Before The Year End? Do You Think There Will Be A Santa Rally?

11/26/2024 - Scott Bessent Was Nominated As Treasury Secretary; How Will This Affect The Market And Economy? What Happens If Countries Retaliate And Impose Tariffs On U.S. Goods?

11/19/2024 - Why Is Warren Buffett Selling So Much Stock? Do You Think The U.S. Deficit And Tariffs Will Lead To An Economic Downturn?

11/5/2024 - Will The Latest Jobs And Inflation Reports Affect The Fed’s Thinking On Cutting Rates? What Are The New IRS Catch-Up Contribution Limits For 401(k)s?

10/8/2024 - Does The Stronger-Than-Expected Jobs Report Change Your View On Future Rate Cuts? How Will The Israel-Iran Conflict Affect The Markets?

10/1/2024 - Inflation Fell To 2.2% What Does This Mean For Future Rate Cuts This Year? When Should People Look At And Consider Trusts?

9/24/2024 - What Do The Federal Reserve’s Interest Rate Cuts Mean To Me? Why Did Yields On Treasurys Fall Before Rate Cut, Then Rise After The Announcement?

9/17/2024 - What Will The Fed Do With Interest Rates This Week? How Should People Plan For The Estate Tax Exemption Being Cut Next Year?

9/10/2024 - Do You Anticipate Another Correction Or Worse This Month? How Are You Preparing Client Portfolios In Anticipation Of Interest Rate Cuts?

9/3/2024 - Will Berkshire Hathaway’s Sales of Apple Shares Reshape the Market Indexes? Why Did Warren Buffett Sell 13% of Berkshire’s Stake in Bank of America Before the Fed Cuts Rates?

8/27/2024 - Are Bond Traders Taking On A Lot Of Risk Betting On A Treasury Market Rally? Does The Jobs Report Change Your Outlook On Rate Cuts And The Economy?

8/13/2024 - Was Last Week The Final Word On A Stock Market Correction? If Markets Fall Again, What Financial Planning Moves Can Investors Make?

8/5/2024 - Special Edition: Why are global markets plunging? What will the Federal Reserve do next?

7/30/2024 - If Elected, How Would Trump Weaken The Dollar And Would It Be Inflationary? What Is A Spousal Lifetime Access Trust?

7/23/2024 - Will Tighter Export Restrictions Have Long-Lasting Effects On The Chip Industry? What Happens Now That Biden Has Dropped Out Of The Presidential Race?

7/16/2024 - Do You Think The Stock Market Will Have A Pullback In The Third Quarter? How Will The Trump Assassination Attempt Affect The Markets?

7/9/2024 - How Will Biden’s Tariffs On Chinese Goods Affect The Economy? How Can People Pass Along Wealth Before They Die Without Incurring Taxes?

7/2/2024 - After The Debate, Should The Market Be Pricing In Higher Inflation & Should We Be Worried The S&P 500 Hasn’t Had A 2% Sell-Off In A Year?

6/25/2024 - What’s Going On In The Bond Market & How Do You Invest Client Cash And Money Market Funds?

6/18/2024 - Does Buying An S&P Fund Overexposed To Three Companies Create Undo Risk & If The Income Tax Is Replaced With Tariffs Won’t This Idea Send Inflation Soaring?

6/11/2024 - If Adjustable-Rate Mortgage Payments Double, Will This Hurt The Economy & If Moody’s Downgrades Regional Banks Over CRE, Will This Affect The Markets?

6/4/2024 - What Is Private Credit And Should Investors Be Worried & Are Weak Treasury Bond Auctions Affecting Stocks?

5/28/2024 - What Do Nvidia’s Earnings Say About The Tech Sector & What Does The Fed’s “Higher-For-Longer” Mean For The Market?

5/21/2024 - What Drove The Dow To 40,000 & What’s Your View Of The Copper Market?

5/14/2024 - What Have You Learned About the Stock and Bond Markets & Why Did You Decide to Start 2QT?

5/7/2024 - What’s Your View On The Fed's Decision To Keep Rates Unchanged & What Do You Think About The Proposal For A 17% Flat Tax?

4/30/2024 - What’s Going On With Tech Earnings & What’s Going On In The Economy?

4/23/2024 - What Should We Expect When The T+1 Rule Goes Into Effect & What Are The Implications If Biden Passes Law To Tax Unrealized Gains?

4/16/2024 - Why Is The Stock Market Falling & How Much Higher Can The Price of Oil Rise?

4/9/2024 - Rate Cuts? No Rate Cuts? What’s Going On At The Fed? & Why Is Gold Surging In Price?

4/2/2024 - What Affect Will The DOJ Antitrust Suit Have On Apple’s Stock & Are There More Financial Moves People Should Consider Before The Tax Filing Deadline?

3/26/2024 - What Made You Call Dow 40,000 Three Years Ago And Where Do We Go Now & What Financial Moves Should People Be Aware Of Before The Tax Filing Deadline?

3/19/2024 - Has The Federal Reserve Lost Its Mojo And Is the Market Looking Past The Fed & What Did You Do Is This Past Weekend And Why Is It So Important To The Firm?

3/12/2024 - Should We Expect More Banks To Fall After New York Community Bancorp & What’s The Underlying Message Behind The Rally In Bitcoin?

3/5/2024 - What Do You Make of Recent Fed Comments About Rate Cuts & What Does The Auto Credit And Delinquent Situation Tell Us?

2/27/2024 - Should We Be Worried About The Fallout In Commercial Real Estate & What Have You Learned From Being In Business These Past 30 Years?

2/20/2024 - What Does January’s PPI Mean For Interest Rates & Should We Be Worried About Commercial Real Estate Loans?

2/13/2024 - The CPI Came In Hotter Than Expected, What Does That Mean For Rate Cuts & How Do You Invest In Artificial Intelligence?

2/6/2024 - What Do The Fed Statement And Jobs Report Mean For The Market & What’s The Take Away from Tech Sector Earnings?

1/30/2024 - Inflation Is Down, Will the Fed Cut Interest Rates Soon & How Do You Approach Investing In China?

1/23/2024 - Do You Still Believe There Will Be A Pullback In Stocks & Why Are Small-Cap Stocks 25% Off Their Highs?

1/16/2024 - Will Houthi Missile Attacks Turn Into Something Bigger & Has The Spike In Inflation Changed Your Mind On Rate Cuts?

1/9/2024 - What Will The Federal Reserve Do This Year & How High Will Bond Yields Rise And Is It Too Late to Buy Bonds?

2023 Firm, Economic, and Market Update

12/19/2023 - Will The Rally Continue? Are Stocks Overbought? What Is Tax-Loss Harvesting and What Tax Planning Moves Should I Make?

12/12/2023 - What Do You Expect At This Week’s Federal Reserve Meeting & How Should We Prepare For A Possible Bear Market In 2024?

12/5/2023 - Why Do the Treasury Bonds In My Account Have Yields As Low As 2.25% & What Lessons Have You Learned From Charlie Munger And Warren Buffet?

11/28/2023 - Will The S&P 500 Continue To Rally Until Year End & What Is The Firm’s Market Outlook For 2024?

11/21/2023 - What Is A Soft Landing And How Will We Know If It Happens & If The Economy Is So Good, How Come No One Believes It?

11/14/2023 - How Is Focused Wealth Management Mitigating Cyber Attacks & What Should We Expect If A Government Shutdown Happens?

11/7/2023 - Is The Federal Reserve Done Raising Interest Rates & Could The Israeli-Hamas War Hurt The US Stock Market?

10/31/2023 - Why Are Stocks Falling If GDP Is 4.9% & Will China’s Economic Problems Affect The U.S.?

10/24/2023 - What’s Going On In The Stock And Bond Markets & Will High Interest Rates Cause Junk Bonds To Spark A Major Credit Event?

10/17/2023 - Is The Fed Done Raising Rates & What Is Your View On Defense Sector?

10/10/2023 - Will Israel Attack Affect The Markets & What Does Shrinking M2 Mean For The Economy?

10/3/2023 - How High Will Bond Yields Rise & Will The Federal Reserve Raise Interest Rates At Its Next Meeting?

9/26/2023 - Will A Government Shutdown Hurt The Markets & What Should Investors Do If Interest Rates Stay High?

9/19/2023 - How Will The UAW Strike & Google Antitrust Trial Affect The Markets?

9/12/2023 - What’s Going On In The Oil Market & What’s Your View On Tech?

9/5/2023 - Can The Market Rally Without Rates Coming Down & Will Liquidity Requirements Become A Problem?

8/29/2023 - Could China’s Economic Problems Hurt The US & What’s The Situation With Stock Buybacks?

8/22/2023 - What Does Highest Mortgage Rate In 20 Years Mean For The Economy & Stocks Are Down 5%, Will We Test Last Year's Low?

8/15/2023 - Will TD/Schwab Merger Result in Additional Fees & How Will Credit Card Balances Affect the Economy?

8/8/2023 - What Does US Credit Downgrade Mean For The Economy & How Am I Getting 4% YTM on Bonds?

8/1/2023 - After Strong GDP Report, Is This A Risk-On Environment & Do You Anticipate Another Rate Hike This Year?

7/25/2023 - What Are The Green Jobs We Hear About & Why The Divergence Between Growth And Value?

7/18/2023 - Will Inflation Numbers End Rate Hikes & What Does Weak Dollar Mean For The Economy?

7/11/2023 - How High Will Bond Yields Rise & Will Rate Hikes Cause a Tech Rally Sell-Off?

7/4/2023 - How Will Student Loan Decision Affect The Economy & Is Inflation Slowing With Potential For More Rate Hikes?

6/27/2023 - Debt Bomb in Commercial Real Estate & Will US Economy Withstand a Global Slowdown?

6/20/2023 - Fed Pauses Rate Hikes & Are Bonds More Attractive Than Stocks?

6/13/2023 - How Are We Investing In AI & Will The Fed Pause Rate Hikes?

6/6/2023 - Where Is The Market Going Post-Debt Ceiling & Is Dollar’s Reserve Currency Status At Risk?

5/30/2023 - Is Now The Time For Bonds & Real Bonds vs Bond Funds?

5/23/2023 - How Will Debt Ceiling Affect The Markets & Why Is Tech Surging?

5/16/2023 - Debt Ceiling Implications & Will We See A Recession This Quarter?

5/9/2023 - Will We See Another Rate Hike in June & Should We Anticipate More Bank Failures?

5/2/2023 - Is Commercial Real Estate In A Bubble & Will More Banks Fail?

4/25/2023 - Will This Cash Crunch Cause A Recession & What's Going On With Musk And Tesla?

4/18/2023 - Earnings Expectations & Is Bank of America Right About Stocks and Recession?

4/11/2023 - Why Are Bond Yields Plummeting & What Does Dollar’s Decline Mean For Stocks And Rate Hikes?

4/4/2023 - Will Shadow Banking Cause A Credit Event & Will Bank Of Japan Spark Sell-Off In Treasurys?

3/28/2023 - What's Going On With Deutsche Bank & What's Going On In Money Markets?

3/21/2023 - Will the UBS Takeover Of Credit Suisse Calm The Global Financial System & Is This 2008 All Over Again?

3/14/2023 - Why Did Silicon Valley Bank Go Under & What Does This Mean For The Fed?

3/7/2023 - Why Are Bond Yields Rising Again & Will The Saber Rattling In China Affect The Markets?

2/28/2023 - Do You Think Stock Valuations Are High & Will California Snowstorm Affect US Economy?

2/21/2023 - Will Oil Hit $100 a Barrel & Is Inflation Going Back Up?

2/14/2023 - Will The Fed Raise Rates To 6% & What Would That Mean For The Market?

2/7/2023 - How Will Jobs Report Impact Rate Hikes & What Do Tech Earnings Mean For The Market?

1/31/2023 - What's Going On In The Tech Sector & Why Is The Dollar Falling?

1/24/2023 - How Does The Debt Ceiling Affect My Money & Is The Housing Market Close To Finding a Floor?

1/17/2023 - Will Bonds Rebound This Year & What Are Your Views On Copper And Other Metals?

1/10/2023 - Is The Classic 60/40 Portfolio Dead & Will Tesla's Stock Keep Falling?

Firm, Economic, and Market Update 2022

12/27/2022 - Tax Loss Harvesting & RMD FAQs

12/13/2022 - Will Inflation Be Lower This Time Next Year & Will The Market Pivot From The Fed To Earnings?

12/6/2022 - Will The 10 Year Treasury Move Above 4% Again & Is Now a Good Time to Buy High-Interest Corporate Bonds?

11/29/2022 - Why Is China Sending US Stocks Lower & Can The Government Afford Quantitative Tightening?

11/22/2022 - What’s Your View On The Economy & Will Holidays Be Good Or Bad For Retail?

11/15/2022 - Reaction to Tech Layoffs & Will FTX Send Shockwaves Through Other Markets?

11/8/2022 - How Much Higher Will Fed Raise Rates & Why Is Apple Falling While Markets Are Rallying?

11/1/2022 - Where Would You Put IRA/401(k) Money & Do You Think The Fed Will Pivot Soon?

10/25/2022 - What's Going On With Chinese Stocks & Has The Market Already Priced In A Deep Recession?

10/18/2022 - Why Did The Market Rally After Poor CPI & What's Going On With Credit Suisse?

10/11/2022 - Should We Buy UK Bonds & Do You Agree With Jamie Dimon's Stock Prediction?

10/4/2022 - UK Reverses Tax Cuts & Did The Stock Market Just Hit A Bottom?

9/27/2022 - What’s Happening In The UK & How Low Will The Market Go?

9/20/2022 - Markets Spooked By Rising Interest Rates & Should We Be Buying Bonds?

9/13/2022 - Fed Expectations After CPI Report & Railroad Union Strike

9/6/2022 - Last Third Of The Year & New UK Prime Minister

8/30/2022 - What's Your View Of Fed Chair Powell's Comments & If We're In A Recession, Why Doesn't It Feel Like It?

8/23/2022 - Are We In A Stagflation Environment & What Do You Think About Single Stock ETFs?

8/16/2022 - What Do Declining Home Sales Mean For The Market & Where Should People Put Their Money Now?

8/9/2022 - How High Do You See Interest Rates Going & How Will The New Inflation Reduction Act Affect The Stock Market?

8/2/2022 - Has The Market Bottomed Or Is This Just A Bear Rally & How Do I Do Tax-Loss Harvesting?

7/26/2022 - Why Is The 10-Year Falling When Rates Are Rising & What Do You Expect After The Next Fed Rate Hike?

7/19/2022 - What Is This Earnings Season Telling Us & Has The Market Hit A Bottom?

7/12/2022 - Why Has The Euro Reached Parity With The Dollar & What Is Going On In The Housing Market?

7/5/2022 - What's Going On In Europe & Are There Investing Opportunities In Europe?

6/28/2022 - When Will We See Higher Rates Paid In Money Market Accounts & What Should We Do If We're Already In A Recession?

6/21/2022 - Is Mohamed El-Erian Right About The Markets & What Do I Do With My RMD This Year?

6/14/2022 - Why Does Inflation Hurt Stocks & What Kind of Bonds Should I Buy?

6/7/2022 - How Will Rising Rates Affect Stock Market & What Do Private Equity Valuation Cuts Mean for Tech Sector?

5/31/2022 - Is The Employment Cycle Turning Negative & Positive Takeaways From Earnings Season

5/24/2022 - Should I Sell Into These Bear Rallies & How Should I Prepare For A Recession?

5/17/2022 - Has The Market Hit a Bottom & Will The Fed Keep Hiking Rates?

5/10/2022 - Why Is The Market Still Crashing & Will The Fed Keep Raising Rates?

5/3/2022 - Are We Entering a Recession & Do I Need To Do Something Different?

4/26/2022 - Biggest Market Concerns & Is There Any Place to Hide?

4/19/2022 - Pros and Cons of Private Equity & Hedging Against Inflation

4/12/2022 - Opinion on Bank Stocks & Wind, Solar Investment Possibilities

4/5/2022 - Bond Portfolio Changes & Updated Outlook on Housing

3/29/2022 - Have Stocks Hit a Bottom & Bonds Falling on Rising Rates

3/22/2022 - Special Guest: Congressman Sean Patrick Maloney

3/15/2022 - Inverted Yield Curve & Depression in Russia?

3/8/2022 - Russia Exposure & Effects of Sanctions

3/1/2022 - Geopolitical Commentary & European Outlook

2/22/2022 - Russia/Ukraine Conflict & Dividend Yield on S&P 500

2/15/2022 - Inflation's Effect on Bonds & EV, Lithium Companies

2/8/2022 - Facebook Earnings & 10 Year Treasury Expectations

2/1/2022 - Market Bounce & Defensive Moves

1/25/2022 - Market Commentary & Investor Recommendations

1/18/2022 - SPAC Recovery & Decline

1/11/2022 - PIMCO's Expectations for Core Bonds & Inflation

2021 Firm, Economic, and Market Update

12/14/2021 - Small Cap Outlook & Weak Market Discussion

12/7/2021 - Retiring Transitory & Year End Planning Strategies

11/30/2021 - Tech Outlook for 2022 & Black Friday Selloff

11/23/2021 - Jerome Powell's Second Term & The 4% Draw Down Rule

11/16/2021 - Ideas for Investing Cash & Market Outlook for 2022

11/9/2021 - Pfizer's New Covid Pill & Fed Tapering

11/2/2021 - Steel Tariffs & Tax Changes in Economic Plan

10/26/2021 - Bitcoin ETF Discussion & Propane Prices

10/19/2021 - Fed Inaction & Health, Energy Weightings

10/12/2021 - Supply Chain Impacts on Inflation & RMD Status

10/5/2021 - Tesla Delivery Numbers & Evergrande Situation

9/27/2021 - China Outlaws Bitcoin & Monetizing the National Debt

9/21/2021 - China's Lehman Moment & Markets Down 4%

9/14/2021 - Proposed Tax Deal & August Inflation Numbers

9/7/2021 - Stimulus Effects & Volatility Expectations

8/31/2021 - Supply Chain Disruptions & Putting Down Payments on a House

8/24/2021 - Car Market & Commodity Outlook

8/17/2021 - Effects of Stimulus & Fed Tapering

8/10/2021 - Yield Discussion & REIT Outlook

8/3/2021 - GE Reverse Split & Weak GDP Report

7/27/2021 - Estate Planning & Emerging Market Underperformance

7/20/2021 - Selloff Discussion & Debt to Equity Ratios

7/13/2021 - Dropping Unemployment & MLP Discussion

7/6/2021 - Emerging Markets & Declining Yields

6/29/2021 - Bitcoin Volatility & Biotech Discussion

6/22/2021 - 529 Plans & Investing Cash

6/15/2021 - Bond Buying & European Outlook

6/8/2021 - Declining Dollar & Interest Rate Discussion

6/1/2021 - Reviewing FWM's Track Record

5/25/2021 - Bitcoin Volatility & Labor Shortages

Bonus Episode: Blooper Reel

5/18/2021 - Special 1 Year Anniversary Episode

5/11/2021 - Tech Selloff & Housing Discussion

5/4/2021 - Tax Law Changes & Quality of Earnings

4/27/2021 - Increasing Capital Gains Rates & SECURE Act Discussion

4/20/2021 - Lumber Skyrocketing & Gold as Inflation Hedge

4/13/2021 - Vaccine Pause & Corporate Tax Hikes

4/6/2021 - IRA Contributions & Bubble Discussion

3/30/2021 - Bonds vs Dividend Stocks & Archegos Discussion

3/23/2021 - Asset Allocation Process & Stimulus Package Effects

3/16/2021 - Covid in Europe & Bank Savings

3/9/2021 - Stimulus Package & Rising Rates for Growth Stocks

3/2/2021 - Index Funds & Annuity Discussion

2/23/2021 - Bond Performance with Rising Rates & Small Cap Discussion

2/16/2021 - European Exposure & Tesla Buying Bitcoin

2/9/2021 - Higher Rates & Stock Earnings

2/2/2021 - Gamestop Discussion & 401(k) Conversions

1/26/2021 - Biotech Discussion & 60/40 Portfolios

1/19/2021 - High Risk Strategies & Declining Bonds

1/12/2021 - Stock Returns & Bubble Discussion

1/5/2021 - Inflation & Rising Margin Debt

2020 Firm, Economic, and Market Update

12/8/2020 - Bad Jobs Report & Year End Financial Planning

12/1/2020 - Market Rally & Meeting Investment Goals

11/24/2020 - Potential Individual Tax Changes & Rising Rates

11/17/2020 - RMD Changes & Stay At Home Stocks

11/10/2020 - Election Reaction & Vaccine Thoughts

11/3/2020 - Cash as an Investment & 2020 Election

10/27/2020 - TD/Schwab Merger & Google Antitrust Reaction

10/20/2020 - Bank Stock Doldrums & Bond Market Volatility

10/13/2020 - Generating Yield & Election Outlook

10/6/2020 - Interest Rate Outlook & What Is a SPAC?

9/29/2020 - Debt and Credit Scores & Will Energy Stocks Ever Bottom?

9/22/2020 - Rising Volatility & Covid Cases Creeping Higher

9/15/2020 - Is the 60/40 Portfolio Dead & Actively Managed ETFs

9/8/2020 - What To Do With Idle Cash & Market Seasonality Update

9/1/2020 - Berkshire Looking to Japan & Narrow Market Leadership

8/25/2020 - Thoughts on Tesla & Mail In Voting

8/18/2020 - Historical Market Election Performance & CARES Act Beneficiary IRA Changes

8/11/2020 - Payroll Tax Cut Impact & REITs in a Post Covid World

8/4/2020 - Apple's Stock Split & Big Tech Earnings

7/28/2020 - Dollar Weakening & Are Gold and Silver Attractive?

7/21/2020 - Biden's Corporate Tax Policy & Mortgage Impact on Bank Profitability

7/14/2020 - Earnings Season Outlook & Tesla Breakown

7/7/2020 - Disconnect Between Main Street and Wall Street & Comparing 2020 to 2009

6/30/2020 - Second Wave & End of Year Outlook

6/23/2020 - Why Are Dividend Stocks Underperforming & Could The Dollar Crash

6/16/2020 - Is The Fed Reacting To The Market & Tax Policy Outlook

6/9/2020 - Jobs Report & Outlook for Airlines and Cruise Lines

6/2/2020 - Global Market Outlook & Civil Unrest Market Update

5/26/2020 - Market Reaction to Recession & What If Rates Go Negative?

5/19/2020 - Election Outlook & Student Loans

5/12/2020 - Unemployment & Negative Interest Rates

5/5/2020 - Dividend Cash Flows & Banks Tending Credit