Momentum Mondays

Nine consecutive weeks of gains and all-time highs across the board — but GDP was revised down to 1.6% and PCE inflation hit a three-year high on the same morning. The word stagflation showed up. Matt and Garrett take it seriously without catastrophizing it.Matt's thesis that oil drives the inflation story got some vindication this week as yields reversed lower alongside falling oil prices. Garrett acknowledges it while keeping the honest caveat in place: the ceasefire is still contested.In the Planning Room: yields just fell and mortgage rates moved with them. Here's the actual math framework for deciding whether to refinance — and why this moment might be worth a conversation with your lender.Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

Eight consecutive weeks of gains. Treasury yields at near two-decade highs, the Fed explicitly putting rate hikes on the table, and Nvidia reporting $81.6 billion in quarterly revenue — up 85% year over year. The equity market is proving more resilient than the backdrop suggests.Matt is holding his thesis that rates are heading lower eventually. Garrett isn't so sure about the timeline. They find common ground in the Planning Room — where the question isn't about stocks at all, but about whether the bond side of a balanced portfolio is doing what investors think it's doing.In the Planning Room: the 60/40 portfolio, what happened to bonds in 2022, and whether the current setup is asking the same uncomfortable question again.Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

Consumer prices hit a three-year high. Wholesale prices surged 6%. Today is Jerome Powell's last day as Fed Chair, and Kevin Warsh takes over into one of the more complicated inflation environments the Fed has faced in years.Matt had been holding firm that oil falls and inflation fades. This week's data pushed back on that timeline — and Garrett noticed. That conversation is worth a listen.In the Planning Room: what rising inflation actually does to a fixed retirement income plan — and what to do about it before it becomes a problem.Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

Six consecutive weeks of gains, the Nasdaq up 4%, and reports of a framework agreement that could finally close the chapter on the conflict. Good week on the scoreboard. Matt and Garrett dig into what's actually driving it — and where the risks are hiding.The AI capital spending numbers from big tech are remarkable. But the more interesting conversation is what those numbers mean for the industry being disrupted — and what that disruption could mean for retirement products most people assume are safe.In the Planning Room: annuities, private equity's exposure to software companies, and the question your advisor probably hasn't raised yet. Worth a listen before your next financial review.Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

April ended at all-time highs. The S&P gained 10%, the Nasdaq surged 15%, and corporate America posted its highest profit margins on record. It also ended with the Strait of Hormuz still closed, the naval blockade still in place, and Jerome Powell — who said he'd step aside once the DOJ investigation was resolved — now saying he's planning to stay.Matt and Garrett don't agree on the inflation story. Matt thinks oil falls, the supply disruption fades, and the inflation picture clears up faster than people expect. Garrett isn't so sure. That conversation runs through the whole episode.In the closing segment: the honest bull and bear cases for May. What has to go right, what could go wrong, and the one variable that connects both scenarios.Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

Four consecutive positive weeks. Two all-time highs in a row. And underneath — oil back above $100, peace talks canceled, and the Fed meeting next week with Powell's second-to-last press conference. Matt and Garrett break down a week where the headline and the fine print told very different stories.They don't fully agree on how much the Warsh confirmation uncertainty changes the rate outlook. That conversation is worth sitting with.In the Planning Room: the Fed meets next week and a lot of investors feel like they should be doing something. Matt and Garrett explain what the Fed actually does, what's worth paying attention to in Powell's press conference, and what a Fed meeting should — and shouldn't — prompt you to do with your money.Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

The S&P 500 just hit a new all-time high above 7,000 — completing an 11-session V-shaped recovery from a nearly 10% drawdown. The week started with a naval blockade of Iranian ports. It ended at a record. Matt and Garrett dig into what that tells you about how markets actually work — and why the explanation isn't as contradictory as it sounds.In the Planning Room: should you invest when the market is at an all-time high, or wait for a better entry point? Matt and Garrett work through the data, the real cost of sitting on the sidelines, and what to do if you logically know the answer but emotionally can't pull the trigger.Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

After weeks of bad news, this one's different. A confirmed ceasefire sent stocks surging and oil plunging — but Matt and Garrett aren't ready to call it resolved. The agreement was being tested before the week was even over, and this weekend's talks will determine whether it sticks.They don't fully agree on how much to trust the rally. That conversation is worth a listen.In the Planning Room: in-service withdrawals. Most people have never heard of them — but for the right investor, they could be one of the most powerful tools for getting a retirement plan in place before you actually stop working.Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

At the start of the year, markets were at all-time highs and investors were expecting multiple rate cuts. Three months later the picture looks completely different. In this special quarterly episode, Matt and Garrett do a full review of Q1 2026 — what drove the volatility, why the headline number doesn't tell the whole story, and what they're watching heading into Q2.This one's a longer conversation than usual. It earns the time.Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

The market had hope on Monday. By Friday it was gone. Matt and Garrett dig into what actually happened — and why understanding the difference between noise and news has never mattered more for your portfolio.This week they don't agree on oil. Matt thinks the volatility is largely a nothing burger for long-term investors. Garrett isn't so sure. That conversation is worth a listen.In the Planning Room: the pension-or-lump-sum decision. It's permanent, it's consequential, and most people don't feel prepared for it. Matt and Garrett break down the math, the tradeoffs, and the questions you should be asking before you make the call.Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

In this episode, Garrett and Matt dig into the pulse of today’s markets. From recent shifts on Wall Street to the growing impact of artificial intelligence in the workplace, they unpack what investors need to know right now. The conversation explores how AI is beginning to reshape entire industries, raising important questions about the future of employment and long-term investment strategies. They also touch on the global tensions influencing market sentiment and why staying informed and adaptable is more critical than ever in a fast-moving economy. As always, the goal isn’t to predict every twist and turn — it’s to help you stay grounded, strategic, and ready for whatever comes next.

Garrett and Matt are back after a summer break to tackle what's been moving the markets — and what might be coming next.They break down last week’s market pullback, what’s driving gold and crypto higher, and why small caps are still lagging. Plus, they dive into the evolving role of Bitcoin in modern portfolios, the challenges of traditional bond allocations, and how the Federal Reserve’s dual mandate continues to complicate decision-making.It’s a wide-ranging, grounded conversation on investing through uncertainty, adapting your strategy, and staying focused on what really matters long-term.

On this week's Momentum Mondays, Matt and Garrett dive into Moody’s latest credit rating downgrade of U.S. debt, aligning it with other major rating agencies. Is this a sign that market volatility is easing, or are we just experiencing a temporary break? They also discuss recent bond market moves, explore what’s driving Fed speculation, and highlight key economic indicators investors need to monitor in the weeks ahead.Stay informed, stay ahead—listen now!

Markets had a strong week, but the headlines didn’t tell the full story. Garrett and Matt dig into last week’s performance, the surprising negative GDP print, and what it all means for investors. From rising interest rates to the growing influence of tech and shifts in market breadth, they explore the signals, the noise, and how to stay grounded in a changing economic landscape.

Markets roared back last week, and in this episode of Momentum Mondays, Matt and Garrett break down the sharp rally across major indexes, the rare Zweig Breadth Thrust signal that was just triggered, and what it could mean for investors going forward. They also preview the major economic data releases to watch this week, including GDP, jobs numbers, and inflation reports.Plus, a quick conversation on Sequence of Returns Risk and why timing matters so much for retirement planning, especially during volatile markets. Stay informed, stay ready, and as always, reach out if you have any questions about your financial plan.

After a choppy week in the markets, Garrett and Matt return with a breakdown of where things stand — and where they could be headed. In this episode of Momentum Mondays, they spotlight the Russell 2000’s relative strength, explore why small caps often lead out of downturns, and unpack the latest inflation data and its broader economic implications. The conversation also turns to the recent pullback in tech and AI, what it means for diversified portfolios, and how behavioral finance plays into investor decision-making. Whether you’re managing risk or looking for opportunity, this episode helps you stay grounded, data-driven, and ready for what’s next.

Markets rallied last week on the back of tariff relief headlines—but is the bounce built to last? In this week’s episode of Momentum Mondays, Garrett and Matt break down the strong moves across the major indexes, then turn their focus to the bond market, where signals aren’t nearly as optimistic. From yield curve inversions to rising Treasury yields and reduced foreign demand, we explore what fixed income markets are saying about the economy’s next chapter. We also preview the week ahead in economic data and corporate earnings, including retail sales, housing starts, and results from major banks and tech firms. Tune in for grounded, timely insights to help you navigate market noise and stay focused on your long-term financial momentum.

Markets Tumble—Here’s What That Means for Your MoneyIt was one of the worst weeks for stocks in years. In this episode of Momentum Mondays, we unpack what triggered the selloff, why weeks like this are rare—but not unheard of—and how we’re adjusting behind the scenes.Our momentum-based framework is signaling change—and we’re leaning into it with discipline, not emotion.Tune in for a clear, no-hype breakdown of market moves, what’s coming this week, and how to stay positioned for long-term opportunity.

Markets took a step back last week as investors reacted to rising inflation, new 25% auto tariffs, and the lowest consumer confidence reading in years. In this episode of Momentum Mondays, we break down what drove the selloff, key technical signals we’re watching, and what’s coming up this week — including the March jobs report and important economic data releases.We also spotlight this week’s financial concept: consumer confidence — what it is, why it matters, and how it influences markets and everyday decision-making.Stay informed. Stay empowered. And keep your momentum going.

In this episode of Momentum Mondays, Garrett and Matt break down last week’s market moves across stocks, commodities, and cryptocurrencies. They offer perspective on the Federal Reserve’s latest stance on interest rates and balance sheet policy — and what it could mean for investors moving forward. The conversation also explores how politics continue to shape economic direction, and what key data points to watch in the week ahead. Whether you're tracking the markets closely or just looking to stay informed, this episode helps you stay aligned with what matters most.

Markets officially moved into correction territory last week as volatility picked up and investor sentiment turned cautious. In this episode of Momentum Mondays, we break down what’s behind the recent pullback, where inflation is still showing up, and why rising wages could be a meaningful shift for consumers.We also look ahead to a packed week of economic events, including the Federal Reserve’s interest rate decision, housing data, and earnings from key names like Nvidia, Nike, and Micron. If you're looking to stay grounded, informed, and focused on long-term progress, this episode is for you.

Markets pulled back last week, with major indexes and commodities sliding amid rising inflation and slowing GDP growth. In this episode of Momentum Mondays, Matt and Garrett break down what’s driving the downturn—and where smart investors might find opportunity. They explore both bearish and bullish perspectives, highlight upcoming economic events, and share insights from real client conversations around Social Security and strategic investing. Get the clarity and confidence you need to stay the course.

In this episode, Matt and Garrett break down market performance, highlighting some volatility across major indexes last week. They analyze key economic data, including signs of inflation cooling, and discuss commodity trends in gold and Bitcoin.The conversation also explores emerging technologies, from Tesla's self-driving advancements to potential cryptocurrency regulations.

In this episode of Momentum Mondays, Matt and Garrett break down the latest market trends, key economic data, and smart investment strategies to help you stay ahead. We’ll cover last week’s market performance, the impact of tax and trade policies, why the 10-year Treasury yield matters, and what corporate earnings and consumer spending reveal about the economy. Plus, we’ll dive into geopolitical shifts and what they mean for investors. As always, we’ll wrap up with a look at the long-term economic outlook and how to navigate market volatility with confidence.Tune in and stay informed—because momentum is everything.

In this episode, we discuss the current state of the market, insights from the Federal Reserve regarding neutral rates, and the implications of inflation on retail sales. We emphasizes the importance of financial awareness in the face of scams, and highlight upcoming economic events. The conversation concludes with a discussion on the Social Security Fairness Act and its potential impact on benefits.

In this episode, Matt and Garrett provide a comprehensive overview of the recent market trends, including fluctuations in major indices and commodities.We discuss the implications of a newly proposed sovereign wealth fund by President Trump, exploring its potential impact on future generations and economic stability.The conversation also delves into strategies surrounding Social Security, emphasizing the importance of timing and policy changes in making informed decisions about retirement benefits.