GR8 Financial Sense Podcast

In this month's episode, we cover these topics:Market Overview (starts at 02:00)Portfolio Updates (03:01)Market Impact of Geopolitical Conflict (03:45)Impact on Oil Prices (06:11)Geopolitical Risks to Portfolios (8:36)Structural Risks to Portfolios (10:27)Understanding Normal Market Behavior (11:46)Looking ahead (13:38)

In this month's episode, we cover these topics:Market Overview (starts at 01:00)Portfolio Updates (03:24)US-Iran Conflict (04:19)Impact on Oil Prices (07:06)New Fed Chair Nomination (8:22)Corporate Earnings (10:22)Client Communications from Schwab (11:53)Looking ahead (13:57)

In this month's episode, we cover these topics:Market Overview (starts at 01:27)Portfolio Adjustments and Strategies (3:00)Precious Metals Insights (5:54)Fed Chair Nominations (10:12)Quantitative Easing (12:04)Fraud Awareness During Tax Season (13:46)Tax Form Questions (15:44)Looking ahead (17:20)

Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics:Market Overview (starts at 01:00)Portfolio Update (3:05)Irony in December (5:45)Resilient Economics (7:58)Record US Corporate Earnings (9:42)Summary of 2025 (12:42)Interest Rates and Economic Stability (17:18)Looking ahead (20:00)

In this month's episode, we cover these topics:Market Overview and Portfolio Updates (starts at 00:34)Understanding Investment Vehicles (03:29)Active vs. Passive Investing (07:27)Risk Adjusted Returns Explained (08:10)How Markets Move (10:08)AI Investments and Security (13:07)Santa Clause Rally (17:18)Looking Ahead (17:51)

In this month's episode, we cover these topics:Market Update (Starts at: 1:02)Bond Market Insights (2:29)Client Communications & Changes (3:45)Year-End Financial Considerations (7:01)Beneficiary Review Importance (9:06)Charitable Contributions and Deadlines (9:55)Market Focus (10:31)Interest Rate Policy Discussion (15:09)Looking Ahead (19:42)

In this month's episode, we cover these topics:Market Update (Starts at: 0:20)Portfolio Update (1:30)Reasons To/Not to Invest (2:13)Positive Market Trends (4:41)Role of Gold in Portfolios (6:12)Federal Reserve Policy and Interest Rates (8:24)Government Shutdown (10:40)Looking ahead (12:14)

In this month's episode, we cover these topics:Market Update (Starts at 0:32)Investment Strategies in Changing Markets (1:57)Federal Reserve Meeting Insights from Jackson Hole (3:46)Understanding Breadth of Market (4:55)Strong Corporate Earnings (8:04)Housing, Consumer and Jobs Reports (9:00)International Market Trends (12:31)Looking ahead (14:35)

In this month's episode, we cover these topics:Market Update (Starts at 0:28)Portfolio Update (1:21)Market Influencers: Trade Deals, AI and the Fed (1:59)Impact of One Big Beautiful Bill Act (5:19)OBBBA Impact: Households (7:03)OBBBA Impact: Corporations (8:16)OBBBA Impact: The Economy (8:45)Looking ahead (10:38)

In this month's episode, we cover these topics:Market Update (Starts at 1:08)Portfolio Update (2:13)Historic Market Movements (3:43)Impact of Trade Deal with China (5:46)Predictions for Second Half of the Year (7:33)US Dollar Depreciation Analysis (10:16)Geopolitical Factors Affecting the Market (13:28)Looking ahead (16:16)

In this month's episode, we cover these topics:Market Update (Starts at 0:19)Portfolio Update (1:50)Trade & Tariff Deals (2:15)Interest Rates/Bonds/Deficits – The Big Beautiful Bill (4:00)Estate Planning Components (6:59)Roth/Traditional IRA (8:42)Warren Buffett's Retirement and Legacy (9:36)Looking Ahead (11:49)

In this month's episode, we cover these topics:Market Update (starts at 0:43)Portfolio Update (1:47)Volatility Bonanza (4:41)What Caused It (5:55)What Did We See (during volatility in April) – Underlying Themes (7:18)Strategic Uncertainty (9:55)GDP – Recession and the Market (13:55)Looking Ahead (15:42)

In this month's episode, we cover these topics:Market Update (starts at 0:42)Portfolio Update (1:21)Seasonality of the Market (2:53)Anatomy of Concern (4:29)Does President Trump Have a Plan? (8:39)CD's Maturing? Money Market vs. CD's (12:13)Tax Efficiency (13:56)Looking Ahead (15:45)

Recorded March 5, 2025In this month's episode, we cover these topics:• Market Update (starts at 0:59)• Portfolio Update (3:00)• Anticipated Weakness (5:16)• Frequentism (6:32)• Lesson in Economies o Demand vs Supply Economy (8:32)o DOGE (11:25)o Are they taking my Social Security? (13:53)• Looking Ahead (16:51)

In this month's episode, we cover these topics:Market Update (starts at 0:39)Portfolio Update (1:30)Tariffs – Strengthening Dollar? (4:36)Tariffs – Art of the Deal? (7:55)Tariffs – Opportunities? (9:14)Confidence in your Advisor (11:52)Added Dimension (15:00)Looking Ahead (17:13)

Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics:Market UpdatePortfolio UpdateMarket WeaknessPost-Election DigestionUS Dollar Wrecking BallCrypto – Is it time?Looking Ahead – Short Term 2025 Looking Ahead – Longer Term

In this month's episode, we cover these topics:Market Update (starts at 1:01)Portfolio Update (1:48)Post Election Market Movement - Short Term (2:23)Post Election Market Movement - Bigger Picture (5:09)Cabinet and Congress will be different (9:20)Treasure Secretary & the Fed (11:19)Tariffs (13:23)Looking Ahead (16:02)

In this month's episode, we cover these topics:Market Update (starts at 1:01)Portfolio Update (5:32)Election Positioning (6:44)Buyers &  Sellers on BOTH sides (7:42)Removing Emotion (9:26)Absolute Power…..It is NOT (10:16)Outcome Trade? (11:52)Looking Ahead (13:44)

In this month's episode, we cover these topics:Market Update (starts at 0:35)Portfolio Update (2:28)Philosophy Behind the Allocation (3:12)Structure of the Portfolio (6:50)Rate Cut (9:38)Inflation Sanity Check (15:55)Forward Valuations (17:07)Looking Ahead (18:38)

In this month's episode, we cover these topics:Market Update (starts at 0:44)Portfolio Update (2:09)What is NOT normal... (3:25)Election (5:14)Jackson Hole – Take Jerome Powell at his word? (7:24)Jackson Hole – Turbulance (10:26)Veracity of Markets (11:20)Looking Ahead (12:54)

In this month's episode, we cover these topics:Market UpdatePortfolio UpdateRevisit Risk/VolatilityLong Term StoryOpportunitiesTone of the FedEconomic Mixed BagLooking ahead

In this month's episode, we cover these topics:Market Update (starts at 0:50)Portfolio Update (2:00)Investor Sentiment/”Higher Still” (3:45)Not all Indices are Equal (8:55)Two Sides to the Risk (12:05)Mid-Year Look Back (15:00)Remember this environment (16:40)Looking ahead (18:35)

In this month's episode, we cover these topics:Market Update (starts at 1:50)Portfolio Update (3:00)Earnings & Fundamentals (4:50)The “Machine” (6:30)What do you do? (9:50)Data Dump (13:20)Looking ahead (15:45)You can watch the video version here: https://acadviser.wistia.com/medias/sia1mbdjgq

You can watch the video version here: https://acadviser.wistia.com/medias/4lyoc3u5rzRecorded May 6, 2024Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

You can watch the video version here: https://acadviser.wistia.com/medias/8qmvmc3divRecorded April 6, 2024Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

You can watch the video version here: https://acadviser.wistia.com/medias/8qmvmc3divRecorded March 6, 2024Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Video version: https://acadviser.wistia.com/medias/y391yl27h9Investment advisory services provided by Advance Capital Management, a registered investment adviser.

Watch the video version of the podcast here: https://acadviser.wistia.com/medias/4vr80udsnzInvestment advisory services provided by Advance Capital Management.

Watch the video version here: https://acadviser.wistia.com/medias/4gpsp8viz8Investment advisory services provided by Advance Capital Management.

Watch the video version at: https://acadviser.wistia.com/channels/utduvhdp8xInvestment advisory services are provided by Advance Capital Management, Inc.

You can watch the video version of this episode here: https://acadviser.wistia.com/medias/94wnm5avokInvestment advisory services are provided by Advance Capital Management, Inc.

Watch the video version here: https://acadviser.wistia.com/medias/uifvv0tmq0Investment advisory services are provided by Advance Capital Management, Inc.

Watch the video version here: https://acadviser.wistia.com/medias/dfv2bvl4xe

You can watch the video version of this episode here: https://acadviser.wistia.com/medias/wkkhbyzqq6Investment advisory services are provided by Advance Capital Management, Inc.

Video version of this podcast can be found at: https://acadviser.wistia.com/medias/wg6u8bk3p2Investment advisory services are provided by Advance Capital Management, Inc.

You can watch the video version of this episode here: https://acadviser.wistia.com/medias/cwkyzuxi5sAdvisory services offered through Advance Capital Management, an investment adviser registered with the U.S. Securities & Exchange Commission. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.

Watch the video version of this episode here: https://acadviser.wistia.com/medias/qrelvzke7y

You can watch the video version of this episode here: https://acadviser.wistia.com/medias/9fokh47u8o#

Watch the video version of this episode at: https://acadviser.wistia.com/medias/7rbsqr4ri8

You can watch the video version of this episode here: https://acadviser.wistia.com/medias/2gr6cgnmzh

You can watch the video version here: https://acadviser.wistia.com/medias/w5z9ovyifl#

If you prefer to watch a video version instead, you can access that here: https://acadviser.wistia.com/medias/dfg3687t3e

To watch the video version of this episode, go to: https://acadviser.wistia.com/medias/316y15gfe6

You can watch the video version of this episode here: https://acadviser.wistia.com/medias/tox9ddevm4

If you prefer to watch a video version instead, you can access that here: https://acadviser.wistia.com/medias/ilny4ad5pl

Watch the video version at: https://acadviser.wistia.com/medias/vdv0qa30vq

Watch video version here: https://acadviser.wistia.com/medias/mbyi1r55ry

You can watch the video version at: https://acadviser.wistia.com/medias/t2t3qp28sb

Watch the video version at: https://acadviser.wistia.com/medias/gmkzwmts1u

Watch the video version of this episode here: https://acadviser.wistia.com/medias/2lxymwn21g#