Money Wise
Davidson Capital Management, Inc.
Subscribe
Jeff and Kyle Davidson are joined weekly by Joe Rust as they discuss current investment trends, the truth behind prudent investing strategies, and how you can build wealth for the long term with a solid plan in place.
Available episodes
Newest first
Oldest first
4 days ago
The AI Steam Engine, Investor FOMO & What Wall Street Won’t Tell You
The AI Halo Effect & Investor FOMO
The Money Wise guys are back with another jam-packed show! They begin with last week’s numbers from Wall Street. The Dow was down 1.0%, the S&P 500 was up 0.3%, and the NASDAQ was up 2.5%. Year-To-Date the Dow is down slightly, while the S&P 500 and the NASDAQ are both up. The guys discuss the big performance difference between the Dow and NASDAQ - a more than 24% difference YTD - which is a reversal from what we saw last year. Of course, AI has been the steam engine for the S&P 500 and the NASDAQ this year, and the Money Wise guys once again discuss that impact, reviewing what we see when we look at the equally weighted index. They discuss the efficiencies AI will create across industries worldwide, whether investors are having FOMO, and how this emerging “AI Halo” compares to the Dot-Com bubble. Emerging Term to Know: AI Halo
It’s the first show where the Money Wise guys have used the emerging term “AI Halo” so let’s dig into exactly what that means. A Halo Effect describes a scenario where investors show favoritism to stocks that are tied to a specific industry or product. The AI Halo implies that investors are currently favoring buying any company with even a pinky finger in AI. Are you experiencing the AI Halo in your own investment decisions?
In the second hour, the Money Wise guys share the secrets of What Wall Street Won’t Tell You. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
This podcast is powered by Pinecast.
playlist_add
May 20, 2023
NASDAQ Rising, The S&P 500 Equal Weight Index & 5 Things Every Retirement Portfolio Should Have
NASDAQ Rising & The S&P 500 Equal Weight Index
The Money Wise guys kick off the show with a rapid-fire market recap. Last week saw the Dow up, the S&P 500 up, and the NASDAQ up. YTD all three remain up, with the NASDAQ still up by double digits - 20.9%, to be exact. The AI craze has taken control of the market this year, fueling a meteoric rise for the NASDAQ. The guys discuss a few stocks leading the charge, plus what the S&P 500 Equal Weight Index looks like - and which tells more of the true story. The guys also discuss whether we’ve seen so few stocks driving so much market performance for more than a quarter, how much investors should put in stocks now, and so much more. What is the S&P 500 Equal Weight Index?
In several of the past episodes, the Money Wise guys have touched on the importance of examining the S&P 500 Equal Weight Index, and it’s a point of conversation in this episode, too. The S&P 500 Equal Weight Index is, essentially, the opposite of Market Weight, where each slice of the S&P 500 pie is cut based on market cap. When you look at the S&P 500 Equal Weight Index, you get a truer picture of the index’s performance. Currently, the S&P 500 Equal Weight Index shows us that a few stocks are driving approximately 90% of the index’s performance. (Hint: They’re all AI-driven!)
In the second hour, the Money Wise guys discuss 5 Things Every Retirement Portfolio Should Have you should know. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
This podcast is powered by Pinecast.
playlist_add
May 13, 2023
Debt Ceiling Drama, AI Fear-Mongering & Retiree Spending Rules
Debt Ceiling Drama & Fears About the Potential for an AI Bubble
It’s another action-packed episode of Money Wise and the guys kick it off with a look at last week’s numbers from Wall Street. The Dow was down 1.1%, the S&P 500 was down 0.3%, and the NASDAQ was up 0.4%. YTD the Dow is up 0.5%, the S&P is up 7.4%, and the NASDAQ is still leading the pack at 17.4% positive returns. The Money Wise guys discuss how growth funds are still taking the lead, what all the profit-taking has meant for the market, and the impacts of a potential AI bubble. Other topics include continued narrow participation, fear-mongering news stories surrounding AI technology, and whether we’re seeing buyer’s strike across the board. The guys also discuss debt ceiling doom, how current market conditions favor traders over investors, and why it’s important to continue to be extremely cautious. What Does an ‘AI Bubble’ Mean?
The guys discuss a potential AI bubble in this episode when discussing how just a few stocks are driving gains - and they’re the stocks connected in some way to Artificial Intelligence (AI). Now, to officially name an AI bubble, we would have to see these five stages come to fruition, but we may be on our way. A potential AI bubble could be burst, however, by the continued fear-mongering we’re seeing in the financial press regarding AI technology.
In the second hour, the Money Wise guys share Retiree Spending Rules you should know. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
This podcast is powered by Pinecast.
playlist_add
May 6, 2023
More Regional Bank Drama, Short Selling Concerns & The Dangers of EIAs
More Regional Bank Drama & Short Selling Concerns
What a week on Wall Street! The Money Wise guys start the show with a recap of last week’s numbers across the three major indices. The Dow was down 1.2% and the S&P 500 was down 0.8%, while the NASDAQ ended the week up slightly. The Dow is up on the year, as is the S&P and the NASDAQ. We had an attack of the Fridays once again, but a good one this time. It didn’t quite get us back to positive range for the Dow and S&P, but it helped the market overcome considerable drama early in the week due to more regional bank failings, plus the Fed meeting on Wednesday. Many investors are experiencing 2008 fears again and it showed in the market early last week. For example, an exchange-traded fund that contains hundreds of regional banks and it took another kick in the pants due to short selling. The guys discuss why it may be time for a moratorium on short selling, and why regulators should take action. What is Short Selling?
Short selling occurs when a trader borrows shares of a stock or other asset that they believe will decrease in value, then they sell in the hopes of being able to buy the shares back for far cheaper. Short selling can lead to a lack of confidence in a stock, which is what we’ve seen happening with short selling around several regional banks. You can read more about the pros and cons of short selling here, as well as the moratorium on short selling back in 2008 during the financial crisis and why it was important.
In the second hour, the Money Wise guys share The Dangers of Equity Indexed Annuities (EIAs). You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
This podcast is powered by Pinecast.
playlist_add
Apr 29, 2023
A Perplexing Market, Examining Relative Strength & The Best Investment Advice Ever
A Perplexing Market & Examining Relative Strength
John Davidson is back for this week’s episode of Money Wise - and he’s on fire! The guys start the show with last week’s numbers from Wall Street before moving into some stunning examples of high relative strength despite poor statistics. The Dow was up 0.9%, the S&P 500 was up 0.9%, and the NASDAQ was up 1.3%. The Dow is up on the year, as are the S&P and the NASDAQ. The Money Wise guys discuss a market that continues to be perplexing, with volume still on the decline. They share what it means when the only people in the market are “renters” not investors, before giving some statistics that are shocking, to say the least. As an example, John shares earnings for Meta and some other big-name companies with surprising year-over-year earnings numbers and no sales growth - yet they’re still out-performing 98% of the rest of the market. The guys discuss what a stock’s relative strength means, and how current market conditions are playing into the market being trapped in a tight trading range. What is the Relative Strength Index?
According to Investopedia, relative strength is a momentum indicator. Officially termed the relative strength index, or RSI, it’s often used in the technical analysis of stocks. Relative strength measures the speed and magnitude of a security’s recent price changes to evaluate overvalued or undervalued conditions. Relative strength is measured on a scale of zero to 100, with 100 being the strongest.
In the second hour, the Money Wise guys share The Best Investment Advice Ever. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Apr 22, 2023
A Snoozer of a Week, The Market Cha-Cha & 10 Myths of Retirement Planning
A Snoozer of a Week, The Market Cha-Cha, and Low Volume (Again)
The Money Wise guys are back in the studio, kicking off the show with last week’s numbers from Wall Street. The Dow was down, the S&P 500 was down, and the NASDAQ was down, though all three indices were down by less than half a percent. Year-To-Date the Dow is up, the S&P 500 is up, up the NASDAQ remains up by a pretty massive 15.3%. Overall, it was a snoozer of a week, and the Money Wise guys analyze the lighter volume trends we’ve seen going back to the beginning of April. In fact, they haven’t seen volume consistently this low for more than a year. So, where is everybody? Are investors sitting on the sidelines trying to handicap the un-handicapable? The guys discuss whether the market is waiting for Big Cap Tech numbers next week to increase volume, or further commentary from the Fed on interest rates. Regardless, we seem to be in a holding pattern at the moment, still caught in a technical trading range - a market cha-cha, you might say! Let’s Talk About Volume
What does “volume” mean when we’re talking about the markets anyway? The Money Wose guys use the term frequently, and it’s a simple concept. Volume is the number of shares traded in a particular stock, index, or type of investment over a period of time. In this case, the Money Wise guys are referring to low volume across the three major indices. Low trading volume can indicate a lack of interest in either buying or selling, and you can learn more in this Investopedia article.
In the second hour, the Money Wise guys take you through 10 Myths of Retirement Planning. Are they throwing YOU off course? You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Apr 15, 2023
Inflation News, Banking Shifts, Quantitative Tightening & A Retirement Readiness Quiz
Inflation News, Banking Shifts, and Quantitative Tightening
The Money Wise guys start this week’s show with a rapid-fire market recap. Last week showed the Dow up 1.2%, the S&P 500 up 0.8%, and the NASDAQ up 0.3%. YTD the Dow is up 2.2%, the S&P 500 is up 7.8%, and the NASDAQ is up 15.8%. It was a very busy week with inflation data and, all in all, things are moving in the right direction. Year-over-year inflation is at its lowest rate in nearly two years, and the CPI and PPI numbers contributed to some positive sentiment for the markets. The guys also discuss retail sales and industrial production numbers, noting that industrial production was above expectations. The guys also discuss interest rates increasing a bit, why that could be happening, and continuing shifts they’re seeing in the banking industry. Warren Buffet says he expects more bank failures in 2023, but what does that mean? The guys mete it out and discuss possibilities, looking at the Fed’s quantitative tightening, too. A Primer on Quantitative Tightening
Since the guys dig a bit into the specifics of quantitative tightening in this episode, it’s a good time for a quick review of what it all means. Quantitative tightening is a contractionary monetary policy tool designed to reduce the Federal Reserve balance sheet. Also known as balance sheet normalization, quantitative tightening is the opposite of quantitative easing. In the second hour, the Money Wise guys share a helpful “Are You Ready for Retirement?” quiz. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Apr 8, 2023
Q1 in Review, A Possible Reflex Rally & Registered Investment Advisor vs. Broker
Q1 in Review & A Possible Reflex Rally for the NASDAQ
The Money Wise guys are back in the studio after a week off, and there’s much to discuss. First, they dig into last week’s numbers from Wall Street: The Dow was up slightly, the S&P 500 was down a bit but near-flat, and the NASDAQ was down. Year-To-Date, the Dow is up 1%, the S&P 500 is up 6.9%, and the NASDAQ is up 15.5%. The guys also review the Q1 numbers, which show the Dow up slightly, the S&P 500 up 7%, and the NASDAQ up just shy of 17%. It’s been some time since the NASDAQ was up that much, and the guys talk about what’s driving this movement. They discuss whether it was a reflex rally, overdue belt-tightening, or gains made by several tech names associated with AI that are driving up the entire index from a valuation viewpoint. The guys also discuss why we probably can’t annualize that growth for the NASDAQ and why they still anticipate seeing some type of recession later this year. What Do the Money Wise Guys Mean by a Reflex Rally?
While the term “reflex rally” is not widely used, the Money Wise guys use it in the context of the NASDAQ’s Q1 performance in this show. In this case, a reflex rally refers to the NASDAQ’s seeming meteoric rise that may amount to a bounce-back after a period of significant decline - which we saw in 2022. A reflex rally could be due to technical factors, or fundamental ones. Check out the full show for more context on the reflex rally the NASDAQ may be experiencing now.
In the second hour, the Money Wise guys discuss Registered Investment Advisors vs. Brokers. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Mar 25, 2023
The Attack of the Yellen, A Credit Contraction & Investor Psychology
The Attack of the Yellen and a Credit Contraction
The Money Wise guys kick off this week’s show with a review of last week’s numbers from Wall Street before diving into Fed comments, a credit contraction, and more. The Dow was up 1.2%, the S&P 500 was up 1.4%, and the NASDAQ was up 1.7%. Year-To-Date, the Dow is down 2.7%, but the other two major indices are in the black, with the S&P 500 up 3.4% and the NASDAQ up 13%. The guys jump right into some spicy political commentary and explain why they consider last week a product of an Attack of the Yellen - and they offer a reminder that words have consequences. They also share recent Fed comments and last week’s decision to raise interest rates by a quarter percent, and Kyle and Jeff spar over whether the comments were actually more dovish or not. The Money Wise guys also explain why the market is still a cat on a hot tin roof, totally focused on the banking sector and feeling edgy. They also share Fed Chairman Powell’s quotes about a credit contraction and what consumers might expect. So, What is a Credit Contraction?
Also sometimes called a credit crunch, a credit contraction describes a decline in consumer lending activity by financial institutions. A sudden shortage of funds usually brings on a credit contraction, and it will often coincide with a recession - which we are NOT in right now. However, with multiple banking failures in recent weeks, many banks and other lending institutions are wary of their own potential bankruptcies or defaults. For borrowers, a credit contraction results in higher interest rates. The Money Wise guys discuss the rate-raising cycle, whether rates may reverse soon, and the exact quote that Fed Chairman Powell made on a credit contraction and its economic consequences.
In the second hour, the Money Wise guys share interesting Investor Psychology insights. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Mar 18, 2023
More on Regional and Super-Regional Banks, Unnecessary Fear-Mongering & What Wall Street Won’t Tell You
Regional and Super-Regional Banks, Fear-Mongering, and Non-Traded REITs
The Money Wise guys are back to continue the conversation on many of last week’s topics, but they begin with last week’s numbers from Wall Street. The Dow was down slightly, the S&P 500 was up 1.4%, and the NASDAQ was up 4.4%. YTD the Dow is down 3.9%, the S&P 500 is up 2.0%, and the NASDAQ is up 11.1%. Regional and super-regional banks are once again the main topic of conversation, and the guys discuss how much of the conservative media is over-dramatizing the situation and causing unnecessary fear. They also dig into the element of marketing that exists within this conversation because many of the far-right-leaning programs are promoting gold and other types of investments. The Money Wise guys remind listeners to beware of “guarantee” - the g-word that should always cause skepticism. As an example, they discuss an ad for non-traded REITs with a “guaranteed” 10% return. What are Non-Traded REITs?
Since the guys spend some time on this topic, let’s dig into what Non-Traded REITs are anyway. A REIT is a Real Estate Investment Trust, and so a Non-Traded REIT refers to one that is not listed and traded on a public exchange. According to the Corporate Finance Institute, Non-Traded REITs allow investors to access diversified real estate investments with little capital requirements and added taxation benefits. Though this might sound good on its face, the Money Wise guys share why Non-Traded REITs are the second-worst thing for your portfolio (after annuities). With a 40-60% occupancy for office space these days, they doubt any investors in these particular Non-traded REITs were getting a 10% “guaranteed” return.
In the second hour, the Money Wise guys give you a peek behind the curtain as they share What Wall Street Won’t Tell You. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Mar 11, 2023
Interest Rate Fantasies, A Bank Failure & 5 Things Every Retirement Portfolio Should Have
Interest Rate Fantasies & The Silicon Valley Bank Failure
The Money Wise guys are back in the studio for another rapid-fire market update. Last week’s numbers from Wall Street showed the Dow down 4.4%, the S&P 500 down 4.5%, and the NASDAQ down 4.7%. Year-to-date, the Dow is down 3.7%, the S&P 500 is up 0.6%, and the NASDAQ is up 6.4%. There's a lot to unpack in this week’s show and the guys start with the Fed Chairman’s more hawkish statements and how they dashed interest rate fantasies. The Money Wise guys discuss data dependency and elaborate on how the market reacted - and why they aren’t surprised that rates won’t be cut any time soon. The guys also dig into the Silicon Valley Bank failure, how it happened, how it changed the market, and much more. Silicon Valley Bank Failure in Brief
It all started with a press release last Thursday, in which Silicon Valley Bank (SIVB) said it was issuing more shares of stock. This has the impact of diluting existing shareholders but doesn’t in itself lead to a bank failure. However, by Friday, regulators had taken over and it was clear that the Silicon Valley Bank failure was happening. The Money Wise guys discuss how a huge investment in long-term Treasury instruments spelled the beginning of the end, what the Silicon Valley Bank failure meant for those it served, how the federal government stepped in to protect depositors, and more.
Check out this PBS article on the Silicon Valley Bank failure for more.
In the second hour, the Money Wise guys are discussing Five Things Every Retirement Portfolio Should Have. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Mar 4, 2023
No New Bull Market Yet, Moving Averages & Retiree Spending Rules
No New Bull Market Yet, Moving Averages & Retiree Spending Rules
It’s another action-packed episode of Money Wise, and the Money Wise guys kick it off with a review of last week’s numbers from Wall Street. The Dow was up 1.7%, the S&P 500 was up 1.9%, and the NASDAQ was up 2.6%. Year-To-Date the Dow is back in the black, and the S&P 500 and the NASDAQ are also up. All three major indices are still meandering back and forth in a trading range, and the guys talk about moving averages and why we’re not yet in a new bull market. Original Money Wise host John Davidson sits in for Jeff this week, and the talk turns political early in the show. Moving Averages 101
With all the tech talk on moving averages, this concept deserves a deeper dive. According to the Corporate Finance Institute, moving averages are technical indicators that investors and traders use to determine the trend direction of securities. Moving averages are calculated by adding up all the data points during a specifi…
playlist_add
Feb 25, 2023
The Bears Are Mauling & The Dangers of Equity Indexed Annuities
The Bears Are Mauling & The Dangers of Equity Indexed Annuities
The Money Wise guys are back at it, kicking off the show with a review of last week’s numbers from Wall Street. The Dow was down 3.0%, the S&P 500 was down 2.7%, and the NASDAQ was down 3.3%. YTD the Dow is now down 1.0%, with the S&P 500 and the NASDAQ still in the black. The Money Wise guys discuss why the Dow rolled over and went into the red, why they didn’t trust the run-up that January gave us, the hotter CPI, PPI, and CPE numbers, and so much more. What is the CPE?
We mention CPE several times in this episode. It's a buzzword we’ve discussed quite a bit in recent weeks, too, so let’s dig into the details of what it means.
First of all, CPE stands for Consumer Personal Expenditures Index. According to the Bureau of Economic Analysis, the CPE is a measure of prices that people living in the United States, or those buying on their behalf, pay for goods and services. It’s released each month as part of the…
playlist_add
Feb 18, 2023
The Fed Invents ‘Supercore Inflation’ & The Best Investment Advice Ever
The Fed’s Latest Measure of Inflation is a New Buzzword: Supercore Inflation
The Money Wise guys are back in the studio with another candid episode featuring plenty of analysis and critical questions. They start with last week’s numbers from Wall Street, which saw the Dow down slightly, the S&P 500 down slightly, and the NASDAQ up. All three major indices remain up YTD. The guys are discussing the F Word today - that's right, the Federal Reserve was chock full of data points in their most recent communications, including the invention of a new measurement for inflation. It’s called “supercore inflation” and it seems to replace the previous data points the Fed used to make decisions on monetary policy (Core CPE and CPI). The guys discuss why the Fed has moved the goalposts yet again, getting critical about the decision to use supercore inflation as a metric, and looking at the pros and cons. A Primer on Supercore Inflation
In the past, the Fed used Core PCE as a measure of i…
playlist_add
Feb 11, 2023
Still Stuck in a Trading Range & 10 Myths of Retirement Planning
Trading Range & the Fed
The Money Wise guys are back again with another rapid-fire market recap. Last week, the Dow was down, the S&P 500 was down, and the NASDAQ was down. YTD the numbers are looking positive, with the Dow up 2.2%, the S&P 500 up 6.5%, and the NASDAQ up 12.0%. There was no economic news last week, though Fed Chairman Powell spoke at a forum and didn’t say anything new. We’re still stuck in a trading range from the technical side, and we’re expecting what could be a hot Consumer Price Index (CPI) number in the coming days. The guys discuss what it may mean, and what the Fed may do next. A trading range is the range between the high and low price of a security within a given period. A stock, for example, will generally have a trading range on any given day that marks the difference between the highest price the stock traded for and the lowest price it traded for.1 In the second hour, the Money Wise guys discuss:
10 Myths of Retirement Planning.
The experts at Da…
playlist_add
Feb 4, 2023
An Unsustainable NASDAQ, Confusing Fed Verbiage & Your Retirement Readiness Quiz
It was another wacky week for the markets and the Money Wise guys are back to talk you through it. The Dow was down, while the S&P 500 and the NASDAQ were up. The guys revisit the NASDAQ’s incredible January performance which, of course, is unsustainable. They review the Fed’s latest moves and statements, which weren’t particularly hawkish or doveish, and try to make sense of the market’s forward outlook.
In the second hour, the Money Wise guys share the ‘Are You Ready for Retirement?’ quiz. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Jan 28, 2023
Why All the Buying, A Fed in the 9th Inning & RIA vs. Broker
The original Money Wise guys are back in action for this show, as Joe takes a week off. Last week’s market recap is positive, with all three major indices up. The Dow was up 1.8%, the S&P 500 was up 2.5%, and the NASDAQ was up 4.3%. YTD these three indices are up 2.5%, 6.0%, and 11.0%, respectively. The guys dive into the technicals and discuss why we’re still seeing lighter volume, who exactly is doing all the buying, and whether we will have two back-to-back negative years in the market.
In the second hour, the Money Wise guys talk through the critical differences between a Registered Investment Advisor (RIA) and a broker. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Jan 21, 2023
Caught in a Trading Range, an Earnings Salad & Investor Psychology
The Money Wise guys kick off the show with a recap of last week’s numbers from Wall Street, and it was a bit of a mixed bag. The Dow was down 2.7%, the S&P 500 was down 0.7%, and the NASDAQ was up 0.6%. YTD all three indices remain up. The way the year kicked off was not sustainable, and the market seems caught in a trading range it just can’t break through. The guys talk through the technicals, explain why last week’s earnings reports were a salad instead of a main course, and so much more.
In the second hour, the Money Wise guys dig into the importance of understanding Investor Psychology. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Jan 14, 2023
Fed Up with the Fed, Silver Linings from 2022 & What Wall Street Won’t Tell You
The Money Wise guys are back in the studio with another rapid-fire market recap. Last week, the Dow was up 2%, the S&P 500 was up 2.7%, and the NASDAQ was up 4.8%. YTD all three major indices remain up. John Davidson joins the show once again for the first time in six months, bringing political commentary and sharing his frustrations with the Federal Reserve. The guys also discuss the market’s struggles in 2022 and the silver linings we’re seeing now, as well as moves the Davidson Cap team is making for their clients in order to generate returns.
In the second hour, the Money Wise guys dive deep into What Wall Street Won’t Tell You. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Jan 7, 2023
The First Trading Days of 2023, An Attack of the Fridays & 5 Things Every Portfolio Should Have
The Money Wise guys kick off 2023 with a rundown of last week’s numbers from Wall Street. The first four trading days of 2023 showed the Dow up 1.5%, the S&P 500 up 1.4%, and the NASDAQ up 1%. We had our first attack of the Fridays for the year, with what appeared to be due to a short covering rally related to average employment earnings revisions. We’ve still got earnings staring us in the face and upcoming CPI numbers, and a Fed with no immediate plan to stop raising interest rates. The guys discuss it all, plus so much more.
In the second hour, the Money Wise guys discuss the 5 Things Every Portfolio Should Have. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Dec 31, 2022
Putting 2022 in the Rearview & Retiree Spending Rules
It’s the last show of 2022, and the Money Wise guys are ready to leave this year in the rearview! Last week saw the Dow down, the S&P 500 down, and the NASDAQ down. In Q4 of 2022, the Dow and the S&P were up, though the NASDAQ was down. YTD, all three indices remain down. It’s a statistic-heavy show, as the guys share where 2022 fell in the historical context of poor stock and bond performance, and they share why they’re looking forward to 2023.
In the second hour, the Money Wise guys share the Retiree Spending Rules you need to know. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Dec 24, 2022
Market Algorithms, Coal in the Stocking & 10 Myths of Retirement Planning
The Money Wise guys are back in the studio on Christmas Eve to share last week’s numbers from Wall Street. The Dow was up 283 points, the S&P 500 was down 8 points, and the NASDAQ was down 208 points. YTD the Dow remains down 8.6%, the S&P 500 is down 19.3%, and the NASDAQ is down 32.9%. We haven’t had a negative December since Q4 of 2018, but we’re looking at some coal in the stocking this year. There was quite a bit of activity in the second to last trading week for 2022, with the algorithms reacting to the Q3 GDP being revised up. The guys discuss why they want to put 2022 in the rearview and never revisit it, what we might expect in 2023, and why you must always approach your investments from a balance philosophy.
In the second hour, the Money Wise guys discuss the Top 10 Myths of Retirement Planning. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wis…
playlist_add
Dec 17, 2022
Approaching the Bear, No Santa Claus Rally This Year & A Retirement Readiness Quiz
Jeff and Joe are in the studio this week to share last week’s numbers from Wall Street. The Dow was down 1.7%, the S&P 500 was down 2.1%, and the NASDAQ was down 2.7%. YTD the Dow is down 9.4%, the S&P 500 is down 19.2%, and the NASDAQ is down 31.6%. We’re just a smidge away from Bear Market territory and the Q4 rally seems to be over. With just a few weeks left in the calendar year, the MoneyWise guys share why they don’t expect a Santa Claus Rally at the end of the year, how the markets reacted to last week’s Fed comments, and why Q4 was strong even though we’re approaching Bear Market territory.
In the second hour, the Money Wise guys share the ‘Are You Ready for Retirement Quiz.’ You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Dec 10, 2022
Back in Trading Range & The Best Investment Advice Ever
The Money Wise guys kick off this week’s show with a rapid-fire market recap. The Dow was down 2.8% last week, the S&P 500 was down 3.4%, and the NASDAQ was down 4%. YTD all three remain down. We’re back in trading range once again, stuck between the 200-day moving average and the 50-day moving average, and all three major indices are having a positive quarter - though the NASDAQ is still lagging. The guys discuss the role of inflation, last week’s Producer Price Index numbers, and so much more.
In the second hour, the Money Wise guys help you level up with the Best Investment Advice Ever. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
playlist_add
Dec 3, 2022
An Emotional Market, a Davidson Cap Anniversary & Equity Indexed Annuities
The Money Wise guys are back after a two-week hiatus, during which time there were plenty of ups and downs on Wall Street. Jeff, Joe, and Kyle kick off the show with last week’s market recap, which showed the Dow, the S&P 500, and the NASDAQ all up slightly. Year-to-Date, the Dow is down 5.3%, the S&P 500 is down 14.6%, and the NASDAQ is down 26.7%. November was a good month for investors overall, with plenty of ups and downs as the market showed its emotions about China, the Fed, jobs numbers, and more. The guys hash it all out, while also celebrating Davidson Cap’s 34th year of managing money for investors in Texas, making them well-seasoned like a good Thanksgiving turkey.
In the second hour, the Money Wise guys share crucial information about the dangers of Equity Indexed Annuities. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advant…
playlist_add
Nov 12, 2022
Digesting the Elephant One Bite at a Time & Understanding RIAs vs. Brokers
Jeff, Joe, and Kyle are back in the studio to kick off the show with a rapid-fire market update. The Dow was up 4.1%, the S&P 500 was up 5.9%, and the NASDAQ was up 8.1%. While all three remain down YTD, investors have enjoyed several positive weeks in a row. The week that just passed was highly influenced by the midterm elections, and the Money Wise guys break it all down and discuss what we might expect to happen next.
In the second hour, the Money Wise guys dive into an RIA vs. Broker discussion to share important differences. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/4976fbf2-0d37-4d3c-b99f-19ec12010b54
playlist_add
Oct 29, 2022
The Dogs of the Dow are Biting & Investor Psychology
Jeff, Joe, and Kyle kick off the show with last week’s market update. The Dow was up 5.7%, the S&P 500 was up 4%, and the NASDAQ was up 2.2%. YTD the Dow is down 9.6%, the S&P 500 is down 18.2%, and the NASDAQ is down 29%. The Dow was really on fire last week - and for the whole month of October. The Money Wise guys discuss the reason for the surge, whether there’s still a shoe to drop, mixed earnings, the upcoming seasonality effect, and so much more.
In the second hour, the Money Wise guys share important lessons on Investor Psychology. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/7e80d607-8d8e-4e06-9d88-d83fa60530f7
playlist_add
Oct 22, 2022
Friday Gains, Fed-Speak & What Wall Street Won’t Tell You
Jeff, Joe, and Kyle are back in the studio sharing last week’s market movements. The Dow was up 4.9%, the S&P 500 was up 4.7%, and the NASDAQ was up 5.2%. YTD, all three remain in the red. We had a slight attack of the Fridays last week, with gains across the board at the end of the week. The biggest question is, will it hold? The Money Wise guys discuss the issue from all sides in this engaging episode.
In the second hour, the Money Wise guys pull back the curtain and share What Wall Street Won’t Tell You. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/3c696024-a022-4eae-abfb-f4ee1f4722ec
playlist_add
Oct 15, 2022
A Wild Reversal, Tax-Loss Harvesting & 5 Things Every Portfolio Should Have
Jeff, Joe, and Kyle kick off the show with last week’s market recap. The Dow was up 1.2%, the S&P 500 was down 1.6%, and the NASDAQ was down 3.1%. All three indexes remain down in double digits year-to-date. Last week featured a Thursday rip-your-face-off, short-covering, technical bounce rally after the S&P dipped below 3500, but it didn’t hold on Friday. It was one of the top five reversals in history - on absolutely no news. The Money Wise guys discuss what happened, why investors should be thinking about tax-loss harvesting right now, and much more.
In the second hour, the Money Wise guys discuss the 5 Things Every Portfolio Should Have. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/0047…
playlist_add
Oct 8, 2022
A Short Covering Rally, Lower Unemployment & Retiree Spending Rules
Jeff, Joe, and Kyle are back in the studio after a week where we eeked out some gains due to strong Monday and Tuesday buying. The Dow was up 2% on the week, the S&P 500 was up 1.5%, and the NASDAQ was up 0.7%. All three remain down YTD. Above-average buying on Monday and Tuesday led to a week of gains, despite down days later in the week. The Money Wise guys explain why they consider it a short covering rally, and why it was promptly followed by a three-day decline punctuated by remarks from the Fed. They also discuss how the markets reacted to September’s unemployment numbers.
In the second hour, the Money Wise guys share the Retiree Spending Rules you should follow. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.c…
playlist_add
Oct 1, 2022
How September Ruined the Quarter & 10 Myths of Retirement Planning
Jeff, Joe, and Kyle kick off the show with their customary rapid-fire market recap. Last week saw the Dow down 2.9%, the S&P 500 also down 2.9%, and the NASDAQ down 2.7%. We just finished Q3, which saw the Dow down 6.7%, the S&P 500 down 5.3%, and the NASDAQ down 4.1%. Year-to-date, all three major indexes remain down by greater than 20%, and we’ve hit new closing lows for all three. The guys discuss how September out-performed its own historical downside, ruining an otherwise positive quarter, and where we may go from here. What’s an investor to do? The guys talk it out, covering interest rates, inflation, market algorithms, and much more.
In the second hour, the Money Wise guys share their top 10 Myths of Retirement Planning. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital…
playlist_add
Sep 24, 2022
TINA is Dead, the Bear Market Continues & How to Know You’re Retirement Ready
Jeff, Joe, and Kyle are back with another week of market updates and hot takes on the issues that matter most to you. Last week, the Dow was down, the S&P 500 was down, and the NASDAQ was down. It’s more of the same YTD, with all three significantly in the red. The Money Wise guys explain why the old adage of “TINA” is dead, and why something else has come back from the dead - the 60/40 portfolio. The guys talk about why the June low didn’t hold, what the Fed is saying now, and how the Dow got to a new closing low.
In the second hour, get ready to take the “Are Your Ready for Retirement” quiz. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/8681dba2-5364-4793-a75e-7a3252f280f2
playlist_add
Sep 17, 2022
The Chickens Are Coming Home to Roost & The Best Investment Advice Ever
Jeff, Joe, and Kyle kick off the show with their customary market update. Last week saw the Dow down 4.1%, the S&P 500 was down 4.8%, and the NASDAQ was down 5.5%. All three remain down YTD. The guys get a bit political as they discuss a tough week for investors, the Consumer Price Index (CPI) numbers, the Fed, and more. They encourage listeners to always “vote your wallet” but spar about economic realities regardless of political party. They dig into why the CPI report was so impactful this time around, the unwinding of call option trades, and the positive moves the financial press didn’t report.
In the second hour, the Money Wise guys share what can only be called “The Best Investment Advice Ever.” You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us…
playlist_add
Sep 10, 2022
A Short Trading Week, a Churning Market & Fed-Speak That Won’t Quit
Jeff, Joe, and Kyle are back after a week off - and what a week it was. Though it was a short trading week due to Labor Day, the Dow was up 2.7% last week, the S&P 500 was up 3.6%, and the NASDAQ was up 4.1%. For the year, all three remain in the red. It was the first positive week we’ve seen in the last three weeks but, after an August that was down across the board, it’s clear the market can’t make up its mind. The Money Wise Guys discuss whether Fed-speak is to blame or whether there are other factors at play. They also share the changes Davidson Cap made to their portfolios and the magnitude of interest rate changes so far this year.
In a special second half of the show, the Money Wise continue their discussion on interest rates, balanced portfolios, and more. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio re…
playlist_add
Aug 27, 2022
The Word of the Week is ‘Pain’ & The Skinny On Equity Indexed Annuities
Jeff, Joe, and Kyle are in the studio once again to recap last week’s market action. The Dow was down 4.2%, the S&P 500 was down 4%, and the NASDAQ was down 4.4%. YTD all remain down in double digits. Fed chairman Jerome Powell triggered high-frequency trading last week after using the word “pain” twice in the same speech. The MoneyWise guys discuss why this matters and the impact it had. They engage in a lively debate about how much volume matters, what triggered the algorithms, and what we can expect next from the Fed.
In the second hour, the Money Wise guys share reminders on the dangers of Equity Indexed Annuities. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/97cdafae-1acc-44e9-b1c1-9f42994804d0
playlist_add
Aug 20, 2022
A Rollover on the Summer Rally & What Wall Street Won’t Tell You
Jeff, Joe, and Kyle are back at it after a week off and they start the show with a look at last week’s market activity. The Dow was down, the S&P 500 was down, and the NASDAQ was down. Year-to-date, the Dow is down 7.2%, the S&P 500 is down 11.3%, and the NASDAQ is down 18.8%. We’ve experienced a little bit of give-back since the summer rally that began in July, and the guys discuss differing opinions on what that may mean. They provide some technical analysis, discuss the 50-day moving average, touch on investor expectations, and much more.
In the second hour, the Money Wise guys pull back the curtain for a discussion on What Wall Street Won’t Tell You. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/5…
playlist_add
Aug 6, 2022
Pre-Pandemic Unemployment, A Perversion of the Markets & RIA vs. Broker
Jeff, Joe, and Kyle kick off the show once again with a rapid-fire market update. It was a bit of a mixed bag with the Dow down, the S&P 500 up, and the NASDAQ up. All three major indexes remain down year-to-date. Most of the action last week occurred on Friday, and the Money Wise guys discuss the economic drivers that lead to it. They also discuss why the market sometimes interprets good news negatively, a U6 unemployment rate record, and much more.
In the second hour, the Money Wise guys share the important differences between an RIA vs. a Broker. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/f8ed8246-ac07-432a-b05a-b3ec00d5e5cc
playlist_add
Jul 30, 2022
The Prime Rib of Earnings, Another Fed Meeting & Investor Psychology
Jeff, Joe, and Kyle are back and bringing you another rapid-fire market recap. Last week, the Dow was up 3.0%, the S&P 500 was up 4.3%, and the NASDAQ was up 4.7%. Year-to-Date, the Dow is down 9.6%, the S&P 500 is down 13.3%, and the Nasdaq is down 20.8%. However, July was a big month and all three major indexes ended in the positive on the final trading day of the month. It’s still too early to call the bottom, though we saw a very nice rally last week. The guys share how to dip your toes slowly back into the stock side of the portfolio, and they also discuss the most recent Federal Reserve meeting and big tech earnings.
In the second hour, the Money Wise guys share helpful information on Investor Psychology. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feed…
playlist_add
Jul 23, 2022
Stop Calling the Bottom & 5 Things Every Portfolio Should Have
Jeff, Joe, and Kyle are back in the studio with another rapid-fire market recap for last week. The Dow was up 2%, the S&P 500 was up 2.5%, and the NASDAQ was up 3.3%. Though it was a positive week, all three major indexes remain down year-to-date. We enjoyed a nice four-day rally last week, followed by an attack of the Fridays caused by a tipping domino in the tech world. The guys discuss the details and also share their irritation about so many analysts saying that the bottom has been put into the market.
In the second hour, the Money Wise guys discuss 5 Things Every Portfolio Should Have. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/83892088-3730-4bea-b9ae-867f075a6391
playlist_add
Jul 16, 2022
Friday Optimism, Fed Cause and Effect, & Retiree Spending Rules
Jeff, Joe, and Kyle are back at it, starting the show with a market recap that shows all three major indexes down again. The Dow, the S&P 500, and the NASDAQ also remain down YTD. The week was far less negative than it would have been without such a positive Friday, driven by some earnings numbers from stocks and banks. The market also showed some optimism on information from the PPI and its input components, though we saw some CPI hand-wringing. In this episode, the Money Wise guys discuss the possibility of the Fed raising interest rates by a full percent by the end of July, whether we’re starting to see the effects of the Fed’s recent moves, and much more.
In the second hour, the Money Wise guys discuss the Retiree Spending Rules you should follow. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davi…
playlist_add
Jul 9, 2022
A Bit of Relief in This ‘Grizzly’ Market & 10 Myths of Retirement Planning
Jeff, Joe, and Kyle kick off the show with their traditional market recap, and the numbers are a bit more positive as we enter the third quarter of 2022. The Dow was up 0.8%, the S&P 500 was up 1.9%, and the NASDAQ was up 4.6%. All three indexes remain down YTD. Investors experienced a bit of relief across the major indexes last week, though we’re still in a bear market. The Money Wise guys discuss the employment report, the S&P 500’s resistance point, the continued downward slope amid aggressive downs and rebounds, the Fed minutes, and more.
In the second hour, the Money Wise guys dive into an important investor education topic and share the 10 Myths of Retirement Planning. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/f…
playlist_add
Jul 2, 2022
A Brutal Second Quarter, Playing Defense & How To Know You’re Ready for Retirement
Jeff, Joe, and Kyle are back with another rapid-fire market recap. The Dow was down 1.3% last week, the S&P 500 was down 2.2% and the NASDAQ was down 4.1%. All three indexes were down for the second quarter of 2022 by double digits. It was the worst quarter since the first quarter of 2020 when COVID-19 hit, and the worst 6 months of the year for the S&P 500 since 1970. In short, it was a brutal second quarter. The MoneyWise guys discuss the portfolio changes they made, and why sometimes all you can do is play defense and put your shields up.
In the second hour, the Money Wise guys help you determine whether you’re ready to leave the working world with the Are You Ready for Retirement Quiz. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://p…
playlist_add
Jun 25, 2022
A Tranquilizer Dart for the Bear & The Best Investment Advice Ever
Jeff, Joe, and Kyle kick off this week’s show with a market recap that is distinctly more positive than the last few weeks. The Dow was up 5.4%, the S&P 500 was up 6.4%, and the NASDAQ was up 7.5%. All three indexes remain down in double digits YTD. The market gave us a reprieve this week from the big, hairy, smelly bear market as if it was hit with a tranquilizer dart for a short time. The Money Wise guys discuss Friday’s rip-your-face-off rally, how rebalancing came into play, and what they’re talking about in their portfolio strategy meetings.
In the second hour, the Money Wise guys dig into important investor education topics and share the Best Investment Advice Ever. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/fe…
playlist_add
Jun 18, 2022
A Big, Hairy, Smelly Bear, Base Case Predictions & Equity Index Annuities
Jeff, Joe, and Kyle are back at it, this time with a decisively unpleasant market recap. Last week saw the Dow down 4.8%, the S&P 500 down 5.8%, and the NASDAQ down 4.8%. The year-to-date numbers show those three indexes down 17.7%, 22.9%, and 31%, respectively. The S&P 500 officially crossed into bear market territory - a big, hairy, smelly bear - and now we’re all wondering how long it will last. With many predictions being thrown around, what’s an investor to believe? The guys talk dollar-cost averaging, how close we may be to the bottom of the market, earnings, the history of bear markets, and more.
In the second hour, the Money Wise guys share the considerable danger of Equity Index Annuities, sometimes called “hybrid” annuities. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital…
playlist_add
Jun 11, 2022
The Continued ‘Market Cha-Cha’, CPI Numbers & Registered Investment Advisor vs. Broker
Jeff, Joe, and Kyle are here with another review of last week’s market movements. The Dow was down 4.6%, the S&P 500 was down 5%, and the NASDAQ was down 5.5%. Year-to-Date, the Dow is down 13.6%, the S&P 500 is down 18.2%, and the NASDAQ is down 27.5%. Though we spent the last few trading weeks in the “market cha-cha,” we reached a lower leg last week. The CPI came out on Friday and it was a market-moving number because it had not substantially improved. The Money Wise guys talk about the Thursday sell-down that continued into Friday, how inflation was slightly hotter than expected, and the Fed’s upcoming interest rate increase.
In the second hour, the Money Wise guys discuss the important differences between a Registered Investment Advisor (RIA) and a Broker. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and anal…
playlist_add
Jun 4, 2022
‘No Fun Until the Fed’s Done’ & Understanding Investor Psychology
Jeff, Joe, and Kyle are back at it with a rapid-fire market review to start the episode. The Dow was down last week by just shy of 1%, and the S&P 500 and the NASDAQ were down a little more than 1%. On the year thus far, all three indexes remain down. In yet another attack of the Fridays, we saw a largely positive week end in the red, and the guys share why the Federal Reserve’s continued moves are causing volatility. The Money Wise guys discuss quantitative tightening, roll-off, and adding liquidity back onto the marketplace.
In the second hour, the Money Wise guys are sharing the science on Investor Psychology. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/65039537-e235-4063-9066-93e6c82d3104
playlist_add
May 28, 2022
A Rally to Break the Downward Trend & Lower Rates Take High Toll on Retirement
Jeff, Joe, and Kyle are back in the studio to recap last week’s rally. The Dow was up 6.2%, the S&P 500 was up 6.6%, and the NASDAQ was up 6.8%. Despite the strong week, each of these major indexes remains down year-to-date. We’re still seeing light volume, which means there’s still not much conviction on the sell side or on the buy side. So, the ultimate bottom may still be in front of us. The guys share what this might mean for investors with cash on the sidelines.
In the second hour, the Money Wise guys discuss how Lower Rates Take a High Toll on Retirement. Don’t miss this valuable insight! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/eceeef99-ff90-472b-8b02-40628d90c075
playlist_add
May 21, 2022
A Tough Week with a Ray of Sunshine & Five Things Every Portfolio Should Have
Jeff, Joe, and Kyle are back to analyze another week’s market movements. The Dow was down 2.9%, the S&P 500 was down 3.0%, and the NASDAQ was down 3.8%. All three indexes are still in the red for the year. It was another tough week on Wall Street, but the Money Wise guys discuss a ray of sunshine that came late Friday. They examine the big reversals and discuss possible reasons, including options expiration day. The guys also share what the analysts are saying about a potential retracement, and the gamut of reasons retail earnings significantly missed their expectations.
In the second hour, the Money Wise guys discuss the Five Things Every Portfolio Should Have. Don’t miss this valuable information! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/fe…
playlist_add
May 14, 2022
Fed Transparency, Somber Numbers & Retiree Spending Rules
Jeff and Kyle are back in the studio kicking off the show with a rapid-fire recap of last week’s major market indexes. The Dow was down 2.1%, the S&P 500 was down 2.4%, the NASDAQ was down 2.8%. All three indexes are down by double-digits year-to-date. The Money Wise guys discuss the somber numbers, as well as how the market reacted to last week’s reports from the Consumer Price Index and Producer Price Index. They also weigh in on the Fed’s transparency and their attempts to bring the economy in for a soft landing.
In the second hour, the Money Wise guys share the Retiree Spending Rules you should be following for a financially secure retirement. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/e116bef9…
playlist_add
May 7, 2022
No Rest for the (Market) Weary & 10 Myths of Retirement Planning
Jeff, Joe, and Kyle are back again this week with their customary market recap. The Dow was down, the S&P 500 was down, and the NASDAQ was down. Year-to-Date, all three indexes remain down, as well. It was a very volatile week that included a rip-your-face-off rally, then a rip-your-face-off retraction, and a low close for the year for the S&P 500. The guys discuss what’s happening, the most recent Federal Reserve meeting, inflation, and what’s driving current investor sentiment.
In the second hour, the Money Wise guys are tackling 10 Myths of Retirement Planning to set the record straight and help you stay on track. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/73c112a9-2ba9-4e6c-803c-748cb89adb79
playlist_add
Apr 30, 2022
Low Closes, Potential Capitulations & The ‘Are You Ready for Retirement?’ Quiz
Jeff, Joe, and Kyle are back with another jam-packed show, starting with a rapid-fire market recap. Last week, the Dow was down 2.5%, the S&P 500 was down 3.3%, and the NASDAQ was down 3.9%. All three indexes remain down YTD. We experienced another “attack of the Fridays” last week, leading to several low closes for the year - at least so far. The guys review why you have to be prepared for times like this and discuss whether there are more troubling times to come. They talk worst case scenarios and discuss the Fed’s moves, including the possibility of a shock-and-awe interest rate increase as the Fed governors try to engineer a soft landing for investors.
In the second hour, the Money Wise guys share the ‘Are Your Ready for Retirement?’ quiz to help you determine where you stand. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a por…
playlist_add
Apr 23, 2022
Attack of the Fed Governors’ Rhetoric & The Best Investment Advice Ever
Jeff, Joe, and Kyle kick off this week’s show with a detailed market recap. The Dow was down 1.9% last week, the S&P 500 was down 2.8%, and the NASDAQ was down 3.8%. Year-to-date, the Dow is down 7.0%, the S&P 500 is down 10.4%, and the NASDAQ is down 17.9%. The week started relatively strong with a nice rally on Tuesday, but the remainder of the week was impacted by many of the Fed governors speaking publicly. It’s hard for the market to discount twice on the same piece of news, yet it happened last week based on the clear message that interest rates will increase by half a percent in May. The guys also share some earnings news and a warning about investing in subscriber-based companies.
In the second hour, the Money Wise guys review The Best Investment Advice Ever. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and an…
playlist_add
Apr 14, 2022
Troughs and Peaks, Quantitative Tightening & the Dangers of Equity Indexed Annuities
Jeff, Joe, and Kyle are back at it with a recap of last week’s market movements. The Dow was down, the S&P 500 was down, and the NASDAQ was down, as well. All three indexes remain down on the year. The Money Wise guys discuss the trading pattern we seem to be stuck in, moves the Federal Reserve may make with respect to interest rates, and how the market could react. The guys dig into technical charts, quantitative tightening, and the trading range - all while parsing whether or not the S&P 500 has reached its trough. In the second hour, it’s all about investor education as the Money Wise guys share important warnings about the dangers of Equity Indexed Annuities. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/money…
playlist_add
Apr 3, 2022
Making Decisions in Real-Time Market Conditions, Inverted Yield Curves & RIA vs. Broker
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 davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/b3eba1aa-e94b-4a…
playlist_add
Mar 26, 2022
Retracement from a Corrective Low & Understanding Your Investor Psychology
Jeff, Joe, and Kyle are back at it for another value-packed episode for investors. They begin with a rapid-fire recap of last week on Wall Street, which saw the Dow up, the S&P 500 up, and the NASDAQ up, as well. YTD, all three remain down in single digits. The Money Wise guys share why the last eight trading days have proven quite interesting - as well as what this retracement means. They discuss why volatility continues, and what we can expect as earnings news is upon us.
In the second hour, the Money Wise guys share insight on Investor Psychology - and why understanding your own can make you a more successful investor. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/175444d3-1834-465a-bb75-cd8e8a6a5630
playlist_add
Mar 19, 2022
Markets as Murky as the Corpus Christi Bay & Lower Rates Take High Toll on Retirement
Jeff, Joe, and Kyle begin this week’s show with their customary breakdown of last week’s market movements. The Dow was up 5.5%, the S&P 500 was up 6.2%, and the NASDAQ was up 8.2%. Despite one of the strongest weeks the markets have had since November of 2020, all three indexes remain down year-to-date. The guys discuss the four-day rally, dig a bit into the technical weeds, and encourage investors to temper their enthusiasm from this rally due to the continued cloudiness in the markets. They share what inflation data and the Fed’s monetary policy may bring, and why we never know we’re in a recession until we’re out of it.
In the second hour, the Money Wise guys discuss how Lower Rates Take a High Toll on Retirement. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Sen…
playlist_add
Mar 14, 2022
Making the Most of Market Volatility & 5 Things Every Portfolio Should Have
Kyle, Jeff, and Joe are back at it again this week with their customary rapid-fire commentary on everything that’s happening on Wall Street. This past week has shown more volatility with the Dow down 2%, the S&P 500 down 2.5%, and the NASDAQ down 3.5%. Year to date, the Dow is down 9.3%, the YTD S&P 500 is down 11.8%, and lastly, the YTD NASDAQ is down 17.9%. The guys take some time to analyze whether they think current trends are a direct consequence of the crisis in Ukraine or if they believe that it’s a continuation of market corrections that we witnessed earlier in the year. For the Money Wise Guys, this is beginning to look like a trader’s market and they discuss the conversations and steps that they’ve already begun taking in order to rebalance portfolios and make some changes to their client's investments in order to capitalize on the state of the market.
In the second hour, The Money Wise Guys go deeper into how investors can be smart with their investments by covering…
playlist_add
Mar 5, 2022
Russia, Oil & The Fed + "Retiree Spending Rules”
The Money Wise Guys are back! The market had another incredibly volatile week: The Dow was down 1.3%, the S&P 500 was down 1.27%, and the NASDAQ down 2.78%. YTD The Dow is down 7.5%, the YTD S&P 500 is down 9.18%, and lastly, the YTD NASDAQ is down 14.9%. The Markets continue to respond to the current unstable Ukraine/Russia crisis and unprovoked war. The guys discuss how both covid compounded with green energy policies have contributed to inflation in the United States.
In the second hour, The Money Wise Guys cover "Retiree Spending Rules” that every retiree can benefit from. Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/c660ab0c-2e69-4708-a803-bbc460661438
playlist_add
Feb 26, 2022
The Wild Ride We Call Wall Street & 10 Myths of Retirement Planning
Jeff, Joe, and Kyle kick off the show with a rundown of last week’s market movements. The Dow was down slightly, the S&P 500 was up, and the NASDAQ was up. All three indexes remain down YTD, with the NASDAQ falling the farthest behind at a 12.5% loss thus far in 2022. It was a wild week, with a nearly 1,800-point reversal of the Dow from the opening on Thursday to the close on Friday. On Friday, the Dow rallied at an accelerated pace and had its best day since November 2020. The guys discuss the impact of the Russia-Ukraine conflict, portfolio strategy, and so much more.
In the second hour, the Money Wise guys share the 10 Myths of Retirement Planning that trip up many retirees. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com…
playlist_add
Feb 19, 2022
Geopolitical Risk & The ‘Are Your Ready for Retirement’ Quiz
Jeff, Joe, and Kyle begin this week’s show with their customary rapid-fire market recap. The Dow was down 1.9%, the S&P 500 was down 1.6%, and the NASDAQ was down 1.8%. All three indexes remain down YTD also. It was the week of the rise of the machines, with lots of downward movement taking place on Thursday. The Money Wise guys discuss the lower volume in the S&P 500 and how less participation exacerbates moves in the market. They also discuss the one thing that is always present in the investment equation at some level: geopolitical risk. They talk about why it’s hard to hedge against and share one hedging strategy that is always the wrong choice. The guys also remind us why it’s important to control our emotions and always know what we own.
In the second hour, the Money Wise guys take you through the ‘Are Your Ready for Retirement’ Quiz. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you…
playlist_add
Feb 12, 2022
Another Attack of the ‘Fridays’ & The Best Investment Advice Ever
Jeff, Joe, and Kyle are back with another market update. Last week, the Dow was down 1%, the S&P 500 was down 1.8%, and the NASDAQ was down 2.2%. Year-to-Date, all three indexes remain down. The guys discuss what happened on Thursday to cause an abrupt about-face in the markets late in the week, what’s happening with so-called darling tech stocks, and why some retail investors are getting spooked.
In the second hour, the Money Wise guys share their Best Investment Advice Ever. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/2fbe9a56-4d48-4777-b812-dea873d4668b
playlist_add
Feb 5, 2022
The Market’s Fits and Starts & Equity Indexed Annuities
Jeff, Joe, John, and Kyle kick off the show with a look back at last week’s market movements. The Dow was up 1%, the S&P 500 was up 1.5%, and the NASDAQ was up 2.4%. All three major indexes remain down YTD, with performance for the month of January being the worst we’ve seen in a few years. The guys discuss why it was a wild earnings week for some of the big name stocks, why they think the market is still in search of its support level, and why we’re seeing fits and starts this year.
In the second hour, the Money Wise guys revisit a critical investor education topic - Equity Indexed Annuities. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/84d0e60c-587f-4375-a9f9-a01ba51d81b4
playlist_add
Jan 29, 2022
A Very Volatile Week & The Difference Between an RIA and a Stockbroker
Jeff and Kyle are joined by their father, John, this week. The trio begins the show with a recap of last week’s market movements. The Dow was up 1.3%, the S&P 500 was up 0.8% and the NASDAQ was flat for the week. All three indexes remain down YTD. The entire week was made on the last day of the trading week, but there is a broader story that isn’t showing up in the numbers. The Money Wise guys share their takes, with some market history, as well. They discuss the most recent Federal Reserve meeting and the reaction from the financial entertainment press, as well as what most people missed from the Fed Chairman’s remarks.
In the second hour, the Money Wise guys discuss a critical investor education topic - The Difference Between a Registered Investment Advisor and a Stockbroker. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of…
playlist_add
Jan 22, 2022
Keeping a Long-Term Perspective & Investor Psychology
Jeff, Joe, and Kyle kick off this week’s episode with last week’s market recap. The Dow was down 4.6%, the S&P 500 was down 5.7%, and the NASDAQ was down 7.6%. All three major indexes remain in the red YTD. The last 14 trading days have seen a significant market decline - more than 12% for the NASDAQ - and the Money Wise guys discuss why it’s important to check your emotions at the door. They provide long-term perspective, review the dangers of complacency, and discuss why corrections are a natural part of the market cycle.
In the second hour, the Money Wise guys discuss Investor Psychology. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/7525e3c2-811d-4c5d-8431-9f0e7215ec80
playlist_add
Jan 15, 2022
Another Churning Week for Wall Street & Lower Rates Take High Toll on Retirement
The Money Wise guys are kicking off the show with their customary market recap. The Dow was down last week, as were the S&P 500 and the NASDAQ. Year-to-date, all three major indexes remain down. So far, 2022 is living up to its billing as a more volatile year for investors. There’s an almost daily rotation in and out of different industrial sectors causing more volatility, but the good news is that the NASDAQ doesn’t seem to be moving past its 200-day moving average. Jeff, Joe, and Kyle also discuss the continued impact of profit-taking, speed of mobility, and why the market may be primed for a more substantial correction this year.
In the second hour, the Money Wise guys discuss how Lower Returns Take a High Toll on Retirement. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capita…
playlist_add
Jan 8, 2022
A Volatile Start to the Year & Five Things Every Portfolio Should Have
Jeff, Joe, and Kyle are joined this week by special guest John Davidson. The Money Wise guys start the show with last week’s market recap, which showed all three major indexes were down to start 2022, with the NASDAQ really taking it on the chin. The guys discuss how rebalancing and profit-taking can often cause volatility, but the Federal Reserve meeting minutes from December also precipitated more selling last week. The guys further discuss how the Fed raising interest rates could impact the economy and the fact that we are overdue for a market correction.
In the second hour, the Money Wise guys review the Five Things Every Portfolio Should Have. You don’t want to miss it! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/71ed12df…
playlist_add
Jan 1, 2022
A Spectacular Year for the Markets & Retiree Spending Rules
Jeff, Joe, and Kyle are kicking off the new year with a look back at the markets in 2021, as well as a recap of last week’s numbers. To end the year, the Dow was up, the S&P 500 was up, and the NASDAQ was down. Final numbers for the year, without dividends reinvested, show that the markets had a pretty spectacular year. The Dow was up 18.7%, the S&P 500 was up 26.9%, and the NASDAQ was up 21.4%. The Money Wise guys review which predictions they came close on, which missed the mark, and what they think investors can expect from 2022. They also share why now is the time to take stock of your portfolio and not rely on a “set it and forget it” approach.
In the second hour, the Money Wise guys review their Retiree Spending Rules. You don’t want to miss it! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Managemen…
playlist_add
Dec 18, 2021
Selling the Rumor, Buying On the News & 10 Myths of Retirement Planning
Jeff, Joe, and Kyle are back this week with a rapid-fire market recap. Last week, the Dow was down, the S&P 500 was down, and the NASDAQ was down. However, it’s been a strong year and all three major indexes remain up in double digits year-to-date. It was all about the Fed this past week, and particularly the FOMC decisions. The week began with selling the rumor, evolved to buying on the news, then saw more selling at the week’s end. The Money wise guys discuss the “why” of it all and help listeners set market expectations for 2022.
In the second hour, the Money Wise guys share 10 Myths of Retirement Planning. You don’t want to miss it! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/c9074837-1978-4ac0-87b1-3f5fa00f0d0e
playlist_add
Dec 11, 2021
A Strong Week of Recovery & Your Retirement Readiness Quiz
Kyle and Joe kick off this week’s show with a quick market recap. It was a strong week of recovery after last week’s disappointing performance. The Dow was up, the S&P 500 was up, and the NASDAQ was up. The market seems to have bounced back from the Fed’s comments to Congress several weeks ago, and it’s responding well to favorable news from the CDC regarding the Omicron variant. The only thing remaining on the calendar for the rest of the year is the Federal Reserve policy meeting scheduled for December 14-15. If you have a lot of cash on the sidelines at the moment, cool your jets until we hear what the Fed plans to do with accelerated tapering. The Money Wise guys share historic interest rate data and discuss what it can teach us today, as economists and analysts are not in agreement about what we can expect from interest rates in 2022.
In the second hour, the Money Wise guys ask Are You Ready for Retirement? Use their quiz to help you determine where you stand. You don’t…
playlist_add
Dec 5, 2021
Volatility in Spades & Registered Investment Advisor vs. Broker
Jeff, Joe, and Kyle are back in the studio this week to share last week’s numbers from Wall Street. The Dow was down 4.8%, the S&P 500 was down 3.4%, and the NASDAQ was down 5.5%. All three indexes remain up by double digits YTD, though we saw the worst Black Friday market performance in history. It’s clear that the market has reacted to the Omicron variant, and the Fed’s more hawkish remarks on tapering have some investors back on the panic-selling hamster wheel we’ve seen with other variants. With the market riled up and volatility in spades, the Money Wise guys are your voice of reason amidst all the noise.
In the second hour, the guys share important differences in types of investment professionals as they discuss Registered Investment Advisors vs. Brokers. Don’t miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and anal…
playlist_add
Nov 27, 2021
Pulling Back the Curtain: What Wall Street Won’t Tell You & Investor Psychology
The Money Wise guys know that savvy investing requires continuous education. That’s why they’re sharing two special topics of interest this week. In the first hour, they bring you the transparency you need by telling you what the big brokerage firms won’t. In the second hour, they dig into behavioral finance and explain how you can ensure you’re making investment decisions based on logic and data - rather than emotions.
Don’t miss the details as the Money Wise guys pull back the curtain on Wall Street - and on your own investor behavior! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/71d0e0cb-484b-4fc9-bdc5-86788aa0faa3
playlist_add
Nov 20, 2021
What Wall Street Won't Tell You
In this special investor education episode, the Money Wise guys pull the curtain back on Wall Street and share more transparency with investors. Why? Well, the big brokerage firms aren’t telling you everything you need to know. Luckily, the Davidson Capital Management team has spent more than 30 years reviewing prospective clients’ portfolios, and they’ve noticed recurring themes. In this episode, the Money Wise guys share the questions you should be asking, how to dig deeper into your portfolio instead of taking it at face value, and when to get a second opinion.
Don’t miss this value-packed deep dive! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/eed4aae0-f81e-4c3a-b26d-ae99d225d388
playlist_add
Nov 13, 2021
Inflation, Market Hurdles & The Best Investment Advice Ever
Jeff and Joe start the show with a market recap from last week. The Dow was down, the S&P 500 was down, and the NASDAQ was down - though each by less than 1%. All three indexes remain up by double digits on the year. Last week’s numbers were all about inflation, as the Producer Price Index showed a rise of 8.6% year over year, which met expectations. The Consumer Price Index showed an increase of 6.2% year over year, which was slightly higher than expectations and the highest change since 1990, but the market had a muted reaction. The Money Wise guys discuss market hurdles between now and the end of the year, and what they could mean for your portfolio.
In the second hour of the show, the Money Wise guys are focused on investor education. They share the Best Investment Advice Ever. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of…
playlist_add
Nov 7, 2021
A 4th Quarter Rally, The Taper Begins & 401(k) Rollovers
Jeff, Joe, and Kyle open the show with a market recap from the previous week. The Dow was up 1.4%, the S&P 500 was up 2%, and the NASDAQ was up 3.1%. Year-to-Date, all three indexes are up more than 20%. In other good news, we are having quite a 4th quarter rally, but the real question is... why? The Money Wise guys review the possible answers, including recent big cap tech earnings, new language around inflation, and the fact that the Federal Reserve delivered exactly what the market wanted - a taper beginning this month.
In the second hour of the show, the Money Wise guys tell you what you need to know about 401(k) Rollovers. Don’t miss the details! You can tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/b053bf80-603d-4de6-adf4-71…
playlist_add
Oct 30, 2021
A Big Week for Earnings, Taper Expectations & Equity Index Annuities
Jeff, Joe, and Kyle are back with their customary update on last week’s numbers from Wall Street. The Dow was up, the S&P 500 was up, and the NASDAQ was up also. All three remain up in double-digits YTD. We just finished the first month of Q4, and it was a big month for the markets. For October, the Dow was up 5.8%, the S&P 500 was up 6.9%, and the NASDAQ was up 7.3% on the month. All three closed on Friday at all-time highs. It was a big week for earnings, though Apple and Amazon didn’t produce the earning investors had hoped. The market took it in stride and now we look to next week to see what may happen when the Federal Reserve meets on Wednesday. They are likely to finally announce the exact day the taper will begin, and the Money Wise guys discuss how the market may react.
In the second hour of the show, the conversation focuses on Equity Index Annuities. Don’t miss the details! You can tune in for the full discussion on your favorite podcast provider or at davidsoncap.com…
playlist_add
Oct 23, 2021
The Crux of Earnings Season & Lower Rates Take High Toll on Retirement
Jeff, Joe, and Kyle dive into last week’s market numbers, which showed the Dow up 1.1%, the S&P 500 up 1.6%, and the NASDAQ up 1.3%. All three indexes remain up in double digits year-to-date. It’s earnings season, and the Money Wise guys explain how the market is absorbing the information thus far. Though there was some hand wringing coming into the Q3 earnings report, EPS growth and revenues are coming in above estimates - and above the five-year average. Still, it remains to be seen whether the big-name stocks like Apple and Facebook will deliver. The guys spar about their relevance, and about who will better navigate the market’s choppy seas, and they remind us of the importance of taking a long-term perspective with your portfolio. In the second hour of the show, the Money Wise guys discuss a problem many investors are facing - lower rates that are taking a high toll on retirement savings. Don’t miss the details! You can tune in for the full discussion on your favorite podc…
playlist_add
Oct 16, 2021
Market Schizophrenia & Five Things Every Retirement Portfolio Should Have
Jeff, Joe, and Kyle begin the show with their customary run-down of last week’s market numbers. The Dow Jones was up, the S&P 500 was up, and the NASDAQ was up, as well. YTD, the Dow is up 15.3%, the S&P 500 is up 19%, and the NASDAQ is up 15.6%. The guys revisit discussions on inflation, “barbell strategy,” supply chain bottlenecks, and a schizophrenic market that shows different industries taking the lead week in and week out. It all makes for less market clarity and stands as a good reminder that there is no road map as we continue to recover from the COVID-19 pandemic. As the Money Wise guys remind us, we are once again seeing proof of the importance of diversification.
In the second hour of the show, the Money Wise guys share the Five Things Every Retirement Portfolio Should Have. Don’t miss the details! You can tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage…
playlist_add
Oct 9, 2021
Political Theatre, Interest Rate Head-Fakes & Retiree Spending Rules
Jeff, Joe, and Kyle start the show with a rundown of last week’s numbers from Wall Street. The Dow was up, the S&P 500 was up, and the NASDAQ was up. All three indexes remain up year-to-date. This week did see the NASDAQ suddenly in last place, likely due to the changing interest rate environment and hand-wringing about the political theatre unfolding in Washington around the debt ceiling. The guys also discuss the disappointing September jobs numbers and the reasons for changes in the unemployment rate. They also share their take on the data points investors should be watching that actually influence the market, and what to think about so many recent interest rate head-fakes.
In the second hour of the show, the Money Wise guys share their advice on Retiree Spending Rules. Don’t miss the details! You can tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio r…
playlist_add
Oct 2, 2021
Q3 Recap, Buckling Your Seatbelt for October & Busting Retirement Planning Myths
Jeff, Joe, and Kyle kick off the show with a rundown of last week’s market movements. Wall Street saw the Dow down, the S&P 500 down, and the NASDAQ down, as well. Year-to-Date, all three indexes remain up by double digits, though they are all about 4% off their all-time highs, as well. The Money Wise guys recap Q3, which looked good until September came along, and they share why investors should buckle their seatbelts for October. As always, the guys share the importance of preparing your investor mindset because emotions can do more damage to your portfolio than the markets ever will.
During the second hour, the Money Wise guys share the Top Ten Retirement Planning Myths that can set you up for failure. Don’t miss the details! You can tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your fe…
playlist_add
Sep 25, 2021
Market Seasonality & 401(k) Rollovers
Jeff, Joe, and Kyle are back this week, kicking off the show with last week’s market recap. The Dow was up, the S&P 500 was up, and the NASDAQ was unchanged. All three indexes remain up YTD, though all three are also slightly down from their 52-week highs. The week was anything but typical, though at the end of the week it appeared fairly typical to those who hadn’t been paying attention. We saw a bit of a corrective move at the beginning of the week, but it was mostly recovered by Friday. The Money Wise guys dig into the market movement and revisit their discussions around low volume and our current oversold condition. They also discuss Q3 gains, despite market seasonality impacting investors.
During the second hour, the Money Wise guys talk 401(k) rollovers. Don’t miss it! You can tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis w…
playlist_add
Sep 11, 2021
Reflecting on 9/11, Will Inflation Force the Fed's Hand?, Tax Policy Problems, and Your 401(k) Rollover
Over the weekend we reflected on the sobering tragedy that took place on September 11, 2001. Each year that passes, the impact gets a little farther away, but we will never forget about the lives lost and the people who took those lives. We all take a pause to memorialize this somber day and those who perished that day.
The markets too, have taken a pause this past week with Wall Street observing the 20th anniversary of 9/11 on Friday in the heart of New York City. The DOW, S&P, and NASDAQ were all down this last week, but it is important to remember that those markets are all up in the double digits year to date. Trading volume is low at the outset of September but that is likely due to the labor day weekend and the 9/11 memorial weekend.
The Federal Reserve has been hinting there won't be much change to interest rates anytime soon. But there is a possibility that the high inflation rate may force their hand to raise rates.
The producer price index has increased dramatically year o…
playlist_add
Sep 5, 2021
August Recap & The ‘Are You Ready for Retirement’ Quiz
Episode Notes
Jeff, Joe, and Kyle are back this week, with Jeff kicking off the show with last week’s market recap. The Dow was down, while the S&P 500 and the NASDAQ were up. They also recap the month of August, which showed all three indexes up. All three remain in the black YTD also. The S&P 500 and the NASDAQ both reached several all-time highs last week. The guys also discuss the continuing churn in the market, a slight increase we’re seeing in interest rates, wage inflation, and the disappointing job numbers for August.
During the second hour, the Money Wise guys share their “Are You Ready for Retirement” Quiz. Don’t miss it! You can tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/967e7489-16d3-48da-80fa-4ac24e705ba9
playlist_add
Aug 28, 2021
Geopolitical Risk & The RIA vs. Broker Debate
Episode Notes
Jeff and Joe kick off this week’s show with their traditional market recap from the past week. The Dow was up, as were the S&P 500 and the NASDAQ. All three indexes are in the black YTD. The Money Wise guys reflect on a solid week for the markets, and the Friday rally that came even in the face of rising geopolitical risk that is still playing out. With the waters always a bit murky in the investment ocean, they share their take on how investors should handle ever-present uncertainty.
During the second hour, the Money Wise guys discuss a topic on many investors’ minds: Registered Investment Advisor vs. Broker. Don’t miss the details! Tune in for the full discussion at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/ac821e49-7c03-47bc-abd0-464aaafae75e
playlist_add
Aug 21, 2021
Staying Out of the ‘Feelings Corner’ & Examining Investor Psychology
Episode Notes
Jeff, Joe, and Kyle are back this week, kicking off the show by recapping last week’s market movements. The Dow Jones was down slightly, as was the S&P 500 and the NASDAQ. All three indexes remain in the positive YTD, though they seem to be feeling the effects of the summer doldrums that are typical for August. The Money Wise guys remind us that August’s lighter volume creates higher volatility days, and Jeff enters “the feelings corner” momentarily, only to remind us that following your emotions leads to bad financial decision-making. The guys also share their predictions for the short-term and beyond.
During the second hour, the Money Wise guys discuss Investor Psychology. You don’t want to miss it! Tune in for the full discussion at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywi…
playlist_add
Aug 15, 2021
The Market’s Summer Slog & The Best Investment Advice Ever
Episode Notes
Joe and Kyle kick-off the show with last week’s market recap, which saw the Dow Jones up on the week with a record close on Friday and the S&P 500 also up with a record close on Friday. The NASDAQ was very slightly down. All three indexes remain up YTD. We seem to be entering the summer slog, where we can expect low volatility and a very narrow margin of stocks pushing the market higher. If you have a higher level of cash sitting on the sidelines, the Money Wise guys suggest moving slowly and deliberately as you build stock positions in your portfolio. The guys share interesting market history, including the “stock market cha-cha” of 2014-2015. They also discuss why they are more cautious in their optimism for the market at the moment.
During the second hour, the Money Wise guys share the Best Investment Advice Ever. You don’t want to miss it! Tune in for the full discussion at davidsoncap.com, where you can also learn more about the Money Wise guys or take adva…
playlist_add
Aug 7, 2021
Barbell Portfolios & Equity Index Annuities
Episode Notes
Jeff, Joe, and Kyle begin by sharing last week’s market recap, which saw the Dow Jones up, S&P 500 up, and the NASDAQ up. All three indexes remain up YTD, and both the Dow and S&P 500 closed last Friday at all-time highs. The guys discuss barbell portfolios, and how to keep your portfolio moving forward in a market that’s moving sideways. Plus, they discuss the progression of the markets this year, what changed in the second quarter, and what we’re seeing with regard to overall portfolio performance in the first five weeks of the third quarter. Plus, Joe brings statistical color to the growth versus value differential discussion, and the guys explain what’s driving the S&P 500’s earnings at the moment.
In the second hour, the Money Wise guys dig into Equity Index Annuities. You don’t want to miss the details! Tune in for the full discussion at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and…
playlist_add
Jul 31, 2021
Correction Questions & Lower Returns Take High Toll on Retirement
Episode Notes
Jeff, Joe, and Kyle kick off the show with last week’s market recap. The Dow, the S&P 500, and the NASDAQ were all down on the week, though all three were up for the month of July. It was also the sixth month in a row that the S&P 500 has been positive. This is leaving some investors with questions about whether there’s a significant corrective move forthcoming. The Money Wise guys discuss the possibilities and remind us that, even if a correction is on the horizon, not all corrections lead to a multi-year bear market as we’ve seen in the last few decades.
This week’s topic for the second hour of the show is: Lower Returns Take High Toll on Retirement. You won’t want to miss it! Tune in for the full discussion at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/e7dda2f8-7d3f-4af4-a…
playlist_add
Jul 24, 2021
A Wild Wall Street Week & 5 Things Every Portfolio Should Have
Episode Notes
Jeff, Joe, and Kyle are back this week with more straight-talk on the markets, starting off the show with a recap of the major indexes last week. The Dow Jones, the S&P 500, and the NASDAQ were all up last week, and all three remain in the black YTD, too. The Money Wise guys discuss the wild week Wall Street experienced and how congressional subcommittee testimony and televised talking heads contributed to a flurry of selling - followed by a rally later in the week. Plus, the guys discuss TINA scenarios and what the Delta variant may mean for Wall Street.
During the second hour of the show, the Money Wise guys share the five things every portfolio should have. You can tune in for the full discussion at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/44ccb8f7-7b57-4df1-a1e3-d2a6be81ee31
playlist_add
Jul 14, 2021
Inflation Frustration & Retiree Spending Rules
Episode Notes
Joe and Kyle steer the ship without Jeff this week, starting off by sharing last week’s market recap. The Dow Jones, the S&P 500, and the NASDAQ were all down last week, with the NASDAQ falling the furthest at 1.87%. All three indexes remain up YTD. Inflation is impacting the market, particularly in the tech sector, and Jerome Powell’s testimony to Congress was not clear on whether this period of inflation will be transitory. The guys also discuss potential wage inflation and getting unemployed workers back into the workforce once extended unemployment benefits run out.
During the second hour of the show, the Money Wise guys focus on investor education. This week’s topic is retiree spending rules. You can tune in for the full discussion at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywi…
playlist_add
Jul 11, 2021
The Week of the Treasury Market & Ten Retirement Myths
Episode Notes
Jeff, Joe, and Kyle begin the show as always with a market recap for the prior week. They also share year-to-date numbers for the Dow Jones, the S&P 500, and the NASDAQ, all of which are up YTD. The guys discuss “the week of the Treasury market” and continuously dropping interest rates, with a discussion about what the bond market is trying to tell us at the moment. They also dig into whether the COVID-19 Delta variant is impacting the market.
During the second hour of the show, the Money Wise guys are talking retirement. Specifically, they bust ten common retirement planning myths. You can tune in for the full discussion at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/f298ea49-f09b-4a7c-880a-8dd51b110dfd
playlist_add
Jul 3, 2021
Growth’s Comeback & Your Retirement Readiness Quiz
Episode Notes
With all three major indexes up last week - and closing at all-time highs on Friday - Jeff, Joe, and Kyle begin the show by evaluating performance numbers for the second quarter of the year. They also share year-to-date updates for the Dow Jones, the S&P 500, and the NASDAQ, discuss how each has outperformed expectations thus far in 2021, and look ahead to what’s next. Should we be concerned about how quickly the markets are bouncing back? What can we expect as far as returns in July? Will the Fed’s Jackson Hole Symposium in August create choppy waters for investors? The guys explore these questions and more, along with a continued look at growth versus value stocks.
During the second hour, the Money Wise guys share a helpful quiz for near-retirees: Are You Ready for Retirement? You can tune in for the full discussion at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital…
playlist_add
Jun 26, 2021
Quantitative Easing, Tapering & RIAs vs. Stock Brokers
Episode Notes
Jeff, Joe, and Kyle begin with a rundown of last week’s important market movements. It was smooth sailing across the major indexes, with the Dow Jones up, the S&P 500 up, and the NASDAQ up. All three remain solidly in the black YTD. The guys spar about Federal Reserve Chairman Jerome Powell’s testimony before Congress and its possible impact on the markets last week. They also discuss whether the rate of increase in inflation over the last few months is a trend, or whether it will reverse in the coming months. The guys also touch on July’s tendency to produce market gains throughout history and what we can expect from the Fed with regard to quantitative easing and tapering.
In the second hour, the Money Wise guys share the differences between a registered investment advisor and a stockbroker. You can tune in for the full discussion at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with…
playlist_add
Jun 19, 2021
Never Count the NASDAQ Out & Improving Investor Behavior
Episode Notes
Jeff, Joe and Kyle start the show with a rundown of last week’s market movements, where all three major indexes were down. The Dow lost 1,190 points on the week, the S&P 500 was down 81 points, and the NASDAQ was down 39 points. The Money Wise guys explain why you can never count the NASDAQ out, as we’re seeing a sudden burst of energy that has put the Dow’s outperformance for the year to an end. The guys discuss whether this reversal is due to the most recent Federal Reserve meeting and the potential for interest rate increases in 2022. They also discuss the decision investors must make about the type of relationship they prefer to have with their investment manager.
In the second hour, the Money Wise guys dive into the topic of investor psychology and how to improve investor behavior. They share tips on how you can avoid letting your human psyche become a roadblock to your financial future, sharing data points along the way. You can tune in for the full discussi…
playlist_add
Jun 12, 2021
Continued Market Rotation & The Best Investment Advice Ever
Episode Notes
The Money Wise guys begin this week’s show with a market recap, showing the Dow Jones was down last week, while the S&P 500 and the NASDAQ were both up. They highlight that the S&P closed at an all-time high at the end of the week. All three indexes remain up YTD, with the NASDAQ making a big turnaround thus far in the month of June. Jeff and Kyle discuss the role of interest rates and inflation on large-cap tech stocks and others and examine what the May Consumer Price Index surge may mean. The guys also share inflation data and what we can expect from the forthcoming Federal Reserve Board meeting.
In the second hour, the Money Wise guys share their best investment advice ever. You don’t want to miss this one! Be sure to tune in for the full discussion and visit davidsoncap.com to learn more about the Money Wise guys or to take advantage of a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback…
playlist_add
Jun 5, 2021
A Perversion of the Markets & Annuity Concerns
Episode Notes
Jeff, Joe, and Kyle kick off the show by digging into last week’s numbers from Wall Street. The Dow Jones, the S&P 500, and the NASDAQ were all up. These three indexes remain in the black year-to-date, as well, with the Dow leading the indexes for the second quarter. The primary news of the week was the release of May’s employment numbers, which were a bit below expectations, though not as far below as April’s numbers. The guys discuss what this means for the Federal Reserve, and why we saw a perversion of the markets. They also revisit their concerns about meme stocks and cryptocurrency and warn listeners about the inherent risks of gambling on these stocks.
In the second hour, the Money Wise guys continue their investor education focus with a deep discussion of their serious concerns about annuities. Be sure to tune in for the full discussion and visit davidsoncap.com to learn more about the Money Wise guys or to take advantage of a portfolio review and analysis…
playlist_add
May 29, 2021
Meme Stock Warnings and the Toll of Lower Returns on Retirement Funds
Episode Notes
Jeff, Joe, and Kyle begin the show with a recap of the past week’s numbers from Wall Street. Kyle shares his concerns about so-called “meme stocks” being more like speculative gambling than investing, and the guys discuss how the financial entertainment press is irresponsible in their reporting on the risk involved with these types of investments. They also revisit last week’s discussion of cryptocurrency and how to make smart alternative investments without taking too much risk in dangerous asset classes.
In the second hour, the Money Wise guys continue exploring investor education topics. They discuss how lower returns are taking a high toll on investors’ retirement funds. Be sure to tune in for the full discussion and visit davidsoncap.com to learn more about the Money Wise guys or to schedule a portfolio review and analysis with Davidson Capital Management.
Send us your feedback online: https://pinecast.com/feedback/moneywise/05d94818-2796-47d7-a9f3-6b67b…
playlist_add
May 22, 2021
Cryptocurrency Shows its Volatility & Five Things Every Portfolio Should Have
Episode Notes
Jeff and Joe kick off the show with a rapid-fire review of last week’s numbers from Wall Street. The Dow was down 174 points, the S&P 500 was down 18 points, and the NASDAQ was up 41 points. All three indexes remain up year-to-date. The big news of the week was Bitcoin being down nearly 50% from its high about one month ago, providing an example of the extreme volatility of cryptocurrency. The guys review the two main reasons for this downward movement and explain why they view cryptocurrency as a gamble rather than as an investment.
In the second hour, the Money Wise guys focus on investor education and share the five things every portfolio should have. Tune in for all the details and visit davidsoncap.com to learn more about the Money Wise guys or to schedule a portfolio review and analysis.
Send us your feedback online: https://pinecast.com/feedback/moneywise/fbf9f8d1-0936-4da2-99d8-45d7c2287441
playlist_add
May 15, 2021
You Never Go Broke Taking a Profit & Retiree Spending Rules
Episode Notes
Jeff and Kyle review the past week’s market numbers, noting that May is often a difficult month as many investors follow the old adage of “sell in May, go away.” However, TYD numbers are still above average and a shorter-term pullback is likely more of a trade and not a trend. The Money Wise guys share the numbers that are truly important to focus on as we continue through the second quarter of the year, and they discuss some of the portfolio moves they’ve recently made. The guys also revisit previous discussions of growth versus value and the trends they’re seeing.
In the second hour, Jeff and Kyle dig into retiree spending rules, with the guidance you don’t want to miss. Tune in for all the details and head over to davidsoncap.com to learn more about the Money Wise guys or to schedule a portfolio review and analysis.
Send us your feedback online: https://pinecast.com/feedback/moneywise/e9a0457e-74d4-4742-b35c-d54b8ddbacd1
playlist_add
May 8, 2021
Selling the Rumor vs. Selling the News and 10 Myths of Retirement Planning
Episode Notes
Jeff, Joe, and Kyle begin this week’s show with a review of last week’s numbers from Wall Street and updated annualized numbers. The guys discuss the fact that big cap tech companies are showing exceptionally strong earnings, with their stock prices reacting only modestly. Could it be because investors are anticipating higher capital gains taxes in 2022, and selling based on rumors rather than news? They also discuss growth versus value stocks and how we may be seeing a year that is all about value for investors.
In the second hour, the Money Wise guys discuss 10 myths of retirement planning. You don’t want to miss it! Tune in for all the details and head over to davidsoncap.com to learn more about the Money Wise guys.
playlist_add
May 1, 2021
Sell in May, Go Away?
Episode Notes
As always, the guys kick off the show with last week’s numbers from Wall Street. The Dow was down, the S&P 500 was essentially flat, and the NASDAQ was down. In YTD numbers, all three of these indexes remain up. We’re in an overbought condition, so it remains to be seen whether the old adage will hold: “Sell in May, go away.” Will it pan out to be true after the kind of run we’ve seen in Q1? The U.S. economy is gaining more steam as we continue to recover, and the market has reacted well. The domestic market is looking a bit safer in the short term, but it’s still important to have international and emerging market exposure in the long term -- with the right level of allocation.
The Money Wise guys also cover news from the Federal Open Market Committee (FOMC) meeting and earnings trends that show an economy with a fuller head of steam. They also focus on investor education and mitigating downside losses. Tune in for full details, and head over to davidsoncap…
playlist_add
Apr 24, 2021
The Difference Between a Registered Investment Advisor and Broker
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 way they are, and what it all could mean. Though we tried to end the week on a positive, the Dow, S&P 500, and the NASDAQ found themselves showing volatility and ultimately, losing steam by the end of the week. This downtrend can mostly be accredited to the Capital Gains Tax Increase presented by President Biden on Thursday. Since everyone knew that this increase was coming, however, the markets shouldn’t have reacted to this news at all, and yet, we saw it react in big and small ways - the men get into why this is so and what we can expect in the upcoming weeks.
Later in the show, there are many different factors you should consider when choosing a financial investment advisor. Perhaps the most important factor, however, is whether or not your advisor is legally obligated to make investment decisions that are in your best interest. This…
playlist_add
Apr 17, 2021
Market Performance, Earnings Season, and Investor Psychology
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 NASDAQ are all up, and the Dow and the S&P 500 closed at all-time highs last Friday. They discuss whether there’s a correction on the horizon, as well as how big tech stocks, like Apple, are going to react as we enter earnings season for the first quarter. The guys also spar about the rate at which inflation may be accelerating, and the outlook for the Biden Administration’s infrastructure plan.
In the second hour, the Money Wise guys focus on investor education with a discussion about investor psychology. They share the types of bias that can lead to poor investment decisions, and warn about the danger of over-weighing information from the news media. Tune in for all the details, and head over to davidsoncap.com to learn more about the Money Wise guys.
playlist_add
Apr 10, 2021
Long Term Investing and the Best Investment Advice Ever
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 S&P at the close of this week and YTD numbers up substantially, it may be time to start picking up more of the blue-chip stocks which have been undervalued recently and are likely to come up in the near future. We think that the Fed will keep interest rates low and the stimulus bills and other legislation will likely cause a fair bit of inflation in the coming year. So what does this mean for investors? Stocks, for the moment and typically, are your best bet for growth and long-term bonds are your best bet for protection. With inflation on the rise, asset allocation is the key to long-term performance. I know we say it over and over again, but it’s true. Stay in the game, stay strong, and think long-term.
playlist_add
Apr 4, 2021
2021 First Quarter Recap, Growth vs. Value, and the Biden Infrastructure Proposal
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 first quarter of 2021, including the biggest out-performance of the Dow over the NASDAQ since 2002. They also discuss growth versus value, and whether it is a short-term trade or a trend with a more prolonged rotation toward value stocks. With April being consistent as one of the best months for stock investing over the past one hundred years, the guys will also take a look at whether there is potential for higher PE stocks to gain momentum in the second quarter.
Jeff, Joe, and Kyle also review what Snowmaggedon taught us about supply chain management and the dangers of a just-in-time inventory system, as well as what parts of the Biden infrastructure plan may be investable. They round out the episode by examining what all these factors could mean for how you should position your portfolio through the rest of 2021. Tune in fo…
playlist_add
Mar 28, 2021
Lower Returns Take High Toll On Retirement
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 have a deep impact on your retirement if careful planning isn’t considered. Currently, it seems that the four big horsemen of stocks are underperforming – Apple, Google, Amazon are all in the negative with Microsoft being the only one that is hanging on. With the stock market trends doing a complete 180 from how they looked last year, what does this mean for your portfolio and retirement? And how long can we expect this trend to continue? Tune in this week to find out!
playlist_add
Mar 21, 2021
Value Stocks Have Become Momentum Stocks
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 Dow Jones Industrial average was down just over 150 points, the S&P 500 was down 30 points, and the NASDAQ was down just over 104 points – all without dividends. While it is a role reversal to see the Dow outperforming NASDAQ, this isn’t necessarily something to be scared of and is most likely a consequence of businesses opening back up after the pandemic. Ultimately, this is what portfolio management is about – being prepared for the ups and the downs of the market so that the various trends and trades don’t threaten your big money picture.
At Davidson, we care about making sure that your portfolio is well rounded with the proper amount of risk for your unique financial situation. This can be a difficult and tedious process, which is why we are taking the time this week to talk about portfolio management and the 5 things every portfolio should have if…
playlist_add
Mar 14, 2021
Retiree Spending Rules
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 they might mean for your investments. The NASDAQ is up over 3% this week, leading us to ask ourselves, is this a trend or is this just a trade? While money has been leaving NASDAQ as of late, the reason being is still unknown – it could be that investors are allocating their funds elsewhere or it could be from trading big-name NASDAQ stocks. Davidson Capital discusses the various reasons behind why the DOW is outperforming NASDAQ as it has and what that might mean for your investment strategy and future retirement spending.
playlist_add
Mar 6, 2021
10 Myths of Retirement Planning
10 Myths of Retirement Planning
playlist_add
Feb 28, 2021
Higher Interest Rates Effect on Stocks
February 27, 2021 /Novice Investors/Are You Ready For Retirement Quiz?
playlist_add
Feb 16, 2021
Registered Investment Adviser vs. Stock Broker
February 13, 2021 Market Commentary/
playlist_add
Feb 8, 2021
Investor Psychology
February 6, 2021 Market Commentary/
playlist_add
Jan 30, 2021
Best Investment Advice Ever
January 30, 2021 Robinhood Traders/Market Commentary/
playlist_add
Jan 23, 2021
Equity Index Annuities
January 23, 2021 Market Commentary/
playlist_add
Jan 16, 2021
Portfolio Changes
January 16, 2021 Market Commentary/Lower Returns Take High Toll on Retirement
playlist_add