Money Wise

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...

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 mak...

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 dis...

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 inve...

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 an...

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 compou...

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 Frida...

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 particip...

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 spoo...

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 mar...

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...

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...

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...

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 mo...

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...

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,...

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 thin...

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...

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...

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,...

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...

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 langu...

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 thre...

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...

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 industri...