Blue Chip FM

In this episode of Blue Chip NOW! , hosts Daniel Dusina, CFA, Matt Mondoux, CMT, CFA, CFP®, and Dan Seder, CMT, CFA, CFP® sit down to tackle one of the most volatile stretches the market has seen in recent memory. They discuss how tariff uncertainties, political pressures, and tech stock valuations have created sharp market swings, and why it's so important to avoid making emotional investment dec...

In this Quarterly Edge episode of Blue Chip NOW!, hosts Daniel Dusina, CFA® and Dan Seder, CFA®, CMT, CFP® explore the current uncertainty of the economy, sharing their thoughts on why it's challenging to be either optimistic or pessimistic in this ever-changing landscape. They discuss key topics like the labor market, new job opportunities, wage gains, and how the wealth effect is shaping consume...

In this clip from the latest episode of Blue Chip NOW!, hosts Matt Mondoux CFA, CMT, CFP® and Dan Seder CFA, CMT, CFP® break down a fascinating statistic dating back to 1990, down days and up days, and the dance of the stock market. Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/ Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder/ Click here for...

In this episode of Blue Chip NOW! , Matt Mondoux CFA, CMT, CFP® and Dan Seder CFA, CMT, CFP® analyze recent market volatility, investor sentiment, and the factors driving uncertainty, including tariffs and economic policy changes. With Daniel Dusina away, Matt and Dan provide insights into key market indicators like the VIX, moving averages, and sector performance. They discuss the impact of tarif...

In this episode of Blue Chip NOW!, Daniel Dusina CFA , Matt Mondoux CFA, CMT, CFP® , and Dan Seder CFA, CMT, CFP® provide an update on market sentiment, sector rotation, and key market observations. They explore why sentiment indicators like the CNN Fear & Greed Index and AAII Investor Sentiment Survey are powerful contrarian signals. They also discuss the impact of the Magnificent 7's underperfor...

In this clip from the latest episode of Blue Chip NOW!, hosts Daniel Dusina CFA® , Matt Mondoux CFA®, CMT, CFP® , and Investment Analyst Vince Parrack discuss America's competitive relationship with China and the tariffs on China regarding technology and other consumer goods in the retail space.  Key Points: [00:00:00] The ongoing U.S.-China trade tensions and their evolving nature. [00:00:23] The...

In this episode of Blue Chip NOW! , Daniel Dusina CFA® , Matt Mondoux CFA®, CMT, CFP® , and Investment Analyst Vince Parrack explore the latest developments in global trade tensions, focusing on tariffs, trade restrictions, and their direct and indirect impacts on industries, investors, and market volatility. They break down the effects on key sectors like autos, aerospace, consumer goods, and tec...

In this episode of Blue Chip N OW! , Daniel Dusina , CFA® , Matt Mondoux , CFA®, CMT, CFP® , and Dan Seder , CFA®, CMT, CFP® discuss how to make the most of your relationship with a wealth manager in the first quarter of 2025. The conversation dives into essential financial planning strategies, including portfolio rebalancing, key tax considerations like tax-loss harvesting, IRA contributions, and...

Dan Seder, CFA®, CMT, CFP® and Hayden Kibbey discuss the benefits and mechanics of qualified charitable distributions (QCDs). For individuals who are charitably inclined, have individual retirement accounts, and meet the age requirement, QCDs can be a tax-efficient method for making charitable contributions. Dan and Hayden outline the key benefits of QCDs and highlight important considerations whe...

In this special episode of Blue Chip NOW!, Managing Partner Dan Seder, CFA®, CMT, CFP ® and A ssociate Financial A dvisor Hayden Kibbey talk about one of our favorite ways to bypass the gover n ment when pulling money from an IRA account.   Qualified Charitable Distributions (QCD) are a tax - efficient way for people aged 70.5 and older to donate directly from their Individual Retirement Account (...

After the market's largest drop - in - a - day in history, we saw investors scrambling to figure out what happened. Listen to this special breaking news episode of the Blue Chip NOW! Podcast to help get your feet back under you after yesterday's cataclysmic drop.       Listen until the end to find out if our hosts are likely to buy or sell in today's market .     Hosts-   Antone Lamerato – Operati...

Consensus estimates point to 12.50% earnings growth for the S&P 500 Index in 2025, with elevated expectations visible in the information technology, consumer discretionary, and health care sectors. As information technology has been a key driver of domestic earnings over the last two years, the sector has comprised a larger and larger share of overall index earnings. The current level is not neces...

Two straight years of meaningfully positive returns in the domestic market leave investors split. In this episode of Blue Chip Partners Quarterly Edge, Chief Investment Officer Daniel Dusina, CFA® and Managing Partner Dan Seder, CFA®, CMT, CFP® engage in a discussion that spans the U.S. economy's trajectory for 2025, including the pivotal role of discretionary spending, the wealth effect, and real...

While the buzz words "quantum computers" and "AI" continue to rise in use across earnings calls, we are still seeing a bullish market. Is your appetite for risk similar to the market's? Learn more in this featured clip from Blue Chip NOW! Hosts: Daniel Dusina CFA® Matt Mondoux CFA®, CMT, CFP® Dan Seder CFA®, CMT, CFP®    Watch the episode here: https://youtu.be/PArY22liQ1g?si=ZrHarw9gLAPLwo3M   Em...

In this episode of Blue Chip NOW! , Daniel Dusina CFA® , Matt Mondoux CFA®, CMT, CFP® , and Dan Seder CFA®, CMT, CFP® explore the latest advancements in quantum computing and their market implications. They break down A LPHABET's groundbreaking quantum computer, " Willow " , discussing its potential applications in healthcare, AI integration, and more. The conversation also covers recent changes i...

Consumers have digested the level of inflation and we have somewhat found a middling bottom as displayed by the U.S. Consumer Price Index and U.S. Personal Consumption Expenditures Index. Watch this clip from Episode 59 on Blue Chip NOW! to learn more about the Economy – including inflation, consumer spending, and labor markets. https://youtu.be/yH3vjO_uoxs Watch the full episode here: https://you...

In this episode of Blue Chip N OW!, Daniel Dusina , CFA® , Matt Mondoux , CFA®, CMT, CFP® , and Dan Seder , CFA®, CMT, CFP® dissect Wall Street's market predictions for 2025, highlighting the inherent uncertainty in price targets. They explore the dynamics of economic indicators like inflation, consumer spending, and labor market trends. The team discusses how valuation metrics, investor sentiment...

  As we near the end of 2024, you might consider making a Qualified Charitable Distribution, sharing wealth with a loved one, or revisiting your estate plan. In this clip from Blue Chip NOW!, our professionals discuss how and when to accomplish these tasks.   Watch the full clip here.   Watch the full episode here on Blue Chip FM to learn how you can save while you give this holiday season.   Emai...

In this episode of Blue Chip N OW! , hosts Daniel Dusina and Dan Seder are joined by Robert Steinberg and Kim Browning to explore the interplay between market movements post-election and critical year-end financial planning strategies. Topics include tax and regulation changes, estate planning considerations, and actionable advice for individuals aiming to optimize their financial position before...

Are you managing your own portfolio or outsourcing to a professional? If you're looking at an investment structure, why not think of individual stocks? Tax intricacies on mutual funds are muddy as best. When stocks work against us it's our job to harvest the loss, bank it and set it aside. You can use those losses for years to benefit your bank account when pulling money out for a big project, to...

When the 2020 pandemic shut down the economy, investors were still receiving higher and higher dividends. This simple dividend growth strategy can help you stay invested during ha rd times .    In this episode of Blue Chip Now, hosts Daniel Dusina , CFA® and Matt Mondoux , CFA®, CMT, CFP® , dive into a common client question: why consider individual stocks over mutual funds or ETFs? They discuss t...

In this episode of Blue Chip Now, hosts Daniel Dusina , CFA® , Matt Mondoux , CFA®, CMT, CFP® ,   and Dan Seder , CFA®, CMT, CFP® take on twelve of the most common client financial questions in a rapid-fire format. From understanding the differences between RIAs and big brokerage firms, to addressing how investment strategies align with personal financial plans, the trio provides expert insights o...

You don't need a structural allocation to small caps, but you want to be thoughtful about how and when to build an allocation.   Watch the episode here on YouTube   In this clip from our Q4 Quarterly Edge report by Blue Chip Partner's Chief Investment Officer Daniel Dusina, CFA and Managing Partner Daniel Seder, CFA, CMT, CFP®. you will gain a deeper understanding of environments in which small ca...

B onds are still attractive relative to money market funds .   Watch the episode on YouTube In this weeks ' episode, a clip from Q4 Quarterly Edge report by Blue Chip Partner's Chief Investment Officer Daniel Dusina , CFA , outlines the importance of getting out in front of the yield declines that money market funds are poised to experience over the next year. Watch the clip to get educated on our...

Watch the episode on YouTube here https://youtu.be/slP0qDhDuU0 In a changing domestic environment, a thoughtful assessment across and within asset classes is required. This includes an evaluation of both the sector and capitalization composition of investment portfolios. The domestic fixed income market has run in recent months, but we think bonds will continue to provide greater value than money...