Blue Chip FM

Back to school: interest rates, small caps, the election, and the impact on your portfolio Watch the full episode here ! It is back to school season, and we are back to market chatter regarding last month's ups and downs in the stock market with our hosts: Daniel Dusina, CFA, Matt Mondoux CFA, CMT, CFP®, and Daniel Seder, CFA, CMT, CFP®. In this episode, a clip from last week's Blue Chip NOW! podc...

Watch this full episode on YouTube here ! In this episode of Blue Chip Now, hosts Daniel Dusina ( CFA® ), Matt Mondoux ( CFA®, CMT, CFP® ), and Dan Seder ( CFA®, CMT, CFP® ) explore the latest market trends and what's driving current market movements. They delve into the impact of interest rates, the yen carry trade, and the evolving economic landscape, including an analysis of small-cap and large...

As you r child gears up for college, things change. T h e y have gone from being a minor and not able to sign contracts to be coming an adult . Once your adult child turns 18, you as p arents d o no t have rights to ANY of their finances, healthcare information, or school r e c o r d s . You may be getting the parent spider- sense that your kid may not be doing well in class but if you were to cal...

You have a young child, a new baby, so what's the next step? Many people see a little baby in the hospital and, as advisors, we see unfunded liabilities. Do you have life insurance in place? Do you know what kind to get or how much of a policy to take out? What about a living trust? On this clip from the Blue Chip NOW! podcast we do our best to help you avoid your wallet blowing up as new parents...

Watch the full episode on YouTube here ! Join Matthew Mondoux and Dan Seder in this episode of Blue Chip Now as they explore critical financial planning strategies for new parents, alongside guests Emily Prater, a CFP ® professional, and Gina DiGirolamo, who recently passed the CFP ® exam. With Daniel Dusina on paternity leave , the discussion centers around college savings options like 529 plans...

Watch this clip on YouTube here , or watch the video of the entire episode here ! Audio of this entire episode is available here ! The standard 401(k) plan offers a limited menu of mutual funds.  If you haven't looked at your 401(k) in a while, things might have changed. You can even self-direct your 401(k) outside of that standard mutual fund chassis if you have brokerage link options in your wor...

Watch the full video of this podcast on YouTube here ! In this episode of Blue Chip NOW!, we discuss the best ways to allocate a 401 ( k ) plan properly, common mistakes people make, and how to get the most out of your workplace retirement plan. Join Daniel Dusina, Matt Mondoux, and Dan Seder as they explore different investment options, the benefits and drawbacks of various 401 ( k ) structures,...

Watch the full podcast video on YouTube here ! In this episode of Blue Chip NOW!, Daniel Dusina CFA® , Matt Mondoux CFA®, CMT, CFP® , and Jonathan Johnson CPA, CFP®, CMT explore the topic of international versus domestic stock investments. They discuss the concept of being underweight in international stocks, why this is their current strategy, and the various factors influencing this decision. Th...

Watch the full video episode on YouTube here ! With the presidential election coming up, what does that mean for volatility in stocks? We believe that politics don't cause volatility in the market: uncertainty does. Welcome to a special Quarterly Edge episode of Blue Chip NOW!, where Chief Investment Officer Daniel Dusina CFA® and Managing Partner Dan Seder CFA®, CMT, CFP® share their outlook for...

Video of this podcast is live on YouTube, watch it here !  In our conversation, we unpack the steps and strategies to take to protect investments when the markets get crazy, and how to leverage the opportunities that come with a crisis. It's crucial for portfolio managers to take these events seriously to protect against possible significant losses. In this episode of Blue Chip NOW!, Chief Investm...

Watch on YouTube here! From used vehicles to housing, we dive into the related CPI trends and unpack the encouraging and cautious future insights they offer. Discover how the CPI is calculated, the latest interest-rate projections from the Federal Open Market Committee (FOMC), and the influence of interest rates on the housing market.     In this episode of Blue Chip  NOW!,  Chief Investment Offic...

Blue Chip NOW! is now being published with video! Watch this episode here . From the ramifications of concentrated position s to how the RSI indicator can tell us if a stock is overbought or oversold, we're covering all the bases. We'll talk about the importance of combining technical and fundamental analysis, managing risk, and avoiding common investment pitfalls like recency bias and the fear of...

On today's episode of our newly minted channel, Blue Chip FM, we are spilling the tea on a recent court case that might pique your interest.    Tune in to hear how a man's ex-girlfriend, who he dated more than 30 years ago, received his million-dollar retirement account. This may seem like a dumb mistake that would never happen to you... or could it?   You may be surprised to learn how your trust...

After the strongest May in 20 years, investors are wondering if this could be the calm before a midsummer storm. With 75% of gains driven by 6 stocks in May, it is clear that the S&P 500 Index is NOT always driven by 500 companies. Despite the concentration of returns seen in the domestic equity market last month, the S&P 500 Index touched a new all-time high. Now, the question is should investors...

Today's episode is like one of those door prize goodie bags at your favorite birthday party: a grab bag of seemingly unrelated things and you're going to love every single one of them!   What is a stock split and why did NVIDIA do this? Should I be buying a stock ahead of a split or after the split? Is NVIDIA trying to get into the D ow Jones Industrial Average ? How to avoid public probate court...

What is driving the stock market higher ? When you look under the hood of the S&P 500, the number of stocks h itting new 52-week highs is growing. This means that both price and participation are factors in today's bullish market . This trend is in stark contrast to the  dominance of the M agnificent 7 in 2023 , as this small handful of stocks was responsible for a majority of the S&P 500's annual...

There may be expenses that you're getting charged that aren't going to show up on your statement with your advisor.  Learn how to find the internal expense ratio, aka hidden fees, if your financial advisor is outsourcing money management.  It's not a fee that shows up on a statement. But, you are probably paying it...  Welcome to this week's episode of Blue Chip NOW! A podcast that provides weekly...

History likely will not repeat itself, but it may rhyme. Tune in as Chief Investment Officer at Blue Chip Partners, Daniel Dusina, CFA, discusses the historical precedent for recent strength in the stock market , as well as why he thinks bonds currently present a "once in a decade" investment opportunity.   Delegate Confidently ™ and c all our office today to start getting the most life out of you...

Are you wondering what it takes for a publicly traded company to decide to start paying dividends to shareholders?    Are you f eeling the pain of these high interest rates and wondering what it takes for a friend or family member to just loa n you money to buy a home instead of the bank?   Are you s itting on the edge of your seat to know what model of bike Dan Seder's youngest is now riding?   W...

Daniel Dusina and Matt Mondoux give a recap and analysis of the markets from the previous week, look at how the U.S. Economy stays resilient even with high interest rates, and discuss the huge investment in AI from the utilities sector. Plus, Financial Advisor Adam Larkin, who recently passed the CFP® exam, joins the show to highlight the importance of the designation and talk about the nuances of...

Matt Mondoux and Dan Seder give a recap and analysis of the markets from the previous week, and since today - April 15th - is tax day, the guys share various tax strategies to help keep the government's hand out of your cookie jar, as well as some valuable tax planning tips to utilize throughout the year to make sure you don't leave money on the table. The guys also rejoice as Springtime hits Mich...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, unpack Bitcoin and discuss why it is not a good investment, and give an overview of various account structures and the main differences between them.  Conversation Markers: 0:35 – Introduction and market recap 1:29 –  Scratching the surface on Bitcoin 13:41 – The main differences between IRA...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week and look at the American worker's impact on driving the market higher. Plus, Dan leads a discussion on dividends and how they can be an important piece to the retirement puzzle. Conversation Markers: 0:35 – Introduction and market recap: Don't expect a crash 8:29 – The American worker is driv...

Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, assess the monopolistic accusations directed at Apple in the U.S. government's antitrust case, and give a quick overview of the short-selling process. Dan also leads a conversation on retirees 'flipping the mental switch' from saving to spending. Conversation Markers: 0:35 – Introduction and...

Matt Mondoux and Dan Seder are joined by special guest Madeline Dunn, Blue Chip Partners' new Director of Marketing, who highlights some exciting changes coming for the podcast. Dan also leads a conversation on Benjamin Graham's idea that in the short run, the stock market is a voting machine, but in the long run, it's a weighing machine. Conversation Markers: 0:35 – Introducing Blue Chip Partners...