Financial Revelations

*This is NOT a recommendation to buy or sell. Always contact your Financial Advisor concerning your portfolio. Quick hit of the day is about last weeks CPI Report and how it has impacted the tech stock. David talks about how to react to this information and options you have.   We are having a Financial Workshop!  Topic: Managing Money in a Presidential Election Year Date: April 16, 2024 Time: 6pm ...

Today on Financial Revelations David talks about Stagflation and the Super Hot CPI report that came out. He gives his take on what the Fed and Chair Powell's options are for rates this year.  Viewer question: What type of retirement account should my wife and I set up if we own our own business and are the only employees?   We are having a Financial Workshop!  Topic: Managing Money in a Presidenti...

On this episode of Financial Revelations David talks about how the earning season has been good, but there is weakness appearing. The quit rate is dropping along with the full-time employment rate, while the part-time rate has risen. He also answers a listener question about 401(k)s and ROTH 401(k)s. We are having a Financial Workshop! Topic: Managing Money in a Presidential Election Year Date: Ap...

Today on Quick Hit: Great Companies on Bad News, David picks the asset class: AI Stocks. Is it worth owning? Is it overvalued? As always you can listen to David on WCRF Cleveland 103.3 every Thursday from 8AM - 9AM or on the Moody Radio app. Email your financial questions to Kory@epsf.com

On this episode of Financial Revelations, David talks about the first Fed meeting of the year. No rate cuts occurred. David talks about how the Fed must remain politically neutral and data based. David is also having a workshop on April 16th at 6pm. The topic will be: Managing Money in a Presidential Election Year. Cost will be $15 a person and all proceeds will go to the well dig fund in the Amaz...

What is happening to the renewable energy market and is it investable? That is one of the questions David tackles on this episode of FInancial Revelations. He also answers viewer questions on whether a HELOC is a good idea, and if bitcoin is a risky investment. As always you can listen to David on WCRF Cleveland 103.3 every Thursday from 8AM - 9AM or on the Moody Radio App. Email your financial qu...

*This is NOT a recommendation to buy or sell. Always contact your Financial Advisor concerning your portfolio. Today on Financial Revelations: Quick Hits, David starts a new series called "Great companies on bad news". First up, Boeing. Even with a door flying off, Boeing is still a good company and one of really 2 big plane makers and they contract with the military. As always you can listen to D...

Today on Financial Revelations, David tackles a couple listener questions including: Are bonds still a good option? Why are bonds earning less the longer you own them? What are you looking at in the market? Thank you again to those who have donated to the missions trip. If you would like more information please visit the links below: NativosUSA GoFundMe As always you can listen to David on WCRF Cl...

Financial Revelation Quick Hit: There is sunlight on the horizon! Donald Trump has been named the Republican nominee. He won he Iowa Caucaus with 51%. Its good news because his policy is spot on, even if his personality isn't.  As always you can listen to David on WCRF Cleveland 103.3 every Thursday from 8AM - 9AM or on the Moody Radio App. Email financial questions to Kory@epsf.com X @skibucks1 I...

This week on Financial Revelations David talks about the 2024 election year and what to expect in the market. He thinks it is gonna be a rocky year with an economic slowdown and suggests holding a slightly larger cash position in accounts.  Thank you to those who have donated to the well mission in the Amazon! If anyone would like more information please check out the following websites: nativosus...

The Fed does not usually surprise us; this time they did! Today on Financial Revelations David reviews yesterdays Federal Reserve meeting and discusses "what was" and "what is". What Was: 1 to 2 more rate hikes Higher for longer, not there yet We need to fight inflation What Is: Stopping rate hikes Cuts next year Why make changes now? They see something we don't   We will be back January 2024 so t...