GR8 Financial Sense Podcast

In this month's episode, we cover these topics: Market & Portfolio Overview (starts at 1:09) Differences Between Dow vs. S&P (02:51) Market Performance in May (05:00) Outlook on Oil Prices (07:12) Fed Chair Confirmation (08:12) Discussion on Roth IRA Conversions (10:00) Importance of Financial Planning (12:59) Looking ahead (17:00)

In this month's episode, we cover these topics: Market Overview (starts at 00:53) Portfolio Updates (01:39) Oversold Market and Stabilization (02:23) Corporate Earnings Insights (04:10) Discussion on AI Investments (06:30) Use Cases for AI as a Firm (9:40) Federal Reserve Update (11:16) Looking ahead (13:16)

In this month's episode, we cover these topics: Market Overview (starts at 02:00) Portfolio Updates (03:01) Market Impact of Geopolitical Conflict (03:45) Impact on Oil Prices (06:11) Geopolitical Risks to Portfolios (8:36) Structural Risks to Portfolios (10:27) Understanding Normal Market Behavior (11:46) Looking ahead (13:38)

In this month's episode, we cover these topics: Market Overview (starts at 01:00) Portfolio Updates (03:24) US-Iran Conflict (04:19) Impact on Oil Prices (07:06) New Fed Chair Nomination (8:22) Corporate Earnings (10:22) Client Communications from Schwab (11:53) Looking ahead (13:57)

In this month's episode, we cover these topics: Market Overview (starts at 01:27) Portfolio Adjustments and Strategies (3:00) Precious Metals Insights (5:54) Fed Chair Nominations (10:12) Quantitative Easing (12:04) Fraud Awareness During Tax Season (13:46) Tax Form Questions (15:44) Looking ahead (17:20)

Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics: Market Overview (starts at 01:00) Portfolio Update (3:05) Irony in December (5:45) Resilient Economics (7:58) Record US Corporate Earnings (9:42) Summary of 2025 (12:42) Interest Rates and Economic Stability (17:18) Looking ahead (20:00)

In this month's episode, we cover these topics: Market Overview and Portfolio Updates (starts at 00:34) Understanding Investment Vehicles (03:29) Active vs. Passive Investing (07:27) Risk Adjusted Returns Explained (08:10) How Markets Move (10:08) AI Investments and Security (13:07) Santa Clause Rally (17:18) Looking Ahead (17:51)

In this month's episode, we cover these topics: Market Update (Starts at: 1:02) Bond Market Insights (2:29) Client Communications & Changes (3:45) Year-End Financial Considerations (7:01) Beneficiary Review Importance (9:06) Charitable Contributions and Deadlines (9:55) Market Focus (10:31) Interest Rate Policy Discussion (15:09) Looking Ahead (19:42)

In this month's episode, we cover these topics: Market Update (Starts at: 0:20) Portfolio Update (1:30) Reasons To/Not to Invest (2:13) Positive Market Trends (4:41) Role of Gold in Portfolios (6:12) Federal Reserve Policy and Interest Rates (8:24) Government Shutdown (10:40) Looking ahead (12:14)

In this month's episode, we cover these topics: Market Update (Starts at 0:32) Investment Strategies in Changing Markets (1:57) Federal Reserve Meeting Insights from Jackson Hole (3:46) Understanding Breadth of Market (4:55) Strong Corporate Earnings (8:04) Housing, Consumer and Jobs Reports (9:00) International Market Trends (12:31) Looking ahead (14:35)

In this month's episode, we cover these topics: Market Update (Starts at 0:28) Portfolio Update (1:21) Market Influencers: Trade Deals, AI and the Fed (1:59) Impact of One Big Beautiful Bill Act (5:19) OBBBA Impact: Households (7:03) OBBBA Impact: Corporations (8:16) OBBBA Impact: The Economy (8:45) Looking ahead (10:38)

In this month's episode, we cover these topics: Market Update (Starts at 1:08) Portfolio Update (2:13) Historic Market Movements (3:43) Impact of Trade Deal with China (5:46) Predictions for Second Half of the Year (7:33) US Dollar Depreciation Analysis (10:16) Geopolitical Factors Affecting the Market (13:28) Looking ahead (16:16)

In this month's episode, we cover these topics: Market Update (Starts at 0:19) Portfolio Update (1:50) Trade & Tariff Deals (2:15) Interest Rates/Bonds/Deficits – The Big Beautiful Bill (4:00) Estate Planning Components (6:59) Roth/Traditional IRA (8:42) Warren Buffett's Retirement and Legacy (9:36) Looking Ahead (11:49)

In this month's episode, we cover these topics: Market Update (starts at 0:43) Portfolio Update (1:47) Volatility Bonanza (4:41) What Caused It (5:55) What Did We See (during volatility in April) – Underlying Themes (7:18) Strategic Uncertainty (9:55) GDP – Recession and the Market (13:55) Looking Ahead (15:42)

In this month's episode, we cover these topics: Market Update (starts at 0:42) Portfolio Update (1:21) Seasonality of the Market (2:53) Anatomy of Concern (4:29) Does President Trump Have a Plan? (8:39) CD's Maturing? Money Market vs. CD's (12:13) Tax Efficiency (13:56) Looking Ahead (15:45)

Recorded March 5, 2025 In this month's episode, we cover these topics: • Market Update (starts at 0:59) • Portfolio Update (3:00) • Anticipated Weakness (5:16) • Frequentism (6:32) • Lesson in Economies o Demand vs Supply Economy (8:32) o DOGE (11:25) o Are they taking my Social Security? (13:53) • Looking Ahead (16:51)

In this month's episode, we cover these topics: Market Update (starts at 0:39) Portfolio Update (1:30) Tariffs – Strengthening Dollar? (4:36) Tariffs – Art of the Deal? (7:55) Tariffs – Opportunities? (9:14) Confidence in your Advisor (11:52) Added Dimension (15:00) Looking Ahead (17:13)

Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics: Market Update Portfolio Update Market Weakness Post-Election Digestion US Dollar Wrecking Ball Crypto – Is it time? Looking Ahead – Short Term 2025 Looking Ahead – Longer Term

In this month's episode, we cover these topics: Market Update (starts at 1:01) Portfolio Update (1:48) Post Election Market Movement - Short Term (2:23) Post Election Market Movement - Bigger Picture (5:09) Cabinet and Congress will be different (9:20) Treasure Secretary & the Fed (11:19) Tariffs (13:23) Looking Ahead (16:02)

In this month's episode, we cover these topics: Market Update (starts at 1:01) Portfolio Update (5:32) Election Positioning (6:44) Buyers &  Sellers on BOTH sides (7:42) Removing Emotion (9:26) Absolute Power…..It is NOT (10:16) Outcome Trade? (11:52) Looking Ahead (13:44)

In this month's episode, we cover these topics: Market Update (starts at 0:35) Portfolio Update (2:28) Philosophy Behind the Allocation (3:12) Structure of the Portfolio (6:50) Rate Cut (9:38) Inflation Sanity Check (15:55) Forward Valuations (17:07) Looking Ahead (18:38)

In this month's episode, we cover these topics: Market Update (starts at 0:44) Portfolio Update (2:09) What is NOT normal... (3:25) Election (5:14) Jackson Hole – Take Jerome Powell at his word? (7:24) Jackson Hole – Turbulance (10:26) Veracity of Markets (11:20) Looking Ahead (12:54)

In this month's episode, we cover these topics: Market Update Portfolio Update Revisit Risk/Volatility Long Term Story Opportunities Tone of the Fed Economic Mixed Bag Looking ahead

In this month's episode, we cover these topics: Market Update (starts at 0:50) Portfolio Update (2:00) Investor Sentiment/”Higher Still” (3:45) Not all Indices are Equal (8:55) Two Sides to the Risk (12:05) Mid-Year Look Back (15:00) Remember this environment (16:40) Looking ahead (18:35)

In this month's episode, we cover these topics: Market Update (starts at 1:50) Portfolio Update (3:00) Earnings & Fundamentals (4:50) The “Machine” (6:30) What do you do? (9:50) Data Dump (13:20) Looking ahead (15:45) You can watch the video version here: https://acadviser.wistia.com/medias/sia1mbdjgq