Market Matters with Morgan-Aly

This weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature...

Through 250 years of tumultuous history, America stands strong, a real investment worth backing. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These m...

This week Jim updates us on the current market and also goes into the history of the Juneteenth holiday. This weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not i...

Peace talks between the US and Iran have resulted in the straights being opened again, leading to an uptick in the market. Also if you start investing for your children young, the power of compounding interest can do some great things.   This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational...

Today we discuss the Pygmalion Effect and how it relates to market behavior This weeks episode is presented by our founder James Hayett, CPFA.   -----------------------    This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of su...

The government is rolling out a new initiative to help children invest into their future. Jason discusses how compounding interest over time is a very powerful tool and getting started early may help build a brighter future. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and...

Jim discusses the war in Iran and historical spikes in inflation.   This weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for...

Due to its massive size Nvidia impacts the market more than even its weight would suggest and the new Fed Chief is stepping in. Jason discusses this and more.  This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, p...

Warren Buffet has many years of experience and has a wealth of knowledge. We discuss a few lessons that he’s shared over his 6-decade long career.   This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or c...

Jim discusses current events and the differences between a CFP (Certified Financial Planner) and a Fiduciary Advisor. This weeks episode is presented by our founder James Hayett, CPFA. ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materia...

This week Jason talks about the possible upcoming change to the head of The Fed and the how the future may look with AI. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF Note: Some light audio issues with the recording. ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy,...

On this show Jim discuses the most recent events in the Middle East. Also PE Ratios and why they matter to investors.    This weeks episode is presented by our founder James Hayett, CPFA ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These mater...

Will AI replace more traditional software or is there nothing to worry about. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not in...

A busy week on Wall Street with the ongoing middle east conflict and turbulent markets at home. We navigate the issues and discuss the events of this past week. This weeks episode is presented by our founder James Hayett, CPFA. ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any...

Jason discusses how corrections in the market often return to or exceed where the market was before they started. As such they can represent only a temporary fluctuation in the market and must be taken in stride when investing.  This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature...

The Strait of Hormuz, Markets, and What It Means for Your Portfolio. This weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute fo...

With Iran making fuel transport dangerous in the Middle East, how will your portfolio be affected?  This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. Thes...

We discuss how the recent events unfolding between Iran and the west can impact your portfolio.   This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These...

Jim updates us on the current market. This weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice....

The market has its ups and downs. Lets review last weeks events.  This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as an...

As AI develops and grows there are still some things that it’s not able to replace. Trusting it with your portfolio could be a mistake, Jim discusses this and more.   This week’s episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept...

Jason discusses one of the largest investments since the Louisiana Purchase. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not int...

We discuss the pitfalls of trusting AI to manage your wealth and how it can be damaging to your portfolio.  This weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are no...

Whilst 2026 has been a great year so far, that optimism must be tempered with a cool head and firm vision. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or clien...

Jim discusses the ups and downs of the economy over the previous year. The good news is, its mostly up. This weeks episode is presented by our founder James Hayett, CPFA.    ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not...