Market Matters with Morgan-Aly

With the tariff deadline pushed back and the threat of even more tariffs looming we need to keep a cool head and navigate the market. 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...

With the recent passing of the Big Beautiful Bill, some investors are wondering how it will affect them directly. We break-down what this development will look like for you and 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...

The tariffs and bills proposed and implemented by President Trump have had both positive and negative effects on the US Economy. But with things looking up lets discuss the future ahead of us.   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, app...

With the recent Fed announcements and tensions raising in the Middle East we need to keep a cool head and focus on our long-term goals. 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 an...

What was set to be a positive week in the markets was marred by the recent escalation of tensions in the Middle East. Lets discuss how this rocky situation is affecting our strategy and 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 stra...

With growing concerns around the ballooning national debt, lets discuss what could be done to address this issue and how this may affect bond markets and your portfollio. 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,...

Whilst a taboo subject to discuss with family and friends we feel it’s time to have a frank conversation on how politics and the biases surrounding it can affect 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...

Its Memorial Day, the markets may be closed but there are still updates to the financial world. Only time will tell if the new government bill will help or hinder the US economy. 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 st...

With a 90 day pause announced, delaying the tariffs on China, the markets have seemingly stabilized, but what does this mean for you and why should we be cautious in the days ahead? 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...

Let’s dive into tariffs, spending and trade deficits with a brief discussion on the ups and downs of the 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 ar...

Now the dust has settled and we can look to the future, we find ourselves with new challenges to overcome, but with patience and discipline that future is looking bright.   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...

With the markets ever changing, this week we discuss the possibility that the correction may be over or could it be merely a lull? 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....

With things settling down after the recent correction lets take a moment to pause and reflect on recent events and how this may shape the 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 not as a recommendation for any particular strategy, approach, product or con...

📉📈 From Fear to FOMO—All in One Week? Last week’s market action was one for the history books. After sharp declines on Thursday and Friday, U.S. equities staged a massive rally—capped off by the S&P 500’s third-best day since 1940. Headlines were flying, tweets were moving markets, and investors were left wondering: What just happened? In this week’s episode of Market Matters, I break it dow...

Recent tariff announcements have resulted in a turbulent market. We take a moment to look at these recent events and find a path forward for our clients. 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 particu...

With news about tariffs and inflation ever prevalent, let’s clarify the difference between the two and give you an overview on this nuanced topic. 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 con...

With the correction continuing and no certanties about the future many investors ask, Where do we go from here? Hopefully, we can help illuminate the way to a brighter future. Please join us for this episode of Market Matters. 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...

Markets just experienced the 5th fastest correction in the past 75 years, with the S&P 500 dropping 10% in just 16 trading days. While sharp declines like this can be unsettling, what does history tell us about what typically follows? In this episode of Market Matters, we break down: 📉 The key drivers behind this correction, from tariffs to rate expectations 📊 How past rapid corrections have...

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 and therefore not intended to recommend or endorse any asset class, security or technical as...

In this week’s episode of Market Matters, Jason Behr breaks down the latest market movements, including a volatile week for tech stocks and a sharp drop in Treasury yields. Jason also discusses how Morgan-Aly Wealth Management approaches strategic rebalancing, taking into account market conditions rather than relying on a rigid schedule. Plus, insights on the Nasdaq’s 3.5% decline, shifting invest...

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 and therefore not intended to recommend or endorse any asset class, security or technical as...

Is today’s tech boom echoing the dot-com bubble? In this episode of Market Matters, Jason Behr, , dives into the latest market movements and examines striking parallels—and key differences—between today’s AI frenzy and the 1990s tech bubble. With major players like Meta, Microsoft, and Alphabet pouring $200 billion into AI this year, are we on the brink of another bust, or is this a new era of sus...

In this week's episode of Market Matters, Jason breaks down the latest market movements and key economic developments. While markets posted slight declines, investor sentiment remains resilient as policy shifts unfold. We also discuss important tax season reminders, the latest on IRA contributions, and how tax considerations intersect with investment decisions. Plus, we dive into the impact of Elo...

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 and therefore not intended to recommend or endorse any asset class, security or technical as...

Hosted by Jason Behr, partner, portfolio manager, and Accredited Investment Fiduciary at Morgan-Aly Wealth Management Group, this week’s episode recaps key market moves and economic trends, helping you navigate the ever-changing investment landscape. In this episode:Fed policy, inflation concerns, and January's PMI indicators A closer look at energy market shifts under President Trump’s new polici...