Market Matters with Morgan-Aly

The markets are off to an electrifying start in 2025, but challenges loom on the horizon. In this episode of Market Matters, we dive into the week’s biggest stories, starting with a market recap that shows small-cap stocks surging and inflation continuing to cool—but not without a few twists. Then, it’s all eyes on the White House as Donald Trump begins his second term with a bold plan to tackle A...

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...

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 special New Year episode of Market Matters, Jason Behr recaps the market highlights of 2024 and shares insights for the year ahead. From the Nasdaq’s impressive 28.6% climb to key milestones like Nvidia’s historic $3 trillion market cap and Bitcoin surpassing $100,000, this episode covers the trends, events, and surprises that shaped the financial landscape.  Credit to Inverstor Business D...

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 episode of Market Matters, Jason Behr, Partner, Portfolio Manager, and Accredited Investment Fiduciary at Morgan Aly Wealth Management Group, takes a deep dive into one of the most pressing questions of 2024: Are we at the beginning of a market correction? Join us as we explore the latest market movements, the driving forces behind soaring valuations, and the historical patterns that could...

In this episode of Market Matters, we’re diving into an essential topic for the year-end financial checklist: Required Minimum Distributions (RMDs). Join Alex Doman, COO and Director of Client Services at Morgan Alley Wealth Management, as he breaks down the rules, deadlines, and strategies to avoid hefty IRS penalties. Learn the nuances of RMDs, including handling multiple IRAs, exceptions for Ro...

In this week's Market Matters, Jason Behr, Partner with Morgan-Aly Wealth Management Group, breaks down last week’s market performance. As we head into the final stretch of 2024, Jason highlights key financial reminders to keep your year-end planning on track, including: ✅ 401(k) Contribution Limits – Maximize your tax-advantaged savings before year-end. ✅ IRA Contributions – Don’t wait until ta...

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...

Discover how Donald Trump’s return to the White House might influence key market sectors like energy, healthcare, and tech. In this episode of Market Matters, Jason Behr examines the ripple effects of potential policy shifts and their implications for investors. We’ll explore how energy companies may react to changes in trade policy, the impact on clean energy and renewables, and what deregulation...

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 breaks down the market’s reaction to disappointing big tech earnings, which sent major indexes into the red and ended October on a sour note. We’ll explore why tech giants like Microsoft and Meta fell short despite strong results, what this means for your portfolio, and why now is not the time to panic. Plus, we highlight surprising winners and key d...

In this episode of Market Matters, Jim Hayett, Portfolio Manager and President of Morgan Alley Wealth Management, dives into the economic and market implications of the upcoming U.S. presidential election. With both Donald Trump and Kamala Harris neck and neck in the race, and control of Congress on the line, Jim examines potential impacts on key sectors depending on the election outcome. Will a T...

In this Halloween-themed episode of Market Matters, Jason Behr, Partner and Portfolio Manager at Morgan-Aly Wealth Management Group, tackles some of the spookiest fears investors face today. With the markets rising slightly last week—the Dow up 0.5%, S&P 500 gaining 0.08%, and Russell 2000 climbing 1.22%—Jason takes a deeper dive into what really haunts investors. From bear markets to the impa...

In this episode of Market Matters, Jason Behr, Partner, Portfolio Manager, and Accredited Investment Fiduciary® at Morgan-Aly Wealth Management Group, discusses how effective risk management can help investors navigate market volatility. After reviewing last week’s market performance, Jason introduces Nitrogen (formerly Riskalyze), a tool used to assess the potential risk in client portfolios. He...

Today's podcast is the opinion I gathered over my 43 years in this business and not necessarily that of Morgan Aly wealth management. All market data we supply will come from either FactSet, Wall Street Journal, or Barons. Both our core equity indexes and the 60-40 blended index are not indexes our clients are invested in but are used as comparisons to their portfolios. This podcast is not a solic...

Episode 2: Welcome to Market Matters.  In this brief introductory episode, Jason, AIF® and portfolio manager at Morgan-Aly Wealth Management Group, shares what to expect from Market Matters. Designed to keep you informed on important economic events and market trends, this podcast will break down how these factors can impact your investments and portfolio strategy. Whether it’s changes in interest...

Episode 1: "Interest Rates, The Elections, and Your Portfolio"  In our very first episode of the Morgan-Aly Podcast, we dive into one of the most pressing questions on every investor's mind: How do the upcoming elections and changing interest rates impact your portfolio? Join Jason Behr, Partner, Portfolio Manager, and Accredited Investment Fiduciary at Morgan-Aly Wealth Management Group, as he br...