Mind Your Money

Today on Wealth, host Brad Smith talks with Ballast Rock Private Wealth Sector Wealth Advisor & Portfolio Manager Jim Carroll about portfolio allocation and why the 60/40 method is not working right now.  Spear Invest Founder and CIO Ivana Delevska joins the show to discuss tech and how to fit it into your portfolio.  To round out the show, Smith talks with Summit Place Financial Advisors Founder...

Today on Wealth, host Brad Smith talks with Schwab Branch Network head Jeannie Bidner about financial tips for aspiring investors.  Coldwell Banker Rial Brokerage Realtor Kathy Casey joins the show to discuss the hhousing makret and spring homebuying season. To continue the conversation about smart banking, Smith hits the ground running on all things credit cards. He talks with Reporter Kendall Li...

Today on Wealth, host Brad Smith talks with Powers Advisory Group Managing Partner Matt Powers about portfolio managemnet amid market volatility.  Going Founder and Chief Flight Expert Scott Keyes joins the show to discuss summer travel trends, as Workplace Culture Strategist Jennifer Moss stops by to discuss how to budget to prevent workplace burnout.  To continue the conversation about smart ban...

March inflation numbers show a notable easing of inflation pressures, but certain areas, particularly food prices, remain stubbornly high. Yahoo Finance Senior Reporter Brooke DiPalma joins Wealth to break down the ongoing impact of tariffs on both food and apparel prices, noting the rising costs of essentials like eggs, coffee, and beef. CarMax (KMX) reported earnings, offering investors insight...

In today's volatile market (^GSPC, ^IXIC, ^DJI), investors are grappling with the challenge of determining which dips are worth buying. Northwestern Mutual Wealth Management chief portfolio manager of equities Matt Stucky joins Wealth to discuss navigating this uncertainty. The financial landscape is changing, and for those nearing retirement, the uncertainty caused by market fluctuations and tari...

US investors collectively lost $10 trillion since President Trump's tariff announcement, and many billionaires have experienced significant wealth loss. Wealth host Brad Smith highlights Warren Buffett's $11.5 billion gain this year, bringing his net worth to $153.5 billion. Other billionaires, like Elon Musk, Jeff Bezos, and Mark Zuckerberg, face major financial setbacks. Small business owners ar...

When the market is volatile, safe haven assets can provide security for your portfolio. Wealth host Brad Smith breaks it all down, explaining how government bonds, gold (GC=F), and stable currencies like the Japanese yen can serve as reliable investments during periods of economic volatility. Trump's tariff policies have rocked the stock market, leaving many people uncertain about the health of th...

Senate Republicans issued their tax plan, which aims to extend the 2017 Tax Cuts and Jobs Act and introduce other tax changes. KKOS Lawyers founding and senior partner Mark Kohler sits down with Julie Hyman on Wealth to discuss what the plan means for Americans. Federal Reserve Chair Jerome Powell says tariffs could lead to inflation. Yahoo Finance Fed Senior Reporter Jennifer Schonberger joins We...

According to eToro, 73% of retail investors react to volatility by maintaining their investments or by buying more. eToro US investment analyst Bret Kenwell joins Wealth to discuss retail investor appetite during the current market volatility. The latest tariffs imposed by President Trump are creating turmoil in the markets, leaving the Federal Reserve with even tougher decisions. No sector will...

BlackRock (BLK) CEO Larry Fink proposed adjusting the traditional 60/40 portfolio strategy by allocating 50% to equities, 30% to bonds, and 20% to alternative investments like real estate and private equity. Shares of Tesla (TSLA) started moving higher following a Politico report that Elon Musk will be stepping away from his role in the administration soon. Wealth Anchor Julie Hyman reports the br...

The latest JOLTS report shows job openings fell in February. Mizuho Americas US chief economist Steven Ricchiuto explains what this and other data are revealing about the state of the labor market. National Association of Realtors deputy chief economist Jessica Lautz joins Wealth with Julie Hyman to discuss the changing dynamics among home buyers. Innovative Wealth Advisory Group college planning...

US equities (^GSPC, ^IXIC, ^DJI) are underperforming, on track for their worst quarter since 2022. Catalysts host Madison Mills joins Wealth host Julie Hyman to outline potential catalysts to watch for in April that could help stocks rebound, including policy clarity, earnings, and shifts in international stock investments. Harvest Portfolio Management chief investment officer and Wall Street Beat...

CoreWeave (CRWV), an AI cloud services company backed by Nvidia (NVDA), starts trading on the Nasdaq on Friday. CoreWeave co-founder and chief development officer Brannin McBee spoke with Yahoo Finance Executive Editor Brian Sozzi about the highly-anticipated IPO. President Trump's tariffs will begin next week, impacting a number of different industries. Tom Sullivan, US Chamber of Commerce vice p...

Soleno Therapeutics (SLNO) stock is skyrocketing after the company received FDA approval for its new drug to treat excessive hunger for patients with Prader-Willi syndrome. Wealth host Brad Smith is joined by Yahoo Finance's Julie Hyman to discuss the stock's movement. If you're in the car market, now is the time to buy before price volatility affects both new and used cars. Aaron Bragman, Cars.co...

The 60/40 portfolio strategy, once seen as a stable approach, may no longer deliver the same returns due to changing market conditions. Morgan Stanley cross-asset solutions chief investment officer Jim Caron joins Wealth host Brad Smith to discuss how shifting interest rates and the need for more active management in both equity and bond allocations can help investors adapt to today's volatile mar...

Genetic testing company 23andMe (ME) filed for bankruptcy, prompting concerns over protecting personal data. Wealth host Brad Smith discusses California Attorney General Rob Bonta's warning for users to delete their information and outlines the steps customers should take to protect their data. Consumer confidence dropped to the lowest level in four years. James Ragan, D.A. Davidson director of in...

The recent market (^DJI, ^GSPC, ^IXIC) volatility has prompted a shift in investment strategies. Winthrop Capital chief investment officer Adam Coons joins Wealth host Brad Smith to discuss how his team is navigating the uncertainty by adopting a more defensive approach, focusing on high-quality tech stocks like Nvidia (NVDA). Assets under management in leveraged ETFs increased by 51% in 2024, acc...

While reporting fiscal first quarter results, cruise line operator Carnival Corporation's (CCL) adjusted EBITDA guidance for the second quarter missed Wall Street's expectations. Brad Smith and Julie Hyman talk more about Carnival's latest numbers while referencing the company's demand and bookings numbers. Americans owe nearly $1.8 trillion in student loans, the majority of which are federal loan...

Apple (AAPL) is reportedly losing more than $1 billion annually through its streaming business Apple TV+, according to reporting from The Information. Yahoo Finance Senior Reporter Alexandra Canal sits down with Wealth Host Brad Smith to take a closer look at the report and what it means for the iPhone maker and its investors. President Trump is set to sign an executive order that will shutter the...

In his 2025 GTC keynote speech, Nvidia (NVDA) CEO Jensen Huang said that AI is "going through an inflection point, It has become more useful because it's smarter." The chip executive also previewed the company's next-generation Vera Rubin superchip, its self-driving partnership with General Motors (GM), and its vision for the future of robotics in his address. Mortgage applications fell by 6.2% in...

US housing starts rose 1.5 million February, an 11.2% increase from the revised January data. Yahoo Finance Senior Reporter Dani Romero breaks down the report and what it reveals about the housing market. Food inflation has begun to slow after the US Bureau of Labor Statistics (BLS) reported prices to have rose 0.2% in February month-over-month. Multinational food and agricultural company Dole plc...

With summer vacation season around the corner, Hopper lead economist Hayley Berg shares her tips for Gen Z-ers and millennials looking to travel without sacrificing their financial goals. Home builder confidence fell in March to its lowest level in seven months, according to the National Association of Home Builders (NAHB)/Wells Fargo Housing Market Index. Walton Global EVP of Capital Markets Kati...

Some Americans may be starting to feel uncertain about their finances. One way to help save some cash is to lower the interest rates on some of your debt. The word "recession" is starting to pop up more and more in conversation. But sometimes people don't quite understand what a recession is. Passive income is an attractive wealth-building strategy, allowing you to earn extra money while requiring...

Stagflation — a scenario marked by high inflation, stalling growth, and rising unemployment — is making its way back into economic chatter. Keith Buchanan, GLOBALT Investments senior portfolio manager, joins Wealth host Brad Smith to explore how President Trump's trade policies and tariffs are fueling volatility and affecting both inflation and growth, contributing to further market uncertainty (^...

The spring home-buying season is quickly approaching, and data from the US Bureau of Labor Statistics shows that shelter costs rose by 4.2% compared to last year. This marks the smallest 12-month increase since December 2021. Mortgage rates are expected to see a slight decrease in the coming weeks, with a target range in the low-6% range by the end of the year. Americans' confidence in their retir...