Money Wise

Jeff, Joe, and Kyle start the show with a rundown of last week’s numbers from Wall Street. The Dow was up, the S&P 500 was up, and the NASDAQ was up. All three indexes remain up year-to-date. This week did see the NASDAQ suddenly in last place, likely due to the changing interest rate environment and hand-wringing about the political theatre unfolding in Washington around the debt ceiling. The...

Jeff, Joe, and Kyle kick off the show with a rundown of last week’s market movements. Wall Street saw the Dow down, the S&P 500 down, and the NASDAQ down, as well. Year-to-Date, all three indexes remain up by double digits, though they are all about 4% off their all-time highs, as well. The Money Wise guys recap Q3, which looked good until September came along, and they share why investors sho...

Jeff, Joe, and Kyle are back this week, kicking off the show with last week’s market recap. The Dow was up, the S&P 500 was up, and the NASDAQ was unchanged. All three indexes remain up YTD, though all three are also slightly down from their 52-week highs. The week was anything but typical, though at the end of the week it appeared fairly typical to those who hadn’t been paying attention. We s...

Over the weekend we reflected on the sobering tragedy that took place on September 11, 2001. Each year that passes, the impact gets a little farther away, but we will never forget about the lives lost and the people who took those lives. We all take a pause to memorialize this somber day and those who perished that day. The markets too, have taken a pause this past week with Wall Street observing...

Episode Notes Jeff, Joe, and Kyle are back this week, with Jeff kicking off the show with last week’s market recap. The Dow was down, while the S&P 500 and the NASDAQ were up. They also recap the month of August, which showed all three indexes up. All three remain in the black YTD also. The S&P 500 and the NASDAQ both reached several all-time highs last week. The guys also discuss the cont...

Episode Notes Jeff and Joe kick off this week’s show with their traditional market recap from the past week. The Dow was up, as were the S&P 500 and the NASDAQ. All three indexes are in the black YTD. The Money Wise guys reflect on a solid week for the markets, and the Friday rally that came even in the face of rising geopolitical risk that is still playing out. With the waters always a bit mu...

Episode Notes Jeff, Joe, and Kyle are back this week, kicking off the show by recapping last week’s market movements. The Dow Jones was down slightly, as was the S&P 500 and the NASDAQ. All three indexes remain in the positive YTD, though they seem to be feeling the effects of the summer doldrums that are typical for August. The Money Wise guys remind us that August’s lighter volume creates hi...

Episode Notes Joe and Kyle kick-off the show with last week’s market recap, which saw the Dow Jones up on the week with a record close on Friday and the S&P 500 also up with a record close on Friday. The NASDAQ was very slightly down. All three indexes remain up YTD. We seem to be entering the summer slog, where we can expect low volatility and a very narrow margin of stocks pushing the market...

Episode Notes Jeff, Joe, and Kyle begin by sharing last week’s market recap, which saw the Dow Jones up, S&P 500 up, and the NASDAQ up. All three indexes remain up YTD, and both the Dow and S&P 500 closed last Friday at all-time highs. The guys discuss barbell portfolios, and how to keep your portfolio moving forward in a market that’s moving sideways. Plus, they discuss the progression of...

Episode Notes Jeff, Joe, and Kyle kick off the show with last week’s market recap. The Dow, the S&P 500, and the NASDAQ were all down on the week, though all three were up for the month of July. It was also the sixth month in a row that the S&P 500 has been positive. This is leaving some investors with questions about whether there’s a significant corrective move forthcoming. The Money Wis...

Episode Notes Jeff, Joe, and Kyle are back this week with more straight-talk on the markets, starting off the show with a recap of the major indexes last week. The Dow Jones, the S&P 500, and the NASDAQ were all up last week, and all three remain in the black YTD, too. The Money Wise guys discuss the wild week Wall Street experienced and how congressional subcommittee testimony and televised t...

Episode Notes Joe and Kyle steer the ship without Jeff this week, starting off by sharing last week’s market recap. The Dow Jones, the S&P 500, and the NASDAQ were all down last week, with the NASDAQ falling the furthest at 1.87%. All three indexes remain up YTD. Inflation is impacting the market, particularly in the tech sector, and Jerome Powell’s testimony to Congress was not clear on wheth...

Episode Notes Jeff, Joe, and Kyle begin the show as always with a market recap for the prior week. They also share year-to-date numbers for the Dow Jones, the S&P 500, and the NASDAQ, all of which are up YTD. The guys discuss “the week of the Treasury market” and continuously dropping interest rates, with a discussion about what the bond market is trying to tell us at the moment. They also dig...

Episode Notes With all three major indexes up last week - and closing at all-time highs on Friday - Jeff, Joe, and Kyle begin the show by evaluating performance numbers for the second quarter of the year. They also share year-to-date updates for the Dow Jones, the S&P 500, and the NASDAQ, discuss how each has outperformed expectations thus far in 2021, and look ahead to what’s next. Should we...

Episode Notes Jeff, Joe, and Kyle begin with a rundown of last week’s important market movements. It was smooth sailing across the major indexes, with the Dow Jones up, the S&P 500 up, and the NASDAQ up. All three remain solidly in the black YTD. The guys spar about Federal Reserve Chairman Jerome Powell’s testimony before Congress and its possible impact on the markets last week. They also di...

Episode Notes Jeff, Joe and Kyle start the show with a rundown of last week’s market movements, where all three major indexes were down. The Dow lost 1,190 points on the week, the S&P 500 was down 81 points, and the NASDAQ was down 39 points. The Money Wise guys explain why you can never count the NASDAQ out, as we’re seeing a sudden burst of energy that has put the Dow’s outperformance for th...

Episode Notes The Money Wise guys begin this week’s show with a market recap, showing the Dow Jones was down last week, while the S&P 500 and the NASDAQ were both up. They highlight that the S&P closed at an all-time high at the end of the week. All three indexes remain up YTD, with the NASDAQ making a big turnaround thus far in the month of June. Jeff and Kyle discuss the role of interest...

Episode Notes Jeff, Joe, and Kyle kick off the show by digging into last week’s numbers from Wall Street. The Dow Jones, the S&P 500, and the NASDAQ were all up. These three indexes remain in the black year-to-date, as well, with the Dow leading the indexes for the second quarter. The primary news of the week was the release of May’s employment numbers, which were a bit below expectations, tho...

Episode Notes Jeff, Joe, and Kyle begin the show with a recap of the past week’s numbers from Wall Street. Kyle shares his concerns about so-called “meme stocks” being more like speculative gambling than investing, and the guys discuss how the financial entertainment press is irresponsible in their reporting on the risk involved with these types of investments. They also revisit last week’s discus...

Episode Notes Jeff and Joe kick off the show with a rapid-fire review of last week’s numbers from Wall Street. The Dow was down 174 points, the S&P 500 was down 18 points, and the NASDAQ was up 41 points. All three indexes remain up year-to-date. The big news of the week was Bitcoin being down nearly 50% from its high about one month ago, providing an example of the extreme volatility of crypt...

Episode Notes Jeff and Kyle review the past week’s market numbers, noting that May is often a difficult month as many investors follow the old adage of “sell in May, go away.” However, TYD numbers are still above average and a shorter-term pullback is likely more of a trade and not a trend. The Money Wise guys share the numbers that are truly important to focus on as we continue through the second...

Episode Notes Jeff, Joe, and Kyle begin this week’s show with a review of last week’s numbers from Wall Street and updated annualized numbers. The guys discuss the fact that big cap tech companies are showing exceptionally strong earnings, with their stock prices reacting only modestly. Could it be because investors are anticipating higher capital gains taxes in 2022, and selling based on rumors r...

Episode Notes As always, the guys kick off the show with last week’s numbers from Wall Street. The Dow was down, the S&P 500 was essentially flat, and the NASDAQ was down. In YTD numbers, all three of these indexes remain up. We’re in an overbought condition, so it remains to be seen whether the old adage will hold: “Sell in May, go away.” Will it pan out to be true after the kind of run we’ve...

As always, Jeff, Joe, and Kyle kick off this week’s episode by taking time to discuss the past week’s market trends, why they’re trending the way they are, and what it all could mean. Though we tried to end the week on a positive, the Dow, S&P 500, and the NASDAQ found themselves showing volatility and ultimately, losing steam by the end of the week. This downtrend can mostly be accredited to...

Episode Notes In this episode, Jeff, Joe, and Kyle share last week’s Wall Street numbers, as well as year-to-date performance. The Dow, S&P 500, and NASDAQ are all up, and the Dow and the S&P 500 closed at all-time highs last Friday. They discuss whether there’s a correction on the horizon, as well as how big tech stocks, like Apple, are going to react as we enter earnings season for the f...