Money Wise

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...

The DOW is up by 2% and the S&P up by 2.7% and the NASDAQ is up by 3.1%. With a record high for the S&P at the close of this week and YTD numbers up substantially, it may be time to start picking up more of the blue-chip stocks which have been undervalued recently and are likely to come up in the near future. We think that the Fed will keep interest rates low and the stimulus bills and oth...

2021 First Quarter Recap, Growth vs. Value, and the Biden Infrastructure Proposal In this week’s episode, the Money Wise guys recap market performance for the first quarter of 2021, including the biggest out-performance of the Dow over the NASDAQ since 2002. They also discuss growth versus value, and whether it is a short-term trade or a trend with a more prolonged rotation toward value stocks. Wi...

Jeff, Joe, and Kyle  kick off this week’s episode of Money Wise by taking some time to get into the numbers and how lower returns could have a deep impact on your retirement if careful planning isn’t considered. Currently, it seems that the  four big horsemen of stocks are underperforming  – Apple, Google, Amazon are all in the negative with Microsoft being the only one that is hanging on. With th...

This week on Money Wise, Jeff is on vacation so it’s just Joe and Kyle to get into the market commentary. At the moment, the Dow Jones Industrial average was down just over 150 points, the S&P 500 was down 30 points, and the  NASDAQ  was down just over 104 points – all without dividends. While it is a role reversal to see the Dow outperforming NASDAQ, this isn’t necessarily something to be sca...

As always, we begin this episode with a brief market commentary where we bring you up to date on the current market trends and what they might mean for your investments. The NASDAQ is up over 3% this week, leading us to ask ourselves, is this a trend or is this just a trade? While money has been leaving NASDAQ as of late, the reason being is still unknown – it could be that investors are allocatin...

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