Davidson Capital Management, Inc.
Money Wise
Jeff and Kyle Davidson are joined weekly by Joe Rust as they discuss current investment trends, the truth behind prudent investing strategies, and how you can build wealth for the long term with a solid plan in place.
Author
Davidson Capital Management, Inc.
Category
Podcast website
Latest episode
Jun 27, 2026
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Episodes
The Numbers Don’t Lie, Political Talk & Equity Index Annuities 02.11.2024 1:21:29
The Numbers Don’t Lie on Rising Consumer Costs & Political Talk Ahead of the Election In this week’s episode of Money Wise, the Money Wise guys discuss economic statistics, rising consumer costs, and why so many investors aren’t ready to deploy capital until after the election. First, let’s begin with a look at last week’s numbers from Wall Street. The Dow was down 0.1%, the S&P 500 was do...
A Market Cha-Cha, Technical Charts & The Best Investment Advice Ever 26.10.2024 1:20:52
A Market Cha-Cha Pattern, S&P 500 Technical Charts, and Investment Advice The Money Wise guys are back in the studio for another engaging episode of real-talk about the markets, including the S&P 500 technical chart. Last week was a mixed bag, as the Dow was down 2.7%, the S&P 500 was down 1.0%, and the NASDAQ was up 0.2%. YTD the Dow remains up 11.7%, the S&P remains up 21.8%, and...
Why You Can’t Let Politics Drive Your Strategy, Market Seasonality & 10 Myths of Retirement Planning 19.10.2024 1:21:32
Market Seasonality, Political Gridlock, and 10 Myths of Retirement Planning The Money Wise Guys are back with another look at last week’s numbers from Wall Street, along with a discussion about market seasonality and the interplay between politics and investing. Last week, the Dow was up 1.0%, the S&P 500 was up 0.9%, and the NASDAQ was up 0.8%. YTD the Dow is up 14.8%, the S&P is up 23.0%...
Market Breadth, Yield Curves & A Retirement Readiness Quiz 12.10.2024 1:21:05
Market Breadth, Yield Curves & A Slow Start to October The Money Wise guys are back with a new episode this week, starting with a review of last week’s numbers from Wall Street. The Dow was up 1.2%, the S&P 500 was up 1.1%, and the NASDAQ was up 1.1%. YTD the Dow is up 13.7%, the S&P is up 21.9%, and the NASDAQ is up 22.2%. Though it was the Dow that had the biggest Q3, we’re seeing th...
A September to Remember, Real Talk on Current Market Valuations & 401(k) Rollovers 28.09.2024 57:31
Market Valuations Deep Dive, Extrapolating the Stats, and Prudence in September This week’s show kicks off with a rapid-fire review of last week’s numbers from Wall Street so let’s jump right in. The Dow was up 0.6%, the S&P 500 was up 0.6%, and the NASDAQ - which has outperformed both the Dow and the S&P this quarter - was up 1.0%. YTD we see the Dow up 12.3%, the S&P 500 up 20.3%, an...
The Dow Outperforms NASDAQ in Q3, We Get a 0.5% Interest Rate Cut & RIA vs. Broker 21.09.2024 1:19:01
To kick off this week’s episode, the Money Wise guys report strong market performance for the past week, with the Dow Jones Industrial Average up 670 points (1.6%), the S&P 500 up 77 points (1.4%), and the NASDAQ rising by 264 points (1.5%). Year-to-date, both the S&P 500 and NASDAQ are up 19.6%, with the Dow up 11.6%. They discuss how, with only six trading days left in the third quarter,...
The NASDAQ Corrects Itself, Federal Reserve’s Upcoming Interest Rate Cut, & 401(K) Rollovers 14.09.2024 1:00:33
After a week off the Money Wise guys are back in the studio kicking things off with a recap of last week’s numbers. The Dow Jones Industrial Average rose by 1,048 points (2.6%), the S&P 500 gained 218 points (4%), and the NASDAQ surged by 993 points (6%). Year-to-date, the Dow is up 9.8%, the S&P 500 is up 18%, and the NASDAQ is up 17.8%. The guys note that this strong rally came after a p...
Market Divergence, NVIDIA, & 5 Things Every Retirement Portfolio Should Have 31.08.2024 1:21:26
The Money Wise guys are back after a long weekend kicking off the show with a report of last week’s market numbers. They report that the Dow Jones Industrial Average gained 388 points (0.9%), the S&P 500 rose by 14 points (0.2%), and the NASDAQ dropped 164 points (0.9%). Year-to-date, the Dow is up 10.3%, the S&P 500 is up 18.4%, and the NASDAQ is up 18%. The Money Wise guys discuss the st...
Falling Interest Rates and the Housing Market, A Soft Landing for the Economy & Retiree Spending Rules 24.08.2024 1:21:10
In this week's episode of Money Wise, the show kicks off with a review of last week’s numbers out of Wall Street. The Dow Jones Industrial Average rose by 515 points (1.3%), the S&P 500 gained 80 points (1.4%), and the NASDAQ climbed 246 points (1.4%). Year-to-date, the Dow is up 9.2%, the S&P 500 is up 18.1%, and the NASDAQ is up 19.1%. The Money Wise guys discuss the anticipated interest...
The Volatility Index, Federal Reserve Policy Outlook, & Equity Index Annuities 18.08.2024 1:21:14
As they kick off every week of Money Wise, the guys begin this week’s episode with a recap of a strong week for the markets, with the Dow Jones Industrial Average gaining 1,162 points (2.9%), the S&P 500 rising by 210 points (3.9%), and the NASDAQ up 886 points (5.3%). Year-to-date, the Dow is up 7.9%, the S&P 500 is up 16.4%, and the NASDAQ is up 17.5%. The Money Wise guys discuss how the...
Market Seasonality, Leaving Politics Out of It, & The Best Investment Advice Ever 10.08.2024 1:19:45
In this week's episode of Money Wise, we kick off with a recap of the market's performance, noting that the Dow Jones Industrial Average fell by 240 points (0.6%), the S&P 500 remained nearly flat with a slight decline of two points, and the NASDAQ was down 31 points (0.2%). Despite the relatively modest changes for the week, the Money Wise guys discuss the dramatic market movement on Monday,...
Earnings Reports, Federal Reserve Announcements, & The 10 Myths of Retirement Planning 03.08.2024 1:21:06
In this week's episode of Money Wise, the Money Wise guys begin with a review of the latest market performance, noting that the Dow Jones Industrial Average fell by 852 points (2.1%), the S&P 500 dropped by 113 points (2.1%), and the NASDAQ decreased by 582 points (3.4%). Despite these declines, the year-to-date figures remain positive, with the Dow up 5.4%, the S&P 500 up 12.1%, and the N...
The Impact of Tech Earnings and Algorithmic Trading, Chat GPT, & The ‘Are You Ready for Retirement’ Quiz 27.07.2024 1:21:18
In this week's episode of Money Wise, the show kicks off with a review of the latest market numbers, noting that the Dow Jones Industrial Average increased by 302 points (0.7%), while the S&P 500 decreased by 46 points (0.8%) and the NASDAQ dropped by 369 points (2.1%). Year-to-date, the Dow is up 7.7%, the S&P 500 is up 14.5%, and the NASDAQ is up 15.6%. The Money Wise guys discuss the ma...
Market Seasonality, Tech Stock Concentration, & RIA vs Broker 20.07.2024 1:20:44
In this week's episode of Money Wise, Jeff kicks off the episode by providing a detailed market performance summary. The Dow Jones Industrial Average rose by 287 points (0.7%), while the S&P 500 dropped by 110 points (2%) and the NASDAQ fell by 672 points (3.6%). Year-to-date, the Dow is up 6.9%, the S&P 500 has increased by 15.4%, and the NASDAQ is up 18.1%. The Money Wise guys discussed...
Tech Dominance Continues, Small Cap Surges, & Investor Psychology 13.07.2024 1:21:44
The Money Wise guys are back in the studio after a break and as always, they start with an an overview of Wall Street’s performance. The Dow Jones Industrial Average saw an increase of 645 points, or 1.6%, while the S&P 500 was up by 48 points, or 0.9%. The NASDAQ also experienced a rise, gaining 46 points, or 0.2%. Year-to-date, the Dow Jones is up 6.1%, the S&P 500 has increased by 17.7%...
AI’s Impact on the Markets, Q2 Reflections, & 5 Things Every Portfolio Should Have 29.06.2024 1:21:18
The Money Wise guys are back in the studio and kicking off this week’s episode with an update on the financial markets for the week, year-to-date, and the second quarter of 2024. For the past week, the Dow Jones Industrial Average was down about 0.2%, the S&P 500 was up 0.1%, and the NASDAQ led the pack, rising 0.7%. Looking at the year-to-date performance, the Dow Jones Industrial Average is...
Tech Sector Dominance, Apple’s Resurgence, & Retiree Spending Rules 15.06.2024 1:19:14
In this episode of Money Wise, the Money Wise guys discuss the market performance for the past week, highlighting a 250-point decline in the Dow Jones Industrial Average, offset by gains in the S&P 500, up 85 points, and the NASDAQ, up 556 points, driven largely by tech sector strength. They note the NASDAQ reached a new all-time high, fueled by outstanding earnings from tech giants like Nvidi...
Investor Sentiment, Market Participation, & Equity Index Annuities 11.06.2024 1:21:26
The Money Wise guys kick off this newest episode with an update on the stock market's performance, highlighting a modest upward trend for the week. The Dow Jones Industrial Average saw an increase of about 113 points or 0.3%, the S&P 500 rose by approximately 69 points or 1.3%, and the NASDAQ gained around 398 points or 2.4%. Despite these gains, year-to-date figures show more substantial grow...
Unpredictability in the Market, Unknown Factors, & The Best Investment Advice Ever 01.06.2024 1:20:51
As always, we kick off this week’s episode with a review of the latest performance of major stock indices. The Dow Jones Industrial Average was down by 383 points or 1%, the S&P 500 slightly dipped by 27 points or about 0.5%, and the NASDAQ decreased by 186 points or 1.1%. Despite these weekly losses, the year-to-date figures remain positive, with the Dow up by 2.6%, the S&P 500 by 10.6%,...
Fluctuations in the Market, The Upcoming Personal Consumption Expenditures Index & The 10 Myths of Retirement Planning 25.05.2024 1:21:18
In this week's episode of Money Wise, Jeff reports mixed performances among the major stock indices. The Dow Jones Industrial Average experienced a significant drop of 934 points, or 2.3%, while the NASDAQ gained 235 points, or 1.4%, and the S&P 500 remained nearly flat. Despite these fluctuations, year-to-date figures show the Dow up by 3.7%, with the NASDAQ and S&P 500 achieving increase...
Economic Reports Impact on the Markets, A Cooling of Inflation, & Are You Ready for Retirement Quiz 18.05.2024 1:21:20
In this week's episode, the Money Wise guys provide a positive update on the recent performance of major stock indices, with the Dow Jones Industrial Average up by 491 points or 1.2%, the S&P 500 increasing by 81 points or 1.5%, and the NASDAQ rising by 345 points or 2.1%. Year-to-date figures show substantial gains, with both the S&P 500 and NASDAQ up by 11.2%. They also delve into recent...
Friday’s Big Gains, The Future of Apple, & RIA vs. Broker 04.05.2024 1:21:01
The Money Wise guys kick off the newest episode with an update on the recent performance of major stock indices. The Dow Jones Industrial Average saw an increase of 436 points or 1.1%, the S&P 500 was up by 28 points or 0.5%, and the NASDAQ experienced a rise of 228 points or 1.4%. Year-to-date figures show the Dow up by 2.6%, the S&P 500 by 7.5%, and the NASDAQ by 7.6%. A significant port...
A Stressed Housing Market, An Upcoming Election, & Investor Psychology 20.04.2024 1:21:34
In this week's episode of Money Wise, the Money Wise Guys discuss the recent performance of major stock indices, noting a mixed week with the Dow Jones Industrial Average remaining flat, while the S&P 500 and NASDAQ experienced significant corrections, dropping by 3% and 5.5% respectively. Year-to-date, the indices show modest gains, but the NASDAQ is notably close to zero growth for the year....
Inflation’s Bite, the Consumer Price Index & 5 Things Every Retirement Portfolio Should Have 13.04.2024 1:21:20
In this week's episode, the Money Wise guys discuss the recent downturns in major stock market indices, with the Dow Jones Industrial Average, S&P 500, and NASDAQ all experiencing declines. Despite these drops, the year-to-date figures remain slightly positive. The conversation then shifts to a technical analysis of the markets, noting that the S&P 500 was close to dropping below its fifty...
The Fed Speaks, Consequences for the Markets & Retiree Spending Rules 06.04.2024 1:20:51
As they kick off every Money Wise program, the show starts with a discussion of recent market performances, noting a downturn in the major indices over the past week, with the Dow Jones Industrial Average down by 2.3%, the S&P 500 by 1%, and the NASDAQ by 0.8%. Despite this, all year-to-date figures remain positive. A significant focus of the episode is on the impact of Federal Reserve officia...
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