Money Wise

In this week’s episode of Money Wise, the Money Wise guys discuss the financial market's performance, highlighting weekly, monthly, and year-to-date figures. For the past week, the Dow Jones Industrial Average saw an increase of 0.8%, the S&P 500 grew by 0.4%, whereas the NASDAQ fell by 0.3%. Reflecting on March's performance, the Dow Jones experienced a 2.1% increase, the S&P 500 rose by...

Jeff and Kyle are back in the studio and kick off this week’s episode of Money Wise by taking some time to get into the numbers of the markets this week before discussing how these current trends can influence your future retirement plans. This past week the Dow was up 2%, the S&P 500 was up 2.3%, and the NASDAQ was up 2.9%. For the YTD, the Dow was up 4.7%, the S&P 500 was up 9.7%, and th...

It’s another information-packed episode with the Money Wise guys and they begin with a rapid-fire market recap for last week. The Dow was down 365 points, the S&P 500 was down 13.5 points, and the NASDAQ was down 1.2%. YTD the Dow is up 2.7%, the S&P 500 is up 7.4%, and the NASDAQ is up 7.2%. Although we’re seeing drops across the board, each market reached an all-time high throughout the...

Balancing Risk and Reward, The 5% Rule of Investment & The ‘Are You Ready for Retirement’ Quiz The Money Wise Guys are back and as always, they kick off with a deep dive into the latest trends in the stock market, as well as their take on current headlines and the 5% Rule of Investment that they urge listeners to follow. Their discussion begins with an overview of recent fluctuations, focusing...

Fed-Speak, PCE Price Index Data & Annualized Returns The Money Wise guys are back in the studio and this week’s topics include the PCE Price Index, confusing Fed-speak and so much more. The guys kick things off with a look at last week’s numbers from Wall Street. The Dow was up 1.3%, the S&P 500 was up 1.7%, and the NASDAQ was up 1.4%. YTD the Dow is up 3.8%, the S&P is up 6.7%, and th...

Data Breakdown, Shallow Recession Talk & Investor Psychology Money Wise is back with another informative episode covering Fed-Speak, the possibility of a shallow recession, and more! Last week, the Dow was down 0.1%, the S&P 500 was down 0.4%, and the NASDAQ was down 1.3%. YTD the year is still looking positive, with the Dow up 2.5%, the S&P 500 up 4.9%, and the NASDAQ up 5.1%. Lots of...

Moving Average Data ,Valuations & 5 Things Every Portfolio Should Have It’s another informative and engaging episode of Money Wise, and the Money Wise guys are focused on the data. But first, a recap of last week’s numbers from Wall Street: The Dow was up slightly - essentially flat - while the S&P 500 was up 1.4% and the NASDAQ was up 2.3%. YTD the Dow is up 2.6%, the S&P 500 is up 5....

Meta’s Classic Short Squeeze, Magnificent 7 Earnings & Retiree Spending Rules The Money Wise guys are back in the studio and the big news is Meta’s comeback - also known as a classic short squeeze. But first, last week’s numbers from Wall Street: The Dow was up 1.4%, the S&P 500 was up 1.4%, and the NASDAQ was up 1.1%. YTD the Dow is up 2.6%, the S&P is up 4.0%, and the NASDAQ is up 4....

Interest Rate Cuts, The Magnificent Six & Equity Index Annuities The Money Wise guys are back in the studio to discuss interest rate cuts, the new “Magnificent Six,” and s much more. They kick off the show with last week’s market recap. The Dow was up 0.6%, the S&P 500 was up 1.1%, and the NASDAQ was up 0.9%. YTD the Dow is up 1.1%, the S&P 500 is up 2.5%, and the NASDAQ is up 3.0%. Ja...

Housing Stats, Treasury Yields, and The Best Investment Advice Ever It’s another engaging and informative episode of Money Wise, complete with housing stats, a discussion of Treasury Yields, and so much more. The Money Wise guys begin with last week’s numbers from Wall Street. The Dow was up 0.7%, the S&P 500 was up 1.2%, and the NASDAQ was up 2.3%. YTD the Dow is up 0.5%, the S&P 500 is u...

The Bitcoin ETF Casino, SEC Changes Explained & 10 Myths of Retirement Planning The Money Wise guys are back in action and they begin the show with what the markets have done so far in 2024. The Dow was up 0.3% last week, the S&P 500 was up 1.8%, and the NASDAQ was up 3.1%. YTD the Dow is down 0.3%, the S&P 500 is up 0.3%, and the NASDAQ is down 0.3% just like the Dow. There’s some big...

A 2023 Recap, Looking Back at Market Predictions & A Retirement Readiness Quiz The Money Wise guys are in the studio for the final time in 2023, and they start with last week’s market recap, as well as a 4th quarter recap and a 2023 recap. The Dow was up 0.8% last week, the S&P 500 was up 0.3%, and the NASDAQ was up 0.1%. December was a strong month, and we had an excellent 4th quarter, to...

Kyle and Joe are with you for this pre-Christmas show with a rapid-fire market recap and more. Last week, the Dow was up 0.2%, the S&P 500 was up 0.8%, and the NASDAQ was up 1.2%. YTD the Dow is up 12.8%, the S&P is up 23.8%, and the NASDAQ is up 43.2%. It hasn’t been your typical year for the S&P and the NASDAQ! No one anticipated seven stocks being such huge drivers over the course o...

When Doves Fly, The Proverbial Soft Landing & Quadruple Witching The Money Wise guys are back in the studio, kicking off this episode with a rapid-fire recap of last week’s quadruple witching market movements. If last week was a big Nothing Burger, this week was a big Something Burger. The Dow was up 2.9%, the S&P 500 was up 2.5%, and the NASDAQ was up 2.8%. YTD the Dow is up 12.5%, the S&...

A Big Nothing Burger, Technical Weeds & The U6 Unemployment Report It’s another engaging episode with the Money Wise guys and they begin with a rapid-fire market recap for last week, which amounted to a big Nothing Burger overall. The Dow was up about two points - essentially flat - and the S&P 500 and the NASDAQ were up 0.2% and 0.7% respectively. YTD the Dow is up 9.4%, the S&P 500 i...

The Tech Growth Engine Continues & November Showed Impressive Numbers The Money Wise guys are back - with LOTS of numbers, propelled by the tech growth engine and more. Here’s where the markets ended up last week: The Dow was up 2.4%, the S&P 500 was up 0.8%, and the NASDAQ was up 0.4%. YTD the Dow is up 9.3%, the S&P is up 19.7%, and the NASDAQ is up a whopping 36.7%. November was a s...

A Market Microcosm, a Rip-Your-Face-Off Rally & Your Portfolio Review and Analysis The Money Wise guys are back after three weeks of college football preemption, and there’s much to discuss! They start with last week’s numbers from Wall Street, which showed the Dow up 0.7%, the S&P 500 up 1.3%, and the NASDAQ up 2.4%. YTD the Dow is now up 3.4%, the S&P is up 15%, and the NASDAQ is up...

A No-Landing Scenario, Weak Market Fundamentals & Annuity Warnings The Money Wise guys are back in the studio with another engaging and informative show that tackles current market trends and shares annuity warnings, too. They begin with a recap of last week’s market performance. The Dow was down 1.6%, the S&P 500 was down 2.4%, and the NASDAQ was down 3.2%. YTD the Dow is essentially flat...

Earnings Season, Muted Market Reactions & A Primer on 401(k) Rollovers The Money Wise guys are back for a bit of a shorter show this week, but you can bet it still packs a punch! They kick things off with last week’s numbers from Wall Street. The Dow was up 0.8%, the S&P 500 was up 0.4%, and the NASDAQ was down 0.2%. YTD all three major indices remain up, with the Dow up 1.6%, the S&P...

A JOLTS Report Jolt, Continued Perversion of the Markets & 401(k) Rollovers The Money Wise guys weren’t preempted by football this week! They’re back in the studio with another episode full of investor news, engaging debate, and some wise-cracking, too. They kick off the show with a market update, and last week saw the Dow down. 0.3%, the S&P 500 up 0.5%, and the NASDAQ up 1.6%. YTD the Do...

Algorithms, Interest Rates & 0 DTE Options It’s another engaging and informative episode of Money Wise! The Money Wise guys are missing Jeff this week, but Kyle and Jow kick off the show with last week’s numbers from Wall Street. The Dow was up 0.1%, the S&P 500 was down 0.2%, and the NASDAQ was down 0.4%. Year-to-date the Dow is up 4.4%, the S&P 500 is up 15.9%, and the NASDAQ is up 3...

The September Slog, Apple in China & 401(k) Rollovers The Money Wise guys are back with another episode, and they kick off the show with a rapid-fire recap of last week’s market moves. The Dow was down 0.8% last week, the S&P 500 was down 1.3%, and the NASDAQ was down 1.9%. YTD all three indices remain in the black, with the Dow up 4.3% on the year, the S&P 500 up 16.1%, and the NASDAQ...

Performance Differentials, Active Asset Management, and Mid-Cap Growth Funds It’s another educational episode of Money Wise as the Money Wise guys share market updates and discuss the financial news that matters to you. Last week, the Dow was up 1.4%, the S&P 500 was up 2.5%, and the NASDAQ was up 3.2%. Year-to-date, the Dow is up 5.1%, the S&P 500 is up 17.6%, and the NASDAQ is up 34.1%....

A Continued Summer Correction, The Fed Meeting & An ‘Are You Ready for Retirement’ Quiz Join the Money Wise guys for another engaging and educational episode! The guys begin with a rapid-fire market recap. Here’s what last week looked like on Wall Street: The Dow was down 0.4%, the S&P 500 was up 0.8%, and the NASDAQ was up 2.3%. YTD the Dow is up 3.6%, the S&P 500 is up 14.7%, and the...

The Dog Days of Summer, Bond Yields, and Economic Indicators The Money Wise guys are in the studio once again to bring you a rapid-fire market recap and so much more! Last week, the Dow was down 2.2%, the S&P 500 was down 2.1%, and the NASDAQ was down 2.6%. YTD the Dow is up 4.1%, the S&P is up 13.8%, and the NASDAQ is up 27.0%. We’re in the Dog Days of Summer - and it’s about more than ju...