Davidson Capital Management, Inc.

Money Wise

Business EN ↓ 262 episodes

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.

Be sure to visit the podcast's website and support the creator: www.davidsoncap.com

Author

Davidson Capital Management, Inc.

Category

Business

Podcast website

www.davidsoncap.com

Latest episode

Oct 24, 2026

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Episodes

The Impact of Tech Earnings and Algorithmic Trading, Chat GPT, & The ‘Are You Ready for Retirement’ Quiz 27.07.2024

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

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

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

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

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

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

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

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

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

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

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

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

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...

Economic Indicators, The Personal Consumption Expenditures Index & Equity Index Annuities 30.03.2024

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...

Market Milestones, Federal Reserve Forecasts & Best Investment Advice Ever 23.03.2024

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...

Another Case of the Fridays, Interest Rate Cuts & The 10 Myths of Retirement Planning 09.03.2024

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 03.03.2024

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...

Contradictory Fed-Speak, Annualized Returns & RIA vs. Broker 24.02.2024

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...

Economic Data, Shallow Recession Talk & Investor Psychology 17.02.2024

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...

Historic Valuations, Moving Averages & Five Things Every Portfolio Should Have 10.02.2024

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, Congressional Testimony & Retiree Spending Rules 03.02.2024

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 6’ & All About Equity Index Annuities 27.01.2024

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 Market Stats, Treasury Yields & The Best Investment Advice Ever 20.01.2024

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 Casino, An SEC Social Hack & 10 Myths of Retirement Planning 13.01.2024

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, The 90 Days That Made the Dow & A Quiz on Retirement Readiness 30.12.2023

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...

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