Money Wise

Jeff, Joe, and Kyle are joined this week by special guest John Davidson. The Money Wise guys start the show with last week’s market recap, which showed all three major indexes were down to start 2022, with the NASDAQ really taking it on the chin. The guys discuss how rebalancing and profit-taking can often cause volatility, but the Federal Reserve meeting minutes from December also precipitated mo...

Jeff, Joe, and Kyle are kicking off the new year with a look back at the markets in 2021, as well as a recap of last week’s numbers. To end the year, the Dow was up, the S&P 500 was up, and the NASDAQ was down. Final numbers for the year, without dividends reinvested, show that the markets had a pretty spectacular year. The Dow was up 18.7%, the S&P 500 was up 26.9%, and the NASDAQ was up...

Jeff, Joe, and Kyle are back this week with a rapid-fire market recap. Last week, the Dow was down, the S&P 500 was down, and the NASDAQ was down. However, it’s been a strong year and all three major indexes remain up in double digits year-to-date. It was all about the Fed this past week, and particularly the FOMC decisions. The week began with selling the rumor, evolved to buying on the news,...

Kyle and Joe kick off this week’s show with a quick market recap. It was a strong week of recovery after last week’s disappointing performance. The Dow was up, the S&P 500 was up, and the NASDAQ was up. The market seems to have bounced back from the Fed’s comments to Congress several weeks ago, and it’s responding well to favorable news from the CDC regarding the Omicron variant. The only thin...

Jeff, Joe, and Kyle are back in the studio this week to share last week’s numbers from Wall Street. The Dow was down 4.8%, the S&P 500 was down 3.4%, and the NASDAQ was down 5.5%. All three indexes remain up by double digits YTD, though we saw the worst Black Friday market performance in history. It’s clear that the market has reacted to the Omicron variant, and the Fed’s more hawkish remarks...

The Money Wise guys know that savvy investing requires continuous education. That’s why they’re sharing two special topics of interest this week. In the first hour, they bring you the transparency you need by telling you what the big brokerage firms won’t. In the second hour, they dig into behavioral finance and explain how you can ensure you’re making investment decisions based on logic and data...

In this special investor education episode, the Money Wise guys pull the curtain back on Wall Street and share more transparency with investors. Why? Well, the big brokerage firms aren’t telling you everything you need to know. Luckily, the Davidson Capital Management team has spent more than 30 years reviewing prospective clients’ portfolios, and they’ve noticed recurring themes. In this episode,...

Jeff and Joe start the show with a market recap from last week. The Dow was down, the S&P 500 was down, and the NASDAQ was down - though each by less than 1%. All three indexes remain up by double digits on the year. Last week’s numbers were all about inflation, as the Producer Price Index showed a rise of 8.6% year over year, which met expectations. The Consumer Price Index showed an increase...

Jeff, Joe, and Kyle open the show with a market recap from the previous week. The Dow was up 1.4%, the S&P 500 was up 2%, and the NASDAQ was up 3.1%. Year-to-Date, all three indexes are up more than 20%. In other good news, we are having quite a 4th quarter rally, but the real question is... why? The Money Wise guys review the possible answers, including recent big cap tech earnings, new langu...

Jeff, Joe, and Kyle are back with their customary update on last week’s numbers from Wall Street. The Dow was up, the S&P 500 was up, and the NASDAQ was up also. All three remain up in double-digits YTD. We just finished the first month of Q4, and it was a big month for the markets. For October, the Dow was up 5.8%, the S&P 500 was up 6.9%, and the NASDAQ was up 7.3% on the month. All thre...

Jeff, Joe, and Kyle dive into last week’s market numbers, which showed the Dow up 1.1%, the S&P 500 up 1.6%, and the NASDAQ up 1.3%. All three indexes remain up in double digits year-to-date. It’s earnings season, and the Money Wise guys explain how the market is absorbing the information thus far. Though there was some hand wringing coming into the Q3 earnings report, EPS growth and revenues...

Jeff, Joe, and Kyle begin the show with their customary run-down of last week’s market numbers. The Dow Jones was up, the S&P 500 was up, and the NASDAQ was up, as well. YTD, the Dow is up 15.3%, the S&P 500 is up 19%, and the NASDAQ is up 15.6%. The guys revisit discussions on inflation, “barbell strategy,” supply chain bottlenecks, and a schizophrenic market that shows different industri...

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...