The Financial Shepherd

It’s a Presidential Election SPRINT of an episode! Joshua takes this one solo and delivers all the data surrounding how the upcoming US Presidential election will (or will NOT) affect the market. Wondering how the election is going to influence your investment portfolio? Well you’re in luck, cause this is a data packed dumping of everything at SWM’s disposal. And, Joshua answers the most common qu...

n this episode: Everyone FREAKED OUT over the jobs report last week! But no one stopped to realize how those numbers were completely distorted due to the horrible disaster in Texas. Joshua breaks down all of the data regarding why last week’s report was skewed, and talks about why headline news rode the wave of fear created by those quasi-numbers. We continue our focus on small caps and report on...

In this episode: With no Fed Meeting this month investors are eagerly awaiting Fed Chairman Powell’s press statements slated for tomorrow (Friday, August 23, 2024)! Most folks are expecting the Fed to lower rates in September, and the market appears to already be pricing in the first rate cut. Joshua reviews data that he thinks explains the recent volatility we’ve seen in the market. And, delivers...

In this episode: Everyone FREAKED OUT over the jobs report last week! But no one stopped to realize how those numbers were completely distorted due to the horrible disaster in Texas. Joshua breaks down all of the data regarding why last week’s report was skewed, and talks about why headline news rode the wave of fear created by those quasi-numbers. We continue our focus on small caps and report on...

In this episode: Core CPI, along with the rest of this July’s data, clearly shows inflation taking a nose dive. Finally! With the Fed set to meet next Wednesday, is a rate cut imminent or will the Fed continue to punt cutting rates to this fall citing the need for “more data”? Joshua goes into a deep dive of why small caps are set to see a huge rally. Joshua also details how weighting the market c...

In this episode: CPI data comes in better than anticipated, adding another month of data that clearly states inflation is falling like a rock, and illustrates lag effects, that have been disproportionally propping up inflationary numbers, beginning to fall over. And, Joshua lets it all out as the day-of trading on what should've been a positive market day  goes in the wrong direction.

In this episode: We’re down to one? Plus, things are fine.

In this episode: Joshua answers viewer questions regarding why stocks split, and explains how that’s relevant to upcoming NVIDIA happenings; reviews a Barron’s article discussing Roth IRAs and 401ks; goes over the most recent earnings, CPI, PPI, and inflation data; gives an in-depth look at the perplexing new Harris poll; and more.

In this episode: Joshua gives a just-about-midway through the year update on SWM's overall customer performance (spoiler: it's really good); details the difference between stocks and ETFs, and how ETFs relate to some of the comments Buffett has made regarding diversification; Joshua also discusses the most recent inflation data and goes over why auto insurance and housing have seemed to...

In this episode; Joshua recaps the current state of CPI data, discusses hotter employee cost index data and wonders why that specific data is left out of headline news reporting, recaps the poetically delivered good news from Chairman Powell's most recent press statements, goes over current earnings reports, and gives an update on when to expect this year's first rate cut. Maybe he'...

In this episode: Joshua details why SWM is still in a bullish position; discusses how CPI data is really affecting the market; explains 5 reasons why the recent market sell off is not something long-term; and goes over SWM customer questions regarding Bitcoin.

In this episode: Joshua answers tax-related questions from SWM clients; discusses how the market mispricing rate cuts affected asset allocation; and details historical data that points to small caps having massive, long-term gains.

Joshua discusses, at length, the bombshell Apple news that dropped just before we sat down to stream this podcast. Also, a review of this week's Fed talk and announcements regarding three rate cuts for 2024, and a detail of how SWM is preparing client portfolios for what we see coming in the market.

Joshua details a massive market data dump! Does this data point to an incoming dip in the market? Also; viewer questions are answered, self directed brokerage accounts within a 401k are discussed, end of quarter strategies for SWM clients are detailed, another round of our current favorite game "When Will Rates Drop" is played, and other topics.

Joshua discusses whether or not there is an AI bubble in the market. Also; viewer questions are answered, Josh and Ez talk about Bitcoin's recent meteoric rise, and all the most recent macroeconomic data is detailed and applied to inflation.

In this episode Joshua explains why inflation is still on a downward glide path despite recent CPI data. Also, viewer questions regarding different types of tax "deductions" are answered, and Joshua details investment strategies currently relevant to SWM clients.

In this episode, Joshua answers viewer questions regarding taxes during retirement, explains why the S&P will see most of its gains on the back-half of this year, and details the latest stick of dynamite Fed Chairman Jerome Powell threw into everyone's favorite game, "What's Up With the Rates?"

Joshua answers viewer questions regarding taxes, IRAs, and retirement, and details three reasons why the S&P 500 will see a rally later this year.

Happy New Year! And welcome to the brand-new, and not yet completely set up, Shepherd Wealth Management offices! In 2024's first podcast from one of the two new locations for Shepherd Wealth Management, Joshua explains SWM's absolutely stellar performance for 2023, discusses overweighting certain sectors when allocating, and details what SWM will be looking for from an investment standpo...

In this episode, Joshua wishes everyone a safe and happy holiday season! 2023 recap with a look at what to expect from 2024.

n this episode, Joshua discusses: what to expect through the end of Q4, what to strategies consider when the massive amount of sidelined money finally enters this year's bull market, numbers to anticipate for December's inflation data, when the data says rates are most likely to get cut, and gives a tribute to the late Charlie Munger.

In this episode, Joshua discusses: football, how SWM is beating the market by a massive margin, rebalancing strategies SWM is considering for their clients, general financial advising tips, and lists favorite violent holiday movies.

In this episode, Joshua wonders at the wall of worry blocking investors. Earnings reports are coming in, inflation news and risk of rate hikes remains about the same. But is there more room for this year's bull to run?

Liars, traders, and bonds! Oh my! Take umbrage in our podcast... Joshua plays our two favorite games; Does Headlines News Hate Me? and What's Up With the Fed? Also, answers to questions that are being frequently asked during SWM customer quarterly reviews, the difference between Core CPI and CPI, and other market and finance data. Leave your finance and investment questions in the comment sec...

The yield curve is terrifying the masses! Take umbrage in our podcast... Joshua goes through a list of things to be angrily scared of (...headline news), reminds us all why historical data is an investor's best friend, provides insight into how asset allocation can alleviate massive amounts of variability in an investor's portfolio, and plays this week's version of "What's...