Hosted by Ryan Sheffer, CFP, MSF, and James Walsh, CMFC, financial advisers at Advance Capital Management. Each month, Ryan and James tackle 8 financial and investment topics in approximately 8 minutes, to keep you informed about the markets, economy and other current events that could be impacting your financial life. Investment advisory services are provided by Advance Capital Management, Inc. Contact Us:
In this month's episode, we cover these topics:Market Update (Starts at 0:19)Portfolio Update (1:50)Trade & Tariff Deals (2:15)Interest Rates/Bonds/Deficits – The Big Beautiful Bill (4:00)Estate Planning Components (6:59)Roth/Traditional IRA (8:42)Warren Buffett's Retirement and Legacy (9:36)Looking Ahead (11:49)
In this month's episode, we cover these topics:Market Update (starts at 0:43)Portfolio Update (1:47)Volatility Bonanza (4:41)What Caused It (5:55)What Did We See (during volatility in April) – Underlying Themes (7:18)Strategic Uncertainty (9:55)GDP – Recession and the Market (13:55)Looking Ahead (15:42)
In this month's episode, we cover these topics:Market Update (starts at 0:42)Portfolio Update (1:21)Seasonality of the Market (2:53)Anatomy of Concern (4:29)Does President Trump Have a Plan? (8:39)CD's Maturing? Money Market vs. CD's (12:13)Tax Efficiency (13:56)Looking Ahead (15:45)
Recorded March 5, 2025In this month's episode, we cover these topics:• Market Update (starts at 0:59)• Portfolio Update (3:00)• Anticipated Weakness (5:16)• Frequentism (6:32)• Lesson in Economies o Demand vs Supply Economy (8:32)o DOGE (11:25)o Are they taking my Social Security? (13:53)• Looking Ahead (16:51)
In this month's episode, we cover these topics:Market Update (starts at 0:39)Portfolio Update (1:30)Tariffs – Strengthening Dollar? (4:36)Tariffs – Art of the Deal? (7:55)Tariffs – Opportunities? (9:14)Confidence in your Advisor (11:52)Added Dimension (15:00)Looking Ahead (17:13)
Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics:Market UpdatePortfolio UpdateMarket WeaknessPost-Election DigestionUS Dollar Wrecking BallCrypto – Is it time?Looking Ahead – Short Term 2025 Looking Ahead – Longer Term
In this month's episode, we cover these topics:Market Update (starts at 1:01)Portfolio Update (1:48)Post Election Market Movement - Short Term (2:23)Post Election Market Movement - Bigger Picture (5:09)Cabinet and Congress will be different (9:20)Treasure Secretary & the Fed (11:19)Tariffs (13:23)Looking Ahead (16:02)
In this month's episode, we cover these topics:Market Update (starts at 1:01)Portfolio Update (5:32)Election Positioning (6:44)Buyers & Sellers on BOTH sides (7:42)Removing Emotion (9:26)Absolute Power…..It is NOT (10:16)Outcome Trade? (11:52)Looking Ahead (13:44)
In this month's episode, we cover these topics:Market Update (starts at 0:35)Portfolio Update (2:28)Philosophy Behind the Allocation (3:12)Structure of the Portfolio (6:50)Rate Cut (9:38)Inflation Sanity Check (15:55)Forward Valuations (17:07)Looking Ahead (18:38)
In this month's episode, we cover these topics:Market Update (starts at 0:44)Portfolio Update (2:09)What is NOT normal... (3:25)Election (5:14)Jackson Hole – Take Jerome Powell at his word? (7:24)Jackson Hole – Turbulance (10:26)Veracity of Markets (11:20)Looking Ahead (12:54)
In this month's episode, we cover these topics:Market UpdatePortfolio UpdateRevisit Risk/VolatilityLong Term StoryOpportunitiesTone of the FedEconomic Mixed BagLooking ahead
In this month's episode, we cover these topics:Market Update (starts at 0:50)Portfolio Update (2:00)Investor Sentiment/”Higher Still” (3:45)Not all Indices are Equal (8:55)Two Sides to the Risk (12:05)Mid-Year Look Back (15:00)Remember this environment (16:40)Looking ahead (18:35)
In this month's episode, we cover these topics:Market Update (starts at 1:50)Portfolio Update (3:00)Earnings & Fundamentals (4:50)The “Machine” (6:30)What do you do? (9:50)Data Dump (13:20)Looking ahead (15:45)You can watch the video version here: https://acadviser.wistia.com/medias/sia1mbdjgq
You can watch the video version here: https://acadviser.wistia.com/medias/4lyoc3u5rzRecorded May 6, 2024Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
You can watch the video version here: https://acadviser.wistia.com/medias/8qmvmc3divRecorded March 6, 2024Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
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You can watch the video version of this episode here: https://acadviser.wistia.com/medias/cwkyzuxi5sAdvisory services offered through Advance Capital Management, an investment adviser registered with the U.S. Securities & Exchange Commission. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
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Watch the video version of this podcast here: https://acadviser.wistia.com/medias/d39aa1re1f(This is our 17th regular monthly episode.)
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