Launch Financial with Brad Sherman.

Overview: Tune into this week's episode of Launch Financial as we discuss a big week ahead as all eyes are on the Federal Reserve's two-day meeting and their conclusion on the future of interest rate policy.  Show Notes: 

Overview: Tune into this week's episode of Launch Financial as wrap up financial literacy month and discuss a monster week of economic data including a rebound for the stock market, mega cap tech earnings reports, inflation readings and consumer indicators.  Email info@shermanwealth.com for any questions or inquiries!  Show Notes:   

Overview: Tune into this week's episode of Launch Financial as we discuss continued volaitlity in the markets as the global trade disputes continue and Trump sparks hostility with Federal Reserve Chair Jerome Powell. We will look to many earnings reports this week as earnings season continues giving insight on how corportations are reacting and preparing for the future global tarriff developments.  Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we discuss an extremely volatile sell-off over the last week, with the market continuing to digest fears of a global trade war. In this episode we discuss historical market volatility and the importance of understanding your time horizon and risk tolerance as it relates to your portfolio. We will be continuing to watch how the global trade front and tariff news unfolds, check back in for more updates!  Show Notes:

Overview: Tune into this week's episode of Launch Financial as we discuss a lookback of a bumpy Q1 in the stock and bond market as well as the current economic environment. Then, we shift the focus to your personal finances with our Spring Financial Checklist. With April being Financial Literacy Month, we highlight the importance of financial education and will be continuing to share practical tips to boost yourfinancial confidence. If you have any questions or inquiries, email info@shermanwealth.com.     Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we discuss continued market volatlity as all eyes await President's Trumps announcement that there will be more updates on the international tarriff front. As we head into the full swing of spring, we want to stress the importance of a spring financial tune up and check in, especially given current economic uncertainty and volatility.    Show Notes:

Overview: Tune into this week's March Madness episode of Launch Financial as we discuss the current market correction and volatility coupled with a slew of economic data and the Federal Reserve's decision to hold interest rates steady. For more information email info@shermanwealth.com    Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we discuss quite a week in the overall economy, with continued recession fears as extreme volatility continues to rattle the markets. If you have any questions on building your financial plan or revisiting your allocation amid the current volatility, email info@shermanwealth.com.  Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we discuss a very rocky market following Trump tarriffs on Mexico, Canada, and China going into effect. All eyes look to the Federal Reserve and now the forecast of future interest rate cuts later this year. Email info@shermanwealth.com with inquiries or questions.  Show Notes:

Overview: Tune into this week's episode of Launch Financial as we discuss a big week of economic news, including the much anticipated Nvidia earninga, plunging consumer confidence, and awaited PCE data.  Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data last week, including higher than anticipated inflation reports and announcements on the global trade front. The markets rallied amid this data and kicked off the week with the S&P500 hitting a fresh record high.  Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we disucss a big week ahead of inflationary data to start the year, comments from Fed Chair Jerome Powell stating there is no rush to ease monteary policy and cutting interest rates, and more!  Show Notes:  

Tune into this week's episode of Launch Financial as we are joined for a second time by special guest and Head of Trusts and Estates Practice, Adam Moskowitz. On our previous episode with Adan, he helped simplify estate planning and explained how and why it's so important, regardless of your status or wealth. On today's episode, we dive deeper into some of the misconceptions surrounding estate planning, and how it applies to all stages of life.  More about Adam, his practice focuses on estate and trust planning, administration, and litigation. Adam has drafted wills, trusts, powers of attorney and medical directives for hundreds of clients and their families. His practice also includes complex trust and tax planning. Additionally, Adam's experience includes will contest litigation, trust interpretation/modification controversies, real estate ownership disputes, fiduciary duty disputes, rights of heirs, beneficiaries, and legatees and other types of litigation involving estates and trusts. Adam has completed administration for trusts and estates of all sizes, working closely with the fiduciary and beneficiaries. Prior to joining BBS&G, Adam was a partner at a boutique estate and trust planning, administration and litigation firm in Bethesda, Maryland. To contact Adam for estate planning help, visit his website or send him an email at amoskowitz@bregmanlaw.com.  What You'll Learn: Why Estate Planning Applies to Every Stage of Life  The importance of having a strong financial team  Misconceptions on Estate Planning  Show Notes: https://www.bregmanlaw.com/

Overview: Tune into this week's episode of Launch Financial as we continue to discuss a slew of corporate earnings set to report this week following last week's tech disruption, Fed's decision to hold rates steady and global trade developments from the Trump Administration.  Show Notes:

Overview: Tune into this week's episode of Launch Financial as we discuss a huge week of economic data ahead, with mega cap tech earnings, breaking news in the tech AI world, inflation reports, and the Federal Reserve two-day FOMC interest rate decision meeting.  Show Notes:

Overview: Tune into this week's episode of Launch Financial as we discuss the bond and stock market reaction to last week's lighter than expected inflation reports and a week ahead with the inaguration and corporate earnings.  Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we discuss the December PPI report coming in cooler than expected, following three back to back weekly losses in the markets as we gear up for big bank earnings and the Federal Reserve interest rate decision later in the month.  Show Notes:  https://lamag.com/news/heres-where-to-find-resources-shelters-and-help-due-to-the-l-a-fires 

Overview: Tune into this week's episode of Launch Financial, the very first episode of 2025, to discuss 2024 in review, the bond and stock markets start to the year, mortgage rates hitting 6 month highs, and setting the tone for a succsessful year ahead using SMART goals and intentions. Email info@shermanwealth.com if you have any questions.   Show Notes: 

Overview: Tune into our final episode of Launch Financial in 2024 as we discuss the year and market in review, year-end financial planning items to tackle, and the much anticipated Federal Reserve interest rate meeting concluding tomorrow. Thank you all for listening and your support, and we wish you a Happy Holiday and New Year!  Show Notes:     

Overview: Tune into this week's episode of Launch Financial as we discuss the markets coming off of record highs, as we await key inflation reports that will play a vital role in the Fed's interest rate decision at their meeting next week. Show Notes:   

Overview: Tune into this week's episode of Launch Financial as we recap a strong month of November in the markets, following the results of the Presidential Election and a slew of economic data. All eyes look to unemployment and labor data this week alongside earnings reports showing the strength of the consumer with more retailer earnings.  Show Notes: https://shermanwealth.com/launch-financial-how-to-make-the-most-out-of-your-charitable-giving-this-year-with-elizabeth-goldstein/ 

Overview: Tune into this week's episode of Launch Financial as we unpack a sharp fall in the market following last week's inflation data coming in slightly higher on an annualized rate. The percentage of a future interest rate cut now lies at just 55%. Head to our blog and social channels for more information on year end financial checklists and family financial education.  Show Notes: Toys For Tots

Overview: Tune into this week's episode of Launch Financial as we discuss the stock and bond markets following a huge week with the results of the Presidential Election, The Federal Reserve cutting interest rates 25-basis points, and a slew of corporate earnings. This week we await more corporate earnings in the retail sector, along with more core inflation reports.  Show Notes:  Toys For Tots So What Else Helps 

Overview: Tune into this week's episode of Launch Financial as we await the outcome of the 2024 Presidential Election, coupled with a big week ahead which awaits the Federal Reserve's conclusion of their two-day interest rate meeting. As we head into November, all eyes look towards the future of interest rate policy and year end finanical planning topics.  Show Notes:

Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data points and a big week of earnings reports to come. The market continues to hit fresh records as we head towards a potentially positive month of October in the market.  Show Notes:

Overview: Tune into this week's episode of Launch Financial as we disucss a strong stock market rally, with the S&P500 setting new records, up 10 of the past 11 months, 9 of the past 10 weeks, and 5 months in a row! October is financial planning month, so we continue to share some important year end financial planning items to hit before December 31st. Show Notes:

Overview: Tune into this week's episode of Launch Financial as we discuss a big rally in the stock market, with the Dow and S&P500 reaching records highs, and the Dow crossing 43,000 for the first time. All eyes continue to be on bond and stock market, especially as the Federal Reserve gears up for their next interest rate meeting.  Show Notes:

Overview: Tune into this week's episode of Launch Financial as we discuss financial planning month, as well as a big week in the bond market, with yields spiking up to the highest levels in a few months. As we prepare for year end, there are many financial planning items to check off your list, so tune in to hear our top hits!  Show Notes:  

Overview:  Tune into this week's episode of Launch Financial as we wrap up a strong September, Q3, and start to the year, as the S&P500 and all major averages marked recent record highs and a rally to end the month and quarter off on a positive note. As we head into Q4, we are discussing many year end financial planning tips and tools to ensure you end the year off on the right foot.  Show Notes:  Hurriance Helene Relief Resources:  https://www.nytimes.com/2024/09/30/us/hurricane-helene-victims-aid.html https://www.flgov.com/2024/09/30/governor-ron-desantis-issues-updates-on-response-and-recovery-efforts-to-hurricane-helene-7/  October is Breast Cancer Awareness Month   

Overview: Tune into this week's episode of Launch Financial as we discuss a big week in the market, with the Federal Reserve cutting interest rates last week by 50-basis points, more than some expected, followed by more economic data and a big rally in the stock market, leading the major averages to fresh records. All eyes remain on consumer confidence and economic data, as well as tax planning between now and the end of the year.  Show Notes:

Overview: Tune into this week's episode of Launch Financial as we discuss a big week ahead, with the Federal Reserve set to cut interest rates at their FOMC meeting tomorrow, for the first time since they started hiking rates back in March of 2022. We will continue to discuss how lower interest rates will impact the consumer and begin our fall tax planning to do list!  Show Notes:

Overview: Tune into this week's episode of Launch Financial as we discuss a rocky week on Wall Street, as well as caution from banking institutions on the state of the economy, as we await key inflation data that may determine the amount in which the Federal Reserve cuts interest rates at their September meeting. For questions or topics, email info@shermanwealth.com.  Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we discuss August in the markets, an extremely volatile yet strong month, as well as financial planning and "back to school" items to tackle this September. All eyes remain on the Federal Reserve and how much they will cut interest rates at their meeting in a few weeks! Email info@shermanwealth.com for any questions or inquiries.  Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we discuss market recovery, with the Dow hitting intra-day all time record highs, following a quick market correction, as well as rhetoric from the Federal Reserve on the futrue of interest rate cuts later this year.  Show Notes:

Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data, including this week's CPI and PPI reports, showing signs of cooling inflation, moving towards the Fed's target of 2%.  Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we discuss the extreme market and economic volatility, discsussing market trends and the importance of ensuring the global allocation of your portfolio and financial life aligsn with your risk tolerance, especially in market corrections as we are currently experiencing. If you have any questions email info@shermanwealth.com  Show Notes: 

Overview: Tune into our 197th episode of Launch Financial as we discuss a big week of Mag 7 earnings set to report along with the two day Federal Reserve FOMC meeting set to provide visibility on the timing and amount of interest rate cuts to expect in the coming months, all impacting a sector rotation and volatility in the market.  Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we discuss tons of economic data, including a big week of tech earnings, home sales data, GDP, PCE, and more, as all eyes continue to watch the Federal Reserve and the potential interest rate cut later this year.  Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we unpack a great deal of news in the media along with a big rally in the stock market, with all major averages pushing towards record highs. All eyes will continue to be on earnings season along with more rhetoric from the Federal Reserve on the future of interest rate cuts and policy.    Show Notes: 

Overview: Tune into this week's episode of Launch Financial following a summer hiatus, focusing on Q2 in the markets, as the S&P500 and Nasdaq mark yet another all time high, as well as some finanical planning topics to focus on this July. For inquiries or questions, email info@shermanwealth.com.  Show Notes: 

Overview: Tune into Launch Financial as we discuss a monster start to the year in the stock and bond market. Yesterday the S&P500 marked its 31st record this year as the AI darling Nvidia continued its uphill roar hitting a new high and surpassing Microsoft as the most valuable public company. Email info@shermanwealth.com for questions or inquiries.  Show Notes:

Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data as we await Fed rhetoric on the future of interest rates and May CPI report release. If you have any questions on updating your June financial planning checklist, email info@shermanwealth.com. 

Overview: Tune into this week's episode of Launch Financial as we discuss a strong month in the stock and bond market in the month of May coupled with a slew of economic data as all eyes continue to watch the Federal Reserve on the future of interest rates.    Show Notes:

Overview: Tune into this week's episode of Launch Finanical as we discuss a quite notable week in the stock market, with the Dow closing above 40,000 for the first time last week and the Nasdaq setting its ninth record close this year. We will continue to watch for economic clues on future interest rate policy as the FOMC minutes are set to release later this week. For more information or questions, email info@shermanwealth.com.  Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we discuss today's release of the producer price index which came in higher than economists expectations. Fed Chair Jerome Powell says inflation continues to remain high, leaving the consumer uncertain whether interest rate cuts are in the foreseeable future. We also discuss the financial strategies behind charitable giving and ways to increase your tax situation when giving back. Show Notes:  For more on Donor Advised Funds check out our podcast episode with Elizabeth Goldstein! https://shermanwealth.com/how-to-make-the-most-out-of-your-charitable-giving-this-year/ 

Overview: Tune into this week's episode of Launch Financial as we discuss Mental Health Awareness Month, our May financial planning checklist, and the stock and bond markets as they continue to digest big earnings reports and economic data.  Show Notes:  https://shermanwealth.com/are-your-finances-negatively-impacting-your-mental-health/ 

Overview: Tune into this week's episode of Launch Financial as we discuss and unpack the stock and bond market in April, along with anticipating big tech earnings later this week along with an interest rated decision from the Federal Reserve following their two-day meeting.  Show Notes: 

Overview: Tune into this week's episode of Launch Financial as we discuss volatility in the stock and bond market as we look towards more major tech earnings and inflation indicators this week. We will continue to watch yields and the impact its having on consumers during this spring housing market. For questions or inquiries, email info@shermanwealth.com.  Show Notes:  RSVP to Beers with Brad on May 8th!  https://www.eventbrite.com/e/883429149367?aff=oddtdtcreator

Overview: Tune into this week's episode of Launch Financial as we discuss a big week of economic data, including surging retail sales, home builder confidence, earnings reports, and spiking treasury yields. We will continue to watch for more outlook from the Federal Reserve on future interest rate policy.  Show Notes: 

Overview: Tune into this week's special episode of Launch Financial joined by special guest and senior mortgage consultant at PHM Loans, Jody Eichenblatt. On this episode, we will discuss the 2024 spring housing market, outlook on interest rates and the impact it's having on homebuyers, and Jody's thoughts and tips on navigating your home purchase in this economic environment. For questions or inquiries, email info@shermanwealth.com.   Show Notes: For more information about Jody and to reach him about questions from today's episode, visit www.jodyeichenblatt.com. Cell 973-951-8077, jody.eichenblatt@phmloans.com

Overview: Tune into this week's episode of Launch Financial as we discuss the markets, treasury yields, and a big week ahead of key inflation data that will serve as an economic indicator of the future of interest rate policy. Later this week, the Fed minutes from their last meeting will be released, and we will be on the lookout for the start of earnings season.  Show Notes: