Podcasts about Bob Doll

"Blessed is the one who finds wisdom, and the one who gains understanding, for her profit is better than silver, and her gain surpasses gold." - Proverbs 3:13-14Making wise financial decisions early in life can set the stage for long-term stability and generosity. But where should students and young professionals begin? Today, Bob Doll joins us to share practical financial advice to help young adults start their careers on the right foot.Bob Doll is the CEO and CIO of Crossmark Global Investments. He regularly contributes to Faith and Finance and other media outlets, such as Bloomberg TV, Fox Business, and CNBC. Building a Life of Faithful Stewardship from the StartFinances can feel overwhelming for students and young adults stepping into the world of work—budgets, debt, investing, generosity…where do you even begin? Yet these early years are some of the most formative when it comes to your long-term financial health and spiritual growth. That's why it's critical to lay a foundation not just of financial literacy but of biblical stewardship. Here are some timeless pieces of practical wisdom for young adults who want to honor God with their money from the beginning.1. Begin With a Plan—And a BudgetWithout a clear plan for spending, saving, and giving, it's easy to drift into debt or financial anxiety. A solid budget helps you take control of your finances before they start controlling you.And you don't have to do it alone. Tools like the FaithFi app make creating an intentional, faith-filled budget easy. It's not just about numbers—it's about aligning your finances with your values.2. Save for Emergencies—And Stay Out of DebtAfter budgeting, build an emergency fund with three to six months of expenses. Life is unpredictable, and this cushion can keep you from turning to debt when the unexpected hits.Also, make sure to pay off your cards in full each month and chip away at any student loans as quickly as you can.3. Learn from Others—and Find a MentorThere's no substitute for wise counsel. Watch those who are succeeding with money—and those who aren't. Learn from both.Having a mentor or a financial advisor who shares your values is essential. Surrounding yourself with godly counsel can help you avoid pitfalls like overspending or failing to save.4. Give Generously—Even When It's HardStart giving now. Like Randy Alcorn says, “God prospers us not to raise our standard of living, but our standard of giving.” Even when budgets are tight, generosity opens your heart and reminds you that God is the true provider.5. Start Investing Early—and ConsistentlyCompound interest is a powerful force—either for or against you. The earlier you start investing, the more time your money has to grow. Even small, consistent contributions—what financial experts call “dollar-cost averaging”—can make a huge impact over time.Start with low-cost index funds or retirement accounts like a Roth IRA. And don't overlook your workplace benefits. If your employer offers a match, take it. That's free money.6. Align Your Investments with Your FaithToday's investors have more opportunities than ever to make faith-based investment choices. As the movement toward values-based investing grows, believers can increasingly steward their portfolios in ways that reflect biblical principles.7. Embrace Rhythms and Celebrate MilestonesThe journey to financial stability can feel long, especially when progress is slow. That's why we suggest setting milestones and celebrating small wins. God wants us to enjoy things. We're not meant to live like monks but are called to be wise.These rhythms of budgeting, saving, investing, and giving aren't just habits—they're acts of worship.8. Talk About Money—Especially in MarriageMoney fights are one of the top reasons for marital conflict. Get on your knees in prayer and ask the Lord to guide you both. Set goals as a couple and revisit them often.Being on the same page financially brings unity and builds trust. It's also a way of inviting God into your relationship in a very practical, day-to-day way.9. Grow in Wisdom—And Keep LearningStaying in God's Word and learning from wise voices is crucial. Some books that we recommend to help you discern what the Bible really says about wealth and generosity are:Money, Possessions, and Eternity: A Comprehensive Guide to What the Bible Says about Financial Stewardship, Generosity, Materialism, Retirement, Financial Planning, Gambling, Debt, and More by Randy Alcorn The Treasure Principle: Unlocking the Secret of Joyful Giving by Randy AlcornStart StrongTo the student, recent graduate, or young couple just starting out: the best time to build wise financial habits is now. Begin with a plan. Learn from mentors. Avoid debt. Save for emergencies. Give generously. Invest consistently. Talk honestly. And let Scripture shape how you think about money.After all, financial wisdom isn't just about building wealth—it's about building a life that reflects the heart of God.On Today's Program, Rob Answers Listener Questions:I'm 70 years old and have $112,000 in my checking account. I'm about to retire and unsure what to do with this money. Should I pay off my $110,000 mortgage or use the funds for home repairs and a new car?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineCrossmark Global InvestmentsMoney, Possessions, and Eternity: A Comprehensive Guide to What the Bible Says about Financial Stewardship, Generosity, Materialism, Retirement, Financial Planning, Gambling, Debt, and More by Randy AlcornThe Treasure Principle: Unlocking the Secret of Joyful Giving by Randy AlcornWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Making wise financial decisions early in life can set the stage for long-term stability and generosity. But where should students and young professionals begin? On the next Faith & Finance Live, Bob Doll will join Rob West to share some practical financial advice to help young adults start their careers on the right foot. Then he’ll answer your questions on different financial topics. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

A volatile first hour of trade as the EU and China make new tariff moves: Sara Eisen, David Faber, and Michael Santoli broke down the latest alongside fresh reporting from the White House, Beijing, and more. Plus, what Trump's promise of new tariffs on pharmaceuticals could mean for the group, as stocks like Eli Lilly and Novo Nordisk take a leg lower – and the breakdown of what could be driving this big jump in treasury yields overnight.  Also in focus: Delta and Walmart pulling guidance – what's driving the move and what comes next; Longtime market veteran Bob Doll joined the team with his stock playbook for volatility; and CEOs starting to sound-off on tariffs… Why the head of furniture retailer Ethan Allen says Trump's gone “too far” here. Squawk on the Street Disclaimer

In this timely market analysis, Crossmark Global Investments' Bob Doll joins Richard Cunningham and John Coleman to dissect the dramatic market correction of Q1 2025 and the economic uncertainty driving it.Key Topics Covered:The fifth fastest market correction since WWII and what caused itTrump administration's economic strategy: taking pain upfront for potential gains laterTariffs as revenue generators vs. inflation driversRising recession probability (now 35-40%) amid continued uncertaintyThe "Magnificent 7" tech stocks' slowing cash flow and what it means for portfoliosGeopolitical outlook for Russia/Ukraine, Middle East tensions, and China's vulnerabilitiesWhat could restore market confidence in coming monthsFuture of M&A activity and IPO markets amid regulatory changesFaith-driven investing insights and the need for patience in volatile timesBob shares his current recession probability assessment and what economic indicators he's watching closely. The discussion explores how the administration's aggressive early moves—particularly around tariffs and budget cutting—are creating short-term market turbulence but could potentially lead to economic benefits if properly executed.The conversation concludes with personal reflections on patience, humility, and maintaining proper perspective as faith-driven investors during uncertain economic times.Recorded on April 1, 2025

Bob Doll looks at the macro picture ahead of tariff announcements this evening. He's focusing on companies with rising free cash flow and good return on equity. However, he's not totally staying out of high-beta stocks, making his portfolio more “neutral.” His favorite sector is financials, and he expects a market correction still to come.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Adam Crisafulli, Vital Knowledge Founder, and Bob Doll, Crossmark Global Investments CEO & CIO, break down the latest market developments. Meghan Cassella reports on the latest tariff updates, while Eric Jackson, EMJ Capital Founder, discusses the outlook for tech in Q2 and why he sold Nvidia. Freeport-McMoRan CEO Kathleen Quirk weighs in on gold, copper, and the impact of tariffs. Our Eunice Yoon has her latest on-the-ground reporting in China with a China Lens on auto parts. Former Ford CEO Mark Fields provides insight on auto tariffs, and Vanguard Global Chief Economist Joe Davis discusses the broader economic impact of tariffs.

” Talk Money with Jim Shoemaker"Join Jim Shoemaker, Bob Doll, and Scott Jordan as they give us an “Update on the Economy”. Brian McMahon, SparkCures, will help "Explore your Options for Multiple Myeloma Clinical Trials."                                       "Helping You Make the Most of Your Money”  Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138 

"And my God will supply every need of yours according to His riches in glory in Christ Jesus." — Philippians 4:19This verse is a powerful reminder that God is our ultimate provider, no matter the economic uncertainties we face. Recently, we have seen that many have been concerned about trade tariffs and their potential impact on the economy. Today, Bob Doll joins us to explain what this means and what we can expect moving forward.Bob Doll is the CEO and CIO of Crossmark Global Investments. He regularly contributes to Faith and Finance and other media outlets like Bloomberg TV, Fox Business, and CNBC. What Are Tariffs and How Do They Affect Us?Tariffs are essentially taxes. If a 10% tariff is placed on imported goods, the price of those goods increases. That means consumers pay more for the products they need, which can slow down economic activity.However, tariffs are not just about taxation; they are often used as a bargaining tool in international trade negotiations. Sometimes, it depends on the day of the week because tariffs are on one day and then off the next. This back-and-forth can create uncertainty in the market and impact businesses, investors, and consumers alike.Why Do Markets React Negatively to Tariffs?The stock market tends to respond negatively whenever there's talk of tariffs. Why?Tariffs can slow economic growth. If companies and consumers have to pay more for goods, they either buy fewer products or cut back on spending in other areas. This dampens growth, and the market doesn't like it.Could tariffs alone push the economy into a recession? If they are significant enough, last too long, and trigger retaliation from other countries, it could certainly lead to what economists call a trade war. A trade war is not healthy for economic growth, but cooler minds will likely prevent it from escalating too far.The Strategy Behind Tariffs: Negotiation or Necessity?So, is the push for tariffs simply a negotiation tactic, or is there a deeper economic issue at play?There's no question that the U.S. has a trade imbalance with many countries. Addressing this imbalance is part of the reasoning behind tariffs. However, political leaders understand the risks and use tariffs more as a bargaining tool than a long-term strategy. They don't want to sink the economy because these leaders have a vested interest in economic stability.Finding Peace in Economic UncertaintyDiscussions about tariffs, markets, and recessions can easily lead to fear. Economic uncertainty often leaves people feeling anxious about their financial future. But as believers, we have a greater source of security.Here are three key reminders:Leaders Care About Economic Stability—Regardless of their approach, political leaders generally want a strong economy. The Economy is Resilient—Whether we have tariffs or not, the economy is doing well, and its economic fundamentals are still strong. God is in Control—Most importantly, our hope is not in governments, markets, or policies but in God. God knows the end from the beginning, including tariffs. Psalm 91 reminds us that God is our refuge and fortress—we can rest securely in His protection.Focus on What You Can Control: Faithful StewardshipWhile we can't control global trade policies, tax laws, or the stock market, we can control how we manage our own finances. We can control our own little economies—what passes through our hands. That means practicing faithful stewardship.We need to take care of everything God has given us—not just money, but all aspects of life: our minds, our bodies, our time. Being wise stewards of our finances means making thoughtful financial decisions, saving wisely, and giving generously. After all, it's not ours; it's all God's.When we recognize that everything we have belongs to God, it transforms the way we handle money. Rather than holding onto it tightly, we can give joyfully and generously.Economic uncertainty will always exist, whether through tariffs, inflation, or market fluctuations. But believers are called to a higher perspective. Instead of being driven by fear, we can rest in the truth that God is sovereign over all things—even global trade policies.The key is to focus on what we can control: managing our finances wisely, practicing faithful stewardship, and embracing the joy of generosity. And through it all, we can trust that God is our refuge and provider, no matter what challenges come our way.On Today's Program, Rob Answers Listener Questions:I recently received a sizable inheritance. I have some ideas about what to do with it, but I wanted to get your thoughts first.I would like to know where and how to invest. My husband and I are both retired. I have $200,000 left in my TSP and approximately $270,000 in IRA CDs, a small portion of which is Roth IRAs.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineCrossmark Global InvestmentsLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Recently, we have seen rising concern about trade tariffs and their potential impact on the economy. On today's Faith & Finance Live, Bob Doll will join Rob West to break down how tariffs might affect our economic future and what we can expect moving forward. Then Rob will tackle some financial questions. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

Barbara Doran of BD8 Capital Partners and Crossmark Global Investments' Bob Doll give their playbook for the market as earnings ramp up. Earnings from CSX and Texas Instruments. Susquehanna's Christopher Rolland joins to dissect TXN earnings and the chip sector, while Sheila Kahyaoglu from Jefferies on Boeing Q4 preannouncement.Jon Fortt sits down exclusively with Twilio CEO Khozema Shipchandler on the company's new growth targets. Keith Rabois of Khosla Ventures on the Trump economy, Musk vs. Altman, and the future of Stargate. 

If you're wondering what the economy will do in 2025, you don't want to miss this program.Few major league hitters can bat .300 in a given season. Imagine hitting .700! That's what Bob Doll does every year: forecasting economic trends. He joins us today with his ten predictions for 2025.Bob Doll is the CEO and CIO of Crossmark Global Investments. He regularly contributes to Faith and Finance and other media outlets like Bloomberg TV, Fox Business, and CNBC. Key Economic Predictions: Fewer Tailwinds, More Tail RisksThe theme of Doll's predictions signals a shift:Fewer Tailwinds: Slower earnings growth and high valuation levels create less upward momentum.More Tail Risks: A new political administration introduces uncertainty around regulation, tax policies, and trade.Doll shares insights on everything from inflation to sector performance. Let's dive into his top predictions for the year ahead.1. Slower Economic Growth and Rising UnemploymentDoll predicts economic growth will slow as unemployment rises past 4.5%. While this signals a cooling job market, he emphasizes that a 4.5% unemployment rate is historically low and not cause for alarm.2. Sticky Inflation and Limited Rate CutsInflation is expected to remain stubbornly above the Federal Reserve's 2% target. This will likely limit the Fed's ability to reduce interest rates, continuing the challenges seen in 2024.3. Treasury Yields and Credit SpreadsTreasury yields are forecasted to trade between 3.75% and 4.75%, with credit spreads widening slightly as the economy slows. While this doesn't point to a recession, it reflects tighter financial conditions.4. Slower Earnings GrowthDoll anticipates earnings growth will fall short of the optimistic 14% consensus, noting that such high growth is rare without a post-recession recovery.5. Increased VolatilityAfter a period of low volatility, Doll predicts the VIX (Volatility Index) will approach 20, reflecting greater market uncertainty. He advises investors to remain disciplined and avoid emotional reactions to market swings.6. A 10% Market CorrectionDoll foresees a 10% correction in 2025, emphasizing that such corrections are normal and should be viewed as buying opportunities for long-term investors.7. Equal-Weighted Portfolios Outperform Cap-Weighted PortfoliosDoll expects equal-weighted portfolios to outperform cap-weighted ones as the dominance of mega-cap stocks like the “Magnificent Seven” wanes.8. Value Outperforms GrowthAfter years of underperformance, value stocks are projected to outshine growth stocks, driven by cheaper valuations.9. Top Performing SectorsDoll predicts financials, energy, and utilities will outperform sectors like healthcare, technology, and industrials. While technology remains essential, high valuations could temper its returns.10. Tax Cuts and Reduced RegulationWith the Trump tax cuts set to expire in late 2025, Doll anticipates extensions alongside reduced regulations. However, divisive policies like tariffs and deportation may have limited economic impact.11. Budgetary ChallengesEfforts to address government spending will face significant hurdles, with key programs like Social Security, Medicare, and defense spending off the table. Progress will likely fall short of ambitious deficit reduction targets.Preparing for 2025Doll acknowledges that predicting the future is inherently uncertain, but his insights provide valuable context for navigating the year ahead. He advises investors to stay diversified, remain disciplined, and prepare for volatility.As we embrace 2025, let's remember that while economic trends may fluctuate, wise stewardship and long-term planning remain steadfast principles for financial success.On Today's Program, Rob Answers Listener Questions:When our children were young, my husband and I decided to start tithing despite our tight budget. I was skeptical about how we could afford it, but we began tithing in faith. Surprisingly, our budget never changed—the 10% we tithed didn't impact our weekly spending. It was almost miraculous how the Lord provided for us as we honored him with our finances. To this day, I'm not sure how it worked out, but God was so faithful when we stepped out in obedience.We've saved up cash at home for emergencies but have no significant expenses since we live on Social Security. How much of that cash should I keep at home? And if I don't keep it all at home, what's the best way to keep it somewhat liquid and earn some interest rather than just storing it in a coffee can?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly PublicationCrossmark Global InvestmentsBankrateChristian Community Credit Union (CCCU)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Few major league hitters can bat .300 in a given season. So, imagine hitting .700! Well, that’s what Bob Doll does every year—forecasting economic trends. And if you’re wondering what the economy is likely to do this year, you don’t want to miss today's Faith & Finance Live, when Bob will join Rob West with his ten predictions for 2025. Then Rob will answer your calls on various financial topics. Bob's 2025 Predictions Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

Crossmark CIO grades his 2024 predictions and details how he sees the year ahead unfolding.

Bob Doll, chief investment officer at Crossmark Global Investments, foresees some slowdown in consumer activity this year — with middle-income consumers beginning to struggle — and he says that will lead to a sluggish economy with higher unemployment. He expects inflation to remain sticky, which will push the Federal Reserve to make fewer rate cuts — he says it's possible they make no rate reductions this year at all — though he does believe the economy can stave off a recession. He reviews his 10 forecasts for the year ahead in The Big Interview. But he's not the only guest gazing into the crystal ball for 2025, as Greg McBride, chief financial analyst at BankRate.com, talks about what to expect from interest rates on everything from mortgages to savings accounts over the next 12 months. And in the Market Call, David Allen of the Octane All-Cap Value Energy ETF talks about finding under-the-radar issues in the energy sector.

Bob Doll, chief investment officer at Crossmark Global Investments, says that 2024 proved most pundits wrong, as they forecast years that were much more modest than the 25 percent that the stock market gained, with more economic struggles and more interest rate cuts from the Federal Reserve. His forecasts, however, proved mostly right, as he reviews 2024 in today's Big Interview. Speaking of a review of the year just finished, John Cole Scott of Closed-End Fund Advisors — the chairman of the Active Investment Company Alliance — looks back at the prognostications for the closed-end fund industry that he made a year ago and how the data now shows nearly all of them to have been correct. And as for prognostications, Adam Peck, co-founder of Riverwater Partners, makes a big one in the Market Call when he says that the cycles that have favored large-caps over small stocks are now long in the tooth, which is why he is expecting small-caps to outperform over the next 15 years. 

Part 2 of 2 Veteran portfolio manager and strategist Bob Doll reflects on what's changed and what still works in the rapidly changing markets of his forty-plus-year career. WEALTHTRACK #2119 broadcast on November 08, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Part 1 of 2 Veteran strategist and fund manager Bob Doll on investing in what he calls a “high-risk, momentum-driven bull market.” WEALTHTRACK #2118 broadcast on November 01, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Why do you suppose Jesus had so much to say about money and possessions?Our Lord and Savior knew that how we handle money can reveal our spiritual priorities. Every financial decision has a spiritual component, which can even be true of our investing. Bob Doll joins us today to answer, “Why should we strive for faith-based money management?”Bob Doll is the CEO and CIO of Crossmark Global Investments. He regularly contributes to Faith and Finance and other media outlets, such as Bloomberg TV, Fox Business, and CNBC. The Mission of Crossmark Global InvestmentsCrossmark Global Investments is one of the few faith-based money management companies dedicated to helping people align their investments with their faith and values. They are faith-based money managers helping people align their investments with their faith or values while still achieving good investment performance. The goal is not just financial gain but to ensure investments reflect biblical principles. Crossmark offers both screened and unscreened products to cater to diverse client needs, always seeking to provide risk-adjusted returns that align with Christian values.Types of Investment Solutions: Steward Funds and Separately Managed AccountsCrossmark's investment solutions fall into two main categories: Steward Funds and Separately Managed Accounts (SMAs). Steward Funds are mutual funds designed to reflect biblical values by screening out companies whose business practices conflict with Christian principles. Crossmark currently offers nine such funds, covering a wide range of stocks and bonds.Separately Managed Accounts allow for even more customization. Investors can exclude specific industries or companies that conflict with their personal convictions or include sectors they wish to support. Crossmark also offers unscreened investments for those who prefer to focus solely on financial performance. These flexible solutions allow investors to have a truly personalized faith-based portfolio.What Is Faith-Based Investing?Faith-based investing (FBI), or biblically responsible investing (BRI), integrates Christian values into financial decision-making. Investing is just one part of life, but all aspects of life should be aligned with God's Word. It's a matter of holiness and becoming more Christlike.This isn't just about avoiding “bad” investments (like companies involved in industries that don't align with biblical values). It's also about positively investing in companies that act responsibly toward employees, communities, and the environment.It also encourages us to think about the moral implications of our investments. How we earn, spend, and invest money reflects our hearts and faith. Aligning investments with Christian values is a practical way to live out our faith. By doing this, investors can be good stewards of God's gifts and honor Him in their financial decisions.Dispelling the Myth: Do Faith-Based Investments Sacrifice Performance?One common misconception is that faith-based investing requires sacrificing financial returns. Studies from institutions like Wharton, Oxford, and Biola University have shown that faith-based portfolios can perform just as well as secular ones. Crossmark's portfolio managers are measured against the same benchmarks as other investors, ensuring that faith-based investments can provide competitive returns.It is essential to work with someone who understands the importance of aligning financial decisions with your faith. Kingdom-minded financial advisors, like those certified by the Certified Kingdom Advisor (CKA) program, specialize in helping Christians invest in ways that reflect biblical values.Aligning Your Investments with God's WordCrossmark Global Investments offers a range of solutions, from mutual funds to customized accounts, that allow individuals to invest in a way that reflects their faith.As Christians, we must view money as a resource entrusted to us by God. By aligning our investments with His Word, we can ensure that our financial decisions honor God and serve others. We don't have to choose between financial success and faithfulness—we can have both.To learn more about Crossmark Global Investments or faith-based investing, visit CrossmarkGlobal.com and explore the resources available to help you align your values with your financial goals.On Today's Program, Rob Answers Listener Questions:I have a small inheritance of $40,000 coming soon, and I'd either like to invest that into a rental property, like a three-bedroom residential home, or maybe just drop it into a mutual fund. I found that the FXALX fund with Fidelity has a really low expense ratio and is highly rated. I'm trying to get the best return on my investment.I just turned 66 and plan to file for Social Security in 6 months. I have a good income of $100,000 per year but no pension. I would like to be debt-free in retirement. Would it be a good idea to use my Social Security benefits over the next couple of years to pay off my mortgages on my rental property and primary home?Resources Mentioned:Crossmark Global InvestmentsLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Every financial decision has a spiritual component, which can even be true of our investing strategies. So, how can we get our investments in line with our values? On today's Faith & Finance Live, Bob Doll will join host Rob West to answer the question, “Why should we strive for faith-based money management?” Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here. To support the ministry of FaithFi, click here. To learn more about Rob West, click here. To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

Bob Doll, chief investment officer at Crossmark Global Investments, says that stock market valuations are extended to the point where "things need to be nearly perfect to justify those valuation levels." He is finding much better valuations internationally, noting that "Non-U.S. equity markets are cheap relative to the U.S. by an amount we have never seen before," which is why he is suggesting investors start nibbling and dollar-cost averaging into foreign markets now. Doll also reviews his annual list of 10 forecasts for the calendar year and sizes up where his forecasts stand after the mid-year point of the 2024. Doll says the economy is slowing and he expects that to show up in a market downturn before year's end. Michael Urich, chief economist at Seventh Point Analytic Consulting, discusses the latest Business Conditions Survey from the National Association for Business Economics -- released today -- which shows that a record number of respondents reported that their firms had raised prices in the last three months, but fewer respondents reported higher sales and profits, a dichotomy that suggests there might be some economic trouble ahead. Plus, Kyle Guske, analyst at New Constructs, puts a mutual fund in the Danger Zone.

Knowing where and how to give to God's Kingdom can be a challenge for any one person…but all the more so if you're married.It's beautiful when couples agree on how to manage their money—how much to spend and save…but finding agreement on giving is just as important. Today, Bob shares what he and his wife, Leslie, learned about it.Bob Doll is the CEO and CIO of Crossmark Global Investments. He regularly contributes to Faith and Finance and other media outlets, such as Bloomberg TV, Fox Business, and CNBC. The Foundation of GivingFinancial disagreements are common in marriages, and the Bible provides wisdom on handling money in over 120 passages. This connection between our spiritual lives and finances is crucial—God wants us to integrate our faith with our financial decisions (Matthew 6:25, 33).Five Core Premises for GivingIn their home, Bob and Leslie follow five guiding principles:God Owns It All: The question isn't how much to give but how much to keep.We're Temporary Residents: We're on earth briefly and in heaven eternally.Send It Ahead: You can't take wealth with you but can invest in eternal treasures (Matthew 6:19-21).Increase Your Standard of Giving, Not Living: As Randy Alcorn puts it, “God prospers us by raising our standard of giving.”Give While Alive: They prefer to give their money away during their lifetime.Navigating Differences in Giving PreferencesBob and Leslie have different giving styles—Leslie prefers focusing on a few causes, while Bob prefers to give broadly. They've learned to compromise and respect each other's preferences. Each initiates about 20% of their giving individually in their system, while they jointly decide on the remaining 60%.Structuring Their GivingTheir giving strategy involves a pyramid approach:Top Tier: Large gifts to a few organizations they're deeply involved with and trust.Middle Tier: Causes they know well but are less involved in.Bottom Tier: Smaller donations to various ministries or individuals.A Practical Process for Giving DecisionsHere's the process Bob and Leslie follow:Pray Together: Remember that it's God's money, and aim to be a faithful steward.Respect Each Other: Listen to each other's voices and be open to the Spirit's guidance.Be Strategic: Research potential opportunities and be mindful of red flags.Engage Personally: Get involved with some of your giving to maintain the joy and avoid feeling like a checkbook.Allow Flexibility: Be open to new ideas and understand that some giving may be seasonal.Learn from Mistakes: Don't dwell on mistakes; learn from them and strive to be faithful.Key Truths to RememberBob concludes by reminding us of three critical truths:Time is ShortThe Need is GreatThe Cost is HighInvesting in God's Kingdom yields eternal returns, far surpassing any earthly investment. As believers, we're called to do “above and beyond” for the honor and glory of God's name, our good, and the benefit of others.For more detailed guidance, see their article, “How to Plan Your Giving as a Married Couple.” On Today's Program, Rob Answers Listener Questions:Both my parents are in their 80s. And my mom didn't work a lot. She stayed home with us. And then my dad worked, you know, work the job for a long time. And someone told her that if something happened to him, she could not draw his social security and that she wouldn't be able to draw his pension. So I didn't know if there was something that they could do about the retirement so she could pull it since he had worked all those years and made that money. Could you give me advice on any of this?I'm updating my will now that I live in Texas. Is it God's will for me to give my children a percentage of the funds that the Lord has gathered for me rather than splitting it three ways for them? I would like to give it to two to three nonprofit organizations I support now.Resources Mentioned:How to Plan Your Giving as a Married Couple (Article by Bob and Leslie Doll)Splitting Heirs: Giving Your Money and Things to Your Children Without Ruining Their Lives by Ron Blue with Jeremy WhiteSSA.gov/applyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Knowing where and how to give to God's Kingdom can be a challenge for any individual. But that's even more true for married couples. On today's Faith & Finance Live, host Rob West will welcome Bob Doll to explain that agreeing with your spouse specifically about giving is just as important as agreeing with them about the rest of your finances. Then Rob will answer calls on various financial topics. See omnystudio.com/listener for privacy information.

Can your 9-to-5 job become a powerful platform for mission?   In this episode, we interview Bob Doll, the President, CEO, and CIO of Crossmark Global Investments, Inc. We delve into the concept of viewing the workplace as a mission field. Bob shares his personal journey, insights from influential books, and practical examples of living out faith in everyday work.   Discover how to: Integrate your Christian values with professional excellence. Navigate challenges at the workplace. Mentor others in the workplace. Make a significant impact in your church and non-profits.   Bob's experience and wisdom in the workplace provide a roadmap for making a meaningful impact through your career. After listening, subscribe to our podcast for more inspiring conversations, leave a review to share your thoughts, and visit our website for additional resources and updates.   Links & Resources: Bob Doll's recommended books:Your Work Matters to God by Doug Sherman and William Hendricks Every Good Endeavour by Tim Keller Don't Waste Your Life by John Piper God at Work by David Miller Half Time: Moving from Success to Significance by Bob Buford Lausanne Movement: www.lausanne.org Tim Keller's Sermons: Gospel in Life John Piper's Resources: Desiring God   Guest Bio: Bob Doll is the President, CEO, and CIO of Crossmark Global Investments, Inc.  He joined Crossmark in May 2021 as chief investment officer (CIO), bringing over 40 years of industry experience to guide the investment process and serve as portfolio manager for multiple Crossmark large-cap strategies. He also utilizes his investment expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as Bloomberg TV, Fox Business News, CNBC, and Faith & Finance Live Radio. Prior to arriving at Crossmark, he held the roles of senior portfolio manager and chief equity strategist at Nuveen (2012–2021) and Blackrock (2006–2012), president and chief investment officer at Merrill Lynch Investment Managers (1999–2006), and chief investment officer at Oppenheimer Funds, Inc. (1987–1999). Bob graduated from Lehigh University with a BS in accounting and a BA in economics. He later went on to earn an MBA from the Wharton School of the University of Pennsylvania. He is a certified public accountant (CPA) and holds the Chartered Financial Analyst (CFA®) designation, as well as the FINRA Series 7 and 63 securities licenses. Bob dedicates his time as choir director at his local church and also serves on a number of boards including the Alliance of Confessing Evangelicals, Cairn University, Christianity Today, Gordon Conwell Theological Seminary, Kingdom Advisors, the Lausanne Movement, Movement.org, New Canaan Society, and Word of Life Fellowship. Bob and his wife Leslie currently reside in Princeton, New Jersey, and have three children and one grandchild. We'd love your feedback to help us to improve this podcast. Thank you!

Crossmark CIO talks 2024 forecasts for recession, monetary policy and earnings growth.

In this edition of Marks on the Markets, Richard and John are joined by Bob Doll, the newly appointed President and CEO of Crossmark and a staple in the Faith Driven Investing movement. Each year, Bob outlines 10 market predictions for the coming months, and in this episode, he shares what he sees happening in 2024, how his predictions are looking after the first quarter, and how the election might affect the markets.

In this episode of Integrate: Faith & Innovate, our guest host, Bob Doll, talks with Barry Rowan, author of "The Spiritual Art of Business.” They discuss Barry's journey of surrendering his life to Christ, which led to profound spiritual growth and insights into the intersection of faith and work. Through experiences of crisis, surrender, and compassion, Barry shares valuable lessons on leadership, mentoring, and the importance of the journey in personal and professional development. Tune in now to be encouraged and challenged!Barry Rowan has a broad-based executive background and a strong track record of transforming companies from a range of C-Suite roles, primarily in the technology and communications space. For more information on our guest and his latest book, please check out the following links:barrylrowan.comThe Spiritual Art of Business #SpiritualArtofBusiness #BarryRowan #FaithAndFinance #faithandwork #CFI #CFIIntegrate

Talk Money with Jim ShoemakerJoin Jim Shoemaker, Bob Doll, and Scott Jordan as they evaluate “Predictions for 2024” and “Investment Principles”. Rob Clement will give ways to “Identify Senior Abuse.”                                          "Helping You Make the Most of Your MoneyJim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138

Welcome Back to the Porch! On this Episode, Bob Doll of the Caffeinated Cryptid Podcast joins Terry on the porch. Conversation goes all over the place. Hope you enjoy it. Bob Doll can be found at bobbydizzle.com.Find Porch Matters on Facebook at facebook.com/porchmatterspodcastFind Porch Matters on Instagram @porchmatterspodcastFind Porch Matters on Twitter @porchmatterspod. 

REFLECTION ON LAST YEAR'S PREDICTIONSBob Doll reflects on his previous year's predictions, noting that while they achieved a 50% accuracy rate, it fell short of their usual 72% mark. The unexpected strength in the economy and labor market, combined with a decrease in inflation, led to deviations from their projections.The economy was stronger than expected, preventing the anticipated recession.Inflation continued to decrease but did not reach the central bank's target of 2%.Stock market valuations increased, particularly for a small group of high-performing stocks. OUTLOOK ON THE US ECONOMY FOR THE UPCOMING YEARBob predicts a mild recession for the upcoming year, citing residual issues from Federal Reserve tightening and an inverted yield curve. He expresses skepticism about the current optimistic outlook for a soft landing in the economy.A mild recession is anticipated due to ongoing economic tightening and yield curve inversion.The labor market remains strong, posing challenges for reducing inflation.A shift from almost unanimous recession expectations to widespread soft landing predictions is observed.10 PREDICTIONS FOR 2024:Bob explains that the ideal 'Goldilocks' scenario of perfect economic balance is unlikely. The predictions for 2024 involve trade-offs between strong earnings growth and low inflation, which are mutually exclusive under current economic conditions. 1. The U.S. economy experiences a mild recession as the unemployment rate rises above 4.5%. 2. The 2-3% inflation ceiling of the 2010s becomes the 2-3% inflation floor of the 2020s. 3. The Fed cuts rates fewer than the six times suggested by the Fed funds futures curve4. Credit spreads widen as interest rates decline.5. Earnings growth falls short of the double-digit percentage consensus expectation.6. Stocks record a new all-time high early in the year, but then experience a fade.7. Energy, Financials and Consumer Staples outperform Utilities, Healthcare and Real Estate.8. Faith-based share of industry AUM rises for the eighth year in a row.9. Geopolitical crosscurrents multiply but have little impact on markets.10. The White House, Senate and House all switch parties in November.  THE ONLY THING CERTAIN IS UNCERTAINTYThe main focal point for 2024 is likely to be whether investors enjoy further significant progress on inflation, decent economic growth and double-digit earnings growth. We're skeptical. Either 1) we get a noticeable slowdown/recession and earnings fall short, or 2) double-digit earnings growth materializes, probably requiring stronger economic growth, less progress (if any) on inflation and a Fed that is boxed in. The long-predicted recession will likely materialize in 2024, although it most likely will be brief and shallow. Also, after the largest growth in the money supply since WWII (due to COVID), we're now experiencing the biggest decline since the 1930s. Can a productivity boom rescue the U.S. via AI, automation and robotics? Only time will tell. We expect the 2023 momentum and Fed cut euphoria to fade early in the new year, resulting in lackluster earnings growth and downside risk to equities as 2024 unfolds. At some point, the political dysfunction in Washington, D.C., and record non-recession, non-war deficits will pile up even as interest expense takes an even larger share of  ON TODAY'S PROGRAM, ROB ANSWERS LISTENER QUESTIONS:I purchased a $10,000 I bond back in October 2022 with high rates; should I keep it for a few years and continue investing in it or consider liquidating it?As a truck driver, I spend a lot of time on the road and I'm considering selling my mobile home, which is on rented property, to invest in a piece of land or another home.My wife and I each have an IRA worth about $200,000, and with potential tax rate changes in 2026 and our increasing income due to delayed Social Security benefits, should we consider converting our IRAs to Roths? Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network as well as American Family Radio. Visit our website at FaithFi.comwhere you can join the FaithFi Community, and give as we expand our outreach.   Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Only God knows the future, but some folks are pretty good at making educated guesses—and one of those prognosticators is investment industry veteran, Bob Doll. On today's Faith & Finance Live, Bob will join host Rob West to share his list of things he expects to happen in 2024. Then Rob will tackle your financial questions. See omnystudio.com/listener for privacy information.

Bob Doll, chief investment officer at Crossmark Global Investments, returns with his annual  forecasts for the stock market, the economy, the financial industry and more in the year ahead. He notes that the consensus for 2024 is a soft landing, but he thinks the lagged impact of everything that cause recessions -- massively higher interest rates, retail inventory levels rising, savings rates coming down and more -- will finally lead to a mild recession in the middle of this year. Doll also thinks that stocks could finish the year in the red. Also on the show, Tom Lydon of Vettafi turns to an actively managed short-term bond fund for his ETF of the Week, and Mike Bailey, director of research at FBB Capital Partners, talks "beat and raise investing" in the Market Call.

On this episode of Paranormal Odyssey Tiffany sits down with Bob Doll of The Caffeinated Cryptid Podcast. Wayne missed this episode of Paranormal Odyssey Live due to an unexpected Christmas gift from his brother Jonathan. They, along with their dad (Big Wayne) attended a University of Tennessee basketball game. Tiff flew solo on this one and knocked it out of the park! Hope you all enjoy! If you've had an encounter with the weird and would like to share it on an episode of PO, shoot me an email to wayne@paranormalworldproductions.com #Bigfoot, #Sasquatch, #Haunted, #Haunting, #Cryptid, #Podcast, #Unknown, #Scary, #Spooky, #Creepy, #Scared, #Ghost, #Demon, #Dogman, #Weird, #Yeti, #Wildman, #Woods, #Forest. Paranormal World Productions-Paranormal World Productionshttps://youtube.com/@Paranormalodysseyhttps://www.tiktok.com/@paranormalodyssey?_t=8YvNYM8zfmI&_r=1https://instagram.com/paranormalodyssey?igshid=YmMyMTA2M2Y=This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/5016307/advertisement

Veteran Wall Street observer Bob Doll, chief investment officer at Crossmark Global Investments, has been making 10 forecasts for the New Year for decades, but 2023 was one of the most difficult times he has ever had reading the tea leaves for the market and economy. He explains why as he looks back at his forecasts from a year ago and reviews what he got right and wrong and how conditions have changed; he will return to the show next week with his forecasts and predictions for 2024. Meanwhile, John Cole Scott, president of Closed-End Fund Advisors, is looking forward, doing his annual forecast for the year ahead in closed-end funds, highlighted by his expectation that closed-end funds to outperform the general equity markets,In the Market Call, Raymond Bridges of the Bridges Capital Tactical ETF talks about being "aggressively cautious" in today's market conditions.

Major averages notched their fourth consecutive positive session as investors await tomorrow's Fed decision on rates. Truist's Keith Lerner and Crossmark's Bob Doll break down the market action. Former Army Secretary Eric Fanning on the outlook for defense as Congress wrestles with the budget. Meritage Homes CEO Phillippe Lord on rates impact on the housing market and the company's strong performance. Netflix released a new engagement report showing some of its top shows and how long users are streaming; Wedbush's Alicia Reese on the key takeaways for investors. 

For many, faith provides a moral compass, guiding decisions and actions in both personal and professional matters. This compass extends its influence into the world of investing, giving rise to faith-based investing. This approach allows individuals to merge their faith with their financial portfolio, fostering a harmonious coexistence of monetary growth and ethical principles. In this episode, Rusty and Robyn talk with Bob Doll, Chief Investment Officer at Crossmark Global Investments. With over 40 years of experience in the investment management business, Bob has a deep understanding of managing large-cap U.S. equities. He is known for his expertise in faith-based investing and helping clients align their investments with their values. He also utilizes his investment expertise to provide weekly and quarterly investment commentaries and annual market predictions. Bob is a regular guest and contributor to multiple outlets such as Bloomberg TV, Fox Business News, CNBC, and Faith & Finance Live Radio. A legend in the financial services industry, Bob talks about faith-based investing, market predictions, and the current market outlook. Bob shares his insights on the impact of values in investing and how investors can align their investments with their personal beliefs. He also provides his outlook for the economy and the market, including his predictions for inflation, the Fed, and interest rates. Key Takeaways [02:33] - Bob's background and experience in investment management. [03:24] - What Crossmark Global Investments is all about. [04:54] - Aligning faith with financial decisions. [06:26] - The long-term viability of value-based investing. [07:21] - How people can learn more about faith-based investing. [08:17] - How Bob's top 10 predictions for 2023 turned out. [10:12] - Bob's thought process for creating the top 10 predictions.  [11:35] - Bob's current economic and market outlook. [13:13] - Possible projections for inflation and interest rates. [14:58] - Outlook on the “magnificent seven” companies. [18:34] - Portfolio allocation between high-yield bonds and fixed income. [22:11] - The impact of geopolitics on investment. [25:15] - How Bob maintains his physical and mental energy to perform at his best. [26:54] - How AI can impact the markets and financial advice. [28:11] - The people Bob is thankful for professionally. [29:56] - Bob's recommendations for content. Quotes [04:24] - "People spend a lot of time making sure that how they spend money lines up with who they are. But in between the investment piece, 'Oh, I'll leave that to somebody else.' And they end up owning investments they may not know a whole lot about." ~ Bob Doll [05:13] - "We do our best job to suggest what good values might be in terms of the companies we exclude and the companies we give. My faith as a Christian is there's a standard. It's called God's word, the Bible. We use that as our best attempt to figure out what should be included and what should get excluded." ~ Bob Doll [05:35] - "We sit down with our clients and say, 'What are your values? Let's define them. Get them on a piece of paper so we can try to manage money to fit those values.'" ~ Bob Doll Links  Bob Doll on LinkedIn Crossmark Global Investments The Sound of Music  The Economist Bernstein Private Wealth Management Bob Doll's Deliberations Connect with Us Meet Rusty Vanneman, Orion's Chief Investment Officer Check Out All of Orion's Podcasts Power Your Growth with Orion 2951-OPS-10/27/2023

Bob Doll, Crossmark Global Investments Chief Investment Officer, says margins will come under pressure going forward. Greg Daco, EY Chief Economist, discusses September's strong retail sales report. Meghan Graper, Barclays Global Debt Capital Markets Co-Head, says that more discipline is being applied to investment decisions. Sri Natarajan, Bloomberg News, says recent banks earnings reflect a 'transitional quarter.' Henrietta Treyz says Congress is eager to begin the voting process on aid for Israel.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance  See omnystudio.com/listener for privacy information.

Stocks powered higher to start the week despite rising yields. Crossmark Global's Bob Doll and Richard Bernstein Advisors CEO Richard Bernstein break down the market action ahead of a busy week of earnings. UWM CEO and Phoenix Suns owner Mat Ishbia talks housing market, mortgage rates and the business of pro sports. Sri-Kumar Global Strategist Komal Sri-Kumar on how to play fixed income. IMAX CEO Richard Gelfond talks Taylor Swift's box office dominance. BMO analyst Evan David Seigerman on the trade in vaccine stocks. Our Kate Rooney on the bounce in bitcoin today and Hugh Son previews what to expect from the big bank earnings this week.

Bob Doll, CFA, CIO of Crossmark Global Investments

The Nasdsaq powered more than 1% higher, led by a strong day from Tesla. Truist's Keith Lerner and Crossmark Global's Bob Doll break down the market action. Chamber of Commerce CEO Suzanne Clark on UAW and the regulatory regime. Bill CEO Rene Lecerte on the view from business owners. Northrop Grumman CEO Kathy Warden sits down for a rare interview with Morgan. Peak6 Co-Founder Jenny Just on fintech.

Bob Doll's annual predictions are a highlight during the turn from one year to the next. On this week's episode, Bob joins Jeff and Bruce for a solid conversation breaking down not only his 2021 predictions, but his own story and his Nostradamus batting average.

Newly minted CIO Bob Doll of Crossmark joins to discuss his move. Jeff and Bruce do an informal report card on Bob's 2021 predictions with him. Susan Schroeder of WilmerHale, the former head of enforcement at Finra, chats about her memories of interesting enforcement actions at Finra and the Finra/SEC relationship.

(8/16/23) The continuing saga of Rocky Racoon at the Roberts' house; Retail Sales are still strong; the Atlanta Fed's GDP forecast calls for 5% growth = Inflation is still present, so no rate cuts from the Fed: Markets sell off. Will the Fed raise its Inflation Target to 3%? Economic Data sees no Recession, and more rate hikes are possibility. Markets break the 50-DMA and need to recover by week's end. Market & Data report preview: Bob Doll's Five Questions answered by Lance & Danny. Bullishness vs Bearishness; Bonds & Interest Rates; will there be a soft landing or recession; is this a bank-buying opportunity? A new tune from a listener (thanks, Sean Smith!) Still looking for a market pullback; how to minimize downside risk. Longterm outlook & what to do with cash? Cutting Social Security: it's a demographics & math problem. We need population growth thru having more kids & merit-based immigration. Dealing with the gap between how we think we should be living vs how we ought to be living. SEG-1: Racoon Saga, Retail Sales, & New Fed Target? SEG-2: Eco Data Preview; Bob Doll's Five Questions SEG-3: Still Looking for a Market Pullback: How to Minimize Risk SEG-4: Cutting Social Security: Demographics & Math Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show, on our YouTube channel: https://www.youtube.com/watch?v=-cXKZz7QHTg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- The latest installment of our new feature, Before the Bell, "Markets Setting Up to Rally" is here: https://www.youtube.com/watch?v=Ei2UQVm7wt8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are Bonds a Better Choice Now?" https://www.youtube.com/watch?v=VBG76wVGnfg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Articles mentioned in this report: Government Bonds Or Stocks? Which Is A Better Choice Now? https://realinvestmentadvice.com/government-bonds-or-stocks-which-is-a-better-choice-now/ "The Market Is Detached From The Real Economy" https://realinvestmentadvice.com/the-market-is-detached-from-the-real-economy/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #RetailSales #FedTarget #Bonds #USTreasuries #FederalReserve #InterestRates #JacksonHole #EarningsSeason #Recession #FinancialCrisis #WealthInequality #Markets #Money #Investing

(8/16/23) The continuing saga of Rocky Racoon at the Roberts' house; Retail Sales are still strong; the Atlanta Fed's GDP forecast calls for 5% growth =  Inflation is still present, so no rate cuts from the Fed: Markets sell off. Will the Fed raise its Inflation Target to 3%? Economic Data sees no Recession, and more rate hikes are possibility. Markets break the 50-DMA and need to recover by week's end. Market & Data report preview: Bob Doll's Five Questions answered by Lance & Danny. Bullishness vs Bearishness; Bonds & Interest Rates; will there be a soft landing or recession; is this a bank-buying opportunity? A new tune from a listener (thanks, Sean Smith!) Still looking for a market pullback; how to minimize downside risk. Longterm outlook & what to do with cash? Cutting Social Security: it's a demographics & math problem. We need population growth thru having more kids & merit-based immigration. Dealing with the gap between how we think we should be living vs how we ought to be living. SEG-1: Racoon Saga, Retail Sales, & New Fed Target? SEG-2: Eco Data Preview; Bob Doll's Five Questions SEG-3: Still Looking for a Market Pullback: How to Minimize Risk SEG-4: Cutting Social Security: Demographics & Math   Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show,  on our YouTube channel:   -------- The latest installment of our new feature, Before the Bell, "Markets Setting Up to Rally" is here:  https://www.youtube.com/watch?v=Ei2UQVm7wt8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are Bonds a Better Choice Now?" https://www.youtube.com/watch?v=VBG76wVGnfg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Articles mentioned in this report: Government Bonds Or Stocks? Which Is A Better Choice Now? https://realinvestmentadvice.com/government-bonds-or-stocks-which-is-a-better-choice-now/ "The Market Is Detached From The Real Economy" https://realinvestmentadvice.com/the-market-is-detached-from-the-real-economy/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #RetailSales #FedTarget #Bonds #USTreasuries #FederalReserve #InterestRates #JacksonHole #EarningsSeason #Recession #FinancialCrisis #WealthInequality #Markets #Money #Investing

Veteran money manager Bob Doll, chief investment officer at Crossmark Global Investments, has gotten famous making 10 predictions every year, and he sits down to revisit what he was saying at the start of the year and how it has been turning out. Thus far, it has been a mixed bag, but Doll notes that the market has been more optimistic than anyone expected for 2023, and now that investors are feeling fat and happy, they are likely to live through a recession. Also on the show, Christian Mitchell discusses the latest details from the 2023 Planning and Progress Study from Northwestern Mutual, showing that 35 percent of Americans say they're close to or at their highest-ever level of personal debt, Mitchell Morrison, creator of the Eyeballs app, talks about whether consumers will trust artificial intelligence and services like ChatGPT to do their financial planning, and Kyle Guske, of New Constructs puts a popular brand-name stock in the Danger Zone, noting that it could easily shed $100 per share from current price levels.

Averages close near session lows and notch their second negative week in the past three. BD8 Capital Partners' Barbara Doran and Crossmark's Bob Doll break down the market action. Evercore's Mark Mahaney on the potential stock upside for Amazon with AI. Former Atlanta Fed President Dennis Lockhart on today's lighter-than-expected jobs report and looks ahead to next week's bank earnings. Plus, EQT Exeter CEO Ward Fitzgerald on opportunities in industrial real estate and closing its latest fund.

Major averages closed lower to end the week, marking two straight negative weeks for the Dow and S&P 500. Crossmark's Bob Doll and GenTrust's Mimi Duff break down the week of action and look ahead to next. Anduril Industries ranked #7 in this year's CNBC Disruptor 50; founder Palmer Luckey talks all things defense, including the role of AI in the industry. Our Julia Boorstin takes a look at the possible impact Twitter's new CEO will have on its ad revenue. Perrigo CEO Murray Kessler on the FDA advisory panel voting to recommend the company's OTC birth control. Plus, three key stocks picks for your portfolio from Bruderman & Co.'s James Bruderman.

Bob Doll is the Chief Investment Officer at Crossmark Global, where he oversees the firm's investment strategy and portfolio management. With over 40 years of experience in the financial industry, Bob is a well-respected authority on global markets, economies, and investment opportunities. He is known for his insightful analysis, clear communication style, and ability to navigate complex market conditions. Before joining Crossmark Global, Bob held senior positions at several prominent financial institutions, including BlackRock, Merrill Lynch, and Nuveen Investments. He is a frequent commentator on financial news networks and has authored several books on investing and market trends.   This week on the show Bob Doll emphasizes the significance of culture in the workplace and discusses his personal experiences of being a Christian in today's world, where he noticed a shift from being encouraged to being tolerated and then being shunned. He shares his principles of stewardship and giving, emphasizing that everything we have is a gift from God, and our responsibility is to steward it well. Bob also expresses his passion for helping families stay together and be oriented towards a relationship with themselves and God.    "People are drawn to people who are generous." - Bob Doll   "Leadership via servanthood is incredible." - Bob Doll   "If it were really my money, who cares what I do with it, but if it's God's money, now I have an awesome responsibility and privilege to steward it well." - Bob Doll   This Week on The Wow Factor: Bob discusses the importance of culture in the workplace Why Bob was fired from BlackRock for sharing his faith and how it ultimately led him to a new opportunity Bob shares his perspective on the changing attitude toward Christianity in society How Bob's faith has influenced his career and led him to work for a faith-based money management organization called Crossmark The importance of giving, understanding the principle of stewardship, and recognizing that all that we have is a gift from God Advice he received in his 20s to set a standard for giving rather than a standard of living, which has influenced his approach to money management throughout his career Why Bob is passionate about promoting strong family relationships and his concern about the wealth transfer that is currently taking place Why Bob values his role at Crossmark, and what kind of companies they invest clients' money in How prayer, fasting, and giving help believers stay connected to their faith Bob's conviction that it is crucial to keep faith at the center of one's life   Bob Doll's Word of Wisdom: To be a great leader, one should serve others, lead by example, and consistently communicate and repeat the goals to increase the chances of success.   Resources: The Treasure Principle: Unlocking the Secret of Joyful Giving by Randy Alcorn   Connect with Bob Doll:  Crossmark Global Website Bob Doll on LinkedIn    Connect with The WOW Factor: The WOW Factor Website Connect with Brad Formsma via email Brad Formsma on LinkedIn Brad Formsma on Instagram Brad Formsma on Facebook Brad Formsma on Twitter  

The Dow and S&P 500 notched their third straight positive session but the Nasdaq fell 0.5%. Crossmark Global's Bob Doll talks the market action and what moves he is making for his clients right now. Our Deirdre Bosa breaks news on new leadership at Lyft while Wedbush's Dan Ives joins for instant stock reaction. Mizuho Dan Dolev breaks down the ripples effects from the CFTC lawsuit against Binance for the crypto universe. Stifel'a Mark May talks the impact of SVB failure on tech M&A and IPOs. RingCentral's CEO discusses the company's new AI products. Plus, RBC's Scott Hanold on opportunities in energy, one of the worst-performing sectors YTD. And Jon Fortt eulogizes a tech legend who recently passed: Gordon Moore.  

Knowing where and how to give to God's Kingdom can be a challenge for any one person, but it's all the more so if you're married. It's a beautiful thing when couples agree on how to manage their money — how much to spend and save, but finding agreement on giving is just as important.  Today, Bob Doll shares with Rob West what he and his wife Leslie have learned. This is Faith and Finance - biblical wisdom for your financial decisions.Our guest Bob Doll is chief investment officer and portfolio manager at Crossmark Global Investments. He joins us weekly to talk about the economy and investing, but he's going to talk about investing in God's Kingdom. You and Leslie wrote an article for the Gospel Coalition titled, “How to Plan Your Giving as a Married Couple.”  I know the two of you have a lot of practical experience in making your giving decisions as a couple, of course based on God's Word, wouldn't you agree?God has instructed us along the way and we've learned by doing and making mistakes.Would you unpack the keys of what you've learned?This is not our money. It is God's money. It's not how much we're going to give - it's how much we're going to keep, and give the rest away. We recognize we're on this planet for a nanosecond and we're in Eternity for eternity and therefore focusing on the long term and God's plan is so much easier.We've also learned the older we get, we can't take it with us. That encourages us to give away as well.I love all of what Randy Alcorn has written on the subject - one that sticks with me is God prospers us to raise not our standard of living but our standard of giving.How does that foundation inform the actual giving decisions you make?It makes us more generous - not to wait to start giving. This is an ongoing process. Early on, this was a source of a lot of disagreement.For instance, Leslie's propensity is to focus on a few organizations that we know intimately. And Bob has hardly ever met a cause he didn't want to give to. Leslie prefers to give to one-time projects; Bob prefers to be a source of annual giving for organizations.Over time, each of us has learned to compromise. For example, we each initiate about 20 percent of our giving individually, and we jointly decide on the remaining 60 percent.Many folks will wait to do their giving at death while you have prioritized giving while you're alive, correct?Give it away while you know where it's going. We'd like for our last check to bounce. The joy of giving is much more powerful than when you're six feet under. And causes need the money now.How can a married couple give with unity?Early on we tried to agree on everything and it took forever and created disagreement. We educate each other on the 20% we give individually.What's your strategy to decide where to give?We give to more than a hundred causes. At least 90 percent of our giving is to faith-based organizations. We try to find a balance between evangelism and discipleship, between feeding the poor in spirit and the poor physically. We try to spread this out geographically, although the vast majority goes to the U.S. and the Middle East.Our giving can be put in a pyramid. A few we know the most are who we give the most to.Next are those causes where we're less involved but still know and trust the work, and so on, with the last tier being a list of ministries or individuals where our support is smallest.How does prayer fit into the process?We've learned over time to start earlier in the year, pray about it and think about it individually and together.We try to dig into the organizations we're giving to. Review their  websites, 990s, etc. and that helps to inform us.You try to be Kingdom-strategic with your giving, don't you?God gave us a brain and a responsibility. This is God's money. We all fall in love with stories but, like when I analyze companies, you have to consider what is God calling us to?How important is getting engaged in some of the ministries you're giving to?Very important. Get engaged with some of your giving so you don't end up feeling like a checkbook.If you can, take advantage of opportunities to serve with the organization or travel to see the work in action. Leslie is in Syria right now helping with earthquake relief.Is serving on boards of directors something you would consider?Absolutely. When you're on a board you see the thick and the thin, and hopefully you're helping it at the same time.What about those who aren't aligned with their spouse?Sit down, talk about it and pray about it.Remember, it's not your money. Time is short, the need is great, and in many cases the cost is high. Decide how much you're going to give away and let it grow over time.Next, Rob answers these questions at 800-525-7000 or via email at askrob@FaithFi.com:Is paying for extended warranties on appliances a good idea?What can you do to help your grandkids get started with savings?Can a 529 plan be used to fund K-12 private school costs?Is it a good idea to draw on some of your $145,000 in home equity and put it into a online savings account?Be sure to check out the rest of FaithFi.com to access our books and our many free helpful resources. You can also find us on Facebook Faith and Finance (Live) and join the conversation. Thanks for your prayerful and financial support that helps keep Faith and Finance (Live) on the air. And if you'd like to help, just click the Give button. 

Knowing where and how to give to God's Kingdom can be a challenge for any one person, but it's all the more so if you're married. It's a beautiful thing when couples agree on how to manage their money — how much to spend and save, but finding agreement on giving is just as important.  Today, Bob Doll shares with Rob West what he and his wife Leslie have learned. This is Faith and Finance - biblical wisdom for your financial decisions.Our guest Bob Doll is chief investment officer and portfolio manager at Crossmark Global Investments. He joins us weekly to talk about the economy and investing, but today he's going to talk about investing in God's Kingdom. You and Leslie wrote an article for the Gospel Coalition titled, “How to Plan Your Giving as a Married Couple.”  I know the two of you have a lot of practical experience in making your giving decisions as a couple, of course based on God's Word, wouldn't you agree?God has instructed us along the way and we've learned by doing and making mistakes.Would you unpack the keys of what you've learned?This is not our money. It is God's money. It's not how much we're going to give - it's how much we're going to keep, and give the rest away. We recognize we're on this planet for a nanosecond and we're in Eternity for eternity and therefore focusing on the long term and God's plan is so much easier.We've also learned the older we get, we can't take it with us. That encourages us to give away as well.I love all of what Randy Alcorn has written on the subject - one that sticks with me is God prospers us to raise not our standard of living but our standard of giving.How does that foundation inform the actual giving decisions you make?It makes us more generous - not to wait to start giving. This is an ongoing process. Early on, this was a source of a lot of disagreement.For instance, Leslie's propensity is to focus on a few organizations that we know intimately. And Bob has hardly ever met a cause he didn't want to give to. Leslie prefers to give to one-time projects; Bob prefers to be a source of annual giving for organizations.Over time, each of us has learned to compromise. For example, we each initiate about 20 percent of our giving individually, and we jointly decide on the remaining 60 percent.Many folks will wait to do their giving at death while you have prioritized giving while you're alive, correct?Give it away while you know where it's going. We'd like for our last check to bounce. The joy of giving is much more powerful than when you're six feet under. And causes need the money now.How can a married couple give with unity?Early on we tried to agree on everything and it took forever and created disagreement. We educate each other on the 20% we give individually.What's your strategy to decide where to give?We give to more than a hundred causes. At least 90 percent of our giving is to faith-based organizations. We try to find a balance between evangelism and discipleship, between feeding the poor in spirit and the poor physically. We try to spread this out geographically, although the vast majority goes to the U.S. and the Middle East.Our giving can be put in a pyramid. A few we know the most are who we give the most to.Next are those causes where we're less involved but still know and trust the work, and so on, with the last tier being a list of ministries or individuals where our support is smallest.How does prayer fit into the process?We've learned over time to start earlier in the year, pray about it and think about it individually and together.We try to dig into the organizations we're giving to. Review their  websites, 990s, etc. and that helps to inform us.You try to be Kingdom-strategic with your giving, don't you?God gave us a brain and a responsibility. This is God's money. We all fall in love with stories but, like when I analyze companies, you have to consider what is God calling us to?How important is getting engaged in some of the ministries you're giving to?Very important. Get engaged with some of your giving so you don't end up feeling like a checkbook.If you can, take advantage of opportunities to serve with the organization or travel to see the work in action. Leslie is in Syria right now helping with earthquake relief.Is serving on boards of directors something you would consider?Absolutely. When you're on a board you see the thick and the thin, and hopefully you're helping it at the same time.What about those who aren't aligned with their spouse? Sit down, talk about it and pray about it.Remember, it's not your money. Time is short, the need is great, and in many cases the cost is high. Decide how much you're going to give away and let it grow over time.Next, Rob answers these questions at 800-525-7000 or via email at askrob@FaithFi.com:Is paying for extended warranties on appliances a good idea?What can you do to help your grandkids get started with savings? Can a 529 plan be used to fund K-12 private school costs?Is it a good idea to draw on some of your $145,000 in home equity and put it into a online savings account?Be sure to check out the rest of FaithFi.com to access our books and our many free helpful resources. You can also find us on Facebook Faith and Finance (Live) and join the conversation. Thanks for your prayerful and financial support that helps keep Faith and Finance (Live) on the air. And if you'd like to help, just click the Give button.