#164 - Building and Preserving Wealth

#164 - Building and Preserving Wealth

U.S. equities rallied strongly from 2022 to early 2026, led by large caps, before Iran conflict fears triggered declines and unusual drops in precious metals. Markets turned volatile, with leadership shifting to smaller caps. The focus remains on risk management, timely reentry, and monitoring oil, rates, inflation, and geopolitical developments. Listen in this UPdate our portfolio management strategies for the past five years and our goal to capitalize on growth opportunities and minimize risks during the market downturns.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(167)

Episode 62. Merry Christmas and Happy New Year!

Episode 62. Merry Christmas and Happy New Year!

Thinking about Christmas may be a bit early for you, but not for retailers. Executives of all businesses that depend on consumer spending are deep in preparation for this holiday season. These execu...

2 Elo 202317min

Episode 61. The Disappearing 401K Plan

Episode 61. The Disappearing 401K Plan

President Biden signed the SECURE 2.0 on December 29, 2022 that has improved in many ways the ability to save for retirement. However, it is important to monitor tax laws as it concerns your retirem...

19 Heinä 202322min

Episode 60. Time is Everything, or Is it?

Episode 60. Time is Everything, or Is it?

The Federal Reserve has recently announced its 10th rate hike in an effort to curb inflation, leading analysts to predict a potential recession in 2023. It's important to remember that recessions are ...

4 Touko 202322min

Episode 59. LIVING

Episode 59. LIVING

In 2014 my wife gave me a gift certificate for an introductory flight. That 45-minute flight sparked a lifelong interest in flying that resulted in obtaining my pilot's license and aviation experienc...

27 Huhti 202320min

Episode 58. Is US in Recovery or Heading into a Recession?

Episode 58. Is US in Recovery or Heading into a Recession?

Are the fears and worries in 2022 of a recession in 2023 coming to fruition? In this Weekly Brief we review the challenges the Federal Reserve faced in 2020 and 2021 and why they needed to raise rate...

19 Huhti 202320min

Episode 57. Small Business Owners Still in Recovery Mode

Episode 57. Small Business Owners Still in Recovery Mode

Yesterday's National Federation of Independent Businesses (NFIB) survey on small businesses indicated many key aspects about the health of small businesses. As expected, hiring qualified employees and...

12 Huhti 202317min

Episode 56. Slowing and Growing

Episode 56. Slowing and Growing

Recent economic reports on labor and manufacturing are indicating a slowing but growing economy. In this Weekly Brief we review several reports that together paint a picture of a soft landing of a sus...

5 Huhti 202315min

Episode 55. Business Inventories Running Low

Episode 55. Business Inventories Running Low

Inventories are dropping for manufacturing and trade companies while rising for retail businesses. A mixed bag of information that may indicate that businesses are still growing while consumers are p...

30 Maalis 20238min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
rss-rahamania
ostan-asuntoja-podcast
hyva-paha-johtaminen
rahapuhetta
pomojen-suusta
rss-sami-miettinen-neuvottelija
rss-ammattipodcast
rss-lentopaivakirjat
inderespodi
yrittaja
rss-lahtijat
rss-bisneksen-pehmea-puoli
rss-sisalto-kuntoon
rss-yritys-ja-erehdys
rss-turvassa-tyopaikalla