#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.

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Episoder(167)

Episode 31. Longer Perspectives

Episode 31. Longer Perspectives

The saying is the stock market rises like a staircase and drops like an elevator. Listen in this Weekly Brief why we remain optimistic and propose patience over panic as your investment strategy.

7 Sep 20223min

Episode 30. The Children of Wall Street

Episode 30. The Children of Wall Street

Jerome Powell gave his speech last week and Wall Street is having a fit. Federal Reserve is not giving them what they want! Can the Federal Reserve successfully tame the inflation challenges of the ...

31 Aug 20229min

Episode 29. Reigning in Inflation

Episode 29. Reigning in Inflation

Is housing about to experience another crash like 2008? Listen in this Brief our analysis of last week's existing and new housing sales reports and projections for the residential market.

24 Aug 20227min

Episode 28. Done with Bonds

Episode 28. Done with Bonds

The stock market is in recovery, but the bond market is not. Why are stocks going up and bonds declining in value? Listen in this Weekly Brief as we unpack this divergence and reveal the long term r...

17 Aug 20225min

Episode 27. Jobs, Jobs, and More Jobs

Episode 27. Jobs, Jobs, and More Jobs

There are more jobs available in the US than in recent history. Last week the Bureau of Labor Statistics reported that over 528,000 new jobs were filled the previous year month and nearly 100% higher...

10 Aug 20229min

Episode 26. More Bad News That is Good

Episode 26. More Bad News That is Good

More bad economic news is music to the ears of the Federal Reserve. Listen in this Weekly Brief why this is good news not only for the Federal Reserve but investors as well.

3 Aug 202210min

Episode 25. The Market is not the Economy

Episode 25. The Market is not the Economy

Again the market proves that it looks to where the economy is going and not where its been. Last month there was record setting bad economic data while the SP500 had its best month of the year. Liste...

27 Jul 20224min

Episode 24. Bad News is Good

Episode 24. Bad News is Good

When is bad news good? (e.g. your distant uncle died and you have an inheritance) The National Association of Home Builders (NAHB) index dropped in July to the lowest level since 2020. Listen in t...

20 Jul 20226min

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