#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 7. Inflation on the Rise

Episode 7. Inflation on the Rise

The Producers Price Index indicated what most Americans already know, prices are going up and faster then most would like. Gas prices have spiked but that is probably a short-term result of supply di...

16 Mar 20225min

Episode 6. Buy Low Sell High

Episode 6. Buy Low Sell High

The stock market continues to fluctuate as investors worry about Ukraine, inflation, rising costs, and a myriad of other issues. In this Brief, we look back to history that provides insight on a winn...

9 Mar 20225min

Episode 5. Consumers and Support of US Economy

Episode 5. Consumers and Support of US Economy

In this Brief we unpack the recent Consumer Spending and Gross Domestic Product reports and what we can learn from them and more importantly what it may mean this year for the stock market and your ac...

2 Mar 20228min

Episode 4. This Too Shall Pass

Episode 4. This Too Shall Pass

23 Feb 20225min

Episode 3. Future of Inflation

Episode 3. Future of Inflation

The media is reporting inflation growth not seen since the 1980's. Is this the beginning of years of hyper-inflation or is there more to the story? Listen to the true details behind monitoring the r...

15 Feb 20228min

Episode 2. How Productive are We?

Episode 2. How Productive are We?

The US continues to recover from the 2020 pandemic and companies are resuming their productivity. How is productivity defined and why is it important for our investments? Read in this Brief about th...

9 Feb 20227min

Episode 1. Learning from the Media

Episode 1. Learning from the Media

Understand the media and you will have great insight on interpreting investor behavior. In this Brief, we evaluate recent articles, the possible 2022 media storyline, and potential future for the stoc...

9 Feb 20229min

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