#164 - Building and Preserving Wealth

We added Nvidia (NVDA) to our Growth & Income and Growth model portfolios early last year. Since then, the stock price has soared. This year institutional investors continued to add NVDA to their po...

26 Jun 202410min

The US Census Bureau released last week the advance projection May report of the Index of Economic Activity (IDEA) that includes information how consumers changed their spending last month. Consumers...

20 Jun 202418min

In this podcast we identify that consumers are changing how they spend their money. It appears people are buying less fun stuff like vacations and home improvements and focusing more on boring stuff ...

12 Jun 202414min

The most recent economic tsunami was the 2020 pandemic that significantly disrupted all business and specifically manufacturing. Manufacturers were initially required to shut down operations and send...

4 Jun 202413min

Last week the Institute for Social Research (ISR) of the University of Michigan released their monthly report on consumer sentiment. For the May report, the mid-month results indicate a preliminary c...

29 Mai 202418min

The Federal Reserve raised the discount interest rate 11 times since March 2022. The last rate increase was in July 2023 as the CPI trended down from its peak and currently the CPI annualized rate fo...

22 Mai 202415min

Today the National Federation of Independent Business (NFIB) released their April report of the small business optimism index. The index ticked up to 89.7 from 88.5 reading in March which was ahead ...

15 Mai 202415min

Why do some investors build wealth consistently over time while many have little to show in growth after years of investing? In this Weekly Brief, we dive into the various practices and policies of i...

8 Mai 202419min