With the tech stocks reporting their earnings this week, we are watching the market jitter. Host John and Giuseppe tell us how Government Influence is affecting the Stock Market and Small Cap companies. The Wise Money Guys.
Benefiting From Lofty Markets
The Markets are up, but Tech and the Nasdaq were down. Plus, Washington is pulling the strings. Now is the time to watch the news and make smart decisions. Hosts John and Giuseppe say that starts with asset allocation, education, and the right advisors. The Wise Money Guys.
Our Road Map for Your Plan of Attack in Retirement
Inflation numbers are out, the Fed is talking about cutting rates twice in the next 6 months, and the market is hitting record highs. Host John and Giuseppe give us the latest news and more on Mutual Funds, the S&P records, avoiding emotional mistakes to your portfolio. The Wise Money Guys.
Avoid These Epic Mistakes From Market Greed
Balance, Balance, Rebalance. That's what we preach in times of wavering news that can affect your portfolio. We are in these times. Hosts John and Guiseppe do that through diligent interest rates. This episode we also hit on the best options for your 529 Plan, and these tips to be financially savvy in 2024. The Wise Money Guys
Rebalance The News
When the news has the potential to affect your portfolio we need to look at your options to rebalance. And after the most recent Presidential debate, hosts John and Giuseppe are doing just that. Plus, GIFT U - Gas, Insurance, Food, Tax, and Utilities, and Alternative Strategies to save for retirement. The Wise Money Guys.
Like The Days Before Y2K
Those were the days. And now they are coming back to us again; 1999. Hosts John and Guiseppe see a need for market diversification. Lets do that together. Plus, a 60 / 40 blend, Risk vs Return, and Golden Nuggets. The Wise Money Guys.
The Bigger Social Security Question
The social security question is coming up. How will it support you in retirement? Hosts John and Giuseppe have the latest on how Social Security can work supplement your golden years. Plus, AI and the economy, the importance of a balanced portfolio, and fixed income is good. The Wise Money Guys.
Truly Independent Risk-Adverse Money Management
We know that some of the brokers out there are beholden to their underwriters. Not One Source Wealth Management. Host John and Giuseppe share thier philosophy on independent wealth strategies. Plus, new Inflation Data has been released, future Tax changes, and the influence of the US Housing Market. The Wise Money Guys.
Investing at the Speed of Data & Information
From statistics to charts, numbers, graphics, and even AI, information comes at us quickly. Hosts John and Giuseppe help you navigate the crush of data to thrive in retirement. Let's talk more about it now. Plus, Canada's coming storm, the Trump tax cuts expiring, and the possibility of a new recession. The Wise Money Guys.
Structured Investments For A Balanced Portfolio
Both Bonds and Stocks give us the best opportunity for a solid investment footing. This week hosts John and Giuseppe share how debt security and a growth asset together makes a healthy account. Plus, The Fed's influence on the economy, the A.I. Revolution, and the latest on our upcoming Workshop. The Wise Money Guys.