Not Just a Bill
This week on Investors’ Insights, we break down the newly passed legislation that’s making headlines, and the under-the-radar debt ceiling implications that could shake up liquidity and the markets. From hidden risks to…
Investors' Insights and Market Updates
Trying to navigate the financial markets can feel like deciphering a complex code without a key. Investors' Insights and Market Updates cuts through that noise, offering a grounded conversation about the forces shaping your portfolio. Each episode breaks down current economic trends and market movements into understandable segments, moving beyond headlines to explore their real-world implications for your money. You'll hear practical strategies focused on long-term wealth building, discussing everything from asset allocation to managing risk in volatile conditions. This isn't about get-rich-quick schemes; it's about cultivating the knowledge and discipline necessary for sustained financial growth. Tune in for a thoughtful, educational approach to investing that treats your financial future with the seriousness it deserves. This podcast serves as a regular check-in for anyone looking to refine their approach to personal finance and self-directed improvement.
Episodes
Market Strength in July?
From the Senate’s sweeping new tax bill to July’s historical market strength, this week’s vlog breaks down the key headlines worth watching. With rate cuts, housing shifts, and technical trends in play, now’s the time to…
Taxes, Oil, and Technicals
In this episode of Investors’ Insights, we break down the key forces shaping the markets: tax reform, oil prices, and technical signals. With the Senate’s new tax bill diverging sharply from the House version, we explore…
Mid-Year Outlook
In this episode, Adam Vansant and Sonja McGittigan break down smart, proactive strategies to get ahead of key year-end planning items like RMDs, IRA contributions, and more. They also highlight the importance of keeping…
Facts Not Emotions
This week on Investors’ Insights, we cut through the noise with facts, not emotions, on market reactions to geopolitical tensions, historical data, and the Fed’s latest moves. Tune in for timely insights on how these dev…
Behind The Curtain
In this episode, the Portfolio Team pulls back the curtain on market momentum, revealing why the data paints a more optimistic picture than the headlines suggest. Greg Powell and Bobby Norman break down key profit trends…
Selling a Business: External Options
In this episode of Educational Insights, Bobby Norman, CFP®, AIF®, CEPA®, and Robert Moody, CFP®, CEPA®, explore external exit strategies for business owners, including private equity, strategic buyers, open market sales…
Better Than Expected
In this week’s episode, The Portfolio Team reveals a surprising $225 billion stimulus flowing to small businesses and breaks down how strong earnings, and growing tariff uncertainty, are shaping the market outlook. Don’t…
Selling a Business: Internal Options
In this episode of Educational Insights, Bobby Norman, CFP®, AIF®, CEPA®, and Robert Moody, CFP®, CEPA®, dive into key internal exit options for business owners, from intergenerational transfers to selling to employees.…
Confidence Building?
In this episode, the Portfolio Team unpacks the $300 billion shift in U.S.-China trade talks, its impact on market momentum, and key updates on the new tax bill. Tune in for insights on whether this rally has staying pow…
