November 28, 2022
Markets, Elections and China
China Lockdowns Over the weekend, following the data on Black Friday and holiday shopping, we received news regarding major China protests, across the country, against Covid lockdowns and poor...
Insights
November 21, 2022
Carving Up Inflation
Consumer Credit As we head into the Thanksgiving holiday, we're also getting closer to the big spending day with Black Friday, and there are a lot of different thoughts...
November 14, 2022
The Impact of the Elections?
Consumer Spending and Corporate Profits While the market will have to wait a few more weeks to get clarity on what the makeup of Congress will look like, we...
November 10, 2022
2023 Tax Planning
Recently the IRS released the changes they are making to tax brackets, standard deductions, IRA contribution limits, and more. Watch or listen to this week’s educational episode to hear Mark...
November 7, 2022
Charting the Course
Fundamentals vs. Technicals On a chart from our research partners at Strategas shown in this episode, you will see the S&P 500 and what it looked like in the...
November 3, 2022
Higher Rates and Your Money
For the sixth time this year, the Federal Reserve has announced that they are raising interest rates in an attempt to fight inflation. In this episode, Bobby Norman talks about...
October 31, 2022
Trends
Inflation The recent inflation data has been negative, and individuals are feeling the pinch at the pump and the grocery store. Inflation has risen at a fairly fast pace, historically....
October 27, 2022
Social Security Cost of Living Adjustments
In this week’s educational episode, Trey Booth goes over the recent cost of living adjustment announced by the Social Security Administration and explains how it impacts individuals planning for retirement....
October 24, 2022
The McRib and Markets
History of The McRib We have plenty of charts to show today, but perhaps the most interesting chart of the day is about the McRib making a comeback. It has...
October 20, 2022
Inherited IRA Rule Changes
Listen to this week’s educational episode to hear Jason Hatley go over the recent RMD rule changes that the IRS has announced for inherited IRAs. Jason Hatley, CFP®, CPA,...