Episodes
The Money Wise guys kick off the newest episode with an update on the recent performance of major stock indices. The Dow Jones Industrial Average saw an increase of 436 points or 1.1%, the S&P 500 was up by 28 points or 0.5%, and the NASDAQ experienced a rise of 228 points or 1.4%. Year-to-date figures show the Dow up by 2.6%, the S&P 500 by 7.5%, and the NASDAQ by 7.6%. A significant portion of the early discussion focuses on Apple, highlighting its announcement of what might be the...
Published 05/04/24
In this week's episode of Money Wise, the Money Wise Guys discuss the recent performance of major stock indices, noting a mixed week with the Dow Jones Industrial Average remaining flat, while the S&P 500 and NASDAQ experienced significant corrections, dropping by 3% and 5.5% respectively. Year-to-date, the indices show modest gains, but the NASDAQ is notably close to zero growth for the year. The conversation highlights the sharp downturns, particularly in the NASDAQ, which had its worst...
Published 04/20/24
In this week's episode, the Money Wise guys discuss the recent downturns in major stock market indices, with the Dow Jones Industrial Average, S&P 500, and NASDAQ all experiencing declines. Despite these drops, the year-to-date figures remain slightly positive. The conversation then shifts to a technical analysis of the markets, noting that the S&P 500 was close to dropping below its fifty-day moving average but managed a slight recovery by the close of trading on Friday. The guys...
Published 04/13/24
As they kick off every Money Wise program, the show starts with a discussion of recent market performances, noting a downturn in the major indices over the past week, with the Dow Jones Industrial Average down by 2.3%, the S&P 500 by 1%, and the NASDAQ by 0.8%. Despite this, all year-to-date figures remain positive. A significant focus of the episode is on the impact of Federal Reserve officials' statements on market movements. Specifically, they discuss a comment made by Fed Governor...
Published 04/06/24
In this week’s episode of Money Wise, the Money Wise guys discuss the financial market's performance, highlighting weekly, monthly, and year-to-date figures. For the past week, the Dow Jones Industrial Average saw an increase of 0.8%, the S&P 500 grew by 0.4%, whereas the NASDAQ fell by 0.3%. Reflecting on March's performance, the Dow Jones experienced a 2.1% increase, the S&P 500 rose by 3.1%, and the NASDAQ was up by 1.8%. Year-to-date figures reveal the Dow up by 5.6%, the S&P...
Published 03/30/24
Jeff and Kyle are back in the studio and kick off this week’s episode of Money Wise by taking some time to get into the numbers of the markets this week before discussing how these current trends can influence your future retirement plans. This past week the Dow was up 2%, the S&P 500 was up 2.3%, and the NASDAQ was up 2.9%. For the YTD, the Dow was up 4.7%, the S&P 500 was up 9.7%, and the NASDAQ was up 9.4%. The Money Wise guys discuss the remarkable performance of the stock market,...
Published 03/23/24
It’s another information-packed episode with the Money Wise guys and they begin with a rapid-fire market recap for last week. The Dow was down 365 points, the S&P 500 was down 13.5 points, and the NASDAQ was down 1.2%. YTD the Dow is up 2.7%, the S&P 500 is up 7.4%, and the NASDAQ is up 7.2%. Although we’re seeing drops across the board, each market reached an all-time high throughout the week but Fridays seem to be hitting us especially hard this month. The Money Wise guys discuss...
Published 03/09/24
Balancing Risk and Reward, The 5% Rule of Investment & The ‘Are You Ready for Retirement’ Quiz
The Money Wise Guys are back and as always, they kick off with a deep dive into the latest trends in the stock market, as well as their take on current headlines and the 5% Rule of Investment that they urge listeners to follow. Their discussion begins with an overview of recent fluctuations, focusing on significant movements in major indices such as the S&P 500 and Dow Jones Industrial...
Published 03/03/24
Fed-Speak, PCE Price Index Data & Annualized Returns
The Money Wise guys are back in the studio and this week’s topics include the PCE Price Index, confusing Fed-speak and so much more. The guys kick things off with a look at last week’s numbers from Wall Street. The Dow was up 1.3%, the S&P 500 was up 1.7%, and the NASDAQ was up 1.4%. YTD the Dow is up 3.8%, the S&P is up 6.7%, and the NASDAQ is up 6.6. Well, it was quite a week! The guys discuss the S&P’s annualized return...
Published 02/24/24
Data Breakdown, Shallow Recession Talk & Investor Psychology
Money Wise is back with another informative episode covering Fed-Speak, the possibility of a shallow recession, and more! Last week, the Dow was down 0.1%, the S&P 500 was down 0.4%, and the NASDAQ was down 1.3%. YTD the year is still looking positive, with the Dow up 2.5%, the S&P 500 up 4.9%, and the NASDAQ up 5.1%. Lots of data came out last week, including Consumer Price Index and Producer Price Index numbers, and...
Published 02/17/24
Moving Average Data ,Valuations & 5 Things Every Portfolio Should Have
It’s another informative and engaging episode of Money Wise, and the Money Wise guys are focused on the data. But first, a recap of last week’s numbers from Wall Street: The Dow was up slightly - essentially flat - while the S&P 500 was up 1.4% and the NASDAQ was up 2.3%. YTD the Dow is up 2.6%, the S&P 500 is up 5.4%, and the NASDAQ is up 6.5%. We’re seeing some similarities this year with how the market came...
Published 02/10/24
Meta’s Classic Short Squeeze, Magnificent 7 Earnings & Retiree Spending Rules
The Money Wise guys are back in the studio and the big news is Meta’s comeback - also known as a classic short squeeze. But first, last week’s numbers from Wall Street: The Dow was up 1.4%, the S&P 500 was up 1.4%, and the NASDAQ was up 1.1%. YTD the Dow is up 2.6%, the S&P is up 4.0%, and the NASDAQ is up 4.1%. We’ve finished the month of January and all three indices were up by about 1%, which tends...
Published 02/03/24
Interest Rate Cuts, The Magnificent Six & Equity Index Annuities
The Money Wise guys are back in the studio to discuss interest rate cuts, the new “Magnificent Six,” and s much more. They kick off the show with last week’s market recap. The Dow was up 0.6%, the S&P 500 was up 1.1%, and the NASDAQ was up 0.9%. YTD the Dow is up 1.1%, the S&P 500 is up 2.5%, and the NASDAQ is up 3.0%. January has us off to a really good start for 2024, and many analysts say, “As goes January, so...
Published 01/27/24
Housing Stats, Treasury Yields, and The Best Investment Advice Ever
It’s another engaging and informative episode of Money Wise, complete with housing stats, a discussion of Treasury Yields, and so much more. The Money Wise guys begin with last week’s numbers from Wall Street. The Dow was up 0.7%, the S&P 500 was up 1.2%, and the NASDAQ was up 2.3%. YTD the Dow is up 0.5%, the S&P 500 is up 1.5%, and the NASDAQ is up 2.0%. We also closed on Friday with all-time highs for the Dow and...
Published 01/20/24
The Bitcoin ETF Casino, SEC Changes Explained & 10 Myths of Retirement Planning
The Money Wise guys are back in action and they begin the show with what the markets have done so far in 2024. The Dow was up 0.3% last week, the S&P 500 was up 1.8%, and the NASDAQ was up 3.1%. YTD the Dow is down 0.3%, the S&P 500 is up 0.3%, and the NASDAQ is down 0.3% just like the Dow. There’s some big, historic news to report: the SEC finally threw in the towel and changed the rules so that ETFs...
Published 01/13/24
A 2023 Recap, Looking Back at Market Predictions & A Retirement Readiness Quiz
The Money Wise guys are in the studio for the final time in 2023, and they start with last week’s market recap, as well as a 4th quarter recap and a 2023 recap. The Dow was up 0.8% last week, the S&P 500 was up 0.3%, and the NASDAQ was up 0.1%. December was a strong month, and we had an excellent 4th quarter, too. For 2023, the Dow finished up 13.7%, the S&P finished up 24.2%, and the NASDAQ finished...
Published 12/30/23
Kyle and Joe are with you for this pre-Christmas show with a rapid-fire market recap and more. Last week, the Dow was up 0.2%, the S&P 500 was up 0.8%, and the NASDAQ was up 1.2%. YTD the Dow is up 12.8%, the S&P is up 23.8%, and the NASDAQ is up 43.2%. It hasn’t been your typical year for the S&P and the NASDAQ! No one anticipated seven stocks being such huge drivers over the course of the whole year, and the guys discuss how we may see more breadth of participation in the New...
Published 12/23/23
When Doves Fly, The Proverbial Soft Landing & Quadruple Witching
The Money Wise guys are back in the studio, kicking off this episode with a rapid-fire recap of last week’s quadruple witching market movements. If last week was a big Nothing Burger, this week was a big Something Burger. The Dow was up 2.9%, the S&P 500 was up 2.5%, and the NASDAQ was up 2.8%. YTD the Dow is up 12.5%, the S&P 500 is up 22.9%, and the NASDAQ is up 41.5%. It was no run-of-the-mill week last week,...
Published 12/16/23
A Big Nothing Burger, Technical Weeds & The U6 Unemployment Report
It’s another engaging episode with the Money Wise guys and they begin with a rapid-fire market recap for last week, which amounted to a big Nothing Burger overall. The Dow was up about two points - essentially flat - and the S&P 500 and the NASDAQ were up 0.2% and 0.7% respectively. YTD the Dow is up 9.4%, the S&P 500 is up 19.9%, and the NASDAQ is up 37.6%. The guys dig into the equally weighted stats that show...
Published 12/12/23
The Tech Growth Engine Continues & November Showed Impressive Numbers
The Money Wise guys are back - with LOTS of numbers, propelled by the tech growth engine and more. Here’s where the markets ended up last week: The Dow was up 2.4%, the S&P 500 was up 0.8%, and the NASDAQ was up 0.4%. YTD the Dow is up 9.3%, the S&P is up 19.7%, and the NASDAQ is up a whopping 36.7%. November was a strong month, with the Dow up 8.8%, the S&P 500 up 8.9%, and the NASDAQ up 10.7%. On this...
Published 12/02/23
A Market Microcosm, a Rip-Your-Face-Off Rally & Your Portfolio Review and Analysis
The Money Wise guys are back after three weeks of college football preemption, and there’s much to discuss! They start with last week’s numbers from Wall Street, which showed the Dow up 0.7%, the S&P 500 up 1.3%, and the NASDAQ up 2.4%. YTD the Dow is now up 3.4%, the S&P is up 15%, and the NASDAQ is up 31.8%. Of course, the markets have been busy over the last three weeks, and the Money Wise guys...
Published 11/11/23
A No-Landing Scenario, Weak Market Fundamentals & Annuity Warnings
The Money Wise guys are back in the studio with another engaging and informative show that tackles current market trends and shares annuity warnings, too. They begin with a recap of last week’s market performance. The Dow was down 1.6%, the S&P 500 was down 2.4%, and the NASDAQ was down 3.2%. YTD the Dow is essentially flat, the S&P is up 10%, and the NASDAQ is up 24.1%. We’re seeing strange performance for the...
Published 10/21/23
Earnings Season, Muted Market Reactions & A Primer on 401(k) Rollovers
The Money Wise guys are back for a bit of a shorter show this week, but you can bet it still packs a punch! They kick things off with last week’s numbers from Wall Street. The Dow was up 0.8%, the S&P 500 was up 0.4%, and the NASDAQ was down 0.2%. YTD all three major indices remain up, with the Dow up 1.6%, the S&P up 12.7%, and the NASDAQ up 28.1%. The guys talk about Thursday’s bond auction report on the...
Published 10/14/23
A JOLTS Report Jolt, Continued Perversion of the Markets & 401(k) Rollovers
The Money Wise guys weren’t preempted by football this week! They’re back in the studio with another episode full of investor news, engaging debate, and some wise-cracking, too. They kick off the show with a market update, and last week saw the Dow down. 0.3%, the S&P 500 up 0.5%, and the NASDAQ up 1.6%. YTD the Dow is up 0.8%, the S&P is up 12.2%, and the NASDAQ is up 28.3%. It’s the first show since Q3...
Published 10/07/23
Algorithms, Interest Rates & 0 DTE Options
It’s another engaging and informative episode of Money Wise! The Money Wise guys are missing Jeff this week, but Kyle and Jow kick off the show with last week’s numbers from Wall Street. The Dow was up 0.1%, the S&P 500 was down 0.2%, and the NASDAQ was down 0.4%. Year-to-date the Dow is up 4.4%, the S&P 500 is up 15.9%, and the NASDAQ is up 31.0%. The Money Wise guys discuss the equally weighted S&P once again and the very unusual...
Published 09/16/23