Investors' Insights and Market Updates
Episodes
Understanding Your Cash
01 Sep 2022
Contributed by Lukas
Treasury recently announced the highest rate ever for I bonds. However, it may not be as attractive as you think. Watch or listen to this week’s edu...
Answering Client Questions
26 Aug 2022
Contributed by Lukas
Technical Analysis We have recently had viewers ask for examples of how we use technical analysis so today we will go over some of those examples. Oft...
Innovation Mavericks: Brian Collins, Atomic Pictures
25 Aug 2022
Contributed by Lukas
What is a Maverick? Mavericks are free-thinking people who refuse to conform to society’s standards and are driven to change the world. Mavericks ar...
Rattling Cages
22 Aug 2022
Contributed by Lukas
Market Uncertainty Last week we talked about the importance of 90% of stocks being above their 50-day moving averages, which is historically a very po...
Secure Act 2.0
18 Aug 2022
Contributed by Lukas
Secure Act 2.0 is currently making its way through congress. Watch this week’s educational episode to hear Jason Hatley, Financial Planning Manager,...
Ninety Percent?
15 Aug 2022
Contributed by Lukas
Market Strength There have been a lot of questions asked related to the market strength we have seen the past few weeks. Is it sustainable? Is what we...
Innovation Mavericks: Mitch York, Certified EOS Implementer®
12 Aug 2022
Contributed by Lukas
What is a Maverick? Mavericks are free-thinking people who refuse to conform to society’s standards and are driven to change the world. Mavericks ar...
Winners and Losers
08 Aug 2022
Contributed by Lukas
Recession? We continue to receive client questions about the idea of us being in a recession and what impact that talk has on the market. It is import...
Friend-Shoring
04 Aug 2022
Contributed by Lukas
What is friend-shoring and how does it impact portfolios? Watch this week’s educational episode to hear Ashley Page go over this topic in relation t...
Recession or Recovery?
01 Aug 2022
Contributed by Lukas
Current Markets Last week we talked about how this would be a big week with the Federal Reserve and GDP reports. The data and the market definitely di...
The Fed Balance Sheet
28 Jul 2022
Contributed by Lukas
In this week’s educational episode, Ty Miller goes over what the Fed balance sheet is and talks about how it’s managed in relation to the economy....
Tornado of Market Activity
25 Jul 2022
Contributed by Lukas
The Bond Market This is an enormous week in terms of markets and economic data. On Wednesday, the Federal Reserve will announce their decision on ...
Explaining Risk-Free Return
21 Jul 2022
Contributed by Lukas
Listen to this week’s educational episode where Trey Booth, Chief Investment Officer, puts some context to what risk-free return means. Trey Boo...
Slay the Inflation Dragon
18 Jul 2022
Contributed by Lukas
Inflation We have had July 13th circled on our calendars for a long time because of CPI being released. Inflation is one of the top points for mar...
Inflation and Commodities
14 Jul 2022
Contributed by Lukas
Listen to this week’s educational episode where Trey Booth, Chief Investment Officer, talks about good news with commodity prices and inflation....
Soft Landing?
11 Jul 2022
Contributed by Lukas
Labor Market On Friday, the jobs report came out very strong showing that 317,000 jobs were added to the economy last month. That’s a really ...
What Is Asset Allocation?
07 Jul 2022
Contributed by Lukas
Watch or listen to this week’s educational episode to hear Managing Director, Bobby Norman, go over what asset allocation is and how it plays a role...
Retirement Planning for the Self-Employed
30 Jun 2022
Contributed by Lukas
In this week’s educational episode, Mark Hume goes over a few retirement tips for those who are self-employed. Mark Hume, CFP® Senior Vice P...
Bear Market Rally?
27 Jun 2022
Contributed by Lukas
Commodity Prices We’re close to finishing what’s been the worst start to the year in history, and we are analyzing what could drive the mark...
Understanding Dividends
23 Jun 2022
Contributed by Lukas
In this educational episode, Adam Vansant talks about what dividends are and how they are paid out. Adam Vansant, AIF®, BFA™ Senior Vice Preside...
Farewell TINA
17 Jun 2022
Contributed by Lukas
Interest Rates Last week, the Federal Reserve made the decision to raise rates by three quarters of a percent or 75 basis points which was said to...
Service Sector Inflation
16 Jun 2022
Contributed by Lukas
In this episode, Ashley Page, Senior Vice President, goes into detail about inflation and the factors involved with increased service costs. As...
Nine Trillion-Dollar Decision
13 Jun 2022
Contributed by Lukas
Core Goods Inflation Everybody is focused on inflation because it is impacting their pocketbooks. We are looking at it from a market standpoint...
What Are Stock Splits?
09 Jun 2022
Contributed by Lukas
In this week’s episode, you will hear Ty Miller, Associate Vice President, go over what stock splits are and how they have performed historicall...
Please Take a Trip
06 Jun 2022
Contributed by Lukas
Consumer Travel We’ve been watching the jobs numbers all year because we’ve been talking since late 2020 about how the US consumer has been sp...
Companies vs. Consumers
27 May 2022
Contributed by Lukas
Corporate Earnings We wanted to address the strong corporate earnings we are seeing versus the conflicted lower consumer sentiment. First, we will...
Gifting to Help Others
26 May 2022
Contributed by Lukas
In this video Greg Powell, President of Fi Plan Partners, sits down with Greg and Donna Bishop, the visionaries of Hoover Helps, to learn more abo...
Markets and 1970
23 May 2022
Contributed by Lukas
A Time in History The market is down for the eighth week in a row and because of that, we wanted to look back in history to see what was goi...
Consumer Down, But Not Out
16 May 2022
Contributed by Lukas
Consumer Sentiment We will be watching the retail sales number closely this week as the U.S. consumer is showing weakness. The weakness in the con...
Can Supply Meet Demand?
09 May 2022
Contributed by Lukas
Interest Rates The Fed, as expected, raised interest rates by 50 basis points. One of the things the market took as a positive is that the Fed too...
Understanding Capital Structure
05 May 2022
Contributed by Lukas
How does the capital structure of companies play a role in the stock market and your portfolio? Listen or watch this week’s educational episode ...
Money, Money, Money
02 May 2022
Contributed by Lukas
Rate Hikes and The Fed The Federal Reserve is fully expected to raise interest rates when they meet on Tuesday and Wednesday. They’re planning t...
Is Everything Okay in the USA?
25 Apr 2022
Contributed by Lukas
Rate Hikes and The Fed Last week we seemed to be having a bit of a rally. Even through mid-day on Thursday, the market was up, but then chairperson, J...
The Long-Term Value of HSAs
21 Apr 2022
Contributed by Lukas
Watch or listen to this week’s educational episode to hear Mark Hume speak about the benefits of having a Health Savings Account. Mark Hume, ...
Sell in May?
18 Apr 2022
Contributed by Lukas
Follow The Facts There’s an old saying that everyone has heard before that says, “Sell in May, then go away”. It means you sell out of the m...
Recession and The Yield Curve
14 Apr 2022
Contributed by Lukas
Watch or listen to this week’s educational episode to hear Ty Miller speak about the Yield Curve and what historically occurs when we see an ...
Murky Market Outlook
11 Apr 2022
Contributed by Lukas
Stocks and Bonds First quarter, as everyone knows, was a very rocky quarter for the stock market. That topic hit a lot of public air. We see it on...
Strategic Use of Credit Cards
07 Apr 2022
Contributed by Lukas
A credit card can be of great value but can also be harmful. Watch or listen to this week’s educational episode to hear Jason Hatley go over wha...
Is The Market Madness Behind Us?
04 Apr 2022
Contributed by Lukas
Jobs It has been a wild first quarter, and for the last three months we’ve been talking about all of the early indicators of potential economic ...
Are the Bears in Trouble?
28 Mar 2022
Contributed by Lukas
Bull Market A bull market climbs a wall of worry, and this market is having to deal with several things right now. Some of those things being the ...
Bull Market vs. Bear Market
31 Aug 2018
Contributed by Lukas
Bull vs Bear Market. One way to think about it is when a bull attacks an opponent it thrusts its horns up in the air while a bear claws its opponents ...