How Will the Fed Rate Announcement Affect You?
2024-03-21
Markets respond to the Fed rate announcement, indicating at least three rate cuts this year, the first one coming as soon as June. Danny & Jonathan discuss Bond behaviors in the aftermath and investor response to the Fed rate announcement. Changes to the Child Tax Credit for 2024 (it’s not a deduction, but a credit against the tax you owe); caveat: It’s not indexed for inflation. What about using insurance products as an investing tool. Danny & Jonathan discuss the evolution of annuities and the best approach for determining their usefulness; how to determine how much to invest in an annuity; the value of long term care policies.
3:05 – Economic Report Preview; Fed Rate Predictions
14:30 – Investor Response & Reaction to Fed Rate Announcement
30:08 – Child Tax Credit for 2024
44:18 –
Liquidity Problems Are Closer Than You Think
2024-03-07
Earnings growth are a function of economic growth; the US Economy is de-coupled from the rest of the world, which economy is poor. The danger of deficits (that are funding our economic growth); SOTU Preview: "The economy is great." Market continues trading in a very tight range, but ever upward; this is when complacency sets in. The market is setting up for correction as the election draws nearer. Are we in a bubble or the market top; how to justify valuations. Cisco vs Nvidia: What is Nvidia worth now? The correlation between Bank reserves and the market. Powell says the Fed’s next move will be a rate cut by EOY. Stocks in the news with less liquidity in the market, yet, financial (lending) conditions are easing? Borrowing activity is at an all-time low: Conditions are very tight. Why
Investor Resolutions for 2024
2024-01-02
(1/2/24) 2023 Market Returns & News Review: S&P up 24% for 2023. Important to recognize the macro narrative is not always as dire as it appears. Will last year’s market exuberance carry thru? Market returns for 2024 start at zero; the Santa Claus Rally continues; wait a bit for investing opportunity. Looking at Liquidity: What is needed for market corrections? Something no one expects. If you’re thinking about it, the market has already priced it in. It will be something to which markets cannot quickly adapt. Fireworks and dogs, January historical performance; three reasons for investor shortfalls; Investor resolutions for the new year. Reviewing Market Performance for 2023: It’s okay to pay taxes; means you made money. Three Rules for Investors: Homework, homework, homework.
Hosted by
The Elf on the Shelf & The American Dream (12/13/23)
2023-12-13
(12/13/23) CPI came in right on the money, and now attention turns to the Fed meeting today, and tomorrow’s comments from Chairman Jerome Powell. What does the Fed want: Inflation vs deflation vs disinflation; yields need to come down; meanwhile markets continue to climb setting new highs, but not new record-highs. The Elf on the Shelf explained; embodiment of The American Dream; cost now more than ever, unless you create it; what the American Dream is NOT; the value in learning a trade; defining your personal American Dream; how to beat the high cost of the American Dream (The Millionaire Next Door); baby cribs, diamond rings, & funeral costs.
2:17 – CPI on the Money; Fed Day Reveal
13:48 – The Elf on the Shelf & The American Dream, Pt. 1
29:29 – The Elf on the Shelf & The American
Ten Steps to Achieving the ‘American Dream’
2023-12-11
(12/11/23) Friday’s employment report was not great: comprised pf mostly striking workers returning to the job; factor out anomalies, and it was a very weak report: Weak enough for markets to hope for Fed to further pause rate hikes? What will the Fed say on Wednesday? The risk of correction from a hawkish Fed. Markets set new highs for 2023 but remain at zero for the past 22-months. The end of the buyback window; when the buying stampede is over. Managing money is a game of inches. Is the ‘American Dream’ really dead? Ten steps to achieve the ‘American Dream;’ age discrimination in the extreme.
2:58 – Why the Employment Report Disappointed
14:35 – Managing Money is a Game of Inches
30:13 – The ‘American Dream’ is not Dead
44:11 – Ten Steps to Achieve the ‘American Dream’
Hosted by RIA
Why Time in the Market Matters
2023-12-08
Markets have had zero-returns over past two years. Why time in the market matters–especially if you’re young. Risk management is more important when you’re older; the 50/20/30 Rule.
Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Watch today’s show on our YouTube channel:
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The latest installment of our new feature, Before the Bell, "What Happens When Buybacks Go Away " is here: -jBIrzg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Is There Hope for 2024?"
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Articles Mentioned in this Show:
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