『GR8 Financial Sense Podcast』のカバーアート

GR8 Financial Sense Podcast

GR8 Financial Sense Podcast

著者: Ryan Sheffer James Walsh and Derek Van Solkema
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このコンテンツについて

Hosted by Ryan Sheffer, CFP, MSF, James Walsh, CMFC, and Derek Van Solkema, CFP, financial advisers at Advance Capital Management. Each month, Ryan, James and Derek tackle 8 financial and investment topics, to keep you informed about the markets, economy and other current events that could be impacting your financial life. Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Contact Us:© 2021 個人ファイナンス 経済学
エピソード
  • Episdoe 62 - September 2025
    2025/10/10

    In this month's episode, we cover these topics:

    • Market Update (Starts at: 0:20)
    • Portfolio Update (1:30)
    • Reasons To/Not to Invest (2:13)
    • Positive Market Trends (4:41)
    • Role of Gold in Portfolios (6:12)
    • Federal Reserve Policy and Interest Rates (8:24)
    • Government Shutdown (10:40)
    • Looking ahead (12:14)
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    15 分
  • Episode 61 - August 2025
    2025/09/22

    In this month's episode, we cover these topics:

    • Market Update (Starts at 0:32)
    • Investment Strategies in Changing Markets (1:57)
    • Federal Reserve Meeting Insights from Jackson Hole (3:46)
    • Understanding Breadth of Market (4:55)
    • Strong Corporate Earnings (8:04)
    • Housing, Consumer and Jobs Reports (9:00)
    • International Market Trends (12:31)
    • Looking ahead (14:35)
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    17 分
  • Episode 60 - July 2025
    2025/08/25

    In this month's episode, we cover these topics:

    • Market Update (Starts at 0:28)
    • Portfolio Update (1:21)
    • Market Influencers: Trade Deals, AI and the Fed (1:59)
    • Impact of One Big Beautiful Bill Act (5:19)
    • OBBBA Impact: Households (7:03)
    • OBBBA Impact: Corporations (8:16)
    • OBBBA Impact: The Economy (8:45)
    • Looking ahead (10:38)
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    13 分
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