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

• Market Overview and Portfolio Updates (starts at 00:34)
• Understanding Investment Vehicles (03:29)
• Active vs. Passive Investing (07:27)
• Risk Adjusted Returns Explained (08:10)
• How Markets Move (10:08)
• AI Investments and Security (13:07)
• Santa Clause Rally (17:18)
• Looking Ahead (17:51)

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

• Market Update (Starts at: 1:02)
• Bond Market Insights (2:29)
• Client Communications & Changes (3:45)
• Year-End Financial Considerations (7:01)
• Beneficiary Review Importance (9:06)
• Charitable Contributions and Deadlines (9:55)
• Market Focus (10:31)
• Interest Rate Policy Discussion (15:09)
• Looking Ahead (19:42)

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)

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)

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)

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

• Market Update (Starts at 1:08)
• Portfolio Update (2:13)
• Historic Market Movements (3:43)
• Impact of Trade Deal with China (5:46)
• Predictions for Second Half of the Year (7:33)
• US Dollar Depreciation Analysis (10:16)
• Geopolitical Factors Affecting the Market (13:28)
• Looking ahead (16:16)

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

• Market Update (Starts at 0:19)
• Portfolio Update (1:50)
• Trade & Tariff Deals (2:15)
• Interest Rates/Bonds/Deficits – The Big Beautiful Bill (4:00)
• Estate Planning Components (6:59)
• Roth/Traditional IRA (8:42)
• Warren Buffett's Retirement and Legacy (9:36)
• Looking Ahead (11:49)

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

• Market Update (starts at 0:43)
• Portfolio Update (1:47)
• Volatility Bonanza (4:41)
• What Caused It (5:55)
• What Did We See (during volatility in April) – Underlying Themes (7:18)
• Strategic Uncertainty (9:55)
• GDP – Recession and the Market (13:55)
• Looking Ahead (15:42)