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

• Market Update (starts at 0:42)

• Portfolio Update (1:21)
• Seasonality of the Market (2:53)
• Anatomy of Concern (4:29)
• Does President Trump Have a Plan? (8:39)
• CD's Maturing? Money Market vs. CD's (12:13)
• Tax Efficiency (13:56)
• Looking Ahead (15:45)

Recorded March 5, 2025

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

• Market Update (starts at 0:59)

• Portfolio Update (3:00)

• Anticipated Weakness (5:16)

• Frequentism (6:32)

• Lesson in Economies

o Demand vs Supply Economy (8:32)

o DOGE (11:25)

o Are they taking my Social Security? (13:53)

• Looking Ahead (16:51)

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

• Market Update (starts at 0:39)
• Portfolio Update (1:30)
• Tariffs – Strengthening Dollar? (4:36)
• Tariffs – Art of the Deal? (7:55)
• Tariffs – Opportunities? (9:14)
• Confidence in your Advisor (11:52)
• Added Dimension (15:00)
• Looking Ahead (17:13)

Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics:

• Market Update
• Portfolio Update
• Market Weakness
• Post-Election Digestion
• US Dollar Wrecking Ball
• Crypto – Is it time?
• Looking Ahead – Short Term 2025
• Looking Ahead – Longer Term

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

• Market Update (starts at 1:01)
• Portfolio Update (1:48)
• Post Election Market Movement - Short Term (2:23)
• Post Election Market Movement - Bigger Picture (5:09)
• Cabinet and Congress will be different (9:20)
• Treasure Secretary & the Fed (11:19)
• Tariffs (13:23)
• Looking Ahead (16:02)

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

• Market Update (starts at 1:01)
• Portfolio Update (5:32)
• Election Positioning (6:44)
• Buyers & Sellers on BOTH sides (7:42)
• Removing Emotion (9:26)
• Absolute Power…..It is NOT (10:16)
• Outcome Trade? (11:52)
• Looking Ahead (13:44)

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

• Market Update (starts at 0:35)
• Portfolio Update (2:28)
• Philosophy Behind the Allocation (3:12)
• Structure of the Portfolio (6:50)
• Rate Cut (9:38)
• Inflation Sanity Check (15:55)
• Forward Valuations (17:07)
• Looking Ahead (18:38)

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

• Market Update (starts at 0:44)
• Portfolio Update (2:09)
• What is NOT normal... (3:25)
• Election (5:14)
• Jackson Hole – Take Jerome Powell at his word? (7:24)
• Jackson Hole – Turbulance (10:26)
• Veracity of Markets (11:20)
• Looking Ahead (12:54)