52 min

Is The Trend Your Friend? | Your Money Podcast – Episode 499 Revere Asset Management - Your Money

    • Investing



A whistleblower claims Fidelity’s been pushing their clientele into higher-priced products, a romantic relationship gone sour turns a 401k into a mess, and do you fancy yourself a weekend warrior? The shop digs into the true value of journaling in trading, screening processes for weekend traders, and a bar-by-bar analysis of the NASDAQ’s recent moves. Remember – the trend is your friend, until the bend at the end!

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.



00:00 – Opening Bell

01:45 – Fidelity’s High-Priced Whistleblower

04:00 – Beneficiaries – A Cautionary Tale

07:00 – Journaling – A Stock Buyer’s Bible

14:45 – ‘Iron Cojones’ Stewart: A Cautionary Tale

20:00 – Returns are NOT Under the Bell Curve!

26:30 – This Week in the Markets

30:30 – If You Sell, How Do You Get Back In?

38:30 – Screening Processes for the Weekend Warrior

45:45 – Bar-By-Bar NASDAQ Analysis

52:30 – Doing the Work VS Pie-Chart Advisors



Show Links:

Stock Buybacks hit highest level since 2018

https://finance.yahoo.com/news/stock-buybacks-hit-highest-level-since-2018-080010937.html

Social Security Retirement Fund will run dry in 2033: Trustees Report

https://www.thinkadvisor.com/2024/05/06/social-security-retirement-fund-will-run-dry-in-2033-trustees-report

Fidelity Whistleblower claims Financial Advisors were “Pressured” to Push High-Fee Products

https://www.financialadvisoriq.com/c/4502804/587034/fidelity_whistleblower_claims_were_pressured_push_high_products

Trustee says Schwab is Hoarding his Father’s Money: Lawsuit

https://www.thinkadvisor.com/2024/05/07/trustee-says-schwab-is-hoarding-his-fathers-money-lawsuit

What the New FDIC Limits of Trust Mean for Advisors

https://www.thinkadvisor.com/2024/05/07/what-the-new-fdic-limits-on-trusts-mean-for-advisors

IRS releases 2025 Contribution Limits for HSAs

https://www.thinkadvisor.com/2024/05/09/irs-releases-new-2025-inflation-adjustments-for-hsas

SEC gets Court’s help to Subpoena FA in Cherry-Picking Probe

https://www.financialadvisoriq.com/pc/4505994/588264?all=true



Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.



A whistleblower claims Fidelity’s been pushing their clientele into higher-priced products, a romantic relationship gone sour turns a 401k into a mess, and do you fancy yourself a weekend warrior? The shop digs into the true value of journaling in trading, screening processes for weekend traders, and a bar-by-bar analysis of the NASDAQ’s recent moves. Remember – the trend is your friend, until the bend at the end!

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.



00:00 – Opening Bell

01:45 – Fidelity’s High-Priced Whistleblower

04:00 – Beneficiaries – A Cautionary Tale

07:00 – Journaling – A Stock Buyer’s Bible

14:45 – ‘Iron Cojones’ Stewart: A Cautionary Tale

20:00 – Returns are NOT Under the Bell Curve!

26:30 – This Week in the Markets

30:30 – If You Sell, How Do You Get Back In?

38:30 – Screening Processes for the Weekend Warrior

45:45 – Bar-By-Bar NASDAQ Analysis

52:30 – Doing the Work VS Pie-Chart Advisors



Show Links:

Stock Buybacks hit highest level since 2018

https://finance.yahoo.com/news/stock-buybacks-hit-highest-level-since-2018-080010937.html

Social Security Retirement Fund will run dry in 2033: Trustees Report

https://www.thinkadvisor.com/2024/05/06/social-security-retirement-fund-will-run-dry-in-2033-trustees-report

Fidelity Whistleblower claims Financial Advisors were “Pressured” to Push High-Fee Products

https://www.financialadvisoriq.com/c/4502804/587034/fidelity_whistleblower_claims_were_pressured_push_high_products

Trustee says Schwab is Hoarding his Father’s Money: Lawsuit

https://www.thinkadvisor.com/2024/05/07/trustee-says-schwab-is-hoarding-his-fathers-money-lawsuit

What the New FDIC Limits of Trust Mean for Advisors

https://www.thinkadvisor.com/2024/05/07/what-the-new-fdic-limits-on-trusts-mean-for-advisors

IRS releases 2025 Contribution Limits for HSAs

https://www.thinkadvisor.com/2024/05/09/irs-releases-new-2025-inflation-adjustments-for-hsas

SEC gets Court’s help to Subpoena FA in Cherry-Picking Probe

https://www.financialadvisoriq.com/pc/4505994/588264?all=true



Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

52 min