Revere Asset Management - Your Money Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates



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.

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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

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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

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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.



Are you ready to die? The shop digs into the DONT’S of estate planning and why Paul Krugman’s high-interest-rate theory may not hold as much water as you might think before diving into China’s building character change and where the sweet spot for big movers can be found when it comes to finding lower floats.

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.

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00:00 – Opening Bell

02:45 – The 7 Mistakes To Avoid in End-of-Life Planning

07:30 – Paul Krugman: Are Higher Rates Are Here to Stay?

22:15 – This Week in the Markets

32:10 – Charting China’s Character Change

42:00 – Marketcaps and Lower Floats with MarketChameleon

53:30 – Mailbag: Strategizing for Grotection on Familial Assets

59:15 – Mailbag: Finding Footing Following Volatility

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Show Links:

Deciphering Retail Sales Data: Does It Truly Reflect a Strong Consumer

https://www.advisorpedia.com/markets/deciphering-retail-sales-data-does-it-truly-reflect-a-strong-consumer

7 End of Life Tax Planning Mistakes to Avoid: Jeff Levine

https://www.thinkadvisor.com/2024/04/30/jeff-levine-7-end-of-life-tax-planning-mistakes-to-avoid

Are bonds gonna party like it’s 1999: Paul Krugman (NYT subscription Required!)

https://www.nytimes.com/2024/04/30/opinion/interest-rates-economy.html

AI’s Future hinges on Crypto

https://www.advisorpedia.com/cryptocurrency/ais-future-hinges-on-crypto

Vanguard: Now’s the Time for TIPs

https://www.thinkadvisor.com/2024/04/23/vanguard-nows-the-time-for-tips

Stifel CEO says Final DOL Rule ‘Less Restrictive’ than he feared

https://www.thinkadvisor.com/2024/04/29/stifel-ceo-finds-pleasant-surprises-in-final-dol-fiduciary-rule

Fiduciary Rule Spares Salespeople, But Layers Urge Caution

https://www.financialadvisoriq.com/pc/4492854/583584?all=true

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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.



Is the bull market over? The shop digs into corporate taxes and Spotify’s stop-loss positioning before diving into anchored VWAP’s, where bearish sentiment is headed, and where the best spots are for getting in on the retail restaurant boom.

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.

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00:00 – Opening Bell

03:00 – Taxes, Taxes, Taxes

10:15 – Mailbag: Trading from Puerto Vallarta

17:00 – Mailbag: Spotify’s Stop-Loss Positioning

24:15 – Ted’s Anchored VWAP Tutorial

33:00 – Tracking Retail Restaurants for Growth

43:00 – Subtleties in the Retail Tea Leaves

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Show Links:

Gary Shilling: Sky high stock prices are a cause for worry

https://www.thinkadvisor.com/2024/04/19/gary-shilling-sky-high-stock-prices-a-cause-for-worry

Just a Correction, or Is the Bull Market Over?

https://www.advisorpedia.com/markets/just-a-correction-or-is-the-bull-market-over

New Stock ETFs with 100% Downside Protection are Coming

https://www.thinkadvisor.com/2024/04/22/new-stock-etfs-with-100-downside-protection-are-coming

DOL Releases Final Fiduciary Rule

https://www.thinkadvisor.com/2024/04/23/dol-releases-final-fiduciary-rule

Ed Slott: Final Fiduciary Rule goes all in on IRA Rollovers

https://www.thinkadvisor.com/2024/04/24/ed-slott-final-dol-fiduciary-rule-goes-all-in-on-rollovers

Fiduciary Rule Regs may cut $5,000 in Annual Fees per Annuity Pro: DOL (Hint: DON’T DO ANNUITIES!)

https://www.thinkadvisor.com/2024/04/24/fiduciary-rule-regs-may-cut-5000-in-annual-fees-per-annuity-pro-dol

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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.



Ready for the Great Bitcoin Halving? Why not just have a sell discipline? And are you giving up all the gains you’ve made this year? The shop digs into the government’s new ‘Mega RMDs’ and the best time to take them along with the true value of having a quality sell discipline before unpacking the expectations around this year’s Great Bitcoin Halving and why this week’s NAAIM number might be worth watching for smarter market positioning.

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.

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00:00 – Opening Bell

04:15 – Mailbag: Valuing Your Sell Discipline

10:30 – Mailbag: Debunking the Average Rate of Return

16:30 – This Week in the Markets

25:00 – The Great Bitcoin Halvening

31:45 – NAAIM Numbers & Breadth Expectations

38:30 – Last Fall’s Three-Waves-Down S&P Correction

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Show Links:

The legal system is closing in on crypto, and things may only get worse

https://www.latimes.com/business/story/2024-04-10/the-legal-system-is-closing-in-on-crypto-and-it-may-only-get-worse

Sequence of Returns: A Tale of Two Investors

https://www.advisorpedia.com/chart-center/sequence-of-returns-a-tale-of-two-investors

High rates haven’t always been a problem for stocks

https://finance.yahoo.com/news/high-rates-havent-always-been-a-problem-for-stocks-080028534.html

Pension Funds are pulling 100s of Billions from stocks – (WSJ subscription)

https://www.wsj.com/finance/investing/pension-funds-stocks-bonds-679b8536

Fidelity rolls out 3 new ETFs (buffered bc fear demand)

https://www.thinkadvisor.com/2024/04/11/fidelity-rolls-out-3-new-etfs

Debate: Should the Government force Mega-RMDs on Massive Retirement Accounts?

https://www.thinkadvisor.com/2024/04/15/debate-should-the-government-force-mega-rmds-on-massive-retirement-accounts

IRS waives 2024 RMDs for Beneficiary IRAs under the 10 Year Rule

https://www.thinkadvisor.com/2024/04/17/irs-waives-2024-rmds-for-ira-beneficiaries-under-10-year-rule

Vanguard to exit individual 401k business

https://www.thinkadvisor.com/2024/04/16/vanguard-to-exit-individual-401k-business

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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.



Did the markets just change character? Should YOU? The shop digs into Jeremy Siegels irrational exuberance around the markets this week along with a deep dive into the weekly charts to talk about next week’s Bitcoin halvening, review the NASDAQ McClellan Summation Index, and ask the question – is the Dollar in trouble?

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.

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00:00 – Opening Bell

03:00 – Mailbag: ROTH Conversions & Fiat Currency ELI5’s

07:45 – Is Gold Warning Us or Running With the Markets?

11:30 – A Change in Character

18:30 – Breadth and the NASDAQ McClellan Summation Index

24:30 – BITCOIN’s Price Action, the Halvening, & Tracking the Narrative

35:00 – Is the Dollar In Trouble?

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Show Links:

Jeremy Siegel: More room for Bull Market

https://www.thinkadvisor.com/2024/04/09/jeremy-siegel-more-room-for-bull-market

10 Best Large Active Stock Funds of Q1, 2024: Morningstar

https://www.thinkadvisor.com/2024/04/10/10-best-large-active-stock-funds-of-q1-2024-morningstar

Is Gold warning us or running with the markets?

https://www.advisorpedia.com/strategists/is-gold-warning-us-or-running-with-the-markets

OMB completes review of Final DOL Fiduciary Rule

https://www.thinkadvisor.com/2024/04/11/omb-completes-review-of-final-dol-fiduciary-rule

Fiduciary Rule gets Dems’ support as NAIFA seeks halt

https://www.financialadvisoriq.com/c/4476834/583484/fiduciary_rule_gets_dems_support_naifa_seeks_halt

Tax Bill with 100% Bonus Depreciation may move forward in the Senate

https://www.thinkadvisor.com/2024/04/09/tax-bill-with-100-bonus-depreciation-may-move-forward-in-senate

Social Security 2025 COLA Estimate climbs to 3%

https://www.thinkadvisor.com/2024/04/10/social-security-2025-cola-estimate-climbs-to-3

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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.



Treasury buybacks? Social Security clawback notices? And what was this wedge drop all about on Thursday? The shop reviews the key ingredient to secure retirement, job gains (or job losses, rather), and what Thursday’s wedge drop means for consistent gains before diving into commodities, software, and real estate sectors worth watching. Remember – the tape tells all!

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.

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00:00 – Opening Bell

02:30 – Mailbag: The Key Ingredient to Secure Retirement

05:45 – Planned Treasury Buybacks?

14:00 – Let’s Talk Jobs

18:00 – This Week in the Markets

25:00 – The Tape Tells All!

33:30 – Reviewing Thursday’s Wedge Drop

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Show Links:

Planned debt buybacks not meant for periods of market stress, US Treasury official says

https://www.reuters.com/markets/rates-bonds/planned-debt-buybacks-not-meant-periods-market-stress-us-treasury-official-says-2023-09-21

Treasury: Buyback Announcements and Press Releases

https://treasurydirect.gov/auctions/announcements-data-results/buy-backs

Allworth advice

https://www.usatoday.com/story/money/2024/03/31/americans-live-to-100-retirement-cost/73143871007

Your Client got a Social Security Clawback notice. What should they do?

https://www.thinkadvisor.com/2024/04/01/your-client-got-a-social-security-clawback-notice-what-should-they-do

Senior Housing rebounds as Boomers move in – WSJ Subscription

https://www.wsj.com/real-estate/senior-housing-rebounds-as-boomers-move-in-0369536e?st=f6ue47oh1er0ndm&reflink=article_copyURL_share

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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.