The Wealth & Wisdom Podcast

John Moore Associates
  • 5.0 (3)
  • Investing
  • Weekly

At JMA, we believe money is a tool, not a treasure. True financial planning looks beyond the numbers to what truly matters in light of eternity. We help families and business owners steward God’s resources with wisdom and purpose, aligning their wealth with their faith, values, and calling. Our counsel is guided by biblical principles and rooted in the belief that wise stewardship creates more than financial success—it builds eternal impact and lasting legacies.

  1. 18h ago

    Wealth & Wisdom Ep. 67 - Market Rotation, Economic Pressures & Financial Preparedness

    Market volatility and shifting economic conditions can create uncertainty, but a disciplined financial plan can help investors stay prepared. In this episode, Bethany and Kaile recap what the midterm elections mean for long-term investors, the recent rotation away from technology and AI stocks, and why diversification matters. They also look at what economic indicators reveal about the strength of the economy and the growing financial pressure on consumers. Heading into the holiday season, they share practical ways to prepare by maintaining adequate cash reserves, being prudent about debt, and following a principled financial planning process. Schedule an Introductory Call: https://app.greminders.com/c/coleleonida/introcall-cole Visit Our Website: www.johnmoore.com – Midterm election results and their impact on short-term market volatility Market rotation away from technology and AI stocks into other sectors Why diversification remains essential for long-term investment success Economic indicators, corporate earnings, and expectations for 2027 Inflation, consumer financial pressures, and the growing divide between income groups The importance of maintaining adequate cash reserves and liquidity Using high-yield savings accounts and money market funds to prepare for unexpected expenses Managing debt responsibly and avoiding unnecessary financial leverage Preparing for holiday spending and year-end financial decisions Three foundational principles for financial success: spending less than you earn, being prudent about debt, and building liquidity _ 00:00 Introduction 01:30 Midterm elections and market volatility 02:29 Market rotation away from AI and technology stocks 03:46 Diversification, growth vs. value, and the outlook for 2027 05:40 Economic indicators and corporate earnings expectations 07:01 Inflation and growing consumer financial pressures 09:20 Maintaining adequate cash reserves and financial liquidity 12:05 Managing debt and preparing for holiday spending 13:14 Understanding financial leverage and the risks of borrowing 14:24 Three foundational principles for financial success 15:44 Closing thoughts and resources – John Moore Associates | Arizona 14500 N Northsight Blvd, Suite 302 Scottsdale, AZ 85260 Phone: 480.565.6100 John Moore Associates | New Mexico8220 San Pedro Dr. NE, Suite 310 Albuquerque, NM 87113 Phone: 505.881.5100 – John Moore & Associates Inc. is registered as an investment advisor with the U.S. Securities & Exchange Commission. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Additionally, the information presented 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. Nothing discussed should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Registration of an investment adviser does not imply a certain level of skill or training.

  2. 6d ago

    Wealth & Wisdom: Market Update: Midterm Election Results and What They Mean for Investors

    Markets have experienced significant movement following the midterm elections, but what does history tell us about what comes next? In this special edition of the Wealth and Wisdom Podcast, Brian Cochran and Cole Leonida discuss the market's initial reaction to the election results, the recent volatility in artificial intelligence stocks, and why short-term market winners don't always translate into long-term investment success. They also examine historical market performance following presidential and midterm elections, share how John Moore Associates portfolios are positioned for changing market conditions, and explain why maintaining diversification and a long-term perspective remains important during periods of uncertainty. Schedule an Introductory Call: https://app.greminders.com/o/118ad802 Visit Our Website: www.johnmoore.com – Key Topics: Market reactions following the midterm election resultsRecent volatility in technology and artificial intelligence stocksHistorical examples of market performance following presidential electionsWhat historical data reveals about stock market returns after midterm electionsWhy short-term market reactions don't always predict long-term outcomesHow JMA portfolios are positioned through diversification, cash reserves, and active managementThe importance of staying disciplined during periods of market volatility_ Chapters 00:00 Introduction and midterm election market update 00:55 Market reaction and volatility in AI stocks 02:33 Historical market reactions to presidential elections 03:07 Energy stocks following the 2016 election 04:41 Renewable energy stocks following the 2020 election 05:46 Historical stock market performance after midterm elections 06:27 How JMA portfolios are positioned for current market conditions 07:50 Key takeaways and the importance of staying invested 09:02 Closing remarks _ Contact Us John Moore Associates | Arizona 14500 N Northsight Blvd, Suite 302 Scottsdale, AZ 85260 Phone: 480.565.6100 John Moore Associates | New Mexico  8220 San Pedro Dr. NE, Suite 310 Albuquerque, NM 87113 Phone: 505.881.5100 – John Moore & Associates Inc. is registered as an investment advisor with the U.S. Securities & Exchange Commission. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Additionally, the information presented 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. Nothing discussed should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Registration of an investment adviser does not imply a certain level of skill or training.

  3. Nov 4

    Wealth & Wisdom Ep. 66 - November 2026 Market Update: Are Cracks Forming in the AI Market?

    Are we starting to see cracks in the AI market? With billions of dollars flowing into artificial intelligence, rising debt levels, and shifting investor sentiment, questions are emerging about the sustainability of AI-driven growth. In this November 2026 Market Update, Brian Cochran and Andy Ferguson examine recent stock market volatility, corporate earnings, market concentration, and the growing financial pressures facing major AI companies. They discuss why strong earnings and broader market participation may tell a different story than the headlines, while exploring what changing AI investment trends could mean for portfolios and the importance of diversification. Schedule an Introductory Call: https://app.greminders.com/o/118ad802 Visit Our Website: www.johnmoore.com – Key Topics -Recent stock market volatility and the potential impact of midterm elections -How the S&P 500 compares to its long-term historical trend -Strong corporate earnings and what they suggest about market valuations -Whether today's AI-driven market resembles the dot-com bubble -Market breadth and the performance of the Magnificent Seven compared to the broader market -Declining free cash flow and increased AI spending among major technology companies -Rising borrowing costs and financial pressures across the AI industry -Why AI-related investments may create unexpected portfolio concentration -The importance of diversification and intentional stewardship during uncertain markets _ Chapters 00:00 Introduction 1:59 Market breadth  4:28 Tax planning: A year-round activity 7:48 Roth and IRA contributions 9:42 Case study: A JMA client's tax mitigation story 14:06 Case study: DINK couple making Roth conversions 17:54 Advice for year-round planning – Contact Us John Moore Associates | Arizona 14500 N Northsight Blvd, Suite 302 Scottsdale, AZ 85260 Phone: 480.565.6100 John Moore Associates | New Mexico  8220 San Pedro Dr. NE, Suite 310 Albuquerque, NM 87113 Phone: 505.881.5100 – John Moore & Associates Inc. is registered as an investment advisor with the U.S. Securities & Exchange Commission. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Additionally, the information presented 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. Nothing discussed should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Registration of an investment adviser does not imply a certain level of skill or training.

  4. Oct 28

    Wealth & Wisdom Ep. 65 - Trump Accounts: How to Claim $1,000 & Plan for Your Child's Future

    The Wealth & Wisdom Podcast

  5. Oct 26

    Wealth & Wisdom: Trusted Voices – Building a Legacy of Generosity with John-Paul Reiger

    What does it look like to build a legacy of generosity, not just through the money you give, but through the values and habits you pass on to the next generation? In this episode, Cole Leonida is joined by John-Paul Reiger of National Christian Foundation Southwest to discuss generosity across generations. They explore how families can practice giving together, why understanding the “why” behind generosity matters, and how parents can invite their children into meaningful conversations about giving. Through personal stories and real-world examples, John-Paul and Cole discuss generosity as a muscle that grows with practice, ways families can involve the next generation in charitable decisions, and why communicating your values can be just as important as the financial legacy you leave behind. Schedule an Introductory Call: https://app.greminders.com/o/118ad802 Visit Our Website: www.johnmoore.com – Key Topics -Why generosity is about time, talent, and treasure -Teaching children the “why” behind giving -How to exercise and strengthen the “muscle of generosity” -Practical ways families can give together -Helping children discover causes and organizations they care about -Navigating different values and priorities across generations -Why communicating your giving intentions matters for your legacy -Using core values and legacy planning to start family conversations -How donor-advised funds can support intentional charitable giving -Giving appreciated assets before selling them -Practical ways to start a family conversation about generosity _ Chapters 00:00 Introduction: Building a legacy of generosity 02:02 John-Paul Reiger’s story and background 03:36 Why generosity matters 07:19 Teaching generosity through everyday experiences 11:56 Practical ways families can give together 15:32 Inviting the next generation into giving 19:08 Navigating different values across generations 23:14 Core values, legacy planning, and family conversations 26:11 Generosity through time, talent, and treasure 29:26 Why generosity can be contagious 32:38 How National Christian Foundation supports charitable giving 35:27 A practical challenge for families – Contact Us John Moore Associates | Arizona 14500 N Northsight Blvd, Suite 302 Scottsdale, AZ 85260 Phone: 480.565.6100 John Moore Associates | New Mexico  8220 San Pedro Dr. NE, Suite 310 Albuquerque, NM 87113 Phone: 505.881.5100 – John Moore & Associates Inc. is registered as an investment advisor with the U.S. Securities & Exchange Commission. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Additionally, the information presented 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. Nothing discussed should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Registration of an investment adviser does not imply a certain level of skill or training.

  6. Oct 21

    Wealth & Wisdom Ep. 64 - Inflation, Market Volatility & Finding Opportunity

    Inflation is rising, market volatility is picking up, and different parts of the stock market are telling very different stories. In this episode, we unpack the latest inflation data, why technology stocks are facing pressure while other areas of the market hold up, and where higher interest rates are creating opportunities in bonds and cash alternatives. We also discuss how diversification, thoughtful portfolio positioning, and disciplined financial planning can help investors navigate uncertainty without making emotional decisions. Schedule an Introductory Call: https://app.greminders.com/o/118ad802 Visit Our Website: www.johnmoore.com – Key Topics -Latest Consumer Price Index (CPI) and Producer Price Index (PPI) inflation reports and their impact on the economy -Why rising prices are affecting households differently across income levels -Market volatility and the divergence between technology stocks and the broader market -What's driving recent weakness in AI-related investments -Opportunities in Treasury bonds, CDs, and higher-yielding fixed income -Using cash reserves and bond ladders to prepare for future income needs -The importance of diversification during periods of market uncertainty -Why disciplined investing matters more than attempting to time the market _ Chapters 00:00 Introduction and market update overview 02:30 Inflation update: CPI and PPI 04:10 Rising costs and their impact on consumers 05:49 The K-shaped economy and consumer spending 08:47 Market volatility and investor sentiment 09:54 Technology stocks and the AI trade 11:18 Bond market volatility and interest rate expectations 13:14 Opportunities in CDs, Treasuries, and bond ladders 14:19 Diversification and managing portfolio risk 16:25 Why diversification still matters 18:09 Portfolio positioning: What we're doing and not doing 20:58 Staying disciplined through market uncertainty 21:22 Closing remarks and next episode preview – Contact Us John Moore Associates | Arizona 14500 N Northsight Blvd, Suite 302 Scottsdale, AZ 85260 Phone: 480.565.6100 John Moore Associates | New Mexico  8220 San Pedro Dr. NE, Suite 310 Albuquerque, NM 87113 Phone: 505.881.5100 – John Moore & Associates Inc. is registered as an investment advisor with the U.S. Securities & Exchange Commission. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Additionally, the information presented 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. Nothing discussed should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Registration of an investment adviser does not imply a certain level of skill or training.

  7. Oct 19

    Wealth & Wisdom Ep. 63 - Are You Really Diversified? Hidden Risks in Today’s Market

    Strong markets can create a false sense of security, especially when a growing portion of the S&P 500 is concentrated in just a handful of companies. In this episode, Andy and Kaile take you behind the scenes of the John Moore Associates Investment Committee to discuss market concentration, diversification, correlation, and the hidden risks investors may be carrying without realizing it. They also explore how midterm elections can affect market volatility, why owning more funds does not necessarily mean you are more diversified, and what investors should consider when evaluating 401(k) allocations and target-date funds. Midterm Election Years: A Biblical View of MarketsRead the blog: https://www.johnmoore.com/2026/09/08/2026-midterm-election/ Schedule an Introductory Call: https://app.greminders.com/o/118ad802 Visit Our Website: www.johnmoore.com – Key Topics -Market volatility and the upcoming midterm elections -Why politics should not drive long-term investment decisions -Growing concentration within the S&P 500 -How technology and individual companies can influence broad market indexes -Why diversification is about more than owning multiple investments -Understanding correlation and its impact on portfolio risk -Common areas of overlap within 401(k) investment selections -Potential limitations of target-date funds -How intentional diversification can help manage long-term investment risk _ Chapters 00:00 Introduction 01:35 Market and economic update 03:13 Midterm elections and market volatility 05:26 Market concentration and the S&P 500 07:59 Behind the scenes of JMA’s Investment Committee 09:31 Understanding correlation and diversification 12:28 Hidden overlap inside 401(k) portfolios 14:26 What investors should know about target-date funds 18:05 Closing thoughts on diversification and stewardship – Contact Us John Moore Associates | Arizona 14500 N Northsight Blvd, Suite 302 Scottsdale, AZ 85260 Phone: 480.565.6100 John Moore Associates | New Mexico  8220 San Pedro Dr. NE, Suite 310 Albuquerque, NM 87113 Phone: 505.881.5100 – John Moore & Associates Inc. is registered as an investment advisor with the U.S. Securities & Exchange Commission. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Additionally, the information presented 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. Nothing discussed should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Registration of an investment adviser does not imply a certain level of skill or training.

  8. Oct 8

    Wealth & Wisdom Ep. 62 - Is the Stock Market Too Hot?

    After nearly four years of strong markets, investors are facing an interesting tension: Is it time to take more risk and chase what’s working, or has the market gotten too hot? In this episode, Brian Cochran and Cole Leonida break down the current state of the economy and markets as we enter the fourth quarter of 2026. They discuss persistent inflation, cooling labor data, strong corporate earnings, and why the stock market’s position above its long-term trend doesn’t necessarily mean we’re in a bubble. They also explore narrowing market leadership, increasingly attractive bond yields, and why disciplined diversification remains important when fear and greed are pulling investors in opposite directions. Schedule an Introductory Call: https://app.greminders.com/o/118ad802 Visit Our Website: www.johnmoore.com – Key Topics The state of the U.S. economy entering Q4 2026Persistent inflation and the Federal ReserveIs the stock market in a bubble?Strong corporate earnings and market valuationsNarrowing market leadership and diversificationRising bond yields and opportunities for investors_ Chapters 00:00 Introduction: Fear, greed, and a strong stock market 02:34 The economy entering Q4 2026 05:45 The stock market versus the economy 08:33 Is the market in a bubble? 10:11 Strong corporate earnings and market valuations 12:20 Why stocks can get cheaper as prices rise 13:39 Narrowing market leadership 16:25 Why diversification still matters 17:45 Opportunities in the bond market 21:24 Do rising yields mean trouble for stocks? 24:04 Avoiding fear and greed in your portfolio 25:48 A biblical perspective on diversification – Contact Us John Moore Associates | Arizona 14500 N Northsight Blvd, Suite 302 Scottsdale, AZ 85260 Phone: 480.565.6100 John Moore Associates | New Mexico  8220 San Pedro Dr. NE, Suite 310 Albuquerque, NM 87113 Phone: 505.881.5100 – John Moore & Associates Inc. is registered as an investment advisor with the U.S. Securities & Exchange Commission. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Additionally, the information presented 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. Nothing discussed should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Registration of an investment adviser does not imply a certain level of skill or training.

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5
out of 5
3 Ratings

About

At JMA, we believe money is a tool, not a treasure. True financial planning looks beyond the numbers to what truly matters in light of eternity. We help families and business owners steward God’s resources with wisdom and purpose, aligning their wealth with their faith, values, and calling. Our counsel is guided by biblical principles and rooted in the belief that wise stewardship creates more than financial success—it builds eternal impact and lasting legacies.

Information

  • Creator
    John Moore Associates
  • Years Active
    2026
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © John Moore Associates
  • Show Website
    The Wealth & Wisdom Podcast