45 episodes
GR8 Financial Sense Podcast Ryan Sheffer and James Walsh
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- Business
Hosted by Ryan Sheffer, CFP, MSF, and James Walsh, CMFC, financial advisers at Advance Capital Management. Each month, Ryan and James tackle 8 financial and investment topics in approximately 8 minutes, to keep you informed about the markets, economy and other current events that could be impacting your financial life.
Advance Capital Management, Inc is a registered investment adviser. Information presented on this program 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. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
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Episode 45 - May 2024
Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics:
Market Update (starts at 0:56)
Portfolio Update (2:38)
Softness BUT……. (4:08)
Bond Market Hiked for the Fed (6:34)
Higher for Longer – Is There a Playbook? (9:05)
Why All Time Highs? (10:43)
Election Year Trend(s) (11:44)
Looking Ahead (13:10) -
Episode 44 - April 2023
Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics:
Market Update (starts at 0:46)
Portfolio Update (2:17)
Market Structure (4:37)
Economic Flows (6:24)
What to Watch For (9:53)
Changes in Real Estate - Will it effect prices? (10:52)
Stay Productive & Constructive (12:45)
Looking ahead (15:22) -
Episode 43 - March 2023
Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics:
Market Update (starts at 0:52)
Portfolio Update (2:02)
S&P All Time High (5:33)
Valuation – Sanity Check (5:52)
Magnificent 7……5…..4? (9:51)
Commodities-Bitcoin? (11:11)
GDP/Debt Relationship (15:26)
Looking Ahead (16:36) -
Episode 42 - February 2023
In this month's episode, we cover these topics:
Market Update (starts at 0:43)
The “QRA” (1:28)
Drumroll Please……Rate Cuts (5:18)
Inflation Outlook (6:46)
Labor Market (8:50)
Positioning – When Rates Get Cut (10:23)
Banks (12:53)
Looking Ahead for 2024 (15:30) -
Episode 41 - January 2024
In this month's episode, we cover these topics:
Market Update (starts at 0:55)
Were There Signs For December (2:23)
Has Inflation’s Death Been Greatly Exaggerated?(5:17)
Signs of Economic Weakness (7:19)
Signs of Economic Strength (9:50)
Landing Gear Down – The “Soft Landing” (10:48)
Death of the 60/40 Portfolio (14:01)
Looking Ahead (15:58) -
Episode 40 - December 2023
In this month's episode, we cover these topics:
Market Update (starts at 1:20)
Preview to our 2024 Market Outlook (2:55)
For Whom the Bell Tolls - Annuities (6:30)
Decoding the Risk Free Rate (9:27)
How Should we Interpret 2023 Results (12:14)
Withdrawal Rates (13:50)
Safeguarding Assets – From Criminals (16:30)
Looking Ahead (18:55)