Articles View: Mid-Quarter Roundtable Highlights

August 30, 2023
Podcast Highlight - Could've. Would've. Should've.

It’s fun when your stocks go up, but not so fun if they drop 50 to 80% like they did last year. The Team debates the common feelings of missing out but also discusses insight on how you can feel better in the long run.

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August 30, 2023
Podcast Highlight - Surprising Market Recap

The Team starts the Mid-Quarter Roundtable recapping what the market’s done this year with a surprising perspective added.

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June 23, 2023
Podcast Highlight - Next Quarter Predictions

The team takes some stabs at what they think the market may do in the coming quarter and why.

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June 23, 2023
Podcast Highlight - What can we do to be prepared?

With the news focused on the impending recession, is there something that can be done to prepare without responding in panic and making poor decisions. The team gives examples of why a financial plan is so important.

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June 23, 2023
Podcast Highlight - What about the banks and lending?

Predicting that bank problems aren’t over, the team give their thoughts on the regional bank failures, outlook for the big four, consolidation cycles in the market and how real estate is connected.

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June 21, 2023
Podcast Highlight - Debt Ceiling Resolution

Congress recently passed a debt ceiling deal that is still being analyzed and politicized across the nation. The team gives their insight on what the fuss is all about and how the system works when a debt ceiling reaches an impasse.

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June 21, 2023
Podcast Highlight - Recognizing the Recession

The team explains how forecasting a recession can be estimated based on historical data and ways the government is attempting to avoid a prolonged recession, all the while acknowledging that nobody really knows what can happen.

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June 16, 2023
Podcast Highlight - Housing Pessimism and the Cost of Borrowing

A big part of the GDP is the housing market. With recent stats that indicate pessimism with home buying, the team talks about median house prices and the cost of borrowing in the context of a mortgage.

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June 14, 2023
Podcast Highlight - Taming Inflation with Rate Hikes

After unprecedented rate hikes, did they work? The team discusses the changes to inflation and gives insight into where rate hikes may go from here. Are there indications of how far rates can rise without causing more problems?

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June 14, 2023
Podcast Highlight - What's Driving the Market

The Team takes a look at the big driver in the S&P 500, along with the AI revolution and how similar breakthrough innovation has performed in the past. They point out the big flip flop from last year and how that is affected by diversification.

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