Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake spent the past few days in Tennessee attending a conference listening and speaking to some of the top economists, which you'd think would help them find something to talk about other than the same old economic and market news. Which is why they, once again, start out with bad disclosure "jokes". Hahaha, joking, but really after giving an updating on this week's S&P 500 Index and CRSP US Mid Cap Value Index hops, skips and jumps they move on to the good stuff. Listen in to hear their reasoning on why the U.S. of A. is doing really well right now despite certain economic numbers being lower or growing slower. They give us some information on Alternative Investments and what you might want to think about before utilizing them.

This episode was recorded on June 7th, 2024.

If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Grab onto your seats for this. Jeff and Jake start out strong after the intro music and can you guess what they start with? That's right! Disclosures. Then, as you may have guessed, they update us on the weekly S&P 500 Index and CRSP US Mid Cap Value Index numbers. Jake brings up a topic that's probably on most minds, Trump's trial outcome and how it might affect the markets. Is there doom and gloom in our market's future because of politics or the opposite? And, to be honest, I don't think the two of them have used the word "recommend" so many times in a single podcast. Consider yourselves lucky as Jake pulls back just as they start down the rabbit hole on return calculations and how they are obtained, because trust me, they can go on about that for a LOOOOOOOONG time.

This episode was recorded on May 31st, 2024.

If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Before we get started, we will give you a moment to get your preferred search engine ready. Now, go ahead and type in the word "bifurcation" (thank the tech gods for spell check). This episode, Jeff and Jake start out with their weekly rambling on the S&P 500 Index and CRSP US Mid Cap Value Index and the little bit that happened in the week to affect those. Keep on listening (but why?) to hear about a $444 billion oppsie, the bifurcation of the world markets, interest rates (again?), and a few other excitingish topics.

This episode was recorded on May 24th, 2024.

If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.