Professional.

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Wealth.

We are passionate about Planning & Wealth, and talk a lot about it – get to know us through our weekly “Random Gleanings”

Corporate Cash: Good for Stocks?

February 21, 2024 12:19 pm

The news of the week will be Nvidia's earnings call. While Jesse & Chris touch on that subject in this week's episode, the majority of the discussion is spent on the challenge of the current environment – the consideration of Strong Earnings & Massive Corporate Cash Hoards against the Continued Challenges of low unemployment and how that all translates potentially to continued inflation. They also investigate the recent correlation between stocks and bonds (moving in tandem) and the challenges that creates for a diversified investor.

Hope you'll Enjoy, Subscribe & Share!

All opinions expressed by Jesse Hansford and Chris Beard are solely their own opinions and do not reflect the opinion of Professional Planning & Wealth. This podcast is for informational purposes only, and should not be relied upon for any investment decisions. Clients of Professional Planning & Wealth may retain positions in the securities discussed in this podcast.

Chapters
0:00 – Intro on Current Inflation
0:20 – Positive Market Backdrop
2:30 – Higher for Longer… again?
3:01 – Sticky Inflation?
4:46 – Inflation of the last 3 Years
6:10 – Stock & Bond Correlation
7:29 – Trouble with Positive Correlation
10:48 – Nvidia Earnings
11:58 – Off Hours Recommendations
12:56 – THANK YOU – Subscribe, Like & Share

#CorporateCash #Cash #Corporate #CPI #Inflation #Buybacks #NVDA #NVIDIA #upstatesc #6040

NVIDIA crazy stats

February 21, 2024 7:22 am

#NVIDIA has been on a meteoric rise up the stock market lately with some extraordinary gains: they now have a higher market cap than the entire energy sector of the S&P500, they just passed Amazon in market cap to become the 4th largest US company, they are now worth as much as the entire Chinese stock market, they have gained a market cap total equivalent of TESLA in the past two months and they are up the equivalent of one Intel in the last week (as of 02.14.24).

#nvidia #investing #marketcap #financialplanning #financialadvisor #yeahthatgreenville #sp500 #useconomy #economy

All opinions expressed by Jesse Hansford and Chris Beard are solely their own opinions and do not reflect the opinion of Professional Planning & Wealth. This podcast is for informational purposes only, and should not be relied upon for any investment decisions. Clients of Professional Planning & Wealth may retain positions in the securities discussed in this podcast.

NVIDIA : Will it Continue? A Look at the World's Hottest Stock

February 15, 2024 10:29 am

Regardless of whether you think Artificial Intelligence will be the biggest technological revolution of all-time, the downfall of humanity, or somewhere in between the topic and participating stocks have sucked up all the oxygen in the stock market and financial media over the last 12-18 months. While there have been plenty of companies/stocks that have benefited from the AI hype, none compare to the meteoric rise of NVIDIA. Maker of the preeminent microchips that meet the enormous processing need and speed of AI technology, NVIDIA (NVDA) has grown from a market cap of $280B, to the fourth largest stock in the US with a $1.8T (👈TRILLION!!) market cap… in 16 months! WHOA!

In this week’s episode Chris & Jesse take a look at the current King of Stocks, NVIDIA in advance of their much anticipated earnings call, scheduled for Feb 21 after the market close. Additionally, the guys discuss Tuesday’s inflation print (CPI) that came in a bit hotter than expected, and close it out discussing who you should have been rooting for in the Super Bowl based on the coincident indicator of past years when either the 49ers or Chiefs have won (note: Coincident indicators are not predictive… just fun!).

Chapters:
0:00 – Subscriber Shout-out & Intro
0:39 – NVIDIA – Let's take a Look
1:20 – NVIDIA – Surpassing the Giants
3:32 – NVIDIA – Historical Comps??
9:03 – CPI Inflation Update
10:49 – CASH: Good News (?) of High Inflation
12:36 – Super Bowl (Coincident) Indicator
13:12 – Super Bowl Commercial Review
14:35 – THANKS! Subscribe, Like & Share

#NVDA #NVIDIA $NVDA #CPI #inflation #peratio #valuation #superbowl #superbowlcommercials #fed #cash

All opinions expressed by Jesse Hansford and Chris Beard are solely their own opinions and do not reflect the opinion of Professional Planning & Wealth. This podcast is for informational purposes only, and should not be relied upon for any investment decisions. Clients of Professional Planning & Wealth may retain positions in the securities discussed in this podcast.

Magnificent 7 vs Everything Else

February 9, 2024 11:55 am

Much has been made over the “Magnificent 7” stocks over the last 15 months. The companies that comprise this Marvel-esque squad of super stocks are Microsoft, Apple, Nvidia, Amazon, Meta (Facebook), Alphabet (Google), & Tesla. But after more than a year of gains predominantly concentrated in these names, as the calendar turned to 2024, the leadership seems to have narrowed even further. In this episode, Jesse & Chris discuss how the Mag-7 look more like the Fab-4 in 2024, what narrowing leadership may portend for stocks in general, and other components of the market to consider given historical trends.

Chapters:
0:00 – Intro
0:15 – Net Income of Mag 7 & Everyone Else
1:48 – YTD Performance of Mag 7
3:38 – What about Smaller Companies?
6:56 – But Small Caps have Been Negative…
8:27 – Super Bowl LVIII Picks
9:37 – SUBSCRIBE, Like, Share & THANKS!

#magnificent7 #MSFT #AAPL #NVDA #AMZN #GOOG #META #TSLA #RUT #iwm #smallcapstocks #SPX #ndx

All opinions expressed by Jesse Hansford and Chris Beard are solely their own opinions and do not reflect the opinion of Professional Planning & Wealth. This podcast is for informational purposes only, and should not be relied upon for any investment decisions. Clients of Professional Planning & Wealth may retain positions in the securities discussed in this podcast.

All-Time Highs: Good or Bad for Stocks?

February 2, 2024 9:40 am

“I’m Back, Baby!”
• George Costanza (Seinfeld, Season 5, Ep.1)
• Frank Costanza (Seinfeld, Season 8 Ep. 7)
• S&P 500 New All Time High (January 19, 2024)

Before last week, it had been more than two full years since the S&P 500 had logged a new All Time High (ATH). When it did, as fans of Seinfeld, those of us in the PP&W offices could imagine the personified index shouting out “I’m back, Baby!”.

If you’re anything like us, we can all celebrate seeing it finally arrive back at these heights. That said, it may have raised the question for many of you… Is this a good thing or a bad thing for stocks from here? We get into that question in this episode as well as some practical items you may consider with the market back at these levels.

Chapters
0:00 – Intro
0:18 – All Time Highs – Is that Good or Bad?
3:46 – Action Item at All Time Highs
4:25 – Positive but Cautious
11:55 – Address Your Risk Objectives
12:26 – Recommendations & Close
13:46 – THANK YOU! LIKE, SUBSCRIBE & SHARE

#alltimehigh #ATH #FinancialWellness #FinancialPlanning #WealthManagement #SPX #nasdaq100 #marketsignals #Seinfeld #yeahthatgreenville

All opinions expressed by Jesse Hansford and Chris Beard are solely their own opinions and do not reflect the opinion of Professional Planning & Wealth. This podcast is for informational purposes only, and should not be relied upon for any investment decisions. Clients of Professional Planning & Wealth may retain positions in the securities discussed in this podcast.

Financial Life Coach: Inspect What You Expect

January 26, 2024 2:58 pm

If you have already attained a level of wealth and comfort with your finances this episode may not be for you… BUT WAIT! Most assuredly, you know someone who would benefit from getting a better handle on their finances. Whether it be the wealthy worrier, the high earner/ high(er?) spender, or simply someone who is starting out in life needing some pointers to building their own financial freedom, the guidance in this video is practical and helpful. Simply stated, the guys share how they improved their own financial standing by first inspecting what they expected.

Chapters
0:00 – Intro & SHARE!
0:22 – Financial Life Stories… Digging a Hole
2:05 – Inspect What You Expect
4:32 – Prodigious Accumulator of Wealth
7:38 – Key Performance Indicators
10:28 – Tracking Tools
12:10 – THANK YOU!! Subscribe & Share

#LifeCoach #Wealth #ProdigiousAccumulatorofWealth #millionairemindset #millionaire #investing #NetWorth #Elements #WealthBuilding

CHART-A-PALOOZA – What Do The Charts Say?

January 19, 2024 3:36 pm

You can’t spell Chart without ART. While the following charts will never sell for like a Picasso or Rembrandt, for a couple of wonks like Jesse & Chris, these charts do offer some level of beauty. Of course, beauty is in the eye of the beholder, and everyone will have their own interpretation. Chart-nerd or not, the guys share what they believe is mostly constructive news for markets in this episode based on their read of the information.

Chapters
0:00 – Intro
0:18 – Wall Street 2024 Forecasts
2:24 – Healthy Looking Charts
3:55 – Big Indices: Consolidating?
4:49 – Optimism From Investors
5:30 – Defensive Stocks Underperforming
6:32 – Stocks & Bonds – Correlation Concern?
8:26 – Recommendations
9:38 – Thank YOU!!! SUBSCRIBE, Like & Share

#SPX #nasdaq100 #forecast #DJIA #Transports #Defensives #staples

All opinions expressed by Jesse Hansford and Chris Beard are solely their own opinions and do not reflect the opinion of Professional Planning & Wealth. This podcast is for informational purposes only, and should not be relied upon for any investment decisions. Clients of Professional Planning & Wealth may retain positions in the securities discussed in this podcast.