Matching the holiday shortened week on Wall Street, Jesse & Chris kept the episode short and sweet. The guys walk through a few updates to some familiar charts – Presidential Cycle seasonality & the Bull Market Behavior Checklist – as well as offering a glance at where value is beginning to present itself in the markets, and closing with a look at where some risks may lie presently.

#russell2000 #SPX #Stocks #PMI #softlanding

9 0

On lower-than-expected inflation (CPI & Core CPI) news today (November 14th, 2023) seemingly had both stocks and bonds celebrating. This week’s episode had Chris and Jesse looking squarely at the macro-asset classes of Stocks & Bonds. On Stocks, the guys pull back the curtain on the surprising fact that “great” companies simply haven’t participated in gains this year. On Bonds, they take a look at how the “conservative” asset class is on track for it’s first ever three-year consecutive losing streak. Of course, if fixing inflation fixes all that ails us, perhaps some normalcy will return to markets in short-order…???

Share a thought or comment with us at info@proplanwealth.com

#Stocks #Bonds #Investing #financialeducation #inflation #cpi

Chapters:
0:00 – LOW CPI
0:29 – No New Highs in 2023
1:30 – Dividend Stocks vs the S&P 500???
4:50 – Bond Bear Market
9:07 – Planning – Lifetime Wealth Ratio
10:04 – Recommendations
10:35 – THANK YOU, SUBSCRIBE & SHARE

7 0

As we approach year end 2023, the price targets are starting to pop up for what analysts are expecting for 2024. If you have kept up with these year end analyst’s “predictions” for any length of time, you may have concluded (RIGHTLY!) that in aggregate they almost always look about the same – very positive. In this episode of Random Gleanings, Jesse and Chris talk through the ordinariness of strongly positive expectations, and then question with data if there are any risks to the analysts routine assumptions given the economic backdrop currently.

#PriceTarget #S&P500 #SPX #Analysis #Valuations #EnormousEight #magnificentseven

https://proplanwealth.com/

Chapters
0:00 – Intro
0:22 – Analyst 12 Mo. Price Targets
2:12 – Fundamental Risks to Price Targets
3:18 – Macro Risks to Price Targets
4:16 – Performance of “Best Stocks” since 2022
5:25 – Asset Allocation since 2022
6:50 – Valuations by Market Cap
8:39 – Markets Summary
9:11 – Recommendations
11:06 – THANKS, SUBSCRIBE, SHARE

11 0

Famed investor (and investment mentor to Warren Buffett), Benjamin Graham, was quoted as saying, “Successful investing is about managing risk, not avoiding it.” This has been a foundational principle of PP&W from our beginning and has been put to the test since the shock of generationally high inflation over the past couple of years. So upon the two year anniversary of the first real “scary” inflation print, Chris and Jesse take a look back at what the markets – stocks & bonds – have done and finish the look at the markets with a research provider’s dashboard of the risks that remain. The guys hit on a planning update, next year’s contribution limits – Just Released! – and close with a couple of entertainment recommendations they’ve enjoyed recently.

#Inflation #Markets #STOCKS #BONDS #IRS #Fed #interestrates #financialplanning

12 0

In what will be the last Random Gleanings episode of October, Chris and Jesse stay on theme to their Planning Month initiative of encouraging planning through the example of ways it may help you meet your goals in a more tax-efficient way. This week’s episode covered the idea of “Gift Bunching” through the use of highly appreciated stock and a Donor Advised Fund (DAF). If these are all foreign concepts, don’t worry, the guys walk you through it all. As always, they offer some current thoughts on the Economy & Markets and close out sharing some Recommendations for your leisure time!

Chapters:
0:00 – PLANNING: Tax Strategies for Charitable Giving
0:40 – Non-Deductible Giving
2:16 – Gift Bunching for Deductibility
3:32 – Donor Advised Fund (DAF)
4:33 – Planning Example
10:08 – DAF Disclaimer
11:20 – ECONOMY & MARKETS: Earnings Season
14:23 – Inflation?
15:08 – RECOMMENDATIONS

#DonorAdvisedFunds #daf #charitablegiving #taxstrategy #taxstrategies

9 0

Chris Beard, CFP® and Jesse Hansford, CFP® hit on Planning, Economy & Markets, and Recommendations – in this week’s Random Gleanings episode! Kicking things off, they walk through thoughts and an example of tax-smart giving for folks age 70.5+ through Qualified Charitable Distributions (QCDs). Next, they discuss the kickoff of the earnings season, which with a bang from a familiar Consumer Staple company and speculate on whether the big banks may offer up something spooky on Friday the Thirteenth. Finally, their recommendations point to a couple ways to access the genius of the Oracle of Omaha, Warren Buffett.
0:00 – Intro
0:18 – PLANNING: Charitable Giving
0:38 – Qualified Charitable Distributions (QCD)
2:39 – QCD Example: 2 Tax Scenarios
7:22 – ECONOMY & MARKETS – Earnings Season
11:28 – What We're Watching – Recommendations

8 0