Random Gleanings this week covers the topic of Direct Indexing as a tax smart investment strategy for dollars invested outside of a specified retirement account (IRA, Roth, 401(k), etc.).

The strategy can be very useful for those seeking:

– Index-like Returns with lower tax liability (to those of an ETF or Mutual Fund index strategy)

– Diversification away from a Concentrated Position (the ownership of an outsized single stock or group of stocks to a more index oriented weighting)

– A tax strategy to help minimize an anticipated large capital gain (selling a long-held business, or real estate investment)

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.

#DirectIndex #CustomIndex #TaxStrategy #Tax #wealthbuilding #indexinvesting

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The “Animal Spirits” of positivity and speculation seems to be the mood of the markets presently. Jesse & Chris work to point out some reasons to consider the markets ability to maintain the momentum through the all-time highs and offer some thoughts on how the Fed may be reassessing their strategy in the face of higher and higher asset values.

Chapters:
0:00 – Animal Spirits are Back
1:02 – Nasdaq ATH, What’s Next??
1:51 – Sector Valuations
3:05 – Is this a Bubble?
4:53 – (Corporate) American Exceptionalism?
6:30 – Fed Speak
8:28 – THANKS! Subscribe, Share & Enjoy!!


#animalspirit #bubbles #Sectors #nasdaq #Fed

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This week on Random Gleanings, Chris & Jesse take a look at parts of the market beyond technology. Despite all the media attention paid to Nvidia and the like, the guys look at some surprising stocks that have done as well or even better over the past six months. In addition to this, there’s a look at some stats on markets during an election year that may serve to help you separate your investments from the hyperbolic news cycle surrounding elections.

We hope you’ll share with us if you have a question or comment from watching our Random Gleanings. Better yet, if you think it would benefit a friend, please pass it along! THANKS!

Chapters:
0:00 – Intro
0:23 – Economic Backdrop
2:18 – Election Year Market History
3:58 – Stocks Beyond Tech
6:20 – A look at Industrials
8:11 – A look at Small-Caps
10:02 – Recommendations
10:46 – THANKS, Subscribe, Share & Like!

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. No advice may be rendered without a Professional Planning & Wealth client services agreement in place.

#CorporateCash #Cash #Corporate #CPI #gdp #Inflation #Buybacks #NVDA #NVIDIA #upstatesc #6040 #smallcapstocks #spx

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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

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#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.

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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.

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