International Stocks: Time to Consider??

It is hard to believe it is already MAY!?!? But as they say, time flies when you’re having fun… and for Chris & Jesse, talking markets keeps the time flying. This week the guys set their focus on International markets – why it’s odd that they have showed strength in the face of a strong…

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This week Random Gleanings takes on the Election! But… if you are looking for Chris or Jesse to tip their hand on who they favor at the polls, you’ll be disappointed. The guys instead work to stick to their lane – MARKETS. The big takeaway??? Presidents may take credit for strong markets, or the media…

Tax Planning: Let’s Get Started NOW!

The episode this week is short and sweet, but includes A MUST DO ACTION ITEM… Let’s Tax Plan! Sure, tax day has just passed, and with that now past thinking more about taxes may be the last thing you want to do. But, Chris Beard & Jesse Hansford encourage that now is the time! Whether…

REFLATION: Indicators Showing Inflation on the Rise Again

This week’s episode of Random Gleanings Jesse & Chris tackle topics covering the current Bull Market and reasons it can continue or even why it would be healthy if the continuation comes by way of a rotation in leadership technology to other sectors of the economy. They also discuss the disconnect between news reports of…

S&P 500: 100 Day Hot Streak

Whether you’re enjoying March Madness, or are anticipating the Masters, most of us have experienced seeing someone on an amazing hot streak in basketball or golf, only to see the hot streak of shots or putts crash and burn before the end of their game or tournament. Having witnessed enough of these things we can…

Direct Indexing: Tax Smart Investment Strategy

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)…

Dollar Cost Averaging

Riding on the coattails of last month’s topic of volatility, let’s discuss how to minimize the impact of volatility by something called dollar cost averaging. #401k #planning #financialplanning #volatility #dollarcostaveraging #retirement Let us know if you have any questions. Contact our team at info@proplanwealth.com.

Animal Spirits – The Return of Irrational Exuberant Vibes?

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…