The themes of this week’s episode have Chris & Jesse talking about back to school and back to Jackson (Hole). For the planning topic this week, Chris introduces/reminds viewers of the tremendous benefit of the South Carolina Future Scholar 529 College Savings Plan. Moving to markets, the guys tackle the seasonality doldrums, a raging GDP expectation and rates with much anticipation of what Fed Chair, Jerome Powell may have to say coming out of the annual Fed meetings in Jackson Hole, WY.

Reach out to us with any questions or topics you’d like to see us discuss at

0:00 – Introductions
0:20 – PLANNING: College Savings
2:09 – 529 to Roth Conversion
3:32 – MARKETS: Seasonality
4:16 – GDP Now… 5.8%!!!
5:26 – Time for Industrials??
6:02 – Higher for Longer?
9:15 – Long Rates Steepening?
10:23 – Recommendations
11:29 – Subscribe!