Will Rolling Recessions lead to Rolling Recoveries?

It’s the most wonderful time of the year… Outlook season! We’re not talking about Microsoft’s email hub (because email season NEVER ends), but rather the time of year that Chief Investment Strategists begin framing out their forecast for what the following year may hold for markets. In this Random Gleanings episode, the guys lean into…

Small Caps: Good Things Come In Small Packages??

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…

Holiday Checklist: Beware of Credit Cards

For many of us, the holidays mean good meals, great memories… and extra spending! Consider the tips in this ASAP Finance to keep your financial priorities in check at this time of year. #FinancialWellness #HolidayTips #budgetholiday #financialplanning #Holidays #CreditCards

Inflation Cools: Stocks & Bonds, Will They Heat Up?

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…

INFLATION: The 2 Year Anniversary

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…

Donor Advised Funds – How to Save on Taxes

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…

Roth Conversions: How Future Tax Brackets Might Impact?

In honor of October being Financial Planning Month, Jesse Hansford and Chris Beard (both CFP® Professionals), dedicate the first half of the episode sharing thoughts on why a Roth Conversion may make sense for you to consider – especially before the end of 2025! Following this, they discuss the topics that caught their eye through…

Seasonality: How Has Fall Affected the Stock Market?

This week on Random Gleanings, Chris Beard & Jesse Hansford suggest some ways to “celebrate” Financial Planning Month (October) and offer some historical perspective on why investors may be eager to welcome the shift from Summer to Autumn for reasons beyond the beautiful weather and colorful leaves. Chapters: 0:00 – Intro 0:16 – PLANNING –…