エピソード

  • Episode 51 - November 2024
    2024/11/05

    In this month's episode, we cover these topics:

    • Market Update (starts at 1:01)
    • Portfolio Update (5:32)
    • Election Positioning (6:44)
    • Buyers & Sellers on BOTH sides (7:42)
    • Removing Emotion (9:26)
    • Absolute Power…..It is NOT (10:16)
    • Outcome Trade? (11:52)
    • Looking Ahead (13:44)
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    17 分
  • Episode 50 - October 2024
    2024/10/15

    In this month's episode, we cover these topics:

    • Market Update (starts at 0:35)
    • Portfolio Update (2:28)
    • Philosophy Behind the Allocation (3:12)
    • Structure of the Portfolio (6:50)
    • Rate Cut (9:38)
    • Inflation Sanity Check (15:55)
    • Forward Valuations (17:07)
    • Looking Ahead (18:38)
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    22 分
  • Episode 49 - September 2024
    2024/09/11

    In this month's episode, we cover these topics:

    • Market Update (starts at 0:44)
    • Portfolio Update (2:09)
    • What is NOT normal... (3:25)
    • Election (5:14)
    • Jackson Hole – Take Jerome Powell at his word? (7:24)
    • Jackson Hole – Turbulance (10:26)
    • Veracity of Markets (11:20)
    • Looking Ahead (12:54)
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    15 分
  • Episode 48 - August 2024
    2024/08/13

    In this month's episode, we cover these topics:

    • Market Update
    • Portfolio Update
    • Revisit Risk/Volatility
    • Long Term Story
    • Opportunities
    • Tone of the Fed
    • Economic Mixed Bag
    • Looking ahead
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    21 分
  • Episode 47 - July 2024
    2024/07/17

    In this month's episode, we cover these topics:

    Market Update (starts at 0:50)

    Portfolio Update (2:00)

    Investor Sentiment/”Higher Still” (3:45)

    Not all Indices are Equal (8:55)

    Two Sides to the Risk (12:05)

    Mid-Year Look Back (15:00)

    Remember this environment (16:40)

    Looking ahead (18:35)

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    21 分
  • Episode 46 - June 2024
    2024/06/20

    In this month's episode, we cover these topics:

    Market Update (starts at 1:50)

    Portfolio Update (3:00)

    Earnings & Fundamentals (4:50)

    The “Machine” (6:30)

    What do you do? (9:50)

    Data Dump (13:20)

    Looking ahead (15:45)

    You can watch the video version here: https://acadviser.wistia.com/medias/sia1mbdjgq

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    18 分
  • Episode 45 - May 2024
    2024/05/14

    You can watch the video version here: https://acadviser.wistia.com/medias/4lyoc3u5rz

    Recorded May 6, 2024

    Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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    16 分
  • Episode 44 - April 2023
    2024/04/10

    You can watch the video version here: https://acadviser.wistia.com/medias/8qmvmc3div

    Recorded April 6, 2024

    Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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    18 分