Protect Your Assets

Cars are selling for some serious money right now, as a record setting auction at Monterey Car Week totaled over 469 million dollars. Many retirees have a special car or a collection, however is it covered by your current will or trust? Cars can present a special set of problems, and if not dealt with effectively, they can create problems for those you leave behind. Find out how you can plan ahead in this episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

Markets were off a little bit this past week as an article in the Wall Street Journal suggested that the Fed may be disengaged with the stock market. It also suggests that the Fed may continue raising rates. The housing market continues to cool off, as both housing stats and permits declined more than expected. What else should you be looking out for? Find out in this Protect Your Assets Market Recap. See omnystudio.com/listener for privacy information.

Inflation took a great step in the right direction this past week. The markets liked this news as all major indexes finished up for the week. How will inflation continue to impact the economy? Find out the answers in this week’s Market Recap. See omnystudio.com/listener for privacy information.

The US economy added an impressive 528,000 jobs in July, which was more than expected. However the wage growth rose more than expected which suggests that inflation is still around and not necessarily going away. What else should you be looking for in the upcoming weeks? Find out in this Protect Your Assets Market Recap.See omnystudio.com/listener for privacy information.

You know how they say kids are expensive? Well retirees can be expensive as well. You need to have a plan and prepare for spending money in retirement. Retirement may cost you more than expected with inflation out of control and things such as travel and fitness. Find out how much retirement may cost you in this episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

We just finished the worst start to the first half of the year since 1970. Before the market goes down again, how can you de-risk your investment accounts and protect them against another economic downturn? As volatility continues, what can you do and what should you be looking out for? Find out in this episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The Markets had a good week with all major indexes finishing in the green, although for the year still in bear market territory. The 10 year treasury was down for the week, but still up for the year. Commodities have slid back since their highs from a few weeks ago. Why did the markets rally with multi-week highs? Find out in this market recap. See omnystudio.com/listener for privacy information.

The market staged a healthy recovery last week as the market established a technical near term bottom. Does this mean that we are finally starting to see some optimism in the markets? Find out the answers you need to know in this Protect Your Assets Market Recap.See omnystudio.com/listener for privacy information.

Making the decision to retire can be a difficult one. Have you saved enough? Will that money last the rest of my life? Well with uncertainty in the economy, is now the right time? Find out how to avoid running out of money in retirement and finally celebrate financial freedom in this episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The US economy has entered a recession, but will it be a mild or severe one? Almost every sector of the Market is way down for the year. What factors have led to our current state of the economy and what should you be looking for in the future? Find out in this week’s Market Recap.See omnystudio.com/listener for privacy information.

Are you concerned about your ability to retire in the current economic climate? Well before you retire you must have a plan in order to be successful. Find out 5 things you must do before you retire in this episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

We are headed toward the end of the first half of the year, and the market has had its worst 6 months since 1970. What other factors should you be paying attention to that may indicate a recession? Find out in this week’s market segmentSee omnystudio.com/listener for privacy information.

The consumer price index report, which measures inflation, was ugly and the market did not like it. Indicators believe that the Fed will raise interest rates further which may create more volatility. Will this create more turmoil in stocks? Find out the answers in this week’s Protect Your Assets market recap.See omnystudio.com/listener for privacy information.

Stocks dropped on Friday after the inflation report showed a faster than expected rise in prices and consumer sentiment hit a record low. What other factors are causing this decline? Find out in this week's market recap. See omnystudio.com/listener for privacy information.

Are you nervous about the current state of our economy? As we may be heading towards a recession, do you know if your portfolio will be able to withstand the current state of the market? Well find out five signs it is time to get out in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The markets showed some resiliency, but while fundamentals have improved slightly, it may not be enough. If the market has not yet reached the bottom, will your portfolio be able to handle it if things move further down? Find out what you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

How can you remain steadfast in your approach to the market? This week on Protect Your Assets, Matt Hall, Co-Founder and Partner at Hill Investment Group, author of Odds on: the Making of an Evidence Investor and host of the award winning podcast Take the Long View is our Guest. He is here to discuss how to make the right decisions for you and your future self.    Are you committed to a financial plan, or just flapping in the wind? Find out in this week’s episode of Protect Your AssetsSee omnystudio.com/listener for privacy information.

Over the last 20 years the market has returned an average of 8.25 percent annually, but the average investor has earned just 4 percent of that due to poor investment behavior. Daniel Crosby is our guest today and is here to discuss the intersection between the mind and the markets. Find out what behaviors you may be exhibiting in this Protect Your Assets Podcast.See omnystudio.com/listener for privacy information.

The markets saw big swings throughout the week as we say the biggest gain and the biggest one day loss in 2022. What caused this volatility? Find out in this week’s market recap.  See omnystudio.com/listener for privacy information.

Selling a business can be one of the most important decisions in your life. Do you have an exit strategy to eliminate any costly mistakes? Find out what you need to know regarding selling a business in this episode of Protect Your Assets.  See omnystudio.com/listener for privacy information.

All major indexes finished down for the week and we are now in correction territory. Inflation was a big topic this past week, and although it is still high, it may be softening in the coming weeks. What factors are contributing to inflation and what will help? Find out in this week’s market recap.  See omnystudio.com/listener for privacy information.

There are nine types of people that you are going to meet in retirement. Some have attributes that you may want to adopt and some you want to avoid. Which one are you? Find out in this episode of Protect Your Assets.  See omnystudio.com/listener for privacy information.

The dynamics of the stock market have changed that was largely brought on by the Fed. All indexes finished down for the week. The 10 year treasury is trading around 2.71 and is finally positive. Oil and gas are both performing quite well. What else should you be looking out for? Find out in this week’s market recap.See omnystudio.com/listener for privacy information.

Studies show that people are being targeted by scammers 25 percent more since the pandemic. Consumers are using the internet more and more, and fraudsters are more sophisticated than ever. So how do you avoid an investment scam? Find out in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

With the national debt surpassing 30 trillion dollars, how will taxpayers be impacted? Taxes are going to increase, so how can you keep more of what you have worked so hard for? Find out how to pay less in taxes in this week’s episode of Protect Your Assets.  See omnystudio.com/listener for privacy information.

Will a ceasefire between Ukraine and Russia be a bullish catalyst for the market? How will commodities continue to be impacted going forward? How will the Fed continue to fight inflation? Find out what you should be looking out for in this week’s market recap.  See omnystudio.com/listener for privacy information.

Family is the most important thing in life, and if you don’t have the right estate planning documents in place, then you could create  a real mess for them. Probate courts are backed up and can cost you a lot of money. Find out how to make sure your estate plan is up to date in this episode of Protect Your Assets.  See omnystudio.com/listener for privacy information.

The market had a decent week as all indexes had positive gains. Oil continues to do well as well as the 10 year treasury. However, what is driving stocks right now? Find out in this week’s market recap.  See omnystudio.com/listener for privacy information.

The Fed finally raised rates this past week 25 basis points. They also said that more interest rate increases are coming in the months ahead. Investors liked the news as all major indexes performed well. What should you be looking for in the economy going forward? Find out in this week’s market recap.See omnystudio.com/listener for privacy information.

With the Fed raising interest rates, what does that mean for your Bonds? Our team has put together a playbook for rising interest rates to help you navigate rising rates in this week’s episode of Protect Your Assets.  See omnystudio.com/listener for privacy information.

The markets continue to head downward as the conflict continues in Ukraine. Gas prices continue to skyrocket and inflation continues to affect the markets. Are we headed towards a recession? Find out what you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

As Russia continues to invade Ukraine, the markets continue to go lower. Does that mean we are heading into a recession? What does that mean to you and your retirement plans? What strategies should you employ to help protect yourself? Find out what you need to know to handle a major market correction in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

Many people do not realize the potential tax hit they will take when creating they’re IRA or 401k. You work and save, only to realize that your retirement account has never been taxed. If you take it out the wrong way, you may be forced to pay penalties on top of income taxes. This could impact you and your family. Find out how to make sure you’re prepared to deal with your IRA or 401k in this week’s episode of Protect Your Assets.  See omnystudio.com/listener for privacy information.

As Russia launched a full invasion of Ukraine the S&P has dropped below ten percent for the year. This is the first time since the pandemic that the market has been in correction territory. So what should you be looking out for in the coming weeks? Find out in this week’s market recap.  See omnystudio.com/listener for privacy information.

With stocks down for the year and a potential Russian invasion of Ukraine, how can you protect your money from a market downturn? Lets face it, many people have done well with their investments in the last few years, but as things change you need to de-risk your portfolio. Find out how in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

All major indexes finished the week in the red and are down for the year overall. One of the few bright spots is oil, which is up over 20 percent for the year. How will a potential Russian Invasion change the US market? Find out what you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

January 2022 was the worst month for stock and bond markets in a very long time. Is the market headed for correction territory? With inflation at its highest rate since 1982, how will that impact the economy? Is this bull market over? Find out how you can protect yourself in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The Markets held ground this week after last week’s drop.  However, inflation is still an issue and the Fed has some decisions to make that could shake up the market. Find out what you need to be looking for in this week’s market recap.See omnystudio.com/listener for privacy information.

With the markets experiencing volatility, where should you be investing in 2022? There are several key areas that could be smart money moves for your retirement. Find out what they are in this week’s episode of Protect Your Assets.  See omnystudio.com/listener for privacy information.

The markets all finished down for the week, entering correction territory. The 10 year pulled off a little bit and closed at 1.76 percent. However oil continued to do well and finished the week up almost 7 percent. What other factors should you be paying attention to? Find out in this week’s market recap.See omnystudio.com/listener for privacy information.

This entire month is the bootcamp series to help you achieve your financial goals for the new year. How do you create income in retirement especially since growing money at the bank is not possible anymore? What strategies should you be looking at so your money can make money? Find out in this week’s episode of Protect Your Assets  See omnystudio.com/listener for privacy information.

Markets continue to move up and down as the new year continues as all major indexes finished in the red. Inflation and interest rates also continue to be the driving force of market volatility. Find out what you need to be looking out for in this week’s market recap.  See omnystudio.com/listener for privacy information.

With the start of a new year, is one of your goals to retire? It can be a challenge to achieve your goal of retirement or managing finances on your own. Well find out some easy things you can do this year to save more money in this episode of Protect Your Assets.  See omnystudio.com/listener for privacy information.

The markets overall did well for the year. 2021 was the sixth best year for US stocks since 1990 with a return above 25 percent for the S&P 500. Will this growth continue in 2022? Find out what you need to know in this week’s market recap.  See omnystudio.com/listener for privacy information.

Are you considering purchasing an electric vehicle? When will electric vehicles replace those that use gas? How will energy consumption around the world dictate using either fossil fuels or renewable energy? Find out all this and much more in this week’s episode of Protect Your Assets.  See omnystudio.com/listener for privacy information.

The markets started the week down but finished the week strong as all major indexes were in the green. What is the fed going to do about inflation? Find out what you need to know about the economy in this week’s market recap.See omnystudio.com/listener for privacy information.

The Markets had an interesting week with the Dow finishing down, but both the Nasdaq and the S&P both finished up. Inflation seems to be on everyone’s mind, but how long will it stay? Find out what you need to know to look out for in this week’s market recap.See omnystudio.com/listener for privacy information.

Medicare can be a difficult thing to navigate in retirement. With rising health care rates and inflation, the cost can cause a lot of stress to those close to retirement. How do you make sure you can afford to pay for your health care needs? Well, find out how to save money when it comes to health care in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

2022—and tax day, April 15th—are just around the corner, and there are several smart money moves you should consider right now before the year is over to help save money on taxes. From checking your withholding and maximizing your retirement plan and HSA contributions, listen to eight tax tips that could save you money.See omnystudio.com/listener for privacy information.

What does the stimulus bill mean for you in the markets? All that and more on this week's market report. The S&P was up 0.3%. NASDAQ had a big drop and came back was off 0.7% for the week. The 10-year treasury finished at 1.57%, and oil is still over $80 a barrel. Stocks had a big drop, and most of the financial media said that it was the result of that hot consumer price index report. But that's not why the market dropped. Find out why on this week's episode.See omnystudio.com/listener for privacy information.