The Momentum Advisors Show

We are approaching the day when aspiring college students must decide on a university. How do we, as the caring adults in their lives, practice “supportive involvement” and guide them towards the best decision -- one that balances their future goals with your family’s financial readiness?This week, we poke a little fun at the grammar of gospel songs, while providing sage advice for the young scholars in your life.

There’s a growing list of issues weighing on the markets — the war involving Iran, tensions in the Strait of Hormuz, and rising chatter about a potential new “credit crisis” emerging in private credit. But what is Private Credit? Today, we’ll break down this asset class and explore how it may impact investors and the broader economy.

The Iran conflict is pushing oil and gasoline prices higher, raising inflation fears, and stoking economic worries. While you cannot control what’s happening overseas, there are many things you can do to keep things under control at home. This week we share some budget and investment thoughts that should help you fight back. Legal Disclaimer: This podcast does not provide personalized recommendations. Before making any financial or investment decisions, you should consult with a qualified professional who can assess your individual circumstances. Investing involves risk, including the potential loss of principal.

With so many tools for obtaining financial advice at our disposal, many people wonder if financial advisors are truly worth their fee. While it’s true that studies show financial advisors help investors earn higher returns and add to their client’s net worths over time, not everyone is happy with their advisor. On this week’s show, we discuss the two-way responsibility of working with a financial advisor — focusing on the client’s duties, as well as the advisor’s.

In a few short weeks, we have deposed the leaders of two countries — this time violently murdering the leader of Iran. We are dropping bombs, killing innocent people and shaking up the global economy. On this episode, we break down the consequences of the war against Iran, and the impact on you as an investor.

From mass deportations to the dismantling of Diversity, Equity, and Inclusion, many Americans are fed up with the actions of the president. And yet as consumers and investors, we are stuffing the pockets of the very companies that are supporting these controversial initiatives. This week, we shine a light on the movement to #ResistAndUnsubscribe, and highlight Corporate America’s involvement in the Deportation Industrial Complex.