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Well Balanced | Financial Planning, Bucket-Based Investing, Market Perspective, Wealth Management. A passionate and entertaining look at money and investing in and for retirement. For those that enjoy podcasts like Smart Money, On Investing, and BiggerPockets, Well Balanced is worth adding to your feed. Disclosures about our firm and this podcast. Vector Wealth Management is registered as an investment adviser with the Securities Exchange Commission (SEC). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Vector’s current written disclosure brochure filed with the SEC discusses among other things, Vector’s business practices, services, and fees, and is available through the SEC’s website at: www.adviserinfo.sec.gov. All content in this podcast is for information purposes. Opinions expressed herein are solely those of Vector Wealth Management, our staff, and guests. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed directly and in detail with your financial advisor prior to implementation. This podcast and related content are not intended to render personalized investment advice, nor should it be viewed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities or strategies discussed. Please note that neither Vector Wealth Management nor any of its agents give legal or tax advice. The firm is not engaged in the practice of law or accounting. Charts, graphs, and returns do not represent the performance of Vector Wealth Management or any of its advisory clients. Returns do not reflect the impact that advisory fees and other expenses would on the results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. All investment strategies have the potential for profit or loss. Past performance is not indicative of future performance. Visit vectorwealth.com/regulatory for the firms form CRS and ADV.
Episodes
Friday Apr 19, 2024
Friday Apr 19, 2024
Did you know that over half of the global voting populace will have the chance to vote in what’s been dubbed the biggest election year in history.
In this Market Perspective podcast, Vector’s Jason and Ezra discuss the S&P 500’s recent highs, economic trends, and the implications of geo-political events on the markets. We get into persistent inflation rates, noting a shift from anticipated declines to a slight acceleration, potentially altering the timeline for expected Federal Reserve interest rate cuts.
The labor market's resilience continues to be a pivotal force in economic momentum, despite the challenges posed by inflation and higher interest rates, the U.S. economy has added jobs for 39 consecutive months. BLS data shows the unemployment rate was below 4% for 26 months in a row, the longest streak since the late 1960s.
In the episode we also touch on the significance of market breadth, which has recently widened, signaling a healthier participation across a spectrum of companies. If market gains are led by only a handful of companies, then the fragility of the stock market may be greater.
The VIX, not to be confused with Vic’s Bar & Grill in downtown Victoria, is an index that measures market volatility, has been on the rise recently. A higher VIX number coincides with larger or more frequent swings in the stock market. We talk about the volatility index as a tool to inform investors about the current state of unrest or stability in the market.
As we reflect on this historic year of elections, it’s evident that the choices we make can reverberate through the markets and beyond. With each episode, we're committed to providing clarity amidst complexity and fostering resilience in your financial life.
Listen to this podcast and others on Apple Podcasts and Spotify. Charts and video available on our blog.
Times & Titles
00:00 ... The Global Election Year: Navigating Political Winds
02:10 ... Market Highs and Economic Signals: Q1 2024 Snapshot
04:51 ... Interest Rate Trajectories and Inflationary Trends
07:14 ... Shelter Costs and Auto Insurance: The Inflation Impact
10:55 ... Consumer Spending and the Power of the Job Market
13:46 ... Political Outcomes and Market Implications
17:45 ... VIX and Market Volatility: Reading the Pendulum Swing
21:33 ... Understanding Market Breadth and Top Company Influence
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