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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 Dec 20, 2024
Friday Dec 20, 2024
In this episode of our podcast, Jason Ranallo and Kara Murphy discuss the current state of the markets and consumer behavior, particularly in the context of the holiday spending season. They explore the complexities of consumer confidence, the impact of inflation on spending habits, and the performance of the stock market, including the potential for a Santa rally. Kara shares insights on the health of consumer balance sheets, the labor market, and the overall economic outlook for the coming year.
Who is Kara Murphy?
Kara Murphy is the Chief Investment Officer of Kestra Investment Management, where she and her team collaborate with Bluespring/Kestra partner firms, including Vector Wealth Management. Kara is a regular contributor on CNBC and Bloomberg TV. She is also active within financial publications including The Wall Street Journal, The New York Times, and Barron’s.
Takeaways from the conversation
- The labor market is healthy with low unemployment.
- Consumer confidence is relatively low, in part due to the impacts of inflation.
- Holiday sales are expected to be up about 3%.
- Earnings growth among large companies is strong.
- Santa rallies (strong year-end market performance) have been less reliable in recent years.
Save the Date – January 14th at 3 pm (CST)
Kara will join us again for a livestream on the market and economic outlook. We will follow up with additional details about this event. Stay tuned.
Chapters
00:00 - Introduction to Kara Murphy
03:11 - Current Trends in Consumer Behavior
06:33 - Understanding Consumer Confidence
08:12 - The Impact of Inflation on Spending
09:32 - Market Trends and Santa Rallies
11:34 – Regulatory
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vectorwealth.com/regulatory
All content discussed in our podcasts, videos, or related blog articles is for informational purposes and should not be construed as individualized financial advice.
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