In this episode, the South Florida relatable finance guys discuss market commentators making annual return predictions for various parts of the market for calendar year 2024. They discuss if these matter, how difficult they are to predict and what they focus on instead to help their clients achieve their goals.
There is a lot going on in the world right now, from geopolitical conflict outside of the United States, to internal political drama within. In this episode, the South Florida relatable finance guys discuss how to block out the noise of bond yields rising, and a volatile stock market, then piecing it all together to […]
In this episode, the south Florida relatable finance guys look at the health of the consumer, whose spending accounts for about 2/3rds of GDP growth. They look at consumer balance sheets, debt and an update on inflation, which has been a headwind for consumers for years now.
Believe it or not, there are ways where you can make good decisions for your financial future, while also saving some money on your taxes. In this episode, the South Florida relatable finance guys go over some quick tips where you can do just that.
In this episode, the South Florida relatable finance guys discuss the changes in the fixed income market over the last 19 months, starting with the first Fed rate hikes in March 2022. They cover those changes as well as what it means for fixed income investments moving forward.
While many have been calling for a recession, the U.S. economy has been remarkably resilient up to this point. Listen as the relatable finance guys dive into some of the factors that have helped the economy stay so strong up to this point, and what may be in store ahead.
In this episode, the relatable finance guys discuss the classic saying keeping up with the Jones’s in 2023 when comparisons and jealousy are everywhere. They discuss expectations, fair comparisons and the steps to take to make and reach appropriate goals. Planning and taking action are key!
Fitch recently downgraded the U.S. Credit Quality from AAA to AA+. The relatable finance guys in Ft. Lauderdale discuss some history, the rational, and investment implications of the event.
In this episode, the relatable finance guys discuss some common behavioral biases: loss aversion, overconfidence and herd behavior. They relate these to both the real world as well as investing and highlight how to make these biases not work against you.
Geopolitical tensions have risen lately. In this episode, the relatable finance guys go over some of the recent events and discuss their implications for the economy and asset markets