The PWM Empowerment Blueprint
Monthly Podcast
Join us as we dive into the latest news and provide our analysis on the global financial markets. Hosts Bill Prentice and Shawn Tesoro break down complex market dynamics into digestible insights for investors of all levels. Whether you're a seasoned pro, or a novice investor, tune in to stay informed on and inspired by the ever-evolving world of finance.
Fireside Chat & Market Update | September 2024
Audio Only File
Discussion Topics:
- 0:40 - FOMC Interest rate cutting projection for the rest of the year and beyond.
- 2:46 - FED trajectory: reacting and anticipating results.
- 4:53 - What do rate cuts mean for financial markets?
- 6:54 - Individually managed accounts and interest rate risk.
- 8:38 - Mortgage rates and bond market correlation.
- 9:00 - Markets and the Fed clearly telegraphing a cycle of rate reduction.
- 9:43 - Rate structure has been tilting toward a more normal expression.
- 11:30 - Equity and Fixed Income positions for Q3 and the end of the year.
- 14:45 - Risk elevates as markets go higher - maintain discipline.
- 15:58 - Bill's thoughts on Fixed Income and the risk/return basis.
Fireside Chat & Market Update | July 2024
Audio Only File
Discussion Topics:
- 1:20 - Positives & negatives so far this year.
- 2:57 - Key points and takeaways for clients.
- 4:10 - What factors could impact markets in the 2nd half of the year?
- 6:20 - Bond market performance
- 7:45 - What are the advantages of the current market?
- 9:40 - Imbalance of tech heavy focus.
- 11:40 - Historical performance and future outlook.
- 15:15 - Magnificent 7 performance dispersion.
- 18:58 - How we manage risk.
- 21:45 - Nvidia and AI concerns
- 26:35 - Tech and the tip of the iceberg.
- 28:30 - Political and governmental influences on the market.
- 30:00 - Fixed income markets and the benefits of a multi-asset portfolio.
Fireside Chat & Market Update | May 2024
Discussion Topics:
- 2:44 - Volatility can be positive.
- 5:15 - What is active portfolio rebalancing?
- 7:00 - Don't violate your own framework.
- 8:20 - Principles of diversification.
- 9:10 - Principles of asset allocation.
- 13:45 - Investor behavior and emotions.
- 16:00 - Let your financial plan be your anchor.
- 19:00 - Media sensationalism and your portfolio.
- 22:07 - Can you guess the highest performing stock of the last 30 years?
- 25:50 - How to navigate media noise.
- 27:20 - The danger of confirmation bias.
- 30:00 - Wrap up and thank you.
Fireside Chat & Market Update | March 2024
Discussion Topics:
- 1:09 - Geopolitical issues affecting the economy
- 3:12 - FOMC meeting and market response
- 8:10 - Any election cycle impacts to the market?
- 10:00 - NVidia and the uptick in AI
- 14:40 - What 5 areas are we looking at in 2024
- 20:40 - AI's impact on the job market
- 25:00 - AI's positive impact on productivity
- 30:20 - Budgeting and international travel during geopolitical conflict
- 31:30 - The housing market and Covid's impact on inventory
- 34:45 - Interest rate effect on buyer behavior
- 35:50 - End of the first quarter and recent performance
- 40:55 - Fixed Income perspective
- 45:07 - The positive aspect of volatility
- 48:00 - Recent hiring and exciting growth at PWM
- 50:25 - Thank you to our clients!!