Best Blue Chip Partners LLC Podcasts (2025)

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#79: Soft Landing in Sight? CPI, Fed Policy & Trade Updates 15:45

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8d ago15:45

15:45

https://www.bluechippartners.com Inflation appears to cool, markets hit new highs, and the Fed faces tough choices with limited data. In this episode of Blue Chip NOW!, Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Daniel Seder, CFA, CMT, CFP® break down the latest CPI report, energy and commodity trends, Fed policy outlook, and U.S.–China …

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#78: Gold's Surge, M&A Momentum, and Market Reality Checks 16:13

15d ago16:13

16:13

Spend Confidently. Live without Regret: https://www.bluechippartners.com In this episode of Blue Chip Now, hosts Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Dan Seder, CFA, CMT, CFP® dive into the latest market shifts sparked by renewed U.S.-China trade tensions. The team discusses how President Trump's floated 100% tariffs on China rattl…

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#77: Quarterly Edge - Q4 2025: Consumer Strength, Fed Cuts, and Market Strategy for Investors 13:36

1M ago13:36

13:36

Spend Confidently. Live without Regret: https://www.bluechippartners.com In this edition of Blue Chip NOW! Quarterly Edge, Chief Investment Officer Daniel Dusina and Managing Partner Dan Seder break down the state of the U.S. economy, markets, and what could be ahead for investors. They highlight the economy's surprising resilience, with GDP growth…

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#76: Fed Rate Cuts Explained 📉 | Inflation, Nvidia, Tesla & Market Risks 15:02

2M ago15:02

15:02

Spend Confidently. Live without Regret: https://www.bluechippartners.com The Federal Reserve met on September 17 — and markets expect a 25 basis point rate cut. But will the Fed deliver? In this episode of Blue Chip Now, we break down interest rate expectations, inflation concerns, and what the dot plot tells us about the rest of 2025. We also cove…

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#75: From Summer Fun to Market Shifts: September Insights 14:46

2M ago14:46

14:46

Spend Confidently. Live without Regret: https://www.bluechippartners.com In this episode of Blue Chip Now, the team kicks things off with post–Labor Day reflections and the shift from summer into fall routines. As the discussion moves into the markets, they highlight how September can bring heightened activity and renewed volatility after a quieter…

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#74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty 16:57

3M ago16:57

16:57

Spend Confidently. Live without Regret: https://www.bluechippartners.com U.S. markets are hitting record highs as the S&P 500, Dow, and Nasdaq push upward, fueled by strong corporate earnings, moderate inflation readings, and speculation about Federal Reserve interest rate cuts. But it's not just mega-cap tech stocks like Nvidia and Microsoft drivi…

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#73: Quarterly Edge – Q3 2025: Liberation Day to Bond Stability 24:50

4M ago24:50

24:50

Spend Confidently. Live without Regret: www.bluechippartners.com In this edition of the Blue Chip NOW! Quarterly Edge, Daniel Dusina, CFA, and Dan Seder, CFA, CMT, CFP® unpack the complex economic landscape heading into the second half of 2025. They highlight how uncertainty — driven primarily by unresolved tariff developments — is affecting not on…

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#72: Is the Market Rally for Real? Sector Moves & Economic Signals 18:48

5M ago18:48

18:48

Spend Confidently. Live without Regret: https://www.bluechippartners.com In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Vince Parrack take a deep dive into the current state of the markets, with the S&P 500 quietly climbing nearly 8% since late April. Is this rally justified, or are there risks lurkin…

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#71: From Diapers to Diplomas: Strategic Financial Planning for Families 36:04

5M ago36:04

36:04

Spend Confidently. Live without Regret: https://www.bluechippartners.com?utm_source=YouTube&utm_medium=Podcast&utm_campaign=Diapers+to+Diplomas In this episode of Blue Chip NOW!, Daniel Dusina, CFA, is joined by Adam Larkin, CFP®, and Dan Seder, CFA, CMT, CFP® for an in-depth discussion on the real costs of raising a child and the best financial st…

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#70: Tariffic News! Markets Cheer the Ceasefire, but is It Built to Last? 21:46

6M ago21:46

21:46

In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA®, Matt Mondoux, CFA®, CMT, CFP®, and Dan Seder, CFA®, CMT, CFP® dive deep into the evolving dynamics of global trade and investor sentiment. Kicking things off with a reflection on a news-filled Mother's Day weekend, they unpack the latest developments in U.S.–China tariff negotiations. Wi…

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#69: Tariff Turbulence: You Don't Need a Parachute 23:22

6M ago23:22

23:22

In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CMT, CFA, CFP®, and Dan Seder, CMT, CFA, CFP® sit down to tackle one of the most volatile stretches the market has seen in recent memory. They discuss how tariff uncertainties, political pressures, and tech stock valuations have created sharp market swings, and why it's so i…

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#68: Quarterly Edge: Q2, 2025 - A Deep Dive into the Economy, Stock Market, and More 19:09

7M ago19:09

19:09

In this Quarterly Edge episode of Blue Chip NOW!, hosts Daniel Dusina, CFA® and Dan Seder, CFA®, CMT, CFP® explore the current uncertainty of the economy, sharing their thoughts on why it's challenging to be either optimistic or pessimistic in this ever-changing landscape. They discuss key topics like the labor market, new job opportunities, wage g…

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The Dance of the Stock Market 6:14

8M ago6:14

6:14

In this clip from the latest episode of Blue Chip NOW!, hosts Matt Mondoux CFA, CMT, CFP® and Dan Seder CFA, CMT, CFP® break down a fascinating statistic dating back to 1990, down days and up days, and the dance of the stock market. Matt Mondoux: https://www.bluechippartners.com/about/our-team/matthew-mondoux/ Dan Seder: https://www.bluechippartner…

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#67: Navigating Uncertain Times: Market Volatility & Investor Sentiment 18:34

8M ago18:34

18:34

In this episode of Blue Chip NOW!, Matt Mondoux CFA, CMT, CFP® and Dan Seder CFA, CMT, CFP® analyze recent market volatility, investor sentiment, and the factors driving uncertainty, including tariffs and economic policy changes. With Daniel Dusina away, Matt and Dan provide insights into key market indicators like the VIX, moving averages, and sec…

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#66: Fear, Greed, and Market Rotation: A Contrarian Perspective 9:54

8M ago9:54

9:54

In this episode of Blue Chip NOW!, Daniel Dusina CFA, Matt Mondoux CFA, CMT, CFP®, and Dan Seder CFA, CMT, CFP® provide an update on market sentiment, sector rotation, and key market observations. They explore why sentiment indicators like the CNN Fear & Greed Index and AAII Investor Sentiment Survey are powerful contrarian signals. They also discu…

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Tariffs on China: Technology and Consumer Goods 5:19

9M ago5:19

5:19

In this clip from the latest episode of Blue Chip NOW!, hosts Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Investment Analyst Vince Parrack discuss America's competitive relationship with China and the tariffs on China regarding technology and other consumer goods in the retail space. Key Points: [00:00:00] The ongoing U.S.-China trade ten…

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#65: Trade Wars & Market Volatility: What Investors Need to Know 23:54

9M ago23:54

23:54

In this episode of Blue Chip NOW!, Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Investment Analyst Vince Parrack explore the latest developments in global trade tensions, focusing on tariffs, trade restrictions, and their direct and indirect impacts on industries, investors, and market volatility. They break down the effects on key sectors…

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#64: Maximizing Your Wealth-Management Relationship in Q1 2025 23:06

9M ago23:06

23:06

In this episode of Blue Chip NOW!, Daniel Dusina, CFA®, Matt Mondoux, CFA®, CMT, CFP®, and Dan Seder, CFA®, CMT, CFP® discuss how to make the most of your relationship with a wealth manager in the first quarter of 2025. The conversation dives into essential financial planning strategies, including portfolio rebalancing, key tax considerations like …

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Tax-Efficient Giving: How QCDs Can Boost Your 2025 Charitable Contributions 8:43

9M ago8:43

8:43

Dan Seder, CFA®, CMT, CFP® and Hayden Kibbey discuss the benefits and mechanics of qualified charitable distributions (QCDs). For individuals who are charitably inclined, have individual retirement accounts, and meet the age requirement, QCDs can be a tax-efficient method for making charitable contributions. Dan and Hayden outline the key benefits …

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#63: Tax Planning Strategy for IRA Holders: Skip the Government and Give from Your IRA Tax-Free 18:10

9M ago18:10

18:10

In this special episode of Blue Chip NOW!, Managing Partner Dan Seder, CFA®, CMT, CFP® and Associate Financial Advisor Hayden Kibbey talk about one of our favorite ways to bypass the government when pulling money from an IRA account. Qualified Charitable Distributions (QCD) are a tax-efficient way for people aged 70.5 and older to donate directly f…

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#62: What happened in the market yesterday? New AI, New Considerations: Is China disrupting the global AI race? 21:53

9M ago21:53

21:53

After the market's largest drop-in-a-day in history, we saw investors scrambling to figure out what happened. Listen to this special breaking news episode of the Blue Chip NOW! Podcast to help get your feet back under you after yesterday's cataclysmic drop. Listen until the end to find out if our hosts are likely to buy or sell in today's market. H…

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Information Technology Has Been a Key Driver of Domestic Earnings Over The Last Two Years 8:25

10M ago8:25

8:25

Consensus estimates point to 12.50% earnings growth for the S&P 500 Index in 2025, with elevated expectations visible in the information technology, consumer discretionary, and health care sectors. As information technology has been a key driver of domestic earnings over the last two years, the sector has comprised a larger and larger share of over…

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#61: Discretionary Spending and Market Dynamics for The Year. Blue Chip Partners Quarterly Edge Q1 2025. 17:53

10M ago17:53

17:53

Two straight years of meaningfully positive returns in the domestic market leave investors split. In this episode of Blue Chip Partners Quarterly Edge, Chief Investment Officer Daniel Dusina, CFA® and Managing Partner Dan Seder, CFA®, CMT, CFP® engage in a discussion that spans the U.S. economy's trajectory for 2025, including the pivotal role of d…

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The market's appetite for risk continues to rise. When will it slow down? 9:16

10M ago9:16

9:16

While the buzz words "quantum computers" and "AI" continue to rise in use across earnings calls, we are still seeing a bullish market. Is your appetite for risk similar to the market's? Learn more in this featured clip from Blue Chip NOW! Hosts: Daniel Dusina CFA® Matt Mondoux CFA®, CMT, CFP® Dan Seder CFA®, CMT, CFP® Watch the episode here: https:…

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#60: Google rose sharply on the mere announcing of "Willow." Is risk still ON in this market? 17:48

10M ago17:48

17:48

In this episode of Blue Chip NOW!, Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Dan Seder CFA®, CMT, CFP® explore the latest advancements in quantum computing and their market implications. They break down ALPHABET's groundbreaking quantum computer, "Willow", discussing its potential applications in healthcare, AI integration, and more. Th…

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The underlying data on the U.S. economic situation isn't that bad. Is the economy in a good place? 12:21

11M ago12:21

12:21

Consumers have digested the level of inflation and we have somewhat found a middling bottom as displayed by the U.S. Consumer Price Index and U.S. Personal Consumption Expenditures Index. Watch this clip from Episode 59 on Blue Chip NOW! to learn more about the Economy – including inflation, consumer spending, and labor markets. https://youtu.be/yH…

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#59: Does this feel like 2008? Market predictions are annoying – here are some facts 26:58

11M ago26:58

26:58

In this episode of Blue Chip NOW!, Daniel Dusina, CFA®, Matt Mondoux, CFA®, CMT, CFP®, and Dan Seder, CFA®, CMT, CFP® dissect Wall Street's market predictions for 2025, highlighting the inherent uncertainty in price targets. They explore the dynamics of economic indicators like inflation, consumer spending, and labor market trends. The team discuss…

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2025 Year-End Financial Moves: QCDs, Gifting Strategies, and Estate Planning Tips 9:34

11M ago9:34

9:34

As we near the end of 2024, you might consider making a Qualified Charitable Distribution, sharing wealth with a loved one, or revisiting your estate plan. In this clip from Blue Chip NOW!, our professionals discuss how and when to accomplish these tasks. Watch the full clip here. Watch the full episode here on Blue Chip FM to learn how you can sav…

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#58: Impacts on Markets and Estate Planning: Key Year-End Insights 28:16

12M ago28:16

28:16

In this episode of Blue Chip NOW!, hosts Daniel Dusina and Dan Seder are joined by Robert Steinberg and Kim Browning to explore the interplay between market movements post-election and critical year-end financial planning strategies. Topics include tax and regulation changes, estate planning considerations, and actionable advice for individuals aim…

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Managing your own $500K+ portfolio? Avoid these things for your financial health. 10:13

12M ago10:13

10:13

Are you managing your own portfolio or outsourcing to a professional? If you're looking at an investment structure, why not think of individual stocks? Tax intricacies on mutual funds are muddy as best. When stocks work against us it's our job to harvest the loss, bank it and set it aside. You can use those losses for years to benefit your bank acc…

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The #1 way your mutual fund manager is losing you money. Taxes vs. capital gains. 23:10

12M ago23:10

23:10

When the 2020 pandemic shut down the economy, investors were still receiving higher and higher dividends. This simple dividend growth strategy can help you stay invested during hard times. In this episode of Blue Chip Now, hosts Daniel Dusina, CFA® and Matt Mondoux, CFA®, CMT, CFP®, dive into a common client question: why consider individual stocks…

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#57: Should I choose an RIA over a big brokerage firm? This and top 12 client questions explored. 28:07

1y ago28:07

28:07

In this episode of Blue Chip Now, hosts Daniel Dusina, CFA®, Matt Mondoux, CFA®, CMT, CFP®, and Dan Seder, CFA®, CMT, CFP® take on twelve of the most common client financial questions in a rapid-fire format. From understanding the differences between RIAs and big brokerage firms, to addressing how investment strategies align with personal financial…

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Small stocks can pack a powerful punch in Q4 2024 and beyond 4:18

1y ago4:18

4:18

You don't need a structural allocation to small caps, but you want to be thoughtful about how and when to build an allocation. Watch the episode here on YouTube In this clip from our Q4 Quarterly Edge report by Blue Chip Partner's Chief Investment Officer Daniel Dusina, CFA and Managing Partner Daniel Seder, CFA, CMT, CFP®. you will gain a deeper u…

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Is it too late to jump on the bond train? 7:16

1y ago7:16

7:16

Bonds are still attractive relative to money market funds. Watch the episode on YouTube In this weeks' episode, a clip from Q4 Quarterly Edge report by Blue Chip Partner's Chief Investment Officer Daniel Dusina, CFA, outlines the importance of getting out in front of the yield declines that money market funds are poised to experience over the next …

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#56: You missed the cocktail party, but the reception is just about to begin - Q4 Quarterly Edge Report 20:43

1y ago20:43

20:43

Watch the episode on YouTube here https://youtu.be/slP0qDhDuU0 In a changing domestic environment, a thoughtful assessment across and within asset classes is required. This includes an evaluation of both the sector and capitalization composition of investment portfolios. The domestic fixed income market has run in recent months, but we think bonds …

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What really drove market returns in August- Stock market drawdown and the snap back 7:47

1y ago7:47

7:47

Back to school: interest rates, small caps, the election, and the impact on your portfolio Watch the full episode here! It is back to school season, and we are back to market chatter regarding last month's ups and downs in the stock market with our hosts: Daniel Dusina, CFA, Matt Mondoux CFA, CMT, CFP®, and Daniel Seder, CFA, CMT, CFP®. In this epi…

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S2 E32: Back to school: interest rates, small caps, the election, and the impact on your portfolio 28:26

1y ago28:26

28:26

Watch this full episode on YouTube here! In this episode of Blue Chip Now, hosts Daniel Dusina (CFA®), Matt Mondoux (CFA®, CMT, CFP®), and Dan Seder (CFA®, CMT, CFP®) explore the latest market trends and what's driving current market movements. They delve into the impact of interest rates, the yen carry trade, and the evolving economic landscape, i…

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Help Protect Your College Kids with These Documents While Their Brains are Still Developing 14:08

1y ago14:08

14:08

As your child gears up for college, things change. They have gone from being a minor and not able to sign contracts to becoming an adult. Once your adult child turns 18, you as parents do not have rights to ANY of their finances, healthcare information, or school records. You may be getting the parent spider-sense that your kid may not be doing wel…

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Congratulations, It's an Unfunded Liability: Financial Planning Insights for New Parents 8:56

1y ago8:56

8:56

You have a young child, a new baby, so what's the next step? Many people see a little baby in the hospital and, as advisors, we see unfunded liabilities. Do you have life insurance in place? Do you know what kind to get or how much of a policy to take out? What about a living trust? On this clip from the Blue Chip NOW! podcast we do our best to hel…

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S2 E30 - Financial Planning for New Parents - 529s, Insurance, College Savings, and Estate Planning Essentials 23:46

1y ago23:46

23:46

Watch the full episode on YouTube here! Join Matthew Mondoux and Dan Seder in this episode of Blue Chip Now as they explore critical financial planning strategies for new parents, alongside guests Emily Prater, a CFP® professional, and Gina DiGirolamo, who recently passed the CFP® exam. With Daniel Dusina on paternity leave, the discussion centers …

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Target Date Funds: Optimal Choice for Retirement Savings or Just Another Option? 8:44

1y ago8:44

8:44

Watch this clip on YouTube here, or watch the video of the entire episode here! Audio of this entire episode is available here! The standard 401(k) plan offers a limited menu of mutual funds. If you haven't looked at your 401(k) in a while, things might have changed. You can even self-direct your 401(k) outside of that standard mutual fund chassis …

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S2 E29: Company Retirement Plan Strategy for Long-term Success. Understanding Traditional vs. Roth 401(k) plans 28:35

1+ y ago28:35

28:35

Watch the full video of this podcast on YouTube here! In this episode of Blue Chip NOW!, we discuss the best ways to allocate a 401(k) plan properly, common mistakes people make, and how to get the most out of your workplace retirement plan. Join Daniel Dusina, Matt Mondoux, and Dan Seder as they explore different investment options, the benefits a…

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S2 E28: International Investing- a drag or diversification strategy? 20:16

1+ y ago20:16

20:16

Watch the full podcast video on YouTube here! In this episode of Blue Chip NOW!, Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Jonathan Johnson CPA, CFP®, CMT explore the topic of international versus domestic stock investments. They discuss the concept of being underweight in international stocks, why this is their current strategy, and th…

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Q3 2024 Quarterly Edge: Politics play no role in your portfolio - The market doesn't care who is president 17:27

1+ y ago17:27

17:27

Watch the full video episode on YouTube here! With the presidential election coming up, what does that mean for volatility in stocks? We believe that politics don't cause volatility in the market: uncertainty does. Welcome to a special Quarterly Edge episode of Blue Chip NOW!, where Chief Investment Officer Daniel Dusina CFA® and Managing Partner D…

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S2 E26: What should your portfolio manager be doing in the grips of a black swan event like a pandemic or natural disaster? 26:13

1+ y ago26:13

26:13

Video of this podcast is live on YouTube, watch it here! In our conversation, we unpack the steps and strategies to take to protect investments when the markets get crazy, and how to leverage the opportunities that come with a crisis. It's crucial for portfolio managers to take these events seriously to protect against possible significant losses. …

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S2 E25: What's actually been driving inflation if the goods sector has been deflating since 2024? 25:34

1+ y ago25:34

25:34

Watch on YouTube here! From used vehicles to housing, we dive into the related CPI trends and unpack the encouraging and cautious future insights they offer. Discover how the CPI is calculated, the latest interest-rate projections from the Federal Open Market Committee (FOMC), and the influence of interest rates on the housing market. In this episo…

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S2 E24: What to do next after you've doubled your investment in the stock market. When to sell and when to hold. 29:35

1+ y ago29:35

29:35

Blue Chip NOW! is now being published with video! Watch this episode here. From the ramifications of concentrated positions to how the RSI indicator can tell us if a stock is overbought or oversold, we're covering all the bases. We'll talk about the importance of combining technical and fundamental analysis, managing risk, and avoiding common inves…

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The best boyfriend a woman ever had. How this ex-girlfriend was entitled to his $1M estate 35 years after a breakup. 11:28

1+ y ago11:28

11:28

On today's episode of our newly minted channel, Blue Chip FM, we are spilling the tea on a recent court case that might pique your interest. Tune in to hear how a man's ex-girlfriend, who he dated more than 30 years ago, received his million-dollar retirement account. This may seem like a dumb mistake that would never happen to you... or could it? …

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S2 E23: What does it mean to investors to have a market driven by so few companies leading up to the 2024 election? 18:37

1+ y ago18:37

18:37

After the strongest May in 20 years, investors are wondering if this could be the calm before a midsummer storm. With 75% of gains driven by 6 stocks in May, it is clear that the S&P 500 Index is NOT always driven by 500 companies. Despite the concentration of returns seen in the domestic equity market last month, the S&P 500 Index touched a new al…

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S2 E22: Unpacking NVIDIA's Stock Split & Blue Chip's Next Big Move 23:52

1+ y ago23:52

23:52

Today's episode is like one of those door prize goodie bags at your favorite birthday party: a grab bag of seemingly unrelated things and you're going to love every single one of them! What is a stock split and why did NVIDIA do this? Should I be buying a stock ahead of a split or after the split? Is NVIDIA trying to get into the Dow Jones Industri…