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Welcome to Retire Wise: Your Roadmap to End Dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability. Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confide ...
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Markets Rally After Holiday And Move Up For The Week - Weekly Stock Market Review
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Tariff talk once again had markets up and down last week, but we ended the week up on solid Q1 earnings and cooling inflation. Does this mean the Fed could cut rates soon? We think there’s a strong case to be made. https://financeinsights.net/XaXbiGrvrtGlAOYH3VbvLUawv50 Learn more at www.efteam.usBy Endependence Financial
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Markets Recover 2025 Losses - Weekly Stock Market Review
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And we’re back! Markets rebounded last week, erasing all 2025 losses following the 90-day pause on tariffs for China. Inflation also continued its downward trend, raising the question: When will the Fed cut rates again? Some signs point to September, although Fed Chair Jerome Powell doesn’t seem to be sold on the idea. https://financeinsights.net/K…
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Fed Stays Resolute - Weekly Stock Market Review
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Fed held rates steady last week, adopting a “wait and see” stance on inflation and trade impacts. Trade talks continue to take center stage, as U.S. inks deal with UK, and U.S. and China pause reciprocal tariffs. What does this mean for summer markets? This week’s market report is ready! https://financeinsights.net/Wz4OCaqAKIYeOnAI7Y4Pgc1AqbL Learn…
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Despite a negative Q1 GDP reading, markets rallied last week as jobs remained strong and hopes for a June rate cut stayed alive. The S&P 500 even realized its longest winning streak in two decades. Can we keep the streak going this week? Get all the details in our latest weekly commentary. https://financeinsights.net/qDKJhMQDKUj1bjbi6xq60UKV627 Lea…
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Markets Recover - Weekly Stock Market Review
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Markets recover after Trump backs off firing Fed Chair Powell and suggests China tariffs will “come down substantially.” The S&P 500 has exited correction territory, while the Dow has recovered much of its early-April losses. Have we seen the bottom of the latest drop? https://financeinsights.net/MNnLhzYKZf17JN0SrMQQ0fOL035 Learn more at www.efteam…
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Powell Stirs The Pot – Weekly Stock Market Review
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It should have been a quiet week for markets — but doom-and-gloom comments from Fed Chair Jerome Powell kept that from happening. Powell keeps making comments without the data to back them up, perpetuating the market’s negative outlook and ignoring positive news. Could it be time for Powell to go? https://financeinsights.net/wz3vCq4BmTjQkWdHbJaNPHG…
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The Market Rollercoaster Continues - Weekly Stock Market Review
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Market turbulence continued last week as stocks sank initially, then soared as President Trump paused tariffs on everyone except China. Despite positive economic indicators, investor sentiment remains shaky with high volatility and climbing bond yields. Can anything stop the rollercoaster? https://financeinsights.net/OxWztVl55f4dgbasPGKpxcB1l1g Lea…
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Markets Plunge, jobs still strong - Weekly Stock Market Review
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Markets tumbled last week following the release of Trump’s “Liberation Day” tariff plan. Despite healthy March jobs reports, some analysts have increased the probability of recession in 2025. If you haven’t already done so, we recommend reaching out to clients to answer questions and encourage them to stay patient as we ride out this wave of market…
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Another Rough Week For Stocks – Weekly Stock Market Review
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Markets took a hit last week as President Donald Trump’s 25% tariff on foreign cars spooked investors. Hot inflation and falling consumer confidence didn’t help matters. How will this affect the Fed’s future rate decisions? We may need to prepare ourselves for the idea of “higher for longer” once again. https://financeinsights.net/pj2mH2WdYCwr3ELs7…
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Market Slide Stops for Now - Weekly Stock Market Review
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Markets caught their breath last week after the recent correction. The S&P 500 sits at -3.64% YTD, but that’s not insurmountable. Moving forward, consumer sentiment and economic momentum will be key. Meanwhile, the Fed kept rates steady despite sending mixed signals on inflation and growth. https://financeinsights.net/bv8xHNNpzhljgVBswblkQFZr81Z Le…
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S&P 500 Enters Correction Territory – Weekly Stock Market Review
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S&P 500 fell into correction last week, driven by trade and recession concerns. Positive inflation data has fueled hopes for additional interest rate cuts later this year. We’ll know more about what the Fed is thinking after this week’s meeting. Learn More Here: https://financeinsights.net/pj2mH2275fwrr6YT7XX0ZTY0l0K Learn more at www.efteam.us…
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Weekly Stock Market Review (Week of 03.03.2025)
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Markets dropped significantly last week, leading to negative returns on the year for both the S&P 500 and Nasdaq. Tariff talk is the biggest culprit for increased volatility. Meanwhile, weak February jobs data has some speculating we could have three to four Fed rate cuts this year. Detailed Write-Up: https://financeinsights.net/XaXbiGQ5rCG2xb0t3D2…
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In this episode, Michael and Tyler explore a sensitive yet important topic for many: What happens when you receive an inheritance from a loved one? While the emotional toll of losing someone is undeniable, there are also significant financial considerations to navigate. Tyler and Michael discuss some key steps to take when receiving an inheritance,…
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Weekly Stock Market Review (Week of 02.24.2025)
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Markets retreated last week as tariff announcements and economic news rattled investor confidence. Inflation remains stubborn while Treasury yields fell below 4.25% as investors fled to safety. Other economic data caused additional concerns. Will this week’s jobs numbers provide some reassurance for nervous markets? Detailed writeup: https://financ…
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In this episode, Michael and Tyler tackle a pressing question for today’s retirees: How can you effectively turn your retirement savings into consistent streams of income? With retirement looking very different from our grandparents’ era, understanding how to leverage your Social Security and personal savings is crucial since most of us don't have …
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When Bob and Sue sat down for an office visit, they each had different ideas about how much risk they should take with their retirement nest egg. Bob was okay with potential losses if it meant there were also opportunities for growth. Sue, on the other hand, didn't want to lose any of their hard-earned money, even if it meant missing out on potenti…
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There's a common myth out there in the minds of retirees or those getting ready to retire soon. It goes something like this: "My spouse and I will be in a lower tax bracket in retirement". Listen to Michael and Tyler discuss why this may not be the case for most people in retirement and learn about potential tax-efficient strategies to help create …
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