GR8 Financial Sense Podcast

By: Ryan Sheffer and James Walsh
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  • Summary

  • Hosted by Ryan Sheffer, CFP, MSF, and James Walsh, CMFC, financial advisers at Advance Capital Management. Each month, Ryan and James tackle 8 financial and investment topics in approximately 8 minutes, to keep you informed about the markets, economy and other current events that could be impacting your financial life. Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Contact Us:
    © 2021
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Economics Personal Finance
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Episodes
  • Episode 50 - October 2024

    Episode 50 - October 2024
    Oct 15 2024

    In this month's episode, we cover these topics:

    • Market Update (starts at 0:35)
    • Portfolio Update (2:28)
    • Philosophy Behind the Allocation (3:12)
    • Structure of the Portfolio (6:50)
    • Rate Cut (9:38)
    • Inflation Sanity Check (15:55)
    • Forward Valuations (17:07)
    • Looking Ahead (18:38)
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    22 mins
  • Episode 49 - September 2024

    Episode 49 - September 2024
    Sep 11 2024

    In this month's episode, we cover these topics:

    • Market Update (starts at 0:44)
    • Portfolio Update (2:09)
    • What is NOT normal... (3:25)
    • Election (5:14)
    • Jackson Hole – Take Jerome Powell at his word? (7:24)
    • Jackson Hole – Turbulance (10:26)
    • Veracity of Markets (11:20)
    • Looking Ahead (12:54)
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    15 mins
  • Episode 48 - August 2024

    Episode 48 - August 2024
    Aug 13 2024

    In this month's episode, we cover these topics:

    • Market Update
    • Portfolio Update
    • Revisit Risk/Volatility
    • Long Term Story
    • Opportunities
    • Tone of the Fed
    • Economic Mixed Bag
    • Looking ahead
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    21 mins

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