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Вміст надано Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only, Jeffrey W. McClure, Jacob A. McClure, Of The Personal Wealth Coach, and An Independent Fiduciary Investment Advisory Firm | Fee-Only. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only, Jeffrey W. McClure, Jacob A. McClure, Of The Personal Wealth Coach, and An Independent Fiduciary Investment Advisory Firm | Fee-Only або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Manage episode 420170584 series 3350646
Вміст надано Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only, Jeffrey W. McClure, Jacob A. McClure, Of The Personal Wealth Coach, and An Independent Fiduciary Investment Advisory Firm | Fee-Only. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only, Jeffrey W. McClure, Jacob A. McClure, Of The Personal Wealth Coach, and An Independent Fiduciary Investment Advisory Firm | Fee-Only або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Before we get started, we will give you a moment to get your preferred search engine ready. Now, go ahead and type in the word "bifurcation" (thank the tech gods for spell check). This episode, Jeff and Jake start out with their weekly rambling on the S&P 500 Index and CRSP US Mid Cap Value Index and the little bit that happened in the week to affect those. Keep on listening (but why?) to hear about a $444 billion oppsie, the bifurcation of the world markets, interest rates (again?), and a few other excitingish topics.

This episode was recorded on May 24th, 2024.

If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

  continue reading

434 епізодів

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iconПоширити
 
Manage episode 420170584 series 3350646
Вміст надано Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only, Jeffrey W. McClure, Jacob A. McClure, Of The Personal Wealth Coach, and An Independent Fiduciary Investment Advisory Firm | Fee-Only. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only, Jeffrey W. McClure, Jacob A. McClure, Of The Personal Wealth Coach, and An Independent Fiduciary Investment Advisory Firm | Fee-Only або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Before we get started, we will give you a moment to get your preferred search engine ready. Now, go ahead and type in the word "bifurcation" (thank the tech gods for spell check). This episode, Jeff and Jake start out with their weekly rambling on the S&P 500 Index and CRSP US Mid Cap Value Index and the little bit that happened in the week to affect those. Keep on listening (but why?) to hear about a $444 billion oppsie, the bifurcation of the world markets, interest rates (again?), and a few other excitingish topics.

This episode was recorded on May 24th, 2024.

If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

  continue reading

434 епізодів

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