Episodes

July 5, 2023

Markets are Soaring Halfway Through the Year – Will it Continue?

Dave, Dylan, and Todd discuss an exciting week in the markets where we saw all major indices increase by 2% or more. 6/30/23 marked the last day of the trading year and the first half market returns have been spectacular, …

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June 10, 2023

S&P 500 Has Returned to a Bull Market - Here’s Why

Dave, Dylan, and Todd all sit down to cover the news that surfaced in the complex world of financial markets throughout the week. Plus, a special guest joins us to explain why EVs and Solar for your home make a …

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June 4, 2023

Default Averted – But What’s Next?

It’s been another volatile week in the markets. During times like these it is essential to stay informed and prepared in the complex world of finance. Listen in now – we make the complex, simple. Here’s what you need to …

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May 28, 2023

The Debt Ceiling Debates Continue – Here’s Why That Matters To The Ma…

Next week the US could default on its obligations. The question looming - will it happen? Listen in and find out:§ How the debt ceiling debates are impacting markets§ How NVDA soared to new all-time high’s § How the latest …

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May 21, 2023

The Markets Were Positive-Here's Why

Listen to the Greenberg Financial Team as they discuss everything that happened in the markets last week that caused it to rise. - The main focus was Congress finishing debt ceiling negotiations - Investors were positive on this all week, …

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May 14, 2023

The Markets Are Moving – Here’s Why

A lot of information hit the markets this week. Listen in to the Greenberg Financial Team unpacks it all for you. § Investors are intrigued by the economic news and reports.§ Do you know the potential roadblocks facing the markets? …

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May 7, 2023

The Focus is Fear. What You Need to Know from the Fed and Banks.

Another week of drama. Join Dean, Dave, and Todd to get the latest information hitting the markets. § The Federal Reserve’s interest rate decision § Economic news§ Bank fears There was not a dull moment this week - Markets were …

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April 23, 2023

Earnings Season is Here and it Matters to You!

The markets moved a lot this past week. The future is coming into focus as various companies report earnings. Tune in to find out:· How earnings have been impacted by the recent pressure on banks. · How their news is …

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April 16, 2023

Do You Know How the Latest Economic Data is Moving Markets?

This past week has been a busy one. Listen in and get the scoop on what’s moving the markets and what you need to do next. Among the biggest factors to consider: - The economic data that was released this …

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April 10, 2023

Every Little Thing We Do... How the News Impacts the Markets

It’s been a hectic week! Listen in as we breakdown the latest news and how it’s impactingmarkets. This week saw calming issues with banks,but the attention moved to Trumpsindictment. See how the markets reacted and stay informed and prepared!If you...

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April 2, 2023

Putting the Recent Bank Failures in the Rear-View Mirror.

Let’s talk about the various factors that moved markets this past week. They were on the upswing as investors looked past the recent bank pressures. Overall, all 3 major indices ended the week higher, Listen in to find out why. …

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March 26, 2023

Do You Know How the Fed ’ s Interest Rate Decisions Will Impact You?

Join Dave and Todd to unpack what moved the markets this week. On Wednesday the FederalReserve increasedinterest rates by 25 basis points. Get to the heart of what Jerome Powell’sthoughts are regarding his future interest rate decisions and how he...

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March 12, 2023

The Fed, Biden's Budget, and SVB; What Was Moving Markets?

The full crew is back this week to discuss a very volatile week. On Tuesday and Wednesday we had Jerome Powell testifying in front of congress to lay out his plans for monetary policy. We also had Biden unveil his …

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March 5, 2023

Interest Rates and the Impact on Markets

The full crew is back this week to discuss an information filled week in the markets. Earnings data as well as economic data had the markets swinging. Tune in to figure out what was moving markets. Stay informed and stay …

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Feb. 26, 2023

The Latest Data and How its Impacting Markets

Dave and Dylan talk about what was moving markets this week. Many different companies reported earnings which moved markets. Stay informed and stay prepared! If you would like to contact us to learn more about our firm and our process …

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Feb. 19, 2023

How The Inflation Data Impacted Markets

Dave, Dylan, and Todd talk about what was moving markets this week. The CPI number came out on Tuesday higher than expectations. The retail sales report was also higher than expectations. Lastly, PPI inflation data was also higher than expectations....

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Feb. 12, 2023

Economic Data and Corporate Earnings (What's moving the markets?)

Dave, Dylan, and Todd talk about what moved markets this week. The Fed chair Jerome Powell spoke, and various companies reported earnings. See how the latest economic data is moving markets. Stay informed, stay prepared! Next week the big CPI …

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Feb. 5, 2023

Fed Interest Rates and How It Impacted Markets

The crew is back to discuss the market and its reaction to the latest economic data. Many companies reported earnings this week which had the markets moving. Learn about how the all important Federal Reserve meeting impacted markets. Stay informed,...

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Jan. 29, 2023

Earnings Season and How It Impacted Markets

The full crew is back to discuss the market and its reaction to the latest economic data. Many companies reported earnings this week which had the markets moving. Learn about how stocks reported their earnings and how its impacting markets …

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Jan. 22, 2023

Stock Market Update and Financial Planning

This week the full crew is back to discuss the market and its reaction to the latest economic data. The team talks about our financial planning process and how it helps us manage our clients’ money. Lastly, Dean talks about …

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