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Wealth Vision 20/20 Podcast
42 minutes | Jan 5, 2022
Today’s episode is called “falling Dominoes” where we discuss how the administration’s signature legislation know as the ‘Build Back Better Bill’ hit a major snag as a key Democratic Senator says he will vote no, inflation registering its highest read in 40 years causing the Fed to abruptly change course before it’s too late and what this all means for 2022, stock and bond market volatility and your portfolio. If you were recently celebrating being done with 2021, hang tight….. in 2022 we might have new challenges we’ve never faced before. Tune in as we discuss that and more
53 minutes | Dec 6, 2021
The Year in Review 2021
Today’s episode is called “The Year in Review-2021” where we discuss the stock market performance that exceeded most people’s expectations, the obsessive focus on inflation and some of its causes, what to look for in 2022 and a few tips on what you still can do before year end to enhance your future. Tune in as we discuss that and more.
49 minutes | Nov 2, 2021
The Pruning of America's Retirement Accounts
Today’s episode is called “The Pruning of America’s Retirement Accounts” where we discuss the outrage Congress exhibited to a 5 billion-dollar Roth account, new rules to prevent “Mega retirement accounts” of all varieties, and the shut down of Roth Conversions and the back door contributions for high income earners. Are we on the cusp on a new era where governments make deals to entice tax revenue only to later renege on them? Stay turned as we discuss that and more.
46 minutes | Oct 4, 2021
To Infinity and Beyond
Today’s episode is called “To Infinity and Beyond” where we discuss the congressional horse trading in an attempt to approve an infrastructure bill while at the same time increasing the debt ceiling to levels never seen, the inflation spiral and the oh-so-complicated global supply chain, and the new frontier, where SpaceX and the Inspiration4 for the first time have sent civilian astronauts 367 miles high into space, well past the Karman line, circled the earth at 23x the speed of sound and safely landed. ....Tune in as we discuss that and more
66 minutes | Sep 2, 2021
A Brave New World
Today’s episode is called “A Brave New World” where we discuss the congressional move to tie the infrastructure bill to the $3.5 trillion social spending bill, new taxes on both personal income, capital gain income and corporate income, and the tipping point for the electric vehicle, namely the electric truck wars that will be erupting in the next few months. Whether it’s politics or trucks, the world as you know it, might be changing sooner than you think.Tune in..... as we discuss that and more.
51 minutes | Aug 4, 2021
Today’s episode is called “Summer Doldrums” where we discuss Jerome Powell’s Fed and the tightrope walk with inflation, the details of a bi partisan infrastructure bill and the ever-present political wrangling over the legislative process with each side trying to gain an advantage over the other. Tune in …….as we discuss that and more.
43 minutes | Jul 1, 2021
Today’s episode is called “Kabuki Dance”, where we discuss the bipartisan effort for an infrastructure bill, the growing concern for structural inflation, and the new revolt brewing as a survey reports that the majority of workers do not want to return to the office. Are we getting back to normal or is that more difficult than we think?.........Stay tuned as we discuss that and more.
47 minutes | Jun 1, 2021
No Good Deed Goes Unpunished
Today’s episode is called “No Good Deed goes Unpunished“ where we discuss the unintended consequences of the federal unemployment supplement, wage pressures, growing concerns about inflation, and a revolt from 21 states who refuse to take money from the federal government for fear that it’s ruining their economies.
52 minutes | May 5, 2021
Death and Taxes
Today’s episode is called “Death and Taxes” where we discuss the new tax proposals of the Biden administration, Who’s likely to be paying more and what the impact may be on the US economy and global competitiveness. Are we being fiscally prudent or killing the golden goose?........Tuned in as we discuss that and more.
49 minutes | Apr 1, 2021
Mounting a Comeback
Today’s episode is called “Mounting a Comeback” where we discuss the relentless vaccine march toward herd immunity, the latest good news on the employment front, GDP coming in at over 4% and a dive into the risky dynamics of short selling, where investors become gamblers and someone is left holding the bag .... Tune in as we discuss that and more.
52 minutes | Mar 4, 2021
A Messy Restart
Today’s episode is called “a messy restart” where we discuss the positive shifting mood of the public, the challenges of waking up the global supply chain, the latest in the vaccine rollout, positive corporate earnings, and where this all leads us, including dealing with our potential future enemy …….. called inflation. Tune in as we discuss that and more.
54 minutes | Feb 1, 2021
2021 and the Next Bull Market
Today’s episode is called “2021 and the next bull market“ where we discuss the new administration, behavioral finance, both portfolio construction & rebalancing, new tax proposals and the single solution that just might fix nearly everything wrong with the economy. Do we need more stimulus or just to ask congress to do something uncharacteristic, follow through on what they’ve started. ...........Tune in as we discuss that and more.
45 minutes | Jan 5, 2021
A New Year with New Hopes
Today’s episode is called “A New Year With New Hopes” where we discuss the end of 2020 dominated by the Corona Virus, the potential of a vaccine glut before summer, the timeline of workers returning to the office, and the new 900 billion dollar stimulus package with Helicopter money. Did we finally get ourselves out of the woods or did we just dig a very deep hole? ....Tune in as we discuss that and more.
55 minutes | Dec 2, 2020
Today’s episode is called “Mixed Bag” where we discuss the still undecided makeup of the Senate 4 weeks after the election, the big three vaccine makers who predict producing 1 billion doses each by the end of 2021, and a rocketing 3rd quarter GDP of 33.1%, which helped move markets to all time highs. Is this an early Christmas gift or will Santa be taking back some of the gifts already received? ............. Tune in as we discuss that and more.
58 minutes | Nov 1, 2020
The Path Forward
Today’s episode is called “The Path Forward” where we discuss the fed’s new policy and view toward inflation and what that means for the economy, the race for a vaccine in 2020 and what the differences are of some of the top makers, and the markets consolidation at a level higher than the Pre-Covid high but just under our newly established high of September. Is America being too overly pessimistic or are the optimists too naïve? Tune in as we discuss that and more.
45 minutes | Oct 1, 2020
Presidents and Stock Markets
Today’s episode is called “Presidents and Stock Markets” where we talk about Craig's recently published paper that dives into 40 years of economic data to find out what presidential party has the greatest economic success. Who is actually better for the stock market, Democrats or Republicans? Or is it possible that it just doesn’t matter? Tune in..... as we discuss that and more.
41 minutes | Sep 3, 2020
Today’s episode is called “Recovery” where we discuss the systematic decline of COVID cases from the recent highs, the stock market's rise back to its all time high, and a little known rule that allows taxpayer who use the standard deduction to still get an additional charitable deduction in 2020. Did stocks just signal a new bull market has started? Tune in .....as we discuss that and more.
43 minutes | Aug 3, 2020
Emerging Green Shoots
Today's episode is called "Emerging Green Shoots" where we discuss the recent rise in the markets, the meteoric pace toward a new vaccine and actionable things you can do right now to better your situation in this post COVID world. Despite the rise in COVID cases all is not lost, in fact ........ there's reason for optimism. Stay tuned as we discuss that and more.
45 minutes | Jul 2, 2020
A New Beginning
As the economy reopens and corona virus cases rise, the Federal reserve stepped in and started a new bond buying program involving corporate bonds. Is this market overvalued or just misunderstood? Stay turned, as we discuss that and more to find those answers and many others.
50 minutes | May 26, 2020
Count Down to Reopening
With the CoronaVirus in full swing and most of the States either shut down or partially shut down, we discuss why the Markets are moving up, and the difference between what the Markets are concerned about and what the health care official are concerned about, and why those often are not the same. We end the discussion with the catalysts that will move the Markets higher and some of the newest research and developments that will lead us out of this crisis.
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