Election Year and the Markets
Your Money Momentum
by Global Wealth Advisors
5d ago
What should investors be doing during an election year? In this episode of ???? ????? ????????, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II host Global Wealth Advisors’ Chief Investment Officer Keith Sprauer. They discuss how election years affect the market and how politics plays into the mix. They also jump into topics like meme stocks, public official trading, and HELOCs in the Something or Nothing segment.  Find it Fast:  How the election year affects the market Guest Speaker 00:00—Intro 01:36—History and election years 05:53—Does a divided gove ..read more
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Interest Rate Update
Your Money Momentum
by Global Wealth Advisors
2w ago
If you’ve wondering whether there will be an interest rate cut this year, you’re not alone. In this episode of ???? ????? ????????, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II give another rousing round of Central Bank Roundup and discuss whether investors can expect a rate cut or increase along with what some other countries are doing. Find it Fast:  Central Bank Roundup:00:00—Intro 01:23—Will there be an interest rate cut this year? 05:46—Mortgage rates on the move 07:40—Bank of England 11:30—Bank of Japan This material has been provided for general in ..read more
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Picking Good Stocks: What Do You Look For?
Your Money Momentum
by Global Wealth Advisors
2M ago
If you’re invested in the stock market, how do you pick your stocks? In this episode of ???? ????? ????????, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the different types of analysis when selecting stocks including technical vs fundamental analysis, qualitative vs quantitative analysis, and evaluating and identifying a process. Find it Fast: Individual Stock Picking00:00—Intro 01:05—Technical analysis vs fundamental analysis 04:25—Qualitative vs quantitative analysis Something or Nothing 19:03—Bond restructuring 21:52—If the economy is doing well at ..read more
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Life Insurance Strategies
Your Money Momentum
by Global Wealth Advisors
2M ago
Need or greed, using life insurance strategies can help protect your family and potentially add to your retirement income. In this episode of ???? ????? ????????, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics about life insurance and the flexibility available. They also investigate whether AI, gold, US debt, and tech dividends are something to watch. Find it Fast:  Life Insurance Strategies About Life Insurance00:00—Intro 00:58—Insurance strategies 01:30—Term life 05:23—Permanent insurance 09:32—Investment options 13:00—Caution needed ..read more
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About Employer Stock Programs
Your Money Momentum
by Global Wealth Advisors
3M ago
Handcuffing employees to companies often occurs by granting employer stock. In this episode of ???? ????? ????????, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics around non-qualified stock-based compensation, employee stock purchase plans, and margin of safety involved with employer stock programs. They also cover the crypto rally* as well as high-yield savings accounts and why you should consider the tax implications of cash. Watch it on our YouTube channel: https://youtu.be/cVjn61TDPtA Find it Fast:  Employer Stock 00:00—Intro 01:09 ..read more
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Avoiding Capital Gains
Your Money Momentum
by Global Wealth Advisors
3M ago
In this episode of ???? ????? ????????, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the multiple ways for avoiding capital gains tax. They discuss tax loss harvesting, wash sales, and other strategies. They also take a look at the latest news headlines. For additional tax strategies, check out our Income Tax Strategy Guide. Find it Fast:  Avoiding Capital Gains Tax Capital Gains00:00—Intro 01:11—When are you taxed? 04:51—Tax loss harvesting06:48—Wash sale strategy 08:31—Two ways to avoid capital gains tax entirely Something or Nothing12:53—Elon M ..read more
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Stock Market Bias
Your Money Momentum
by Global Wealth Advisors
4M ago
Do you go into the market making investments based on what your friends and family are doing, or do you think you’re immune to influences? In this episode of ???? ????? ????????, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the various types of stock market bias you may not realize you have that can derail your portfolio. For additional information on bias, check out our guide on Avoiding Investment Bias. Find it Fast:  Stock Market Bias00:00—Intro 01:19—Psychology of investing bias  Central Bank Roundup11:37—Powell speaks  This material h ..read more
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Backdoor Roth IRA Rollover Strategy
Your Money Momentum
by Global Wealth Advisors
4M ago
If you have the option through your employer-sponsored retirement plan to make non-deductible contributions to an IRA after you max out your 401(k) limits, you may be able to use a Backdoor Roth.  In this episode of ???? ????? ????????, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the specifics. Work with your CPA or financial advisor before you make these rollovers.  We also discuss long-standing financial trends, the potential for a Eurozone downturn, and emerging markets debt.   Find it Fast: Backdoor Roth IRA Rollover Backdoor Roth Str ..read more
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What Will it Mean for the Markets as Russia Flexes its Muscles?
Your Money Momentum
by Global Wealth Advisors
5M ago
Investors are wondering what to expect in the market now that Russia is making moves. In this episode of ???? ????? ????????, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin Curley discuss the Russian market and economy, surprises in gold, the Fed’s anticipated rate increases, and if we’re in market correction territory. They also offer some bold predictions on March Madness and the S&P 500 and examine how well their last round of predictions played out. Host Bio: Tom Kennedy, CFP® Tom joined Global Wealth Advisors in our Houston, Texas office in 2018 and became a managing ..read more
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Part Three: China Selloff, Interest Rate Jump, and Tax Policy
Your Money Momentum
by Global Wealth Advisors
5M ago
Since our last podcast, we’ve had several interesting activities take place that could impact the financial markets.  In this episode of ???? ????? ????????, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy hosts Global Wealth Advisors’ Kevin Curley in their third witty banter installment on the latest topics. This time they discuss the big selloff in China, interest rate jumps, and the threat of increased taxes. As mentioned in the podcast, send your questions and comments to info@gwadvisors.net. Guest Bio: Kevin M. Curley, II, CFP® Kevin is a graduate of Villanova University&n ..read more
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