The Yen Carry Trade has become a household concept in the financial news of late. In this episode, Monterey Wealth discusses what the Yen Carry Trade is and what are some of the risk that it could cause across the global economy. www.montereywealth.com
Monterey Wealth provides a market update while many economic changes are happening around us as we enter the Fall season. Most importantly are the likely changes to the Federal Reserve policy commencing in September as we transition to a lower interest rate environment. How does this impact the global and domestic markets? Listen to find out. www.montereywealth.com
In the previous episode, Monterey Wealth discussed the advantages of rebalancing an investment portfolio when choosing a customized allocation. However, many participants are invested in target date funds within their retirement plans. This can lead to many questions. What are target date funds?How does my asset allocation change over time?Do I need to rebalance the target date funds?Monterey Wealth answers all of these questions and more.
In this episode Monterey Wealth discusses the importance of rebalancing your investment portfolio and the tools at your disposal to automate your rebalancing efforts.
In this episode, Monterey Wealth break down the interview with Jerome Powell, the Federal Reserve Chairman. Highlights include: Sentiment driving Q4-2023 equity returnsExpectations on future Federal Reserve decisionsHow Jerome Powell's comments may have shifted interest rate expectations in 2024. If you have any questions, please visit us at www.montereywealth.com.
Monterey Wealth host Seth Toporek, Founder and Owner of Southeastern Mortgage Solutions, to discuss the current landscape of the mortgage and real estate market. In this episode we discuss: How have interest rates impacted the mortgage business. What tools can be used when taking a mortgage in this environment. How does Southeastern Mortgage Solutions consult their clientsIf you have any questions, you can contact Seth directly at 770-452-1424 or email him at seth@semtgsolution...
What do Mark Cuban, Arthur Blank and Walt Disney all have in common? Each were laid off from their respective companies before going on to start their own business and become successful business owners. Companies have, yet again, started layoffs. This poses an opportunity for some to become a business owner. But where to begin? In this episode Monterey Wealth is joined by Devin Phillips, partner of Weener Nathan Phillips LLP, who specializes in helping business owners mitigate risk when formi...
As a continuation to our Silicon Valley Bank episode, Monterey Wealth discusses the newest developments from the regional banking world. Many updates have occurred in this sector over the last 30 days including:The continued rising interest rate environmentImpact of continued rising interest rates on the banksNewest bank worries and acquisitionsMW's view on where the banking sector could be headed next. We invite you to listen to our latest episode. Please reach out to us at www.monterey...
As the regional and community banks are under pressure and monopolizing the news cycle, Monterey Wealth discusses what is actually going on with Silicon Valley Bank (SVB) and how this could potentially be a catalyst for other regional banks. Episode highlights include: How banks, in general, make moneyThe impact rising interest rates had on SVBThe core issue that caused a run on SVBWhat you can do to protect your bank depositsIf you have any questions, please contact us at www.montereywe...
As we close the month of February, Monterey Wealth discusses the current status of the economy and capital markets. Looking through their lenses, they share what they have their eye on: Conference Boards Leading Economic IndicatorsThe Money Supply Inflation StickinessWe invite you to subscribe to our podcast or visit our website at www.montereywealth.com
Monterey Wealth discusses their outlook as the calendar turns and we head into 2023. In addition, they touch on: Market UpdatesHow the election results could impact the stock marketCEO sentimentsLeading IndicatorsIf you have any questions, please feel free to visit www.montereywealth.comEnjoy!
Taking a break from financial news and topics - Monterey Wealth dives head first in the discussion of home grills. Which is better Traeger Pellet Grill or a Big Green Egg? We explain, you decide!
You've inherited an IRA, now what? Over the past couple of years, the rules regarding beneficiary IRAs have evolved coming out of the SECURE Act. The distribution rules can be quite confusing in cumbersome for you. In this episode, Monterey Wealth explain the recent updates to the Beneficiary IRA distribution rules and provide some potential items for you to discuss with your tax advisor.
The last market update from Monterey Wealth was on 7/20/2022. Since then, the markets have experienced increased volatility and angst among investors. In this episode Monterey Wealth covers:What is causing the volatility?Update on interest rates and the Federal Reserve policyWhat is Monterey Wealth doing for their clients?If you have any questions or comments, please visit www.montereywealth.com.
What if we were to tell you that if you invested $10,000 in the S&P 500 on 12/31/2006 and left it alone for 15 years, you would have $45,682 on 12/31/2021? That's a 10.66% annualized total return.!What if you tried to time the market and missed: Best 10 days in the market? $20,929 (5.05% annualized total return)Best 20 days in the market? $12,671 (1.59% annualized total return)Best 30 days in the market? $8,365 (-1.18% annualized total return)It's nearly impossible to "time the marke...
Monterey Wealth is excited to invite Guest Host Devin Phillips, Partner of Weener, Nathan, Phillips, LLP back to discuss the importance of creating and updating your Estate Plan. Devin touches on the basics and differences between Revocable vs. Irrevocable Trust as well as examples of when each Trust can be beneficial. For any question, please reach out to Monterey Wealth at http://montereywealth.com. For any legal advice or legal questions, contact Devin Phillips at https://www.wnpllp.c...
Monterey Wealth is excited to invite Guest Host Devin Phillips, Partner of Weener, Nathan, Phillips, LLP to discuss the importance of creating and updating your Estate Plan. Devin touches on the basics and differences between simple Last Will and Testaments, Probate Court and why updating your beneficiaries on various assets is crucial. For any question, please reach out to Monterey Wealth at http://montereywealth.com. For any legal advice or legal questions, contact Devin Phillips at ht...
Monterey Wealth revisits an episode on inflation that was recorded in July 2021. Over the course of the year, the messaging from the Federal Government and the Federal Reserve Bank shifted from "transitory inflation" to more longer-term inflation. We discussed the three main reasons why inflation is still running hot. If you have any questions, please do not hesitate to reach out to us at http://montereywealth.com
In this episode Monterey Wealth focuses their attention to the world of Term Life Insurance. The guys cover:Term vs. Permanent Life InsuranceWays Term insurance can protect against premature deathHelp answer the question: How much life insurance do I need?As always, if you have any questions, we invite you to visit www.montereywealth.com or reach out to us with any questions. Enjoy!
Most investors are familiar with the S&P 500 index but few investors know how the index is comprised. In this episode Monterey Wealth tackles:Market Cap Weighted vs. Equal Weighted IndexesValue Companies vs. Growth CompaniesWhat causes volatility in the marketIf you have any questions, please visit us at www.montereywealth.com. Enjoy!