In this episode; Nimble is the word for investors heading into 2025! While it’s always important to pay close attention to asset allocation, Joshua details how historical data points to 2025 being a year where more drastic portfolio ‘nimbleness' may be required. Also, Joshua dives into some misleading headlines from the recent issue of Baron’s, and discusses why we’re still hearing about the Recession boogey man from two years ago. And, there’s a recap of earnings season and other current market data.

In this episode; Joshua discusses the horrifying fires in Los Angeles and how they may impact upcoming employment and other economic data. And, Joshua looks at the wave of Executive Orders President Trump signed on his first day in office, and connects some of them to the last Fed meeting. More historical data is applied to the current market in an attempt to prepare SWM clients and other investors for a year that may see a tale of two halves. And the last part of the show features a conversation about the future relationship between cryptocurrency and the U.S. government.

In this episode; Welcome to 2025 and the first The Final Shepherd Podcast of season 5! Joshua goes over recent financial and market news, including comments NVIDIA’s CEO made to Congress. Joshua also gives a deep dive into the recently released Fed minutes from last month’s Fed meeting, but the Fed’s recent behavior while answering questions is still perplexing investors. And, we bring out the historical data to help with our market expectations for 2025.

In this episode; buckle up, because this is one bumpy ride. Joshua details ALL of the data and ALL of the things surrounding The Fed's (Jerome Powell's) complete sabotage of the market last Wednesday, December 18th, 2024. And, after the rant, Joshua introduces Shepherd Wealth Management's new CEO!

In this episode: It’s a data heavy episode as Joshua details what’s in store for the end of 2024 and gives broad strokes of what to expect for an overall market performance in 2025. We discuss the Fed’s upcoming December meeting, next week’s imminent rate cut, and well what their current rate cutting cycle should reveal to investors for 2025. Also, we delve into the Trump administration’s proposed policies on Bitcoin and cryptocurrencies. Will Bitcoin see an even bigger, extreme high in 2025? What are the two puts investors need to pay close attention to next year? Should you expect 2025 market performance to be a tale of two halves? Tune in and find out.

In this episode: With some of the uncertainties surrounding the upcoming change in Presidential administrations being alleviated, as well as Q3 reporting yet another quarter of stellar profits, the markets are seeing an upward trajectory with just about 6 weeks left in the year. Joshua gives a deep dive into the incredible performances of NVIDIA and Bitcoin, and explains four themes that show there is still some run left in this bull market during the last bit of Q4.

In this episode: The election is over! AND the rate cuts continue! Joshua is back in full form and takes a massive deep dive into one of the most unique positions investors have ever found theirselves in - comparing market data from non-consecutive Presidential terms from the same administration. Joshua also answers client questions about how best to position an individual portfolio with historical data in mind from President Trump’s first term. And, don’t forget that rate cuts will go on until inflation (continues) to improve! Will investor’s future be tied to Presidential policy or The Fed continue to manage inflation and cut rates? Catch this episode of The Financial Shepherd Podcast to find out.

It’s a Presidential Election SPRINT of an episode! Joshua takes this one solo and delivers all the data surrounding how the upcoming US Presidential election will (or will NOT) affect the market. Wondering how the election is going to influence your investment portfolio? Well you’re in luck, cause this is a data packed dumping of everything at SWM’s disposal. And, Joshua answers the most common questions from our clients regarding how their portfolio’s should be positioned during this election season. Still want more election-market info? Drop your questions in the comments below and Joshua will answer them on our next episode, currently scheduled for November 7th.