• Episode 50 - October 2024
    Oct 15 2024

    In this month's episode, we cover these topics:

    • Market Update (starts at 0:35)
    • Portfolio Update (2:28)
    • Philosophy Behind the Allocation (3:12)
    • Structure of the Portfolio (6:50)
    • Rate Cut (9:38)
    • Inflation Sanity Check (15:55)
    • Forward Valuations (17:07)
    • Looking Ahead (18:38)
    Show more Show less
    22 mins
  • Episode 49 - September 2024
    Sep 11 2024

    In this month's episode, we cover these topics:

    • Market Update (starts at 0:44)
    • Portfolio Update (2:09)
    • What is NOT normal... (3:25)
    • Election (5:14)
    • Jackson Hole – Take Jerome Powell at his word? (7:24)
    • Jackson Hole – Turbulance (10:26)
    • Veracity of Markets (11:20)
    • Looking Ahead (12:54)
    Show more Show less
    15 mins
  • Episode 48 - August 2024
    Aug 13 2024

    In this month's episode, we cover these topics:

    • Market Update
    • Portfolio Update
    • Revisit Risk/Volatility
    • Long Term Story
    • Opportunities
    • Tone of the Fed
    • Economic Mixed Bag
    • Looking ahead
    Show more Show less
    21 mins
  • Episode 47 - July 2024
    Jul 17 2024

    In this month's episode, we cover these topics:

    Market Update (starts at 0:50)

    Portfolio Update (2:00)

    Investor Sentiment/”Higher Still” (3:45)

    Not all Indices are Equal (8:55)

    Two Sides to the Risk (12:05)

    Mid-Year Look Back (15:00)

    Remember this environment (16:40)

    Looking ahead (18:35)

    Show more Show less
    21 mins
  • Episode 46 - June 2024
    Jun 20 2024

    In this month's episode, we cover these topics:

    Market Update (starts at 1:50)

    Portfolio Update (3:00)

    Earnings & Fundamentals (4:50)

    The “Machine” (6:30)

    What do you do? (9:50)

    Data Dump (13:20)

    Looking ahead (15:45)

    You can watch the video version here: https://acadviser.wistia.com/medias/sia1mbdjgq

    Show more Show less
    18 mins
  • Episode 45 - May 2024
    May 14 2024

    You can watch the video version here: https://acadviser.wistia.com/medias/4lyoc3u5rz

    Recorded May 6, 2024

    Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

    Show more Show less
    16 mins
  • Episode 44 - April 2023
    Apr 10 2024

    You can watch the video version here: https://acadviser.wistia.com/medias/8qmvmc3div

    Recorded April 6, 2024

    Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

    Show more Show less
    18 mins
  • Episode 43 - March 2023
    Mar 12 2024

    You can watch the video version here: https://acadviser.wistia.com/medias/8qmvmc3div

    Recorded March 6, 2024

    Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

    Show more Show less
    19 mins