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Welcome to "Market Matters with Morgan-Aly," a podcast by Morgan-Aly Wealth Management Group. Hosted by Jim Hayett and Jason Behr. Each episode dives deep into the economic trends, market shifts,...
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Welcome to "Market Matters with Morgan-Aly," a podcast by Morgan-Aly Wealth Management Group. Hosted by Jim Hayett and Jason Behr. Each episode dives deep into the economic trends, market shifts, and financial news impacting your investments today. Join us as we break down the complexities of the economy, explore the implications of current events on portfolios, and share insights to help you make more informed decisions. Whether you’re a seasoned investor or just starting your financial journey, our goal is to guide you toward financial clarity and confidence. Tune in for expert analysis, engaging discussions, and strategies to help you stay ahead in an ever-changing financial landscape.
Subscribe now and start navigating the markets with Morgan-Aly!
Visit us at Morgan-aly.com
The views and opinions expressed in this podcast are those of the individual podcasters and do not necessarily reflect the views or positions of MAWM. Any mention of specific investments, including stocks, bonds, or ETFs, is not intended as a recommendation or endorsement by MAWM. We strongly encourage you to consult with us or a qualified financial advisor before making any investment decisions based on the content discussed.
The data presented in each episode is sourced from what we believe to be reliable sources, including FactSet, Wolfe Research, Barron's, and The Wall Street Journal. However, MAWM makes no representations or warranties as to the accuracy or completeness of this information.
show less
Subscribe now and start navigating the markets with Morgan-Aly!
Visit us at Morgan-aly.com
The views and opinions expressed in this podcast are those of the individual podcasters and do not necessarily reflect the views or positions of MAWM. Any mention of specific investments, including stocks, bonds, or ETFs, is not intended as a recommendation or endorsement by MAWM. We strongly encourage you to consult with us or a qualified financial advisor before making any investment decisions based on the content discussed.
The data presented in each episode is sourced from what we believe to be reliable sources, including FactSet, Wolfe Research, Barron's, and The Wall Street Journal. However, MAWM makes no representations or warranties as to the accuracy or completeness of this information.
18 NOV 2024 · Discover how Donald Trump’s return to the White House might influence key market sectors like energy, healthcare, and tech. In this episode of Market Matters, Jason Behr examines the ripple effects of potential policy shifts and their implications for investors. We’ll explore how energy companies may react to changes in trade policy, the impact on clean energy and renewables, and what deregulation could mean for healthcare mergers and acquisitions. Plus, hear how geopolitical tensions could shake up the tech sector.Get the insights you need to stay informed without overreacting. Whether you're a seasoned investor or just starting out, this episode offers a balanced perspective to help you navigate today’s complex financial landscape. Tune in for the context you need to stay resilient.
This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
11 NOV 2024 · This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
4 NOV 2024 · In this week’s episode of Market Matters, Jason breaks down the market’s reaction to disappointing big tech earnings, which sent major indexes into the red and ended October on a sour note. We’ll explore why tech giants like Microsoft and Meta fell short despite strong results, what this means for your portfolio, and why now is not the time to panic. Plus, we highlight surprising winners and key data on the bond market and labor trends. Stay informed and strategic—listen now!
This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
28 OCT 2024 · In this episode of Market Matters, Jim Hayett, Portfolio Manager and President of Morgan Alley Wealth Management, dives into the economic and market implications of the upcoming U.S. presidential election. With both Donald Trump and Kamala Harris neck and neck in the race, and control of Congress on the line, Jim examines potential impacts on key sectors depending on the election outcome. Will a Trump win boost industrials and energy, or could a Harris administration favor utilities and consumer staples?
Before exploring election scenarios, Jim reviews last week’s market performance, covering the S&P 500's decline and the earnings momentum of the “Magnificent Seven” stocks like Alphabet, Meta, and Apple. Whether you’re navigating election fears or seeking clarity on possible sector outcomes, this episode offers timely insights to help you make informed investment decisions.Tune in for essential guidance on how this high-stakes election could influence your portfolio—and what to keep in mind as election results unfold.
This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
21 OCT 2024 · In this Halloween-themed episode of Market Matters, Jason Behr, Partner and Portfolio Manager at Morgan-Aly Wealth Management Group, tackles some of the spookiest fears investors face today. With the markets rising slightly last week—the Dow up 0.5%, S&P 500 gaining 0.08%, and Russell 2000 climbing 1.22%—Jason takes a deeper dive into what really haunts investors. From bear markets to the impact of elections, he offers 5 reassuring facts that can help put your investing fears to rest. Discover how historical data, modern portfolio theory, and proven investment strategies can help you manage market uncertainty. Don’t let the fear of the unknown keep you from making smart financial decisions!
This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
14 OCT 2024 · In this episode of Market Matters, Jason Behr, Partner, Portfolio Manager, and Accredited Investment Fiduciary® at Morgan-Aly Wealth Management Group, discusses how effective risk management can help investors navigate market volatility. After reviewing last week’s market performance, Jason introduces Nitrogen (formerly Riskalyze), a tool used to assess the potential risk in client portfolios. He explains how the Six-Month Value at Risk (VaR) calculation provides insight into how market fluctuations may impact investments over time. Please note, this episode does not offer specific investment advice. As always, past performance is not indicative of future results. Tune in to learn more about managing risk and how it plays a role in long-term financial planning.
This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
7 OCT 2024 · Today's podcast is the opinion I gathered over my 43 years in this business and not necessarily that of Morgan Aly wealth management. All market data we supply will come from either FactSet, Wall Street Journal, or Barons. Both our core equity indexes and the 60-40 blended index are not indexes our clients are invested in but are used as comparisons to their portfolios. This podcast is not a solicitation or a recommendation to invest in the indexes mentioned. Contact a professional money manager before investing.
26 SEP 2024 · Episode 2: Welcome to Market Matters. In this brief introductory episode, Jason, AIF® and portfolio manager at Morgan-Aly Wealth Management Group, shares what to expect from Market Matters. Designed to keep you informed on important economic events and market trends, this podcast will break down how these factors can impact your investments and portfolio strategy. Whether it’s changes in interest rates or key financial news, Market Matters will offer insights and actionable advice in a concise, easy-to-digest format. Tune in for updates that can help guide your financial decisions.
This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own. Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
9 SEP 2024 · Episode 1: "Interest Rates, The Elections, and Your Portfolio"
In our very first episode of the Morgan-Aly Podcast, we dive into one of the most pressing questions on every investor's mind: How do the upcoming elections and changing interest rates impact your portfolio? Join Jason Behr, Partner, Portfolio Manager, and Accredited Investment Fiduciary at Morgan-Aly Wealth Management Group, as he breaks down the myths around political outcomes and market reactions.We discuss the real market movers, like national debt and Federal Reserve policies, and analyze what an anticipated interest rate cut could mean for your investments. With an eye on the current economic landscape, we provide insights into navigating the financial uncertainties ahead.Tune in to hear our outlook for the remainder of 2024, including predictions for equity returns and fixed-income yields. If you’re looking to make sense of the financial noise and plan strategically for the future, this is the episode for you!
Don't miss out—subscribe now and visit us at http://www.morgan-aly.com for more information.
The views and opinions expressed in this podcast are those of the individual podcasters and do not necessarily reflect the views or positions of Morgan-Aly Wealth Management (MAWM). Any mention of specific investments, including stocks, bonds, or ETFs, is not intended as a recommendation or endorsement by MAWM. We strongly encourage you to consult with us or a qualified financial advisor before making any investment decisions based on the content discussed.
The data presented in each episode is sourced from what we believe to be reliable sources, including FactSet, Wolfe Research, Barron's, and The Wall Street Journal. However, MAWM makes no representations or warranties as to the accuracy or completeness of this information.
Welcome to "Market Matters with Morgan-Aly," a podcast by Morgan-Aly Wealth Management Group. Hosted by Jim Hayett and Jason Behr. Each episode dives deep into the economic trends, market shifts,...
show more
Welcome to "Market Matters with Morgan-Aly," a podcast by Morgan-Aly Wealth Management Group. Hosted by Jim Hayett and Jason Behr. Each episode dives deep into the economic trends, market shifts, and financial news impacting your investments today. Join us as we break down the complexities of the economy, explore the implications of current events on portfolios, and share insights to help you make more informed decisions. Whether you’re a seasoned investor or just starting your financial journey, our goal is to guide you toward financial clarity and confidence. Tune in for expert analysis, engaging discussions, and strategies to help you stay ahead in an ever-changing financial landscape.
Subscribe now and start navigating the markets with Morgan-Aly!
Visit us at Morgan-aly.com
The views and opinions expressed in this podcast are those of the individual podcasters and do not necessarily reflect the views or positions of MAWM. Any mention of specific investments, including stocks, bonds, or ETFs, is not intended as a recommendation or endorsement by MAWM. We strongly encourage you to consult with us or a qualified financial advisor before making any investment decisions based on the content discussed.
The data presented in each episode is sourced from what we believe to be reliable sources, including FactSet, Wolfe Research, Barron's, and The Wall Street Journal. However, MAWM makes no representations or warranties as to the accuracy or completeness of this information.
show less
Subscribe now and start navigating the markets with Morgan-Aly!
Visit us at Morgan-aly.com
The views and opinions expressed in this podcast are those of the individual podcasters and do not necessarily reflect the views or positions of MAWM. Any mention of specific investments, including stocks, bonds, or ETFs, is not intended as a recommendation or endorsement by MAWM. We strongly encourage you to consult with us or a qualified financial advisor before making any investment decisions based on the content discussed.
The data presented in each episode is sourced from what we believe to be reliable sources, including FactSet, Wolfe Research, Barron's, and The Wall Street Journal. However, MAWM makes no representations or warranties as to the accuracy or completeness of this information.
Information
| Author | Jason Behr |
| Organization | Jason Behr |
| Categories | Investing |
| Website | www.Morgan-Aly.com |
| info@morgan-aly.com |
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