Mar 29, 2024
0:00 Intro
2:19 Market Recap
4:25 Topic 1: Winners and Losers in 2024
8:31 Topic 2: Previewing the Rest of 2024
The first quarter of the year is now in the books and, boy, did it fly by! After a strong 2023, we have seen an excellent start to the year in markets, with both the S&P 500 and the NASDAQ Composite up double...
Mar 15, 2024
0:00 Intro
2:18 Market Recap
4:36 Topic 1: Bitcoin "Mooning" but It's Not the Only Growth
Engine
7:19 Topic 2: Ways to Take Advantage of the Bull Market
Bitcoin has been dominating the news in recent weeks and with good reason: it's been up more than 60% in the first few months of 2024. But we can't help but notice...
Mar 1, 2024
0:00 Intro
2:19 Market Recap
3:43 Topic 1: Giving the Bull Market Some Context
9:50 Topic 2: Action Steps for Investors in Early 2024
We continue to see evidence that the US stock market is in bull territory. This week we dive deeper into the data of 2024's first two months as we look to see what are the true drivers of...
Feb 16, 2024
0:00 Intro
2:16 Market Recap
5:00 Personal Finance Corner: IRAs and Roth Conversions
6:16 Topic 1: NASDAQ 1990s -- A History Lesson
11:18 Topic 2: Earnings Season -- Trends Are Emerging
Earnings season is coming to a close and a conclusion is emerging -- we are looking at the early stages of a bull market!
In this...
Jan 12, 2024
The beginning of the year is the best time to make adjustments to your financial plan. This week we wanted to cover some of the most simple, yet effective techniques that we often recommend to clients.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some key moves you...