Dec 15, 2023
0:00 Intro
2:20 Market Recap
4:39 Topic 1: Putting the Macro Behind Us (For Good)
7:59 Topic 2: What Makes Us Optimistic for 2024
The investing year of 2023 has been a rollercoaster, but we look to be ending the year out on a positive note. Interest rates and inflation have dominated the conversation, but with Federal...
Dec 1, 2023
Investor sentiment has been weak in the second half of 2023, but things have certainly changed for the better in November. Interest rates seem to have topped and we are moving toward the time for the traditional "Santa Claus rally".
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian...
Nov 9, 2023
0:00 Intro
0:56 Who Needs an Estate Plan?
1:35 Mistake #1: Not Defining Your Goals
4:23 Mistake #2: Not Getting Beneficiaries Right
5:42 "Five by Five" Power in a Trust
8:11 Mistake #3: Not Considering Your Liabilities
9:57 Mistake #4: Not Updating Your Estate Plan
11:01 Mistake #5 : Going it Along (and...
Oct 20, 2023
0:00 Intro
2:19 Market Recap
5:03 Topic 1: How to Respond to Global Crises
8:45 Topic 2: Earnings Season is Finally Here!
15:05 Bonus Topic: End of Year Tax Management
We continue to experience jittery markets in the month of October, with two major stories continuing to dominate the headlines -- rising interest rates...
Sep 29, 2023
September is closing out in markets just the way it started -- poorly. This week, we examine the various reasons why investors appear to be on edge. It should come as little surprise that interest rates are at the heart of the angst.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian...