Market Matters with Morgan-Aly
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 yo...
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Episode 102: Real and Imminent Threat: Interest Rates
With higher bond yields, higher oil prices, stubborn inflation and geopolitical risks as legitimate headwinds, investors could will have a very real alternative to stocks. <br /><br />This weeks episode is presented by our founder James Hayett, CPFA. <br />-----------------------<br /><br />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 cl...
Episode 101: Research is the Key to Success
This week Jason discusses how we at Morgan Aly actively investigate the positions we pick before investing.<br /><br />This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF<br /><br />-----------------------<br /><br />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...
Episode 100: Very Important Update/Podcast: Capital Gains and Your Portfolio Part II
Part 2 of our discussion on why paying taxes may not be such a bad thing. Afterall, it comes from the strength of your portfolios growth. <br /><br />This weeks episode is presented by our founder James Hayett, CPFA. <br /><br />-----------------------<br /><br />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 as...
Episode 99: The Inevitable Price of Success
Sometimes an investment grows so much that it changes the balance of a portfolio and needs to be trimmed. A great problem to have, but one that can lead to tax consequences that need mitigation.<br /><br />This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF<br /><br />-----------------------<br /><br />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...
Episode 98: Good Inflation News and More
This week Jim talks about the recent interest rate numbers that came out and other market updates. <br /><br />This weeks episode is presented by our founder James Hayett, CPFA. <br /><br />-----------------------<br /><br />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 se...
Episode 97: The Psychology of Investing
The psychology of investing is a deep subject, lows and highs are perceived differently. Jason discusses this with us today. <br /><br />This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF<br /><br />-----------------------<br /><br />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, se...
Episode 96: Another Bear Market in the AI Sector
This week Jim discusses the recent turbulence in the AI sector as well as the market as a whole.<br /><br />This weeks episode is presented by our founder James Hayett, CPFA. <br /><br />-----------------------<br /><br />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 o...
Episode 95: Was AI Worth the Price tag?
With the price of AI infrastructure spiraling, investors are asking, what will this bring us in returns?<br /><br />This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF<br /> <br />----------------------- <br /> <br />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 asp...
Episode 94: What Goes up Doesn't Have to Come Back Down
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF<br /><br />-----------------------<br /><br />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.<br /><...
Episode 93: What's Actually in Your Portfolio, and Why it Matters
This week Jason discusses what’s important to us as fiduciaries when it comes to picking the positions that we do. It’s important to know what in our clients portfolio and not to blindly follow a trend.<br /><br />This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF<br /><br />-----------------------<br /><br />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 advi...
