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 85: Nvidia and the New Fed Chief
Due to its massive size Nvidia impacts the market more than even its weight would suggest and the new Fed Chief is stepping in. Jason discusses this and more. <br /><br />This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF<br /><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 th...
Episode 84: Temperance and Discipline
Warren Buffet has many years of experience and has a wealth of knowledge. We discuss a few lessons that he’s shared over his 6-decade long career. <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...
Episode 83: CFP vs. Fiduciary Advisor Part 1
Jim discusses current events and the differences between a CFP (Certified Financial Planner) and a Fiduciary Advisor.<br /><br />This weeks episode is presented by our founder James Hayett, CPFA.<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...
Episode 83: CFP vs. Fiduciary Advisor Part 1
Jim discusses current events and the differences between a CFP (Certified Financial Planner) and a Fiduciary Advisor. <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...
Episode 82: A Big Change with The Fed And a Future with AI
This week Jason talks about the possible upcoming change to the head of The Fed and the how the future may look with AI.<br /><br />This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF<br /><br />Note: Some light audio issues with the recording.<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...
Episode 81: Iran. Now What?
On this show Jim discuses the most recent events in the Middle East. Also PE Ratios and why they matter to investors. <br /><br />This weeks episode is presented by our founder James Hayett, CPFA<br /><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 80: A.I. and You. Investing in the Future with Caution
Will AI replace more traditional software or is there nothing to worry about.<br /><br />This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF<br /><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...
Episode 79: What a Week on Wall Street
A busy week on Wall Street with the ongoing middle east conflict and turbulent markets at home. We navigate the issues and discuss the events of this past week. <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...
Episode 78: The Cycle of Corrections and their Recovery
Jason discusses how corrections in the market often return to or exceed where the market was before they started. As such they can represent only a temporary fluctuation in the market and must be taken in stride when 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 i...
Episode 77: The Strait of Hormuz, Markets, and What It Means for Your Portfolio
The Strait of Hormuz, Markets, and What It Means for Your Portfolio.<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 class, security or technical aspect of any security for the purpose of allowing a...
