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Protect Your Assets
Protect Your Assets Market Briefing is hosted by David Hollander, Founder of Liberty Group. Twice weekly, you’ll get market reports, highlights, or clips from David’s radio show and full weekly podcast, Protect Your Assets. As an investment advisor, David is on a mission to reduce investors’ financial fears by helping to address their biggest challenges and future goals. We’ll cover topics like smart money moves, how policy affects your investments, generating income in retirement, handling inflation, volatility, and more.
Three Key Takeaways in the US Economy
There were three key takeaways in the US economy last week that you should be focused on. How will the Fed react to earnings? Will the Fed slow down with interest rate hikes? Find out what you need to know in this Protect Your Assets Market Briefing.
04:2604/08/2022
How the Fed Decision will Impact the Markets
Chairman Powell held a press conference and the market liked when he said the Fed would reduce the amount of rate increases. However, does this mean the end of the recession? Find out what you should be looking for in this Protect Your Assets Market Briefing.
04:5502/08/2022
Value in the Market
Value has massively outperformed growth in 2022 on a year to day basis. What does that mean going forward? Find out in this Protect Your Assets Market Briefing.
05:0629/07/2022
Market Stages a Healthy Recovery
This past week the stock market staged a healthy recovery as the market established a technical near-term bottom. The support zone for the market is forming around 3820 to 3900 for the S&P 500. What does this mean for the short and long term in regards to the economy? Find out in this Protect Your Assets Market Briefing.
06:0726/07/2022
Can You Retire In the Current Economic Climate?
The stock market has had a down year which has created a problem for many of those considering retirement. People are considering working longer, however you may not have to. Find out how you can decide if you can still retire in this Protect Your Assets Market Briefing.
03:0221/07/2022
Creating Enough Income in Retirement
Making the decision to retire can be a difficult one, especially with the current state of the markets. Many people wonder if they will have enough income to retire comfortably. Do you know if you have enough saved, and will your income cover medical expenses and other unknown variables? Find out if you are on track in this Protect Your Assets Market Briefing
04:1020/07/2022
History of Recessions
Markets just finished the worst half of the year since 1970. However have we hit the bottom? Find out the answers you need to know in this Protect Your Assets Market Briefing.
03:4607/07/2022
Will this Recession be Severe or Mild?
Its official, we are in a recession. That being said, will it be a mild or severe one? With almost every sector of the market down big for the year, what should you be looking out for in the future? Find out in this Protect Your Assets Market Briefing.
04:2906/07/2022
Are We Officially in a Recession?
With all the turmoil in the markets, have we officially entered a recession? A recession is defined as two consecutive quarters of negative GDP growth. What factors could indicate that we are in fact in a recession? Find out in this Protect Your Assets Market Briefing.
04:3430/06/2022
Market Has Worst Six Months Since 1970
There are a few days left before we are mid year, two quarters behind us. The market has had the worst six months since 1970. Does this mean we are going into a recession? Stocks are starting to show the signs that growth for the overall economy is slowing. What else should you be looking out for? Find out in this Protect Your Assets Market Briefing.
04:3728/06/2022
The Three Keys to the Bottom for Stocks
There are three events that need to happen before any potential bottom for stocks has been reached. The first key is China, as their lockdowns must ease before we see growth recover. What are the other two factors in determining the bottom of this pullback? Find out in this Protect Your Assets Market Briefing.
04:1423/06/2022
European Markets Raising Rates
The European Community Bank surprised markets this past week when they talked about their rate decisions. It was clear they were going to raise rates, but the President of ECB said that a 50 basis point rate hike could be a possibility. What does this mean for US markets? Find out in this Protect Your Assets Market Briefing.
04:4816/06/2022
Stocks Drop after Inflation Report
Stocks dropped last week after the highly anticipated inflation report showed a faster than expected rise in prices. This caused consumer sentiment to hit a record low. What other factors caused the markets to drop? Find out in this Protect Your Assets Market Briefing.
04:3415/06/2022
The 3 Most Important Parts of the Jobs Report
The most recent jobs report showed some too-hot numbers, including the number of jobs added and the unemployment rate. However, wage growth came in slightly under expectations, which means it didn’t crush the market.
Learn more about how the labor market drives the stock market this week.
Latest jobs report: https://www.bls.gov/news.release/empsit.nr0.htm
03:5509/06/2022
Updated Jobs Report & Its Impact on the Economy
The S&P 500 hit a one-month high last week, and stocks seem to be a bit more resilient. The jobs report was released on Friday, June 3rd, and is now driving a large part of the economy because the Fed will react to it. The Fed is also being fuzzier about future rate hikes in 2022, which may have a great impact on stocks. If wages and prices continue to increase because there’s not enough people to fill the available jobs, that can fan the fames of inflation.
Is now the time to right-size the volatility in your portfolio?
Latest jobs report: https://www.bls.gov/news.release/empsit.nr0.htm
04:4707/06/2022
Connecting With Your Future Self with Matt Hall
When it comes to financial decisions, connecting with your "future self" can have a large impact on your retirement. How do you prepare for difficult times as well as when things are going well? By planning and preparing, how can that help you take action in the future? Find out in this Protect Your Assets Market Briefing.
04:3402/06/2022
Becoming a Time Millionaire or Billionaire with Matt Hall
Most people think of wealth think about the amount of money they have. However, our guest, Matt Hall has an expanded definition of wealth. If you are in your thirties, you have on average over a billion seconds left in their life, which translates into being a time billionaire. Find out how to value your time and health along with financial freedom to lead a balanced lifestyle in this Protect Your Assets Market Briefing.
03:1931/05/2022
Defensive Strategies for Rising Rate Environments
What strategies should you employ during rising interest rate environments? How can you reduce interest rate risk in your portfolio? Find out in this Protect Your Assets Market Briefing.
03:0426/05/2022
How Interest Rates and Bond Values Are Connected
Bonds can be more complicated than you think, especially when the Fed raises interest rates. What can happen to your bonds when interest rates go up? Find out in this Protect Your Assets Market Briefing.
04:1524/05/2022
The Three Es of Effective Investing with Dr. Daniel Crosby
Canadian research found that people who had a short-term relationship with an advisor had about twice as much money as the control group, and those with a long-term relationship with an advisor had 2.73 times the wealth as the control group.
Dr. Daniel Crosby discusses the three Es of effective investing that can help investors evaluate their portfolios and make better decisions about their investments and finances overall. Working with a financial professional can help address all three Es. Find out why here.
Read more about the study referenced: https://www.investec.com/en_gb/focus/coronavirus/daniel-crosby-how-covid-19-will-change-the-way-we-invest.html
04:1119/05/2022
Why the Average Investor Sees Lower Returns Than the Market Average with Dr. Daniel Crosby
Over the last 20 years, the market has returned an average of 8.25% annually, but the average investor has earned just 4% of that due to poor investment behavior. My guest, Dr. Daniel Crosby, is here to discuss that. Dr. Crosby is a psychologist and leading behavioral finance expert who helps organizations understand the intersection of the mind and the markets.
Here are the top four behaviors Daniel has identified as the primary tendencies people have can limit their market returns.
04:2617/05/2022
What Does the Fed’s Decision Mean for the Markets?
The Fed stated on Wednesday that they’re raising rates 50 basis points, or half a percent. Chairman Powell also stated that a 75-basis-point hike in the future wasn’t on the table and provided some optimistic commentary on inflation. This reveals a potential positive out there for stocks over the medium- and longer-term because if the Fed talks tough on inflation, yet they don't raise rates as much as feared, then we have a natural backing off of inflation. Hear more about the three headwinds on stocks and what else is working right now on this episode of the Protect Your Assets Market Briefing.
03:5612/05/2022
Markets Moved This Week
Stocks this week saw the biggest gain and the biggest one-day loss than we've seen for the entire year. What happened? Markets were shrugging off Chairman Powell’s commentary, pricing in a 75-basis-point raise hike—even though that’s not what Chairman Powell said. China’s PMI crashed and the markets didn’t like it. What should you make of last week? This week’s market briefing explains.
03:2510/05/2022
Biden’s Tax Plan
Taxes are going to go up, it is inevitable. However, what can you do to minimize the impact it has upon your retirement plans? Find out in this Protect Your Assets Market Briefing.
03:5505/05/2022
Are We Headed to a Recession?
Some people are worried that we might be heading into a recession in 2022. However, many indictors in our economy contradict that sentiment. What factors should you be paying attention to? Find out in this Protect Your Assets Market Briefing.
03:1603/05/2022
Steps to Take after Inheriting an IRA - Financial Literacy Series
Lets say you inherit an IRA? What do you need to do? Find out the steps you need to take depending on what kind of IRA in this Protect Your Assets Briefing.
03:5128/04/2022
Inheriting an IRA - Financial Literacy Series
If you are a child beneficiary and you inherit an IRA from your parents, are you able to take the payments over your lifetime? Find out the answer in this weeks Protect Your Assets Market Briefing.
03:5126/04/2022
Equity In Your Portfolio
This past week was the kickoff of the first quarter earnings season, which will have an impact on your equity portfolio. How could this impact default rates going forward? Find out in this Protect Your Assets Market Briefing.
03:2321/04/2022
Earnings Season
The past week kicked off the first quarter earning season, which could impact your portfolio. What should you be looking out for? Find out in this Protect Your Assets Market Briefing.
03:2321/04/2022
When Will Inflation Soften?
Inflation was big in the news this past week, and there were some signs that it is softening a little bit. Why? Find out in this Protect Your Assets Market Briefing
04:4919/04/2022
Commodities and the Economy
This past week natural gas saw an increase in price that has not been seen since 2008? Is this a similar indicator or is something else driving the price up? Find out the answers in this Protect Your Assets Market Briefing.
02:4414/04/2022
Dynamics of Stock Market are Changing
The major indexes all finished the week down putting the economy back into correction territory. Meanwhile the 10 year treasury has moved higher, which is causing the market dynamics to change. Why? Find out in this Protect Your Assets Market Briefing.
03:2512/04/2022
Is the Economy Headed for a Recession?
Is the economy in the United States headed for a recession? What does an inversion mean going forward? With inflation still impacting our daily lives find out what you should be looking out for in this Protect Your Assets Market Briefing.
03:3807/04/2022
How a Ceasefire Will Impact the Market?
What will happen to the market if a ceasefire is agreed upon in Ukraine? How will commodities react? How will the Fed continue to deal with inflation? Find out the answers in this Protect Your Assets Market Briefing.
03:5405/04/2022
Projecting the Market
With no major Fed policy changes coming for another six weeks, what should you be looking out for? How will commodity prices fluctuate? Find out what you need to be looking out for in this market briefing.
03:1931/03/2022
What Is Driving the Stock Market?
All major indexes had a decent week as they all finished up slightly. However, what is driving stocks going forward? Find out the answers in this Protect Your Assets Market Brief.
02:4129/03/2022
Value vs. Growth
RSP continues to perform better than SPY in equities. That means one thing, value is down a lot less compared to growth. Also, what kind of commodities should you be looking out for? Find out in this Protect Your Assets Market Briefing.
05:0724/03/2022
Fed Raising Interest Rates
The Fed finally raised interest rates this past week, and the market seemed to like it, as every major index finished up for the week. However, when should you be investing in this current economic environment?
03:3622/03/2022
Economics and the Market
What should you be paying attention to in the economy? How will inflation continue to affect your retirement plans? Find out key information in this episode of Protect Your Assets Market Briefing.
04:0417/03/2022
Market Highlights
Find out what you need to know about the market in this highlight from Protect Your Assets.
04:3515/03/2022
Spousal IRA Transfers – Financial Literacy Series
If you are married and you inherit a retirement account from your spouse, you have more options on what to do with the IRA, 401(k), or Roth IRA than you might think. A spouse can transfer the funds from any of those accounts to a new IRA or you can establish a new IRA.
Here's what spousal beneficiaries need to know about inheriting retirement accounts.
04:0810/03/2022
Economic Data Positive
The economic data in the US is still showing good numbers. The purchaser manufacturing index, which came out this week, had a pretty stellar 56. The estimates were 51.9. Anything over 50 is seen as an expansion for the economy and this measures the economic health for manufacturing and service. Plus, the unemployment numbers were very good this past Thursday, and we still see the yield curve, although it's getting closer to the 10-2 inversion, is flattening out. It still is not inverted. The leading economic indicator composite also shows that we're still in solid economic growth territory. Does that mean we're in for another record year, or is volatile and a market correction on the horizon?
03:4608/03/2022
Price Deterioration From a Technical Standpoint
Two support levels came into focus this past week. Transports have flashed a bear signal, but the pullback in industrials that we saw has been too swift. We need to see a failed rally and new lows before a legitimate bear can be called in the name of Dow theory, which can take weeks, if not months, and does not mean we're gonna see the market make new highs or fall deeper into correction territory.
The age-old technical system, which has historically outperformed, is not decidedly bearish yet. So, how do we play this? What should we be looking at right now in our portfolios?
03:4303/03/2022
Markets Hit Correction Territory
As promised markets hit correction territory this past week. Russia launched a full invasion of Ukraine. The Dow for the week was only off 0.1%, year to date down 6.3%. The S&P finished the week up 0.8%, year to date down 8%. But the critical issue is that the S&P dropped below the critical 10% number this week, which signaled a correction. We haven't seen that since the COVID lockdowns. The NASDAQ finished the week up 1.1%; for the year, it's down 12 and a half. The 10-year Treasury was trading at 1.97, and oil finished the week at 91.91—up 22% for the year.
What's happening in the markets to cause all this?
05:1901/03/2022