News and Insights Market Update Podcasts Quarter 3 September in Review: We cover stories you’ve surely been following; like Evergrande in China and Merck’s new COVID-19 therapeutic, to some more under-the-radar topics. August in Review: August brought us another month of equity market gains coupled with important headlines. We dive into some of the most notable headlines including Afghanistan, crypto, and SPACs. July in Review: We’ve got a lot to cover from the month of July. Chinese stocks are shaky as U.S. companies power into the height of a record earnings season. Inflation is still on everyone’s mind and…are we in the Metaverse? Quarter 2 June in Review: We take a look at some big news out of the biomedical community, discuss taxes, and what to watch for in July. 5-14-2021: Another cyber-attack, more inflation data, and an infrastructure spending update. Sound familiar? 5-7-21: Recap Dogecoin. Enough said. 4-23-21: News from a couple of FAANG stocks and European soccer, but this week’s headlines were dominated by proposed tax law changes. 4-16-21: Earnings season is back! We’ll take a look at some of the banks that reported this week and give a preview of some of next week’s big names. Coinbase went public this week following a Bank of America survey indicating that a lot of institutional investors think Bitcoin is in bubble territory. 4-9-21: This week we take a look at the American Jobs Plan: where is all this money going and how are we planning on paying for it? 4-2-21: This week’s review will cover a wide range of rapid-fire market headlines and tell the story of Bill Whang and Archegos Capital Management. Quarter 1 3-26-21: As plans for tax increases begin to materialize, we take a look at which sectors may bear the heaviest burden. 3-19-21: This week’s review will provide updates on news we’ve covered over the past couple of months. From interest rates to U.S.-China relations, tune in to catch up on these developing stories. 3-12-21: Take a closer look at the ongoing Microsoft hack and potential economic and geopolitical ramifications. I’ll also introduce you to one of the newest forms of collectibles–digital art. 3-5-21: What a wealth tax means for the ultra-rich, and what it could mean for us. 2-26-21: Growth Stocks Take a Breather as Treasury Yields Spike 2-19-21 Taxes for Big Tech, The Oracle of Omaha, and what the yield curve could be telling us 2-12-21: Bitcoin Going Mainstream 2-5-21: Big Tech Earnings 1-29-21: GameStop and Short-selling Mania Interview Podcast Series Episode 1: Jordan Rodriguez, CFP® sits down with Mannik Dhillon, CFA, CAIA, President VictoryShares and Solutions, to talk about long-term investing trends. The two discuss risks that investors may be unknowingly taking, the future of retail investing and, of course, cryptocurrencies. Market Commentary IRS: SECURE Act’s 10-year RMD rule is not what you thoughtEmerging Markets: Roundtable DiscussionGuide to Navigating Uncertain MarketsEpidemics and Stock Market Performance Financial Education The Benefits of a Roth IRA Copyright © 2021 Wernick Spear Wealth Managers
