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 publishes new required minimum distribution (RMD) tables (1) Remain Calm Through Sell Offs Annual Returns and Intra-Year Declines IRS: SECURE Act’s 10-year RMD rule is not what you thought Emerging Markets: Roundtable Discussion Guide to Navigating Uncertain Markets Epidemics and Stock Market Performance Financial Education The Benefits of a Roth IRA Copyright © 2023 Wernick Spear Wealth Managers
