In this episode, Lori and Lisa discuss the anticipated soft landing for the economy and point out what could go wrong. Learn how Janet Yellen helped spike the punchbowl with a Treasury auction last year, how 2022 and 2023 market sector performance were mirror images of each other, and hear our market outlook for 2024.

In a nod to the late Byron Wien, Lori and Lisa present their list of potential economic, financial, and political surprises for 2024. Have a listen….

Lori and Lisa explain the negative impact of rising interest rates on both the bond and the stock markets. They discuss the current rate environment, the relative attractiveness of stocks and bonds, and why the Federal Reserve is likely to keep rates higher for longer.

Lisa and Lori guide you through the Medicare morass!

After a market update, Lori and Lisa discuss how company 401k plans work, common pitfalls and changes that are coming to catch-up contributions for high earners, 50 and older.

In this episode, Lori and Lisa explain that seven stocks accounted for most of the market rally in the first half of 2023. They suggest that if the market is going to continue to go up, there needs to be a broadening out of the market with participation from other stocks and sectors. Absent that increase in participation, the market is vulnerable. Trees don’t grow to the sky.

Lisa and Lori discuss the disconnect between the bull market rally and current economic signals.

We discuss how banks work, what causes banks to fail, how the government is responding, how bank and brokerage accounts may be protected, and the dilemma that the banking crisis causes the Federal Reserve in its pursuit of fighting inflation.

We discuss what happens to stocks and bonds during recessions and our suggestions for portfolios.

We explain inflation and why it presents a problem that won’t be easily fixed.

How to manage the risk of the stock you may accumulate.

Eye opening discussion of investment trends and how they drive decision making in an inflationary world. In this episode, we explain the market in 10 charts.