Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. It's here folks, the first podcast of 2025 and if you can figure out what in the world these two are talking about for the first minute and a half, or maybe the whole podcast, give yourself a pat on the back. While not at their best, but still better than I could do, Jeff and Jake give us the first week's market movement for 2025. For those of you who may have decided to start listening to the podcast this week, the general market indicator we track here is the Standard and Poor's 500 Index. However, the CRSP Mid Cap Value Index is something we like to note as it typically gives a better look at the market when the magnificent 6-7 aren't included. We also take a weekly look at U.S. Treasury yields and West Texas Intermediate crude oil. Now, if you continue listening, Jeff and Jake go on to talk about business and consumer confidence. There is some talk about the promised tariffs and what just the promise of having them from a President does. AI, microchips, and quantum processing are hot topics because progress might get halted by tariffs. The wrap up this week is on the narrowing wage gap and the new worker entering the workforce, machines.

This episode was recorded on January 3rd, 2025.

If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake is a little stumbly to start us out during our last podcast of 2024. As you may have guessed, we start this week's podcast out with an update on this week's three-and-a-half-day market. For some reason, the days between Christmas and New Year tend to have very little economic news to report on so, Jake goes on to do a bit of 2024 comparison between the U.S. and other parts of the world. As you've heard for the last many weeks, the U.S. is doing well but what do we need to look out for going into the future that could change that? Jake spends a bit of time talking about a large shift in manufacturing that is happening. To wrap up the final podcast of 2024, Jake decides to talk about homelessness. The good news, the bad news, and the news you probably haven't heard about.

This episode was recorded on December 27th, 2024.

If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake eventually got around to filling us in on this week's less than favorable market changes. Then went on tell us about the Fed's rate decisions for this week and likely, the near future. After listening to lots of abbreviations, I started to wonder if maybe they should just start recording the entire podcast using the first letter of every word they wanted to use. It would still make about as much sense to me as it does now. Politically, a lot is happening right now and as you might be able to guess, Jeff and Jake go into it. House Bill 82 was an interesting topic. Does the windfall elimination provision or government pension offset affect you? Lastly, but not least, things to look out for and prepare to read some fine print.

This episode was recorded on December 20th, 2024.

If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.