Your Money Momentum

Investors are wondering just how safe their money is. With the recent news unfolding, we’ve been fielding numerous calls since late last week about the failing banks including Silicon Valley Bank (SVB) and Signature Bank. In episode 59 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II cover the bank collapses, what the government is doing about them, and where the FDIC and SIPC come into play. Don’t forget to watch for our upcoming show dedicated to everyone’s favorite topic…taxes.

Find it Fast: Failing Banks

Run on the Banks:
01:10—Run on Silicon Valley Bank and Signature Bank
06:47—Bank Term Funding Program (BTFP)

Contagion:
07:30—PacWest Bancorp, Western Alliance Bank, and First Republic Bank
10:50—Interest rates and bond market movement

Is Your Money Safe?
11:51—FDIC, multi-bank program, and SIPC
17:03—The custodian relationship

Listen in to Your Money Momentum published twice monthly. If you like this episode, check out our previous podcast Saddle Up for the Housing Industry.

The Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Instagram | Twitter  | YouTube

As investors grow weary of getting spurred by the Fed, they’re wondering if the pain will continue with the housing industry. In episode 58 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the housing market, where it’s headed, and dig their heels in for another rip-roaring Central Bank Roundup. They also rope in the money market and what it’s been doing lately. To round out the show, they stampede toward a few bold predictions about the Final Four and Formula 1 racing. Stay tuned for our upcoming show dedicated to everyone’s favorite topic…taxes.

Find it Fast: Housing Industry 

Financial Update:
01:36—A look at the market
07:12—Housing industry and mortgages

Central Bank Roundup:
11:10—Feds fund rate and some stats
15:25—European Central Bank
18:60—Money market

Bold Predictions
23:27—Basketball
26:06—Formula 1


Listen in to Your Money Momentum published twice monthly. If you like this episode, check out our previous podcast Personal Finance Edition.

The Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

Check out the personal finance edition. In episode 56 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the retirement age, marriage and money, and what economists get wrong. You’ll also get a visit from Nostra-Thomas and discussion on whether GM buying a lithium mine and facial recognition is something or nothing.

Find it Fast: Personal Finance Edition

Headlines: The Personal Finance Edition
01:02—Retiring at age 62 in France  
05:00—Marriage and money
10:10—What economists get wrong about personal finance

Nostra-Thomas:
16:30—Brazil and Argentina combined currency
18:53—Inflation and the Central Bank
20:45—The ISM manufacturing index

Something or Nothing:
22:26—General Motors buying into lithium mine
24:14—Facial recognition tech at Madison Square Garden
26:19—London metal exchange short squeeze
28:19—Coal prices and China

Toss Up:
29:37—Worst and best airports in the world

Listen in to Your Money Momentum published twice monthly. If you like this episode, check out our previous podcast Are We There Yet? Is This a Potential Rally?

The Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

Is this the rally investors have been hoping for or should we continue to exercise caution? In episode 56 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II review market activities over the past month and discuss any potential rally conditions for the months to come. They also offer their bold predictions on the Super Bowl and revisit Kevin’s “S&P 5000” prediction made in Bold Predictions and Hot Takes for 2023. Stay tuned for the mid-month podcast due out in two weeks. 

Find it Fast: Potential Rally

End-of-Month Update:
01:35—A look at equities
04:35—Fixed income activity
07:56—Commodities
09:50—More interest rates
12:42—Jobs rate and unemployment
16:34—Real estate and housing market   

Bold Predictions:
19:04—Super Bowl
21:00—Kevin’s S&P 5000
21:32—Will this potential rally be short-lived?

Listen in to Your Money Momentum published twice monthly. If you like this episode, check out our previous podcast episode Secure Act 2.0.

The Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

Investors are wondering what’s on the horizon with Secure Act 2.0. In episode 55 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the effects of Secure Act 2.0 on RMDs, 529 Plans, and Roth conversions. Unpack even more information as they discuss whether the Fed is pivoting on rates, India’s future, and how fund flows affect mutual fund performance. Finally, learn if CDs, money markets, and short-term treasuries are currently a safe bet.

Find it Fast: Secure Act 2.0

Headlines:
00:40—Secure Act 2.0 and RMDs
03:48—529 Plan conversion into a Roth IRA
08:33—401(k) and Roth

Something or Nothing:
11:00—Is the Fed pivoting?
13:20—Defense startup Anduril
16:10—Missing people in Japan

Tossup:
19:02—Living to age 100
22:50—India’s future

Mailbag Questions:
28:02—Do mutual fund flows matter to performance?
30:50—Are CDs, money markets, and short-term treasuries safe?

Listen in to Your Money Momentum published twice monthly. If you like this podcast, listen in to our previous podcast Bold Predictions and Hot Takes for 2023.

The Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

In episode 54 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II revisit the pain of 2022 and make some bold predictions of their own for 2023. Definitely worth a listen for Tom and Kevin’s hot takes as they discuss the housing market, gold, whether a wealth tax will make the rounds, and crypto.

Find it Fast: Bold Predictions for 2023

2022 Recap:
00:31—December’s painful market numbers

2023 Bold Predictions:
06:50—Housing market
09:25—Fixed Income
10:20—Gold
10:50—Interest rates
15:23—Howard Marks
21:15—Prediction recap
23:10—Potential for wealth tax
25:55—Crypto

This podcast is intended strictly for educational purposes only and is not a recommendation for or against cryptocurrency.

Listen in to Your Money Momentum published twice monthly. If you like Recession and the Fed's Lost Credibility, listening to our previous podcast, check out Recession and the Fed’s Lost Credibility.

The Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

In episode 53 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II dissect the signs of recession including the market, the potential for a housing crash, and the Fed’s loss of credibility. They also give their year in review and thoughts on the Russia-Ukraine war, the potential end of Donald Trump’s GOP leadership, and interest rates.

Find it Fast: Recession and the Fed’s Lost Credibility

Headlines:
01:46—The global sovereign debt theme
04:33—International equities
07:10—Should we expect a housing crash?
10:19—AI predicts a recession

Central Bank Roundup:
15:50—Divergence in central banks and interest rate hikes
17:01—Recession and the Fed’s lost credibility
20:14—History of the Fed’s neutral rate

Year in Review:
22:45—Russian invasion of Ukraine and oil prices
24:30—Midterms and the end of Donald Trump’s GOP leadership
25:37—Interest rates effect on bonds and equities
28:15—Can we expect a Santa Claus rally?

Listen in to Your Money Momentum published twice monthly. If you like Recession and the Fed's Lost Credibility, listening to our previous podcast, check out What Happened to the 60/40 Portfolio?

The Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

Many investors are wondering if they can look for stability in the 60/40 portfolio again, or if they should continue to hit pause on the fixed-income market. In episode 52 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II offer a detailed look at the end-of-year numbers, the fixed income market and its effect on the 60/40 portfolio, as well as the potential signs of recession. To close out the show, they dig into charitable giving ideas for the end-of-year including a deep dive into donor-advised funds. 

Find it Fast

End-of-Month Update:
01:14—End-of-the-month market numbers
03:23—Bonds/fixed-income and the 60/40 portfolio
09:00—What effects did the dollar have this month?
10:10—Have interest rates peaked?
13:40—Potential signs of recession

End-of-Year Charitable Giving Ideas:
22:22—Donor-advised funds

Listen in to Your Money Momentum published twice monthly.

If you’re interested in listening to our previous podcast, check out Recession Indicators.

The Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

Many investors are wondering if there is any correlation between recession indicators. In episode 51 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II offer a detailed discussion on equities, commodities, fixed income, interest rates, jobs, and the potential for earnings revisions. They also chat about the global slowdown and interesting activities taken by the Bank of Japan. To close out the show, they make their bold predictions about the World Cup and anticipated election outcome.

Recession Indicators: Find it Fast

Mid-Month Update:
00:59—Equity markets
04:45—Recession
05:56—Commodities & fixed income
08:00—Are there indicators leading to a recession?
11:48—Interest rates and home prices and the lock-in effect

Central Bank Roundup:
16:37—The global slowdown and earnings revisions
20:00—Bank of Japan, Carry Trade, and the world currency

Bold Predictions:
24:45—World Cup
27:57—Elections

Listen in to Your Money Momentum published twice monthly. Click this link to listen to our previous podcast Bailouts and the Dollar.

The Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

Many investors are wondering if things could possibly be worse or if the election will improve the market. In episode 50 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the International Monetary Fund bailouts of sovereign debt, the strength of the dollar, mergers and acquisitions and debt market. This episode also contains another round of Nostra-Thomas with our purveyor of the great unknown, and Mailbag where Tom and Kevin answer your financially related questions.

Bailouts and the Dollar: Find it Fast

Headlines:
01:09—International Monetary Fund (IMF) bailouts and the dollar
04:49—Dollar-denominated debt
09:31—Mergers and acquisitions (M&A) market
11:56—The debt market
15:47—Tiger Global Management

Nostra-Thomas:
17:12—Fed rates and inflation
18:55—Satellite wireless signal
20:36—Sandwich shop valuation
21:49—Leg-lengthening surgery

Mailbag:
23:30—Election results
26:01—Strategy for buying a house and mortgage rates
27:22—Crypto discussion

Listen in to Your Money Momentum published twice monthly.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

September was definitely an ugly month in the markets. In episode 49 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II offer their monthly review and update. Listen in as Tom and Kevin chat about fixed income, the dollar, and mortgage rates. In the Central Bank Roundup segment, they cover the threat of UK pension default and the US dollar. Rounding out this episode is the Bold Predictions segment where they discuss the upcoming election.

Episode 47: Find it Fast

Monthly Review & Update:
00:45—Equity markets
03:27—Fixed income and inverted yield curve
06:27—Commodities
07:40—Strength of the dollar
08:50—Mortgage

Central Bank Roundup:
12:37—UK pension liability default
17:55—US dollar

Bold Predictions:
19:51—Election
21:57—After the election

Listen in to Your Money Momentum published twice monthly.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

In episode 48 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II offer their mid-month review. Listen in as Tom and Kevin discuss interest rates and the credit crisis, housing and mortgage rates, and India’s explosive growth. You’ll also hear our Nostra-Thomas and Mailbag segments where Tom and Kevin discuss everything from fast-food kiosks to investment opportunities. As referenced by Tom, we’re providing a link to the JP Morgan Guide to the Market charts.

Episode 47: Find it Fast

Headlines:
00:31—Interest rates and the credit crisis
05:45—Fed policy
07:49—Housing market and mortgage rates
09:44—Apple digital advertising and tracking
11:13—India and growth

Nostra-Thomas:
14:37—Fast food kiosks
15:45—50-Year mortgages
16:45—Extreme heat belt
17:54—Is a post-dollar world coming?
18:49—Illumina gene sequencing
19:39—Junk bonds

Mailbag:
21:40—How do you manage a bear market?
23:10—What do you do when your 401(k) is down?
26:14—Where do we see investment opportunities?

Listen in to Your Money Momentum published twice monthly.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

In episode 47 of Your Money Momentum, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II offer their end of month market review. Listen in as Tom and Kevin discuss aggressive swings and earnings, central bank meetings, the state of international energy, and housing affordability.

Episode 47: End of Month Market Review

Find it Fast

00:16—Market review
03:23—Aggressive swings
04:30—Earnings
05:40—Fed still raising rates
06:44—Central bank meetings
10:08—International inflation and energy strategies
12:22—Housing market and affordability
15:26—Headlines: Bed Bath & Beyond
19:21—Headlines: Airline news
12:14—Headlines: Oil and gas
24:58—Bold sports predictions

Listen in to Your Money Momentum published twice monthly.

Your Money Momentum podcast is produced by: Director of Communications, Pamela Engstrom, M.A.

Music: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

In episode 46 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the inflation reduction act, common measures of inflation, signs of recession, and the Dow Theory. Listen in as Tom and Kevin introduce a couple of new features called Nostra-Thomas, Roleplay, and Good Cop-Bad Cop.

Episode 46: Find it Fast

00:55—Inflation reduction act
05:53—CPI, PCE, PPI measures of inflation
08:40—Signs of recession
10:30—Dow Theory
11:45—Potential for an economic hurricane
13:56—Nostra-Thomas: Delivery services, sports gambling, EU stagflation, and the Euro
17:11—Roleplay: Elon Musk, Lina Khan, Masayoshi Son, and Jerome Powell
21:22—Good Cop – Bad Cop: Windfall tax, US Dollar, defaults, German trade deficit, M&A transaction drop-off

Listen in to Your Money Momentum published monthly.

Music: PWISBY "Ruff"

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Everyone wants to know if we’re nearing the bottom and if a recession will be short-lived. In episode 45 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the fed’s bold interest rate moves, recession and earnings, and the drop in demand for home sales. They also consider whether the EU will be able to keep the lights on this winter, and the potential opportunity for natural gas.

Is it a Recession? Find it Fast in Episode 45 

00:26 Fed interest rate increase
01:30 Is volatility calming down?
05:31 Effect of rising rates and implementing bonds
08:03 Is it a recession? Definition and slowing but growing
09:43 Earnings
12:14 Mortgage rates and home prices
13:54 EU, Nord Stream, and natural gas prices
17:55 International activities and potential for opportunities
21:20 Supply chain bottlenecks
22:23 Bold predictions about the James Webb Telescope and sports

Listen in to Your Money Momentum published monthly.

Music: PWISBY "Ruff"

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Episode 44: Find it Fast

Buy or Sell, Something or Nothing, and Odds Makers with Tom and Kevin

00:38 Bank of Japan bonds and inflation
02:02 Venture capital (VC) tech startups
03:47 Turkey’s fight against inflation
05:53 Index rebalancing
07:27 Amazon and Grubhub
09:12 US Dollar vs Euro
10:50 Soft landing vs. hard landing
12:56 Interest rate hike
14:54 Consumer Price Index (CPI) print

Listen in to Your Money Momentum published monthly.

Music: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

Investors are wondering if inflation is slowing yet and whether they can open their eyes and breathe again.  In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin Curley discuss the current state of the market and its reaction to the Fed’s interest rate hikes, inflation and debt, the value averaging concept, and Tom Brady’s sweet deal. As mentioned, the Wall Street Journal column Kevin referenced can be found here, and feel free to submit your questions and comments to info@gwadvisors.net.

Host Bio: Tom Kennedy, CFP^®

Tom joined Global Wealth Advisors in our Houston, Texas office in 2018 and became a managing partner in 2021.  With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics.  He graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER^™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  In a partnership between Columbia University’s Earth Institute and Alliance Bernstein, he also earned the Climate Change and Investment Academy Certificate.  In 2021 he was elected to serve on the board of United Against Human Trafficking where he assists the nonprofit with business planning, fundraising, and providing trafficking survivors with the financial skills necessary to reduce the risk of revictimization.  He holds the FINRA Series 6, 7, 63, and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.

Cohost Bio: Kevin M. Curley, II, CFP^®

Kevin joined Global Wealth Advisors in our Dallas, Texas office in 2017 and serves as our cohost of Your Money Momentum.  He is a graduate of Villanova University with a Bachelor of Business Administration, Management Information Systems and holds the CERTIFIED FINANCIAL PLANNER ™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  He was honored in 2017 to receive the Young Alumni Medallion through the Villanova University Alumni Association.  With an eye on giving back to the community, he served as a member of the Dallas Breakfast Group 2016 Community Leaders Program, where he worked to increase business executive and civic leader participation in local community affairs.  He was also named to the Dallas Regional Chamber 2015 Leadership Dallas, a ten-month program where he gained a deeper understanding of the critical issues facing the Dallas area community and businesses. Finally, he supports the Vogel Alcove program to help improve the lives of homeless children in Dallas.

Find it Fast

00:54 Stock and fixed income markets
02:34 Bear market
10:50 Housing demand drop
12:10 Inflation
15:38 Debt
17:15 Value averaging vs. dollar cost averaging
21:41 Equity stake strategy for companies
27:46 Tom Brady deal           

Listen in to Your Money Momentum published twice monthly.

Music: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

The market has offered an interesting ride in recent days. Couple that with woes of negative GDP and the Fed’s promise to hike interest rates. It’s not surprising that investors are wondering if they should expect more market volatility in the days ahead. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin Curley discuss the death of 60/40 portfolios and whether the worst is over, the Twitter takeover and tech stocks, and whether they think a recession is coming.

Host Bio: Tom Kennedy, CFP^®

Tom joined Global Wealth Advisors in our Houston, Texas office in 2018 and became a managing partner in 2021.  With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics.  He graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER^™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  In a partnership between Columbia University’s Earth Institute and Alliance Bernstein, he also earned the Climate Change and Investment Academy Certificate.  In 2021 he was elected to serve on the board for United Against Human Trafficking where he assists the nonprofit with business planning, fundraising, and providing trafficking survivors with the financial skills necessary to reduce risk of revictimization.  He holds the FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.

Cohost Bio: Kevin M. Curley, II, CFP^®

Kevin joined Global Wealth Advisors in our Dallas, Texas office in 2017 and serves as our cohost of Your Money Momentum.  He is a graduate of Villanova University with a Bachelor of Business Administration, Management Information Systems and holds the CERTIFIED FINANCIAL PLANNER ™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  He was honored in 2017 to receive the Young Alumni Medallion through the Villanova University Alumni Association.  With an eye on giving back to the community, he served as a member of the Dallas Breakfast Group 2016 Community Leaders Program, where he worked to increase business executive and civic leader participation in local community affairs.  He was also named to the Dallas Regional Chamber 2015 Leadership Dallas, a ten-month program where he gained a deeper understanding of the critical issues facing the Dallas area community and businesses. Finally, he supports the Vogel Alcove program to help improve the lives of homeless children in Dallas.

Find it Fast

   00:20   Market volatility
   02:04   60/40 Portfolios
   04:30   Is the worst over?
   07:55   Russia variable
   09:00   VIX/fear index
   09:40   Mortgage rates
   11:13   COVID ending?
   13:21   Twitter
   16:02   Tech earnings
   20:55   GDP and recession
   22:54   Interest rate increases
   25:50   Bold predictions           

Listen in to Your Money Momentum published twice monthly.

Music: PWISBY "Ruff"

Find us: LinkedIn | Facebook  | Twitter  | YouTube

With a war in Ukraine, staggering inflation, and the talk of recession, investors are concerned about the state of the market. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER^™ Professionals Tom Kennedy and Kevin Curley dissect a smorgasbord of topics including the yield curve inversion, bond market, equities, and mortgage rates.  

Host Bio: Tom Kennedy, CFP^®

Tom joined Global Wealth Advisors in our Houston, Texas office in 2018 and became a managing partner in 2021.  With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics.  He graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER^™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  In a partnership between Columbia University’s Earth Institute and Alliance Bernstein, he also earned the Climate Change and Investment Academy Certificate.  In 2021 he was elected to serve on the board for United Against Human Trafficking where he assists the nonprofit with business planning, fundraising, and providing trafficking survivors with the financial skills necessary to reduce risk of revictimization.  He holds the FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.

Cohost Bio: Kevin M. Curley, II, CFP^®

Kevin joined Global Wealth Advisors in our Dallas, Texas office in 2017 and serves as our cohost of Your Money Momentum.  He is a graduate of Villanova University with a Bachelor of Business Administration, Management Information Systems and holds the CERTIFIED FINANCIAL PLANNER ™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  He was honored in 2017 to receive the Young Alumni Medallion through the Villanova University Alumni Association.  With an eye on giving back to the community, he served as a member of the Dallas Breakfast Group 2016 Community Leaders Program, where he worked to increase business executive and civic leader participation in local community affairs.  He was also named to the Dallas Regional Chamber 2015 Leadership Dallas, a ten-month program where he gained a deeper understanding of the critical issues facing the Dallas area community and businesses. Finally, he supports the Vogel Alcove program to help improve the lives of homeless children in Dallas.

Find it Fast

00:54     Yield curve inversion and recession
06:00      Bonds and rising interest rates
09:00      Equities
10:30      Mortgage rates
15:10      Headlines: Covid and oil
22:54      Stock splits and Tesla stock dividend
26:09      Wealth across generations
29:28      Bold predictions in sports                 

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