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Explaining Mutual Funds, ETFs, and Direct Indexing

Episode 460

In this episode of Market Moment, Matt and John break down the key differences between mutual funds, ETFs (exchange-traded funds), and direct indexin…

6 hours ago

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Market Uncertainty and Interest Rates: What We’re Watching

Episode 459

What happens when oil prices spike, software stocks drop sharply, and market uncertainty rises all at the same time?

In this episode of Market Moment…

1 week ago

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Another Middle East War: How This Impacts the Market & Economy

Episode 458

The stock market started down today and many investors may be tempted to panic, but conflicts are nothing new to history nor the seasoned investor.

 …

2 weeks ago

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AI Stocks: Boom, Bubble, or Long-Term Opportunity?

Episode 457

Is NVIDIA’s earnings report about to move the entire market? And are we overhyping AI all over again?

In this episode of The Market Moment, Matt and …

2 weeks, 6 days ago

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How Do Short Term Events Impact Long Term Plans?

Episode 456

How do short-term market swings impact long-term retirement plans—and should you actually do anything when volatility spikes? In this episode of The …

1 month ago

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What Should I Do in Periods of Heightened Volatility?

Episode 455

How should investors react when markets get volatile—and headlines get loud?

In this episode of The Market Moment, Matt, John, and Lee break down wha…

1 month, 1 week ago

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How Do I Build a Diversified Portfolio That Fits My Risk Tolerance?

Episode 454

How do you build an investment portfolio you can actually stick with—when markets get volatile and when they’re ripping higher?

In this episode of Th…

1 month, 1 week ago

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What Does a Phased-Retirement Look Like?

Episode 453

Can you transition into retirement without walking away from purpose, income, or flexibility? In this episode of The Market Moment, Matt, Eli, and Jo…

1 month, 2 weeks ago

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Is Investing Easy?

Episode 452

Market volatility, geopolitical headlines, and nonstop news can make investing feel overwhelming — even when long-term fundamentals haven’t changed.

1 month, 3 weeks ago

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How Do I Generate Income From My Investments?

Episode 451

If you’re nearing retirement, producing income from your investments isn’t just about returns — it’s about avoiding the mistakes that could reduce yo…

2 months ago

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