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Launch Financial

Launch Financial is a podcast about your finances and improving your financial health & education. Launch financial is hosted by Brad Sherman, president of Sherman Wealth Management, and Ashley Perlmutter, Financial Advisor and Director of Client Experience, fee-only registered investment advisory firm in Gaithersburg, MD.
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Now displaying: Category: general
Dec 12, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss a 4-week high in the stock market, approaching a 5th week winning streak. All eyes continue to watch the Federal Reserve's outlook on future interest rate policy in 2024. 

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Dec 5, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss November in the markets, along with some end of the year financial action items to check off before December 31st. Email info@shermanwealth.com if you have any questions or have any inquiries. 

 

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Nov 28, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the markets and the strong November it saw, as well as Giving Tuesday and the efforts here at Sherman Wealth. Email info@shermanwealth.com if you are interested in our end of the year checklist and action items blog. 

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Here’s Why To Consider A Donor Advised Fund 

Nov 21, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss retail sales and the consumer as we head into Thanksgiving week. How are you feeling about holiday shopping this Black Friday and Cyber Monday? Let us know! 

 

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Nov 14, 2023

Overview: Tune into this week's CPI episode of Launch Financial as we discuss a cooler than expetced October CPI report, which marked the core CPI two-year low, as the consumer continues to cut back spending and prices cool off. We will be back with more inflation data and economic clues about the consumer following tomorrow's PPI report. If you have any questions, email info@shermanwealth.com

 

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Nov 7, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the strong week the stock market had and the consequent impact that had on yields. For those who have been wondering how to maximize this higher for longer interest rate environment, tune in to learn more about higher yielding investement vehicles you can explore. 

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The IRS Increased Retirement Contribution Limits for 2024

Oct 31, 2023

Overview: Happy Halloween Everyone! We hope you have a fun and safe evening tonight. This week we discussed October in the markets awaiting to see how they will respond to the Federal Reserve meeting and decision on "higher for longer" interest rate policy later this week. If you have any questions on interest rate flucuations and market volatility, let us know, info@shermanwealth.com 

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More details on I-Bonds: https://treasurydirect.gov/savings-bonds/i-bonds/  

Oct 24, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss a big week of earnings following a big slew of economic data last week. This week we await GDP and PCE data which will provide further outlook on the future of interest rate and economic policy. Given the recent spike in yields, affordability in the housing market is impacting the consumers wallet. We will continue to watch for clues on future interest rate policy later this week. 

 

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Oct 17, 2023

Overview: Tune into this week's episode of Launch Financial as retail sales are relased hotter than expected following last week's higher inflation data. We will continue to watch how the markets digest this all as well as earnings from large money center banks. 

 

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Oct 10, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the horrific events of the terrorist attack on Israel, following the impact this attack is having on the economy. Our hearts are with Israel and check out the resources below to help support. 

 

Show Notes:

https://docs.google.com/document/d/1-3iQLlCKI18rs0luiaGu8Be7RK02hhTOw61bw4QW5uY/edit 

Oct 3, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss interest rates spiking to record highs not seen since 2007, amid outlook on whether the Fed will maintain a tighter interest rate policy for longer. 

 

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Sep 26, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss Septmeber in the stock market as well as the impact of the Fed keeping interest rates steady at their Spetmeber meeting. Are the Fed's rate hikes stinging you and your wallet? Let us know! 

 

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Launch Financial- How To Work Through Money Conversations With Your Significant Other, with David Pearl

Sep 19, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the Federal Reserve two-day meeting where they will decide on the future of interest rate policy. We also discsused the impact inflation and rising costs are having on the consumer. Are you feeling the impacts of inflation? Let us know, info@shermanwealth.com.

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Sep 12, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the big upcoming week of economic data, including August CPI data, PPI data, Retail Sales, and Prelim Consumer Sentiment. As we head into this monster week of data and await future Fed interest rate policy outlook, make sure you are maximizing your financial suituation and understanding how to navigate this interest rate environment. 

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https://shermanwealth.com/your-financial-checklist-for-september/ 

Sep 5, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the markets as they continue to digest economic data and we prepare for the fall. Make sure you re-visit your budget as we dive into the fall and prepare to tackle your goals by year end. 

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Aug 29, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the markets as they continue to digest inflation data and Fed outlook on whether they will be another interest rate hike this fall. As consumer sentiment numbers finalize, how are you feeling about your spending? Gas prices are spiking up to highs for the year, are you feeling the impact? Let us know! 

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Aug 22, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss spiking interest rates with the 2-Year Treasury yield and 30-Year Fixed hitting highs not seen in 20+ years. This week the market will continue to digest earnings reports from retailers to indicate the state of the consumer and thier senitment. 

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Aug 15, 2023

Overview: Join us on this week's episode of Launch Financial as we discuss retail sales increasing 0.7%, greater than expected, following last week's cooling consumer sentiment. With a big week ahead of retail earnings, the consumer may be cutting back on big ticket items, but still are spending money. How is your sentiment on the economy? Let us know! 

 

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Aug 10, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the July CPI report, which showed inflation gauge rose 3.2%, less than expected. Are you feeling the weight of inflation and increased prices? If so, on what? Email info@shermanwealth.com and let us know! 

 

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Aug 1, 2023

Overview: Welcome back! Tune into this week's episode of Launch Financial as we discuss and recap the month of July the markets and economy. Last week, we saw lots of economic data and the Federal Reserve raised interest rates another 25 basis points. For questions and info, email info@shermanwealth.com

 

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Jul 11, 2023

Overview: Tune into this week's episode of Launch Financial as we await key economic data, including CPI and PPI reports, which will be a key indicator of future interest rate policy and what the Federal Reserve will do at thier next meeting. As we are halfway thru the year, make sure you start thinking about scheudling your mid-year financial review to ensure you are on path to reach your yearly goals. 

 

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Jul 3, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss Q2 in the markets and the first half of the year. As 2023 is off to a strong start in the stock market, consumer sentiment ended the month of June on a positive note, surging 9%. We hope everyone has a wonderufl 4th of July tomorrow and we will be back next week! 

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Jun 27, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the markets bracing up for the end of the second quarter and first half of the year. The stock market will digest lots of economic data through the rest of the week to close out the quarter. Stay tuned for a quarter in review next week. 

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Jun 20, 2023

Overview: Tune into this week's epiode of Launch Financial as we discuss the the stock market's monster week last Friday, responding positevely to the Federal Reserve's decision to pause interest rate hikes for the time being. 

 

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Jun 13, 2023

Overview: Tune into this week's episode of Launch Financial as we discsus May CPI data, which slowed to the lowest levels since 2021, which will impact the Federal Reserve's decision on the future of interest rates at thier meeting tomorrow.

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