Overview: Tune into this week's episode of Launch Financial as we discuss quite a week in the overall economy, with continued recession fears as extreme volatility continues to rattle the markets. If you have any questions on building your financial plan or revisiting your allocation amid the current volatility, email info@shermanwealth.com.
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Overview: Tune into this week's episode of Launch Financial as we discuss a very rocky market following Trump tarriffs on Mexico, Canada, and China going into effect. All eyes look to the Federal Reserve and now the forecast of future interest rate cuts later this year. Email info@shermanwealth.com with inquiries or questions.
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Overview: Tune into this week's episode of Launch Financial as we discuss a big week of economic news, including the much anticipated Nvidia earninga, plunging consumer confidence, and awaited PCE data.
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Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data last week, including higher than anticipated inflation reports and announcements on the global trade front. The markets rallied amid this data and kicked off the week with the S&P500 hitting a fresh record high.
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Overview: Tune into this week's episode of Launch Financial as we disucss a big week ahead of inflationary data to start the year, comments from Fed Chair Jerome Powell stating there is no rush to ease monteary policy and cutting interest rates, and more!
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Tune into this week’s episode of Launch Financial as we are joined for a second time by special guest and Head of Trusts and Estates Practice, Adam Moskowitz. On our previous episode with Adan, he helped simplify estate planning and explained how and why it’s so important, regardless of your status or wealth. On today's episode, we dive deeper into some of the misconceptions surrounding estate planning, and how it applies to all stages of life.
More about Adam, his practice focuses on estate and trust planning, administration, and litigation. Adam has drafted wills, trusts, powers of attorney and medical directives for hundreds of clients and their families. His practice also includes complex trust and tax planning. Additionally, Adam’s experience includes will contest litigation, trust interpretation/modification controversies, real estate ownership disputes, fiduciary duty disputes, rights of heirs, beneficiaries, and legatees and other types of litigation involving estates and trusts. Adam has completed administration for trusts and estates of all sizes, working closely with the fiduciary and beneficiaries.
Prior to joining BBS&G, Adam was a partner at a boutique estate and trust planning, administration and litigation firm in Bethesda, Maryland. To contact Adam for estate planning help, visit his website or send him an email at amoskowitz@bregmanlaw.com.
What You’ll Learn:
- Why Estate Planning Applies to Every Stage of Life
- The importance of having a strong financial team
- Misconceptions on Estate Planning
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Overview: Tune into this week's episode of Launch Financial as we continue to discuss a slew of corporate earnings set to report this week following last week's tech disruption, Fed's decision to hold rates steady and global trade developments from the Trump Administration.
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Overview: Tune into this week's episode of Launch Financial as we discuss a huge week of economic data ahead, with mega cap tech earnings, breaking news in the tech AI world, inflation reports, and the Federal Reserve two-day FOMC interest rate decision meeting.
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Overview: Tune into this week's episode of Launch Financial as we discuss the bond and stock market reaction to last week's lighter than expected inflation reports and a week ahead with the inaguration and corporate earnings.
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Overview: Tune into this week's episode of Launch Financial as we discuss the December PPI report coming in cooler than expected, following three back to back weekly losses in the markets as we gear up for big bank earnings and the Federal Reserve interest rate decision later in the month.
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https://lamag.com/news/heres-where-to-find-resources-shelters-and-help-due-to-the-l-a-fires
Overview: Tune into this week's episode of Launch Financial, the very first episode of 2025, to discuss 2024 in review, the bond and stock markets start to the year, mortgage rates hitting 6 month highs, and setting the tone for a succsessful year ahead using SMART goals and intentions. Email info@shermanwealth.com if you have any questions.
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Overview: Tune into our final episode of Launch Financial in 2024 as we discuss the year and market in review, year-end financial planning items to tackle, and the much anticipated Federal Reserve interest rate meeting concluding tomorrow. Thank you all for listening and your support, and we wish you a Happy Holiday and New Year!
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Overview: Tune into this week's episode of Launch Financial as we discuss the markets coming off of record highs, as we await key inflation reports that will play a vital role in the Fed's interest rate decision at their meeting next week.
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Overview: Tune into this week's episode of Launch Financial as we recap a strong month of November in the markets, following the results of the Presidential Election and a slew of economic data. All eyes look to unemployment and labor data this week alongside earnings reports showing the strength of the consumer with more retailer earnings.
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Overview: Tune into this week's episode of Launch Financial as we unpack a sharp fall in the market following last week's inflation data coming in slightly higher on an annualized rate. The percentage of a future interest rate cut now lies at just 55%. Head to our blog and social channels for more information on year end financial checklists and family financial education.
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Overview: Tune into this week's episode of Launch Financial as we discuss the stock and bond markets following a huge week with the results of the Presidential Election, The Federal Reserve cutting interest rates 25-basis points, and a slew of corporate earnings. This week we await more corporate earnings in the retail sector, along with more core inflation reports.
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Overview: Tune into this week's episode of Launch Financial as we await the outcome of the 2024 Presidential Election, coupled with a big week ahead which awaits the Federal Reserve's conclusion of their two-day interest rate meeting. As we head into November, all eyes look towards the future of interest rate policy and year end finanical planning topics.
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Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data points and a big week of earnings reports to come. The market continues to hit fresh records as we head towards a potentially positive month of October in the market.
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Overview: Tune into this week's episode of Launch Financial as we disucss a strong stock market rally, with the S&P500 setting new records, up 10 of the past 11 months, 9 of the past 10 weeks, and 5 months in a row! October is financial planning month, so we continue to share some important year end financial planning items to hit before December 31st.
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Overview: Tune into this week's episode of Launch Financial as we discuss a big rally in the stock market, with the Dow and S&P500 reaching records highs, and the Dow crossing 43,000 for the first time. All eyes continue to be on bond and stock market, especially as the Federal Reserve gears up for their next interest rate meeting.
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Overview: Tune into this week's episode of Launch Financial as we discuss financial planning month, as well as a big week in the bond market, with yields spiking up to the highest levels in a few months. As we prepare for year end, there are many financial planning items to check off your list, so tune in to hear our top hits!
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Overview: Tune into this week's episode of Launch Financial as we wrap up a strong September, Q3, and start to the year, as the S&P500 and all major averages marked recent record highs and a rally to end the month and quarter off on a positive note. As we head into Q4, we are discussing many year end financial planning tips and tools to ensure you end the year off on the right foot.
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Hurriance Helene Relief Resources:
https://www.nytimes.com/2024/09/30/us/hurricane-helene-victims-aid.html
October is Breast Cancer Awareness Month
Overview: Tune into this week's episode of Launch Financial as we discuss a big week in the market, with the Federal Reserve cutting interest rates last week by 50-basis points, more than some expected, followed by more economic data and a big rally in the stock market, leading the major averages to fresh records. All eyes remain on consumer confidence and economic data, as well as tax planning between now and the end of the year.
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Overview: Tune into this week's episode of Launch Financial as we discuss a big week ahead, with the Federal Reserve set to cut interest rates at their FOMC meeting tomorrow, for the first time since they started hiking rates back in March of 2022. We will continue to discuss how lower interest rates will impact the consumer and begin our fall tax planning to do list!
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Overview: Tune into this week's episode of Launch Financial as we discuss a rocky week on Wall Street, as well as caution from banking institutions on the state of the economy, as we await key inflation data that may determine the amount in which the Federal Reserve cuts interest rates at their September meeting. For questions or topics, email info@shermanwealth.com.
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