Casual Friday: Financial Insights

Apr 19 2024 78
Casual Friday: Financial Insights Podcast artwork

Welcome to Ford Financial Group's Casual Friday Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which we are registered to do business, please visit www.FordFG.com.1-856451

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Geopolitics and Pullbacks

Apr 19 2024 30 mins  
In this episode of Casual Friday: Financial Insights, Brian and Ryan delve into the recent pullback in the markets, which have dipped at the onset of the second quarter. After kicking off the year with strong gains, the landscape has shifted due to a combination of geopolitical tensions in the Middle East, rising inflation concerns, and uncertainties around corporate earnings.Join

Tax Time: How High are Tax Brackets?

Apr 12 2024 29 mins  
This week Ryan and Brian come up for air from a busy tax season to examine how current tax brackets, both personal and corporate, compare to where brackets have been historically. They also touch on the possibility of brackets changing in the future, especially in light of the Federal debt to GDP ratio (spoiler: it's high).Watch on YouTube: https://www.youtube.com/@fordfinanci

Time to Talk Politics: Market Performance in a Presidential Election Year

Mar 15 2024 25 mins  
As we delve into the intensifying presidential election season, every day brings us closer to November 5, Election Day. We're witnessing what appears to be an impending rematch between Joe Biden and Donald Trump. Given the months ahead until November, it's understandable for investors to feel uneasy about the potential effects of political events on the stock market and t

Money Market Funds After Rates Drop

Feb 16 2024 23 mins  
This week Eric and Brian review how much "dry powder" is in money market funds and how these cash equivalent investments have swollen to record levels as rates have risen. However, event the Federal Reserve has said rates are coming down, so what are investors options if those sweet interest rates on money market funds really start to fall?Watch on YouTube: https://www.yo

Jobs, Jobs, Jobs

Feb 02 2024 32 mins  
This week Ryan and Brian discuss how all of the jobs lost during the pandemic have been recovered (and then some), and how business are still having trouble hiring, despite the large number of unemployed workers.Watch on YouTube: https://www.youtube.com/@fordfinancialgroupSubscribe on Apple Podcasts (or wherever you listen to podcasts): https://podcasts.apple.com/us/podcast...Quest

Falling Yields and Rising Markets

Jan 26 2024 39 mins  
This week Ryan and Brian review what could be ahead this year as the Fed begins to cut interest rates, and discuss how that impacts both equities and bonds in portfolios.Watch on YouTube: https://www.youtube.com/@fordfinancialgroupSubscribe on Apple Podcasts (or wherever you listen to podcasts): https://podcasts.apple.com/us/podcast...Questions? Email us at [email protected]: Ford

New Year for Markets, S&P 500 Hangover?

Jan 05 2024 45 mins  
This week Ryan and Brian review LPL Research's 2024 outlook for stocks, bonds and the economy, and give there take on what could be ahead.LPL Research 2024 Outlook: https://bit.ly/3RKkZXGWatch on YouTube: https://www.youtube.com/@fordfinancialgroupSubscribe on Apple Podcasts (or wherever you listen to podcasts): https://podcasts.apple.com/us/podcast...Click here for Ryan'

Ripping Into Year-End

Dec 22 2023 36 mins  
This week Ryan and Brian talk about how both stocks and bonds have been accelerating into the end of the year, though there may be reason to temper your optimism for 2024.Watch on YouTube: https://www.youtube.com/@fordfinancialgroupSubscribe on Apple Podcasts (or wherever you listen to podcasts): https://podcasts.apple.com/us/podcast...Click here for Ryan's chart: https://twit

Doing Well by Doing Good: Exploring the Tax Benefits of Gifting from Your IRA

Nov 30 2023 15 mins  
In this episode, we dive deep into the world of Qualified Charitable Distributions (QCDs). Join us as we explore how QCDs can be a tax-savvy way to support your favorite charitable causes while benefiting your retirement savings. Brian shares valuable insights and practical tips to help you navigate this powerful financial strategy.A qualified charitable distribution (QCD) is a tax

Mortgage and Real Estate Update with Joe Perry, Mortgage Ninja

Nov 24 2023 36 mins  
Subscribe on YouTube: https://www.youtube.com/@fordfinancialgroupSubscribe on Apple Podcasts (or wherever you listen to podcasts): https://podcasts.apple.com/us/podcast...Questions? Email us at [email protected]: FordFG.comThe opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All