While we take a look at some of the recent economic developments, this week Chase goes on to consider how much profit was made off the development of the products that led to the Matrix, before the computers turned all the people into car batteries. He looks at the results from one of the leading names in the AI space and considers if the amount of money being invested in the space can lead to a reasonable return. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.
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23:55
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23:55
Unlocking the Hidden Power of 529 Plans from a Tax, Gift, and Estate Planning Perspective
In this episode of the Wise Investor Show, Senior Financial Planner Greg Smith explores underutilized strategies for 529 college savings plans, revealing how they can serve not only as education funding tools but also as powerful vehicles for tax savings, estate planning, and multigenerational wealth transfer. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.
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28:39
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28:39
Trust the Tape or the Haters?
Simon discusses the bullish stock market technicals and momentum, while valuations, policy uncertainty and possible threats to corporate profit margins auger for caution going forward. He suggests investors refrain from trying to game unknowable outcomes and instead consider how to sensibly balance potential reward with risk. He frames the backdrop in looking at geopolitics, current inflation trends, Fed policy and tariff conditions. He also shares his current thoughts on BRK.B, LVMUY, MRK and COST. WIG Names Discussed: BRK.B, LVMUY, MRK and COST. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.
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42:13
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42:13
Another Week, Another Crisis
Simon places the current Middle East threat in historical context. Beyond this week’s events he argues that, while an outright negative outlook may not be appropriate, the risk-reward profile has weakened since the spring. He highlights stretched valuations, a deteriorating margin and growth outlook, considerable policy uncertainty and cracks in the labor market as reasons for caution (along with selectivity, discipline and portfolio balance). He discusses a new name to the WIG portfolio in MKL and offers the latest around WFC and AVGO. WIG Names: MKL, WFC, AVGO The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.
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42:31
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42:31
Everyone Loves a Cheerful Giver
Matt Anderson takes the podcast reins this week to talk about gifting. He reviews the basic gifting rules to individuals and discusses the strategies and vehicles that can be employed to meet your charitable giving objectives. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the Wise Investor Group and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Investments mentioned may not be suitable for all investors. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance may not be indicative of future results.
The Wise Investor Show tackles the most important issues in the investment world today. Our hosts — some of the top advisors in the country — explore a wide range of recent events and trends to help you become a more informed financial decision-maker.
The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only.
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Content represents the opinions of the speaker and not necessarily those of Raymond James.
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