Adam and Steve go over this week's market trends, how COVID is being treated by the media, and how that is affecting the younger generation. Adam explains the various types of investors that they meet with, some of which are not ideal clients.
Adam and Steve talk about the market and how the job market is doing. Steve explains Trump's payroll tax deferral and a caller answers the trivia question.
Adam and Steve go over the changes to the market, how we are doing with Covid 19, and help a caller with his investments.
Adam and Steve discuss the shortest bear market in history, talk about the "side hustle" law with 1099 employees, and answer a caller's question.
Adam and Steve discuss the last 100 days since the COVID crash low, answer a caller's question about switching from Traditional to Roth IRA, and Adam talks about why the Dow Jones makes no sense.
This week, Adam and Steve talk about how the market is performing during COVID 19, how Adam's kids found the best performing ETF of the year, and a Social Security claiming strategy for couples.
This week Adam and Steve discuss the Apple stock split and what it means for your portfolio and answered caller questions.
Adam and Steve discuss DOL's new fiduciary law and answer a caller's question about inflation.
Adam and Steve have their new employee Megan on the show to discuss the different stages of becoming a CFP®. They discuss what it was like when they took the classes and how to find the right school for you to become a CFP® now.
Adam and Steve review the market and suggest ways to protect your credit. They cover some of the notable items to deduct on this years taxes. Adam goes over some logical fallacies people make when investing.
On this episode of the Van Wie Financial hour, Steve and Adam discuss the end of the second quarter, unemployment numbers, and answer a caller's question about a stock.
Adam and Steve discuss last weeks market changes, what the government is doing to offset unemployment during COVID and help a caller find the best way to protect their investments.
Steve and Adam discuss how and when you should borrow against your homes equity and give an update on how COVID 19 is impacting your finances.
Steve and Adam discuss the major drop in the market and a caller asks how to return unwanted RMD back into his account.
Adam and Steve go over another great week in the market. The Nasdaq hit an all-time intraday high on Friday, can it close in all-time high territory next week? Adam talks about the importance of designing surveys correctly and Steve goes over how much it really takes to retire.
With lots of news to go over this week, Steve and Adam work to fit it all in. Adam reviews the market, and Steve recaps what is turing into an epic Twitter War between Trump and the CEO of Twitter. Steve has an unemployment trivia, goes over how social media really works, and discusses what the DOW really is.
With the country beginning to open back up, Steve and Adam discuss how the stock market can go so high while the economic news continues to disappoint. Steve finds a little-known tax deduction that was included in the CARES act, and Adam discusses why a company like Hertz couldn't last one quarter with diminished sales and filed for bankruptcy protection.
Steve and Adam review the upcoming stimulus round two proposal. While Adam reviews the pros and cons of the proposal, Steve describes what his own personal wish list would be for the stimulus package.
As things begin to open back up in Jacksonville, Steve and Adam return to the studio. Adam reviews the market and reports that how the community is reacting to the lifted restrictions. Greg calls in and gives updates about the UNF incubator program he is a part of after hearing an earlier episode of the Van Wie Financial Hour.
The oil and energy market is the topic of the week. With oil prices plummeting Steve and Adam talk about the oil industry and where it may be headed. Several callers want to know about a variety of topics, including the energy market.
Steve and Adam are joined by Stan the Annuity Man discuss annuities. Adam and Steve point out the importance of inflation, especially in today's environment, and Stan helps advise how you can and can't protect against inflation with annuities. http://www.stantheannuityman.com/
Steve and Adam talk about social and economic shutdown. They share their thoughts on how long this could/should last. Steve shares his thoughts on the ever-decreasing fossil fuel price. Adam discusses the market and what to expect going forward.
With a short, but exciting wee of trading behind us, Steve and Adam have a fun time talking about this week. Steve talks about some dos and don'ts with the stimulus checks coming in. Adam's trivia question proves challenging but also proves a point.
Steve and Adam continue to talk about the planning opportunities brought on by the coronavirus. Adam points out that not all volatility is negative, and Steve talks about the recoveries and how those will affect the market.
Steve and Adam review the CARES Act and how it will affect everyday lives. Steve has good news for retirees and Adam shares the good news for families. Adam also lays out the tax implications.