As we hit the midpoint of the year, Andrew, Luke, and Cristian sit down to unpack what’s driven markets so far—and what may be ahead. From tariff negotiations and Fed policy shifts to sector standouts like industrials, biotech, and AI, the team explores how today’s “pause” in rate cuts and earnings momentum may set the stage for a “push” in the months ahead.

Key themes include:

• How front-loaded corporate and consumer activity is shaping Q3 earnings.
• Why liquidity, valuations, and Fed policy are creating both risks and opportunities.
• Where reshoring, infrastructure spending, and AI adoption could fuel long-term growth.
• The sectors and strategies they believe are best positioned heading into year-end.

Don’t confuse the pause for the peak—this episode breaks down the forces shaping portfolios between now and 2026.

Do you want me to make this shorter and punchier for Buzzsprout SEO (more discoverable), or keep it longer and more client-focused (like a briefing)?

Join Andrew Whalen in this episode of 'Making Cent$ of Wealth' as he delves into President Trump's second term, highlighting key executive orders, policy shifts, and the impact on the crypto and housing markets. Stay informed and engaged with insightful analysis and discussion on the latest in politics and finance.

Welcome to the 2025 Market Outlook! Join Andrew Whalen, CEO of Whalen Financial, and our portfolio team as they dive into the key factors shaping the financial landscape in 2025.

In this roundtable-style discussion, you’ll gain insights into:

- Key Market Drivers

- Deregulation Opportunities

- Inflation Considerations

- Policy Developments

Whether you’re planning for retirement, managing investments, or just staying informed, this video provides helpful perspectives to navigate the year ahead.

Got questions? Reach out to our team at Whalen Financial for personalized advice and support.

Don’t forget to like, subscribe, and turn on notifications to stay updated with our latest videos!

Follow Us for More Insights:

Website: www.whalenfinancial.com

Instagram: @WhalenFinancial

LinkedIn: Whalen Financial

Contact Information:

Whalen Financial7160 Rafael Rivera Way #220
Las Vegas, NV 89113
📞 702-878-3900

Thank you for watching!

With the 2024 presidential election approaching, investors are wondering: Should I change my investment strategy? Will markets crash if the 'wrong' candidate wins? 

In this eye-opening episode, I'll debunk common myths about elections and market performance, sharing surprising historical data that shows why politics may matter less to your portfolio than you think. You'll discover why divided government has historically led to strong market returns, what really drives market performance during election years, and why making investment decisions based on election predictions could be a costly mistake. 

Plus, I'll reveal the critical factors beyond politics that could impact markets in 2024-2025, including upcoming tax law changes you need to watch. Whether you're worried about protecting your retirement savings or looking to make smart investment moves this election year, this episode cuts through the noise to give you the facts you need. 

 This week on Weekly Cent$ , we're unlocking the vault on a hot retirement investment trend: AirBnB properties. But is this golden goose all it's cracked up to be?

Tune in as we dissect:

• The hidden jackpot for early real estate investors
• The sneaky "cost of capital" that could make or break your investment
• How economic rollercoasters can turn your AirBnB dreams into nightmares

Plus, we're pulling back the curtain on a real AirBnB property analysis that might just shock you. Is that 4-6% return over 20 years worth your time and money?

Whether you're a seasoned property mogul or just daydreaming about that beachfront rental, this episode of Weekly Cent$ is your ticket to understanding if AirBnB is your fast track to retirement riches or a one-way street to financial headaches.

Don't miss out on this penny-wise, pound-foolish breakdown of the AirBnB retirement riddle. Your future self (and wallet) will thank you!

A Top 20 Bank in the United States has collapsed. We discuss the contagion risk within regional banks as well as how this will impact the Federal Reserve's policy moves. 

Note: Both interest and non-interest bearing accounts have a maximum coverage of only $250k through FDIC. https://www.fdic.gov/consumers/consumer/news/cnwin1213/coverageupdate.html

Welcome to 2023! This deep dive will examine a large number of economic indicators that our firm watches to predict recessions. 2023 will be a year of patience as the economy evolves and the market is currently mispriced based on inflation and earnings.

In our newest episode of "Making Cent$ of Wealth," we interviewed Dr. Stephen Miller, the Director of Research at the Center of Business & Economic Research at UNLV and discussed: 

•  Dr. Miller's career focused on inflation
•  How high will inflation go and what the Fed must do
•  Recession and the consequences of battling inflation

In the newest episode of Weekly Cent$, Andrew and Carl discuss:

➡️ One of the worst first halves of the year for equities
➡️ Catalysts for a rebound in the second half
➡️ The largest drop in government bond yields this week

To learn more about the topics discussed, join our exclusive list by emailing: info@whalenfinancial.com.

Questions? Comments? 
Call us today!
Direct: (702) 878-3900
Toll-Free: (866) 600-3030

In the newest episode of Weekly Cent$, Andrew and Carl discuss:

➡️  Where markets are with charts and in relation to earnings
➡️  Fed meeting and new rate hike expectations
➡️  Expectations for the rest of the year

To learn more about the topics discussed, join our exclusive list by emailing: info@whalenfinancial.com.

Questions? Comments? 
Call us today!
Direct: (702) 878-3900
Toll-Free: (866) 600-3030

During this new episode, Andrew Whalen & Carl Aschenbrenner discuss the top 5 behavioral bias traps investors need to avoid that lead to underperformance. They also discuss how the markets and the economy got into its current position and where our team believes they are headed over the next 6 months. 

In the newest episode of Weekly Cent$, Andrew and Carl discuss unemployment, recession probability, corrections, stock prices, and inflation.

To learn more about the topics discussed From Carl's Desk, join our mailing list by emailing: info@whalenfinancial.com.

Questions? Comments? 
Call us today at (702) 878-3900!

In the newest episode of Weekly Cent$, Andrew and Carl discuss inflation decline, recession indicators, Fed comments, and recent market actions.

Barron's Personal Inflation Calculator:
https://www.barrons.com/articles/personal-inflation-calculator-51651691668

In the newest episode of Weekly Cent$, Andrew and Carl discuss earning season's weak guidance, the Fed finally raised rates, and our portfolio game plan with today's market volatility.  

In the newest episode of Weekly Cent$, Andrew and Carl discuss how bears outnumber bulls in a recent March institutional investor survey, the Fed announces a reduction of its balance sheet, and Buffet and Musk's involvement in HP and Twitter.

In the newest episode of Weekly Cent$, Andrew and Carl discuss the recent equity market rally, rise in mortgage rates, yield curve inversion, and Secure Act 2.0.

In the newest episode of Weekly Cent$, Andrew and Carl discuss the Fed raising interest rates for the first time since 2018. Also, they review technical charts of the stock market and if we've potentially found a bottom.

In the newest episode of Weekly Cent$, Andrew and Carl discuss the conflict between Russia and Ukraine, its' impact on global GDP, supply chains, and when it might end. They also discuss the oil spike, its' correlation with recessions, and the Fed reducing rate hike expectations and targeting a 25bp increase in March.

Andrew and Carl discuss Russia's invasion of Ukraine, inflation, Fed rate hikes, and where we are in this correction. 

In the newest episode of Weekly Cent$, Andrew and Carl discuss where volatility might be coming from this year.
#tapering #tax #covid

In the newest episode of Weekly Cent$, Andrew and Carl discuss the second quarter earnings season as they look for interesting, overlooked growth stocks.
#earningsseason #growthstocks #PTON

Please join CEO - Andrew Whalen for our State of The Markets.

Andrew Whalen provides a recap of 2020 and an outlook of the New Year 2021.

Some important topics that will be discussed during this webinar include:

• How the Stocks Performed in 2020
• What drove Market Performance in 2020
•  The New Presidency and  the effects on the economy
•  Where are we now?
•  Financial Forecast for 2021

CEO, Andrew Whalen and his special guest, tax consultant, Al Whalen as they discuss the new presidency regulations, tax codes, environmental regulations, the Care Act and more. Al will provide important information that will assist you with the upcoming changes this new presidency brings.

Andrew will discuss what is called "The Market Bubble” and how that has affected our U.S. Economy since 2010.

Please join us for this educational podcast, and we look forward to building your tomorrow, together, today!

Please join CEO - Andrew Whalen as he announces the establishment of Whalen Financial as an independent Registered Investment Advisor (RIA) firm!

Andrew will provide a brief recap of 2020, discuss the greener policies for the new presidential administration and the innovative decision that led to Whalen Financial becoming an RIA firm in 2021.  We hope you will enjoy the podcast and hear more about the exciting vision that Andrew and the Whalen Financial Team have in store for our clients investments and shaping a new client experience and landscape. 

Thank you and we look forward to building your tomorrow, together, today!

Andrew Whalen - CEO   provides an analysis of the upcoming year  - "Outlook 2021: Powering Forward"

Some key takeaways in the area  includes:

• New Economic Expansion for 2021
• Congress and the effects on the Market
• 2021 U.S. Market Forecasts