The Personal Wealth Coach

Ep.51 - part 3 - Rule Changes by the SEC (U.S. Securities and Exchange Commission) in 2022

Stocks, bonds, and mutual funds that claim to be “ESG” (environmental, social, and governance) have seen a high volume of retail purchases in the past few years. Unfortunately, there is no generally recognized definition for the term “ESG” when used with investments, and more than a few securities with that tag have been shown to have poor ESG characteristics.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
Rule Changes by the SEC (U.S. Securities and Exchange Commission) in 2022 @7:44
ESG (environmental, social, and governance) @24:01
Oil fracking v.s. oil drilling @26:51
And more!
This episode was recorded on January 22nd, 2022. 
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.  

Ep.51 - part 2 - Are We Headed to a Recession? Leading Economic Indicators Can Help to Predict

The Conference Board Index of Leading Economic Indicators (LEI) remains positive, suggesting the economy will continue to grow over the next several months. In the six decades since its inception, the LEI has never failed to give at least several months warning before the U.S. economy entered into a recession. 
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
Are We Headed to a Recession? Leading Economic Indicators Can Help to Predict @3:09
Population in China @16:40
Predictions by Jake @28:13
And more!
This episode was recorded on January 22nd, 2022. 
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.  

Ep.51 -part 1- What Happened in the Market This Week? (1/17 – 1/21)

As the Omicron variant surged across the country, the S&P 500 experienced a decline not unlike what we saw in October when the Delta variant was spreading. A near-correction decline in market values is not pleasant, but the stock market needs such things from time to time to clear out unprofitable companies and continue to grow over the long-term.  
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
What Happened in the Market This Week? (1/17 – 1/21) @7:30
Omicron Wave @21:19
The Weekly Wrap Up by Jeff @26:20
And more!
This episode was recorded on January 22nd, 2022. 
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website https://www.tpwc.com/
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.  

Short Episode: What Does Global Economic Warfare Mean to the U.S.?

Big money is being invested in opposing directions in big city real estate. One group is betting on a return to normal office behavior and is renovating and building more office space while the other side is focused on repurposing empty office buildings as living spaces.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
What Happens to the U.S. if Russia is removed from the SWIFT System (Society for Worldwide Interbank Financial Telecommunication)? @5:11
Major Bets on Commercial Real Estate in Cities @23:34
Update on China’s Tech Crackdown @35:35
And more!
This episode was recorded on December 11th, 2021.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website (tpwc.com). 
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.  

Ep.50 - part 2 - Historical Cycle of Inflation

Based on similar periods in economic history, the current surge in inflation may be a temporary phenomenon, lasting a couple of years but not likely to become a wage-price spiral.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
The U.S. Series I Savings Bonds @4:32
Historical cycles of Interest Rates @13:10
Can Labor Shortages Cause the repeat of 1970s and 1980s inflations? @19:06
And more!
This episode was recorded on December 11th, 2021.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website (tpwc.com). 
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.  

Ep.50 - part 1 - What Happened in the Market This Week? (12/6 – 12/10)

Unlike the bull market of the late 1990s, there are actually more stocks that declined in 2021 than rose. In the bull market of the 1990s that ended with a severe market plunge in 2000-2002, almost all stocks rose dramatically regardless of whether they were likely to be profitable. That leaves room for further gains in the market. 
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
What Happened in the Market This Week? (12/6 – 12/10) @6:31
Why Did Oil Price Go Up? @12:18
The Importance of Understanding Why the Market Moved Regardless of Inflation @21:23-
And more!
This episode was recorded on December 11th, 2021.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website (tpwc.com). 
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.  

Short Episode: The Future of Traditional 60/40 Portfolio

Why the traditional portfolio composed of 60% stocks and 40% bonds is unlikely to be effective into the near future.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
Financial Guardrails @3:53
The 60/40 portfolio and the 80/20 portfolio @9:24
And more!
This episode was recorded on December 4th, 2021.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website (tpwc.com). 
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.  

Ep.49 - part 2 - Things That Cause the Market to Go Up and Down

Market moves are commonly blamed on some event or other apparent cause, however; many market moves are just random noise.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
Omicron Variant @1:33
Big Tech Companies are Rebranding Themselves @8:10
Seasonal Adjustment @17:15
What Happened to Cryptocurrency? @29:57
And more!
This episode was recorded on December 4th, 2021.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website (tpwc.com). 
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.  

Ep.49 - part 1 - What Happened to the Market This Week? (11/29 - 12/03)

Whether it’s a good economy or a bad economy, it is important to have short-term cash reserves on hand, live within your means, be diversified, and invest for the long-term.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
What Happened in the Market This Week? (11/29 – 12/3) @8:02
Why Has The Turkish Lira Been So Volatile? @19:24
The Weekly Wrap-up by Jeff @31:43
And more!
This episode was recorded on December 4th, 2021.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website (tpwc.com). 
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.  

Short Episode: What Are Unusual Things to Hold in Your IRA?

A properly constructed and custodially held self-directed IRA can hold assets like precious metals, cattle, oil, or even houses, but a strict adherence to the rules is required to prevent it from being disqualified and the owner incurring severe penalties.
Welcome to another episode with Jeff and Jake McClure from TPWC!
In this episode:
Can you put precious metals or other alternative investments in an IRA? @2:33
What Are the Accounting Standards in China? @11:50
10-Year Breakeven Inflation Rate @18:10
And more!
This episode was recorded on November 13th, 2021.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
You can also send a message to us through the contact form on our website (tpwc.com). 
We are happy to address any of your questions about Economics and Finance.
**The information we are presenting during the podcast is for educational purposes only and is not considered investment advice.