The Personal Wealth Coach

Weekly Market Insights& Surprises March 18 - 22, 2024

Welcome to another exciting episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Discover our expert analysis on the reasons behind the market's dynamics, including an insightful discussion on the near miss of a government shutdown and the potential shift in the House Speaker's role. Plus, a groundbreaking survey by the CFP Board at the University of Southern California reveals that most people believe their financial advisors work in their clients' best interests. However, the reality might be different. Stay with us as we delve into an eye-opening aspect of the financial advisory world, where advisors' incentives are often more closely tied to commissions and company profits than to client welfare, using Robinhood as a case study. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on March 22nd, 2024. 
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book an appointment either in office or over the phone, 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 provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Banking History Explained: Origins, Operations, and Impact

Welcome to another engaging episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Join us for a fascinating journey through the history of banking. Discover the origins of fundamental banking concepts and terms, such as "bank," "river," "loan," "mortgage," and "accounting." Learn about pivotal events, including the great fire of London in 1666, and their impact on banking practices. Explore how banks generate profits and analyze recent bank failures. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on March 8th, 2024. 
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book an appointment either in office or over the phone, 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 provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Market Insights from March 11 - 15, 2024: The Reasons Behind Why Prices Rise Rapidly and then Fall Slowly, or not at all, in an Economy

Join us on this week's episode of The Personal Wealth Coach Podcast with your hosts Jeff and Jake McClure. Dive into the latest market insights from March 11 to 15, 2024, focusing on inflation and the economy's resilience. We'll break down the recent Consumer Price Index (CPI) Summary and the Producer Price Index (PPI), key indicators of retail and wholesale price movements. Discover the reasons behind the rapid rise and gradual fall, or no fall at all, in the economy. Stay informed and ahead of the curve with insights from The Personal Wealth Coach Podcast. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on March 15th, 2024. 
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book an appointment either in office or over the phone, 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 provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

The Rise and Fall of Empires

Welcome to another exciting episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Tune in as we explore the dramatic journey of the world's greatest empires, from their rise to power to their inevitable fall. We'll also discuss how these historical movements could impact our present-day world. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on March 8th, 2024. 
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book an appointment either in office or over the phone, 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 provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Weekly Market Key Insights from March 4 - 8, 2024: Exploring Productivity and Banking Regulations

Welcome to another exciting episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. We explore the dynamics of the market and productivity. Ever wondered why a titan of industry might have shares trading at merely $30, while a mid-sized company enjoys a lofty $200 per share? Furthermore, our discussion continues on the world of banking regulation. From the various types of bank reserves to the impact these regulations have on the financial ecosystem. Whether you're a finance enthusiast or just curious about how the financial world works, this episode offers valuable insights. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on March 8th, 2024. 
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book an appointment either in office or over the phone, 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 provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Weekly Market Highlights: February 26 - March 1, 2024: Is the AI Bubble About to Burst? We Don't Believe We've Entered Bubble Territory Just Yet.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Tune in as we explore key market insights from February 26 - March 1, 2024. In this episode, we answer interesting questions from the listeners: Is artificial intelligence (AI) on the brink of becoming the next big bubble? While many people speculate about an AI bubble burst, we argue that we're not into bubble territory yet. A bubble typically happens when profits are generated from activities that add no intrinsic value. Drawing parallels to concepts like Bitcoin and "the greater fool theory," where assets are valued on the assumption that someone else will pay more for them later. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on March 1st, 2024. 
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book an appointment either in office or over the phone, 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 provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Today's Economic Indicators and Market Behaviors are Different from Past Trends, Charting Unfamiliar Territory.

Welcome to another engaging episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. This episode takes a closer look at how today's economic indicators and market behaviors are different from past trends, charting unfamiliar territory. Unusual phenomena are happening, indicating a shift from traditional economic dynamics. Additionally, we will explore the benefits the US economy is experiencing as a result of the ongoing conflict in Europe. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on February 22nd, 2024. 
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book an appointment either in office or over the phone, 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 provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Weekly Market Highlights: Key Insights from February 20 - 23, 2024: Exploring the Reasons behind the Current Bull Market

Welcome to another exciting episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Tune in as we explore key market insights from February 20 - 23, 2024. Our discussion explores the reasons behind the current bull market and how a significant increase in productivity is contributing to growth in the U.S. economy. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on February 23rd, 2024. 
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book an appointment either in office or over the phone, 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 provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Market: Key Insights from February 12 - 16, 2024: Why the Rest of the World is Facing Recession and we are not.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Tune in as we explore crucial market insights from February 12 - 16, 2024. Our discussion covers why the Rest of the World is facing Recession and we are not in the U.S. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on February 16th, 2024. 
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book an appointment either in office or over the phone, 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 provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Stock Splits & Economic Echoes: From the 1920s to the 2020s

Welcome to another engaging episode of The Personal Wealth Coach Podcast with Jeff and Jake McClure. Tune in as we dive into the intriguing world of stock splits and their significance for investors. Discover why companies choose to split their shares and the impact it has on the market. We'll also compare the economic landscapes of the 1920s and the 2020s, uncovering parallels and lessons from history. Plus, get insights into the shifting trade dynamics between the U.S., Mexico, and China. Learn why the U.S. is now trading more with Mexico than with China and explore the technological advancements in Mexico's manufacturing sector compared to China's. Stay informed and stay ahead with the TPWC Podcast!
This episode was recorded on February 7th, 2024. 
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com
If you are ready and would like to book an appointment either in office or over the phone, 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 provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.