Episodes
69
Latest episode
May 2026
Language
EN-US
Hosted by Ryan Sheffer, CFP, MSF, and Derek Van Solkema, CFP, financial advisers at Advance Capital Management. Each month, Ryan and Derek tackle 8 financial and investment topics, to keep you informed about the markets, economy and other current events that could be impacting your financial life. Advance Capital Management, Inc is a registered investment adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser before implementing any strategy discussed herein. Tax and estate planning information should not be construed as formal legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Contact Us:
In this month's episode, we cover these topics:Market & Portfolio Overview (starts at 1:09)Differences Between Dow vs. S&P (02:51)Market Performance in May (05:00)Outlook on Oil Prices (07:12)Fed Chair Confirmation (08:12)Discussion on Roth IRA Conversions (10:00)Importance of Financial Planning (12:59)Looking ahead (17:00)
In this month's episode, we cover these topics:Market Overview (starts at 00:53)Portfolio Updates (01:39)Oversold Market and Stabilization (02:23)Corporate Earnings Insights (04:10)Discussion on AI Investments (06:30)Use Cases for AI as a Firm (9:40)Federal Reserve Update (11:16)Looking ahead (13:16)
In this month's episode, we cover these topics:Market Overview (starts at 02:00)Portfolio Updates (03:01)Market Impact of Geopolitical Conflict (03:45)Impact on Oil Prices (06:11)Geopolitical Risks to Portfolios (8:36)Structural Risks to Portfolios (10:27)Understanding Normal Market Behavior (11:46)Looking ahead (13:38)
In this month's episode, we cover these topics:Market Overview (starts at 01:00)Portfolio Updates (03:24)US-Iran Conflict (04:19)Impact on Oil Prices (07:06)New Fed Chair Nomination (8:22)Corporate Earnings (10:22)Client Communications from Schwab (11:53)Looking ahead (13:57)
In this month's episode, we cover these topics:Market Overview (starts at 01:27)Portfolio Adjustments and Strategies (3:00)Precious Metals Insights (5:54)Fed Chair Nominations (10:12)Quantitative Easing (12:04)Fraud Awareness During Tax Season (13:46)Tax Form Questions (15:44)Looking ahead (17:20)
Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics:Market Overview (starts at 01:00)Portfolio Update (3:05)Irony in December (5:45)Resilient Economics (7:58)Record US Corporate Earnings (9:42)Summary of 2025 (12:42)Interest Rates and Economic Stability (17:18)Looking ahead (20:00)
In this month's episode, we cover these topics:Market Overview and Portfolio Updates (starts at 00:34)Understanding Investment Vehicles (03:29)Active vs. Passive Investing (07:27)Risk Adjusted Returns Explained (08:10)How Markets Move (10:08)AI Investments and Security (13:07)Santa Clause Rally (17:18)Looking Ahead (17:51)
In this month's episode, we cover these topics:Market Update (Starts at: 1:02)Bond Market Insights (2:29)Client Communications & Changes (3:45)Year-End Financial Considerations (7:01)Beneficiary Review Importance (9:06)Charitable Contributions and Deadlines (9:55)Market Focus (10:31)Interest Rate Policy Discussion (15:09)Looking Ahead (19:42)
In this month's episode, we cover these topics:Market Update (Starts at: 0:20)Portfolio Update (1:30)Reasons To/Not to Invest (2:13)Positive Market Trends (4:41)Role of Gold in Portfolios (6:12)Federal Reserve Policy and Interest Rates (8:24)Government Shutdown (10:40)Looking ahead (12:14)
In this month's episode, we cover these topics:Market Update (Starts at 0:32)Investment Strategies in Changing Markets (1:57)Federal Reserve Meeting Insights from Jackson Hole (3:46)Understanding Breadth of Market (4:55)Strong Corporate Earnings (8:04)Housing, Consumer and Jobs Reports (9:00)International Market Trends (12:31)Looking ahead (14:35)
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