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In this episode of Blue Chip NOW!, Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Investment Analyst Vince Parrack explore the latest developments in global trade tensions, focusing on tariffs, trade restrictions, and their direct and indirect impacts on industries, investors, and market volatility. They break down the effects on key sectors like autos, aerospace, consumer goods, and technology, while also discussing how tariffs on China, Mexico, and Canada could influence corporate earnings and supply chains. The team also highlights risks and opportunities that arise from shifting trade policies, including over-exaggeration of market sentiment, potential mispricing in certain industries, and long-term strategic shifts for businesses. Whether you're concerned about market reactions or looking for investment opportunities, this episode provides valuable insights into navigating uncertain trade environments. Listen in as the Blue Chip Partners team shares what investors should be watching, why volatility isn’t always a bad thing, and how staying focused on long-term fundamentals is key to weathering market turbulence.
Key Points From This Episode:
[00:00:00] Introduction – Overview of trade restrictions, tariffs, and why they matter to investors.
[00:03:16] Trade restrictions & market volatility – How tariffs impact global markets and investor sentiment.
[00:05:34] Manufacturing tariffs – Breaking down the effects on global supply chains.
[00:07:00] Autos: Direct & indirect effects – How tariffs influence auto manufacturers and suppliers.
[00:09:03] Aerospace & consumer goods – Why these sectors are vulnerable to shifting trade policies.
[00:11:10] Chinese tariffs & technology – The impact on semiconductors, AI, and U.S. tech giants.
[00:14:45] Retail imports from China – How major retailers like Costco, Target, and toy manufacturers are affected.
[00:16:50] Market sentiment risks – Are investors pricing in too much risk?
[00:19:23] Potential risks – Inflation, supply chain retooling, and shifting Federal Reserve policy.
[00:22:15] Positives & closing remarks – Long-term investment strategies in an era of trade uncertainty.
Key Phrases:
“Trade restrictions don’t just impact big corporations—their effects ripple through supply chains, consumer prices, and ultimately, investor portfolios.” – Daniel Dusina
“The biggest unseen risk isn’t necessarily the tariffs themselves, but the overreaction of markets to the uncertainty they create.” – Matt Mondoux
“While tariffs may introduce short-term volatility, they also create opportunities—investors who focus on fundamentals rather than headlines will be in the best position.” – Vince ParrackHosts:
Daniel Dusina CFA®: https://www.bluechippartners.com/about/our-team/daniel-dusina/
Matt Mondoux CFA®, CMT, CFP®,: https://www.bluechippartners.com/about/our-team/matthew-mondoux/
Vince Parrack, Investment Analyst: https://www.bluechippartners.com/about/our-team/vincent-parrack/
Email us: [email protected] with your feedback and episode topic requests.
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Disclosure/Helpful Links:
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/
Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/
Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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In this episode of Blue Chip NOW!, Daniel Dusina, CFA®, Matt Mondoux, CFA®, CMT, CFP®, and Dan Seder, CFA®, CMT, CFP® discuss how to make the most of your relationship with a wealth manager in the first quarter of 2025. The conversation dives into essential financial planning strategies, including portfolio rebalancing, key tax considerations like tax-loss harvesting, IRA contributions, and how year-round planning with your wealth management team impacts long-term financial goals. The hosts highlight how tax planning should be an ongoing process, not just a year-end exercise, with insights on deferring taxable distributions, optimizing Roth contributions, and managing charitable donations through Qualified Charitable Distributions (QCDs). They also explain how effective collaboration with your wealth manager can prevent mistakes when filing taxes and improve your financial outcome. The episode concludes with advice on the importance of keeping your wealth management team updated on life events such as bonuses, promotions, and major expenses to ensure your plan evolves with your needs. Whether you're preparing for a new financial year or refining your approach, this discussion provides actionable strategies to make 2025 a financial success.
Key Points from This Episode:
[00:00:00] Introduction to the episode and market update for Q1 2025, touching on the importance of collaboration with a wealth manager.
[00:01:33] Explanation of the “good news is bad news” phenomenon in the market and its tax implications.
[00:02:48] The Federal Reserve’s approach to interest rates and its impact on wealth management strategies.
[00:05:30] The importance of tax-loss harvesting and how it helps minimize capital gains.
[00:07:34] How year-end portfolio adjustments can set clients up for a strong new year with their wealth manager.
[00:10:56] Discussion of deferring taxable distributions to the new tax year and how it benefits clients.
[00:16:08] Overview of Qualified Charitable Distributions (QCDs) and their benefits for wealth management clients.
[00:18:13] Estate planning essentials, including trusts, wills, and powers of attorney, as part of holistic wealth management.
[00:19:29] The value of centralized wealth management services for handling taxes, estate planning, and investment portfolios.
[00:21:02] The importance of active engagement with your wealth manager and updating plans based on life changes.
[00:21:24] Communicating cash flow adjustments due to promotions, bonuses, or unexpected expenses.
[00:22:09] Final advice on the importance of proactive communication and partnership with your wealth manager to achieve financial success.Email us: [email protected] with your feedback and episode topic requests.
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth: 248-848-1111
Disclosure/Helpful Links:
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/
Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/
Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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Saknas det avsnitt?
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Dan Seder, CFA®, CMT, CFP® and Hayden Kibbey discuss the benefits and mechanics of qualified charitable distributions (QCDs). For individuals who are charitably inclined, have individual retirement accounts, and meet the age requirement, QCDs can be a tax-efficient method for making charitable contributions. Dan and Hayden outline the key benefits of QCDs and highlight important considerations when determining if this strategy is right for you.
Hosts:
Dan Seder, CFA®, CMT, CFP®,
Hayden Kibbey, Associate Financial Advisor
Disclosure: This information has been prepared by Blue Chip Partners, LLC, a registered investment advisor, for your informational purposes only. It is not intended to provide, and should not be depended upon, as tax advice. You are strongly encouraged to seek counsel of a qualified tax professional to discuss this information and its relevance in the context of your own personal situation.
Email us: [email protected] with your feedback and episode topic requests.
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Disclosure/Helpful Links:
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/
Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/
Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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In this special episode of Blue Chip NOW!, Managing Partner Dan Seder, CFA®, CMT, CFP® and Associate Financial Advisor Hayden Kibbey talk about one of our favorite ways to bypass the government when pulling money from an IRA account.
Qualified Charitable Distributions (QCD) are a tax-efficient way for people aged 70.5 and older to donate directly from their Individual Retirement Account (IRA) to charities. QCDs can take the place of Required Minimum Distributions (RMD) and don’t count as income, benefiting both the charity and the donor.
QCDs are direct donations from your IRA to the charity; the money bypasses the individual and therefore avoids income taxes, maximizing the donation
Individuals can give a QCD of up to $108,000 in 2025
The receiving charity must be a properly registered 501(c)3 to qualify for a QCD
Listen in to learn more about this donation strategy’s benefits and things to remember.
Disclosure: This information has been prepared by Blue Chip Partners, LLC, a registered investment advisor, for your informational purposes only. It is not intended to provide, and should not be depended upon, as tax advice. You are strongly encouraged to seek counsel of a qualified tax professional to discuss this information and its relevance in the context of your own personal situation.
Hosts:
Dan Seder, CFA®, CMT, CFP®,
Hayden Kibbey, Associate Financial Advisor
Key Points From This Episode:
[00:00:00] Introduction to Blue Chip Now and the episode’s focus on year-round charitable planning.
[00:01:00] Overview of typical charitable giving methods, such as donations from checking or savings accounts.
[00:02:32] Discussion of retirees' financial concerns and the importance of efficient giving methods.
[00:03:05] Explanation of Qualified Charitable Distributions (QCDs) and the benefits of donating directly from IRAs.
[00:04:18] How QCDs bypass the need to pay federal and state taxes on IRA distributions.
[00:05:20] Confirmation that QCDs allow donations to bypass taxation entirely.
[00:06:00] Key benefits of QCDs: reducing taxable income and satisfying required minimum distributions (RMDs).
[00:07:15] Explanation of how QCDs reduce future RMDs by lowering IRA balances.
[00:08:22] The impact of QCDs on Medicare premiums and Social Security taxation.
[00:09:35] The significance of QCDs in avoiding the need to itemize deductions.
[00:10:45] Clarification on the benefits of QCDs when compared to standard deduction thresholds.
[00:11:45] Important requirements for QCDs: qualified charities and annual limits.
[00:12:30] Direct transfer requirements for QCDs and how checks can be delivered directly to charities.
[00:13:12] Age requirements for QCD eligibility and how it overlaps with RMDs.
[00:14:15] The importance of completing QCDs before the year-end deadline of December 31.
[00:15:05] Steps for executing a QCD through financial advisors or IRA custodians.
[00:16:12] Key takeaways: maximizing charitable impact and avoiding taxes with QCDs.
[00:17:10] Final remarks encouraging early planning and reaching out for guidance.
Email us: [email protected] with your feedback and episode topic requests.
Links:
Blue Chip PartnersDelegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Disclosure/Helpful Links:
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/
Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/
Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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After the market’s largest drop-in-a-day in history, we saw investors scrambling to figure out what happened. Listen to this special breaking news episode of the Blue Chip NOW! Podcast to help get your feet back under you after yesterday’s cataclysmic drop.
Listen until the end to find out if our hosts are likely to buy or sell in today’s market.
Hosts-
Antone Lamerato – Operations Manager
Daniel Dusina, CFA®
Matt Mondoux, CFA®, CMT, CFP®
Dan Seder, CFA®, CMT, CFP®
Email us: [email protected] with your feedback and episode topic requests.
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Disclosure/Helpful Links:
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/
Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/
Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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Consensus estimates point to 12.50% earnings growth for the S&P 500 Index in 2025, with elevated expectations visible in the information technology, consumer discretionary, and health care sectors. As information technology has been a key driver of domestic earnings over the last two years, the sector has comprised a larger and larger share of overall index earnings. The current level is not necessarily concerning, but the concept bears consideration. Elevated earnings concentration can introduce index-level volatility should estimates change, especially given that the sector in question constitutes 33% of the S&P 500 Index. On the contrary, we see potential for diversification of earnings within the U.S. market. As earnings growth from the “Magnificent 7” tapers, contribution from a broader subset is expected in 2025. Robust earnings growth across a more diversified slate can stoke a more inclusive rally in the domestic equity market.
Watch this 8-minute clip from the Quarterly Edge Report at Blue Chip Partners hosted by the Chief Investment Officer Daniel Dusina, CFA® and Managing Partner Dan Seder, CFA®, CMT, CFP®.
Watch the episode on YouTube by clicking here: https://youtu.be/GQ-2iblCY24
Email us: [email protected] with your feedback and episode topic requests.
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Disclosure/Helpful Links:
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/
Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/
Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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Two straight years of meaningfully positive returns in the domestic market leave investors split. In this episode of Blue Chip Partners Quarterly Edge, Chief Investment Officer Daniel Dusina, CFA® and Managing Partner Dan Seder, CFA®, CMT, CFP® engage in a discussion that spans the U.S. economy's trajectory for 2025, including the pivotal role of discretionary spending, the wealth effect, and real personal income growth. The hosts analyze recent stock market trends, focusing on earnings concentration within the technology sector and broader market dynamics, such as the Magnificent 7’s influence. They also explore bond market opportunities in light of shifting Federal Reserve rate expectations, highlighting the relative attractiveness of bonds versus stocks. Gain actionable insights into how these factors interplay and learn strategies to maintain balanced portfolios as we navigate the complexities of the financial landscape in 2025.
Watch the episode here: https://youtu.be/VpR3EiMrKnw
Key Points From This Episode:
[00:00:00] Setting the stage for 2025 insights.
[00:01:00] The U.S. economy's balance and the importance of discretionary spending as a growth catalyst.
[00:02:15] Examining the wealth effect and its influence on consumer behavior in 2025.
[00:05:22] Stock market dynamics: earnings concentration in the tech sector and its implications.
[00:08:45] Broadening of earnings growth in the S&P 500 outside of the Magnificent 7.
[00:11:12] Bond market opportunities amidst tempered Federal Reserve rate cut expectations.
[00:13:56] Aligning portfolios to strategic asset allocations and the case for rebalancing.
[00:16:18] Reflecting on the interplay between economic strength and interest rate trajectories.
Key Phrases:
“The economy has found a very nice balance, at least on the domestic front. Discretionary spending, fueled by rising household net worth, sets the stage for another relatively strong year.” – Daniel Dusina
“Earnings concentration in the tech sector isn’t inherently an issue, but it does bear watching as the S&P 500 becomes increasingly reliant on one segment for growth.” – Daniel Dusina
“Higher starting yields in the bond market suggest an attractive entry point, even with tempered expectations for rate cuts in 2025.” – Daniel Dusina
Hosts:
Daniel Dusina CFA®
Dan Seder CFA®, CMT, CFP®
Email us: [email protected] with your feedback and episode topic requests.
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Disclosure/Helpful Links:
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/
Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/
Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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While the buzz words “quantum computers” and “AI” continue to rise in use across earnings calls, we are still seeing a bullish market. Is your appetite for risk similar to the market’s? Learn more in this featured clip from Blue Chip NOW!
Hosts:
Daniel Dusina CFA®
Matt Mondoux CFA®, CMT, CFP®
Dan Seder CFA®, CMT, CFP®
Watch the episode here: https://youtu.be/PArY22liQ1g?si=ZrHarw9gLAPLwo3M
Email us: [email protected] with your feedback and episode topic requests.
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Disclosure/Helpful Links:
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/
Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/
Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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In this episode of Blue Chip NOW!, Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Dan Seder CFA®, CMT, CFP® explore the latest advancements in quantum computing and their market implications. They break down ALPHABET’s groundbreaking quantum computer, “Willow”, discussing its potential applications in healthcare, AI integration, and more. The conversation also covers recent changes in the Federal Trade Commission's leadership and how this could reshape the regulatory landscape for Big Tech. The hosts close with insights on market resilience and the shifting economy's reduced risk of recession.
Email us: [email protected] with your feedback and episode topic requests.
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Key Points From This Episode:
[00:00:00] Introduction and year-end market overview.
[00:01:05] Alphabet's quantum computer, Willow, and its technological potential.
[00:01:55] Quantum computing's potential impact on the healthcare industry.
[00:02:55] Relationship between AI and quantum computing.
[00:04:10] Challenges with quantum computing’s accuracy and development.
[00:05:42] Alphabet's stock surge due to quantum computing advancements.
[00:08:01] FTC leadership change and expected regulatory shifts.
[00:09:15] Market implications of Big Tech regulation changes.
[00:10:45] Service-driven economies and reduced recession risks.
[00:12:23] How data-driven operations limit traditional recessions.
[00:13:55] Australia’s recession-free history and lessons for the U.S. economy.
[00:16:10] Persistent recession predictions despite strong markets.
[00:17:05] Closing remarks and reflections on 2024
Key Phrases:
"Quantum computing isn’t replacing AI—it’s empowering it by processing massive datasets in milliseconds, enabling smarter, faster decisions." - Daniel Dusina
"The market’s appetite for risk is still strong—you don’t see stocks like Alphabet hitting all-time highs if investors expect Armageddon around the corner." - Dan Seder
"Data is the future. The companies that can collect, analyze, and act on it will dominate the next economic era." - Matt Mondoux
Disclosure/Helpful Links:
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/
Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/
Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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Consumers have digested the level of inflation and we have somewhat found a middling bottom as displayed by the U.S. Consumer Price Index and U.S. Personal Consumption Expenditures Index.
Watch this clip from Episode 59 on Blue Chip NOW! to learn more about the Economy – including inflation, consumer spending, and labor markets. https://youtu.be/yH3vjO_uoxs
Watch the full episode here: https://youtu.be/cBzgbR-oJHc?si=-dupsZdz_uA2gb-V
Hosts: Daniel Dusina, CFA® Matt Mondoux CFA, CMT, CFP® Dan Seder, CFA, CMT, CFP®
Email us: [email protected] with your feedback and episode topic requests.
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Disclosure/Helpful Links:
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/
Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/
Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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In this episode of Blue Chip NOW!, Daniel Dusina, CFA®, Matt Mondoux, CFA®, CMT, CFP®, and Dan Seder, CFA®, CMT, CFP® dissect Wall Street’s market predictions for 2025, highlighting the inherent uncertainty in price targets. They explore the dynamics of economic indicators like inflation, consumer spending, and labor market trends. The team discusses how valuation metrics, investor sentiment, and the broader economy impact investment strategies, emphasizing the importance of financial planning over market timing. Join us for a deep dive into practical investment expectations for the year ahead.
Watch here on YouTube - https://youtu.be/cBzgbR-oJHc
Key Points From This Episode:
[00:00:00] Introduction to the unpredictability of Wall Street market forecasts.
[00:00:55] Challenges of relying on S&P 500 price targets from sell-side analysts.
[00:03:48] Evaluating stock market valuation through price-to-earnings ratios.
[00:07:52] Understanding sideways market corrections versus pullbacks.
[00:10:23] Investor sentiment as a contrarian indicator for market movements.
[00:13:24] Inflation trends: Has it been transitory or structural?
[00:17:02] Labor market stability and its influence on consumer spending.
[00:19:45] Consumer spending trends and how they support economic growth.
[00:22:11] Why economic fundamentals matter more than market predictions.
[00:24:31] Importance of financial planning over market timing.
Key Phrases:
"When is the S&P 500 overvalued? It’s when earnings are stagnating, and the price-to-earnings multiple is still expanding. Investors are bidding up stocks without corresponding earnings growth." - Daniel Dusina
"It’s not about throwing out a prediction and being right or wrong. There’s so much more under the hood." - Dan Seder
Disclosure/Helpful Links:
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/
Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/
Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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As we near the end of 2024, you might consider making a Qualified Charitable Distribution, sharing wealth with a loved one, or revisiting your estate plan. In this clip from Blue Chip NOW!, our professionals discuss how and when to accomplish these tasks. Watch the full clip here. Watch the full episode here on Blue Chip FM to learn how you can save while you give this holiday season. Email us: [email protected] with your feedback and episode topic requests. Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Click here for important disclosure information.
Click to schedule a call: Blue Chip Partners.
Listen to our weekly market analysis podcast on your favorite platform by clicking here.
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here.
Stay financially savvy by reading our blog. Click here.
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here.
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here.
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here.
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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In this episode of Blue Chip NOW!, hosts Daniel Dusina and Dan Seder are joined by Robert Steinberg and Kim Browning to explore the interplay between market movements post-election and critical year-end financial planning strategies. Topics include tax and regulation changes, estate planning considerations, and actionable advice for individuals aiming to optimize their financial position before year-end. Dive into this comprehensive discussion to uncover practical insights on leveraging fiscal policy implications, ensuring estate plans are up-to-date, and addressing important financial deadlines.
Watch the full episode on YouTube here: https://youtu.be/5eRG6yYkHMg
Key Points From This Episode:
[00:00:00] Overview of market movements post-election and sector performance.
[00:02:18] Potential extension of the 2017 Tax Cuts and Jobs Act and its impact on tax and fiscal policies.
[00:05:12] Discussion on sector rotation and the "Magnificent Seven's" influence on the markets.
[00:07:22] Historical context on election outcomes and their market implications, featuring insights from Robert Steinberg.
[00:09:37] The relevance of corporate CEO strategies in navigating market conditions, irrespective of political shifts.
[00:11:43] Implications of estate tax exemption changes and the potential extension of high exemptions beyond 2025.
[00:16:05] Advantages of Qualified Charitable Distributions (QCDs) for retirees managing required minimum distributions (RMDs).
[00:18:20] Year-end charitable contributions and the importance of donor-advised funds in financial planning.
[00:20:11] Gifting strategies, including tax-free limits and misconceptions around larger gifts.
[00:23:47] Recommendations for estate plan reviews, addressing life events, and updating trust funding.
Disclosure-
Need to update your estate plan? www.BlueChipEstateplanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
Links:
Blue Chip PartnersDan Seder on LinkedIn
Daniel Dusina on LinkedIn
Robert Steinberg on LinkedIn
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/
Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/
Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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Are you managing your own portfolio or outsourcing to a professional? If you’re looking at an investment structure, why not think of individual stocks? Tax intricacies on mutual funds are muddy as best. When stocks work against us it's our job to harvest the loss, bank it and set it aside. You can use those losses for years to benefit your bank account when pulling money out for a big project, to buy a house, or anything else that would incur capital gains. This tax harvesting strategy is possible with the purchase of a well-diversified portfolio of individual stocks. With mutual funds the intricacies around taxes aren’t as clear. But with individual stocks and the right professionals in your corner, you could have a significant difference in payout when you’re realizing capital gains with a well-diversified portfolio of individual stocks.
Watch the clip here
Watch the full episode here
Helpful Links-
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Helpful Links- Click here for important disclosure information
Click here to schedule a call: Blue Chip Partners | Schedule A Call
There have been new law changes and let’s face it, life happens. If you need to update your estate plan we have you covered with our white-glove service at Blue Chip Estate Planning, PLLC. Contact Kimberly Crank Browning at [email protected] or call the office 248-873-3244 for more information on Blue Chip Estate Planning, PLLC.
Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan
Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me
Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners
Need to update your estate plan? www.BlueChipEstateplanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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When the 2020 pandemic shut down the economy, investors were still receiving higher and higher dividends. This simple dividend growth strategy can help you stay invested during hard times.
In this episode of Blue Chip Now, hosts Daniel Dusina, CFA® and Matt Mondoux, CFA®, CMT, CFP®, dive into a common client question: why consider individual stocks over mutual funds or ETFs? They discuss the unique advantages of a personalized stock portfolio, specifically the benefits of transparency, cost-effectiveness, and tax efficiency. Daniel and Matt explain how these aspects can provide clients with more control, flexibility, and financial clarity. Join us for an in-depth look at how a carefully crafted stock allocation may better align with personal investment goals and overall financial planning.
Key Points From This Episode:
[00:01:07] Why individual stocks may offer more benefits compared to mutual funds and ETFs.
[00:01:35] Overview of Blue Chip Partners' approach to managing equity portfolios.
[00:02:00] Transparency: Opening statements to see individual stocks in a portfolio.
[00:03:04] Benefits of receiving personalized communications on portfolio changes.
[00:04:12] The appeal of mutual funds and ETFs as "one-size-fits-all" solutions.
[00:05:04] Common investor mistakes: emotional trading and overtrading.
[00:06:03] Concentration risk in mutual funds and ETFs with overlapping assets.
[00:07:18] High concentration of S&P 500 returns driven by a few major tech stocks.
[00:09:02] Cost advantages of individual stocks versus mutual funds with management fees.
[00:10:20] Hidden fees in mutual funds and the transparency challenge for investors.
[00:12:35] When it may make sense to pay for actively managed funds, such as in small-cap or international markets.
[00:14:05] Efficiency: Using tax-loss harvesting with individual stocks for potential tax benefits.
[00:15:45] Potential advantages of harvesting tax losses for future large purchases or gains.
[00:16:30] Importance of an active dialogue with asset managers for personalized tax management.
[00:17:22] Year-end capital gains distributions in mutual funds and their impact on investors.
[00:18:59] Building investment strategies around long-term client needs, including dividend-paying stocks.
[00:20:30] Consistency of dividends as a stabilizing factor during market downturns.
[00:21:45] The critical role of staying invested and not "timing" the market.
[00:22:40] Teaser for future deep dives into client questions and investing strategies.
Helpful Links-
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Helpful Links- Click here for important disclosure information
Click here to schedule a call: Blue Chip Partners | Schedule A Call
There have been new law changes and let’s face it, life happens. If you need to update your estate plan we have you covered with our white-glove service at Blue Chip Estate Planning, PLLC. Contact Kimberly Crank Browning at [email protected] or call the office 248-873-3244 for more information on Blue Chip Estate Planning, PLLC.
Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan
Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me
Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners
Need to update your estate plan? www.BlueChipEstateplanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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In this episode of Blue Chip Now, hosts Daniel Dusina, CFA®, Matt Mondoux, CFA®, CMT, CFP®, and Dan Seder, CFA®, CMT, CFP® take on twelve of the most common client financial questions in a rapid-fire format. From understanding the differences between RIAs and big brokerage firms, to addressing how investment strategies align with personal financial plans, the trio provides expert insights on a wide range of topics. Tune in as they discuss everything from unrealized gains, dividends, stock market behavior, and when to share financial details with your children.
Watch the full episode here on YouTube
Top 12 client questions:
What is the difference between RIA and a big brokerage firm?
Can smaller RIAs compete as the industry consolidates?
What happens when x-party wins the election?
What happens if unrealized gains get taxed?
What is your investment strategy?
What is the difference between a stock, mutual funds and ETFs?
What is a dividend?
How much should I have in stocks?
Should I buy when the market is high?
Why does the stock go down after it beats earnings?
How do I know when to sell my stock?
At what age should I share my financial situation with my kids?
Key Points From This Episode:
[00:01:01] Differences between RIAs and big brokerage firms, focusing on fiduciary responsibilities and customization.
[00:03:10] Can smaller RIAs compete as the industry consolidates?
[00:05:50] Does the U.S. presidency impact stock market returns?
[00:07:58] The feasibility and potential impacts of taxing unrealized gains.
[00:10:10] Blue Chip's investment strategy: the importance of "time in the market."
[00:12:15] Explaining the difference between stocks, mutual funds, and ETFs.
[00:14:30] Understanding dividends and their role in investment strategies.
[00:16:50] How much should you have in stocks, and the importance of risk tolerance?
[00:18:50] Should you buy when the market is high?
[00:21:10] Why stocks can drop after beating earnings expectations.
[00:23:10] Knowing when to sell a stock and managing risk through diversification.
[00:25:00] At what age should you share your financial situation with your kids?
Email us: [email protected] with your feedback and episode topic requests.
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Helpful Links- Click here for important disclosure information
Click here to schedule a call: Blue Chip Partners | Schedule A Call
There have been new law changes and let’s face it, life happens. If you need to update your estate plan we have you covered with our white-glove service at Blue Chip Estate Planning, PLLC. Contact Kimberly Crank Browning at [email protected] or call the office 248-873-3244 for more information on Blue Chip Estate Planning, PLLC.
Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan
Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me
Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners
Need to update your estate plan? www.BlueChipEstateplanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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You don’t need a structural allocation to small caps, but you want to be thoughtful about how and when to build an allocation.
Watch the episode here on YouTube
In this clip from our Q4 Quarterly Edge report by Blue Chip Partner’s Chief Investment Officer Daniel Dusina, CFA and Managing Partner Daniel Seder, CFA, CMT, CFP®. you will gain a deeper understanding of environments in which small cap stocks have historically outperformed their large cap counterparts, and why it is important to focus on quality even when moving down the capitalization spectrum. Watch the clip and decide for yourself if investing in small caps could lead to a big gain.
Email us: [email protected] with your feedback and episode topic requests.
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Helpful Links- Click here for important disclosure information
Click here to schedule a call: Blue Chip Partners | Schedule A Call
There have been new law changes and let’s face it, life happens. If you need to update your estate plan we have you covered with our white-glove service at Blue Chip Estate Planning, PLLC. Contact Kimberly Crank Browning at [email protected] or call the office 248-873-3244 for more information on Blue Chip Estate Planning, PLLC.
Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan
Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me
Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners
Need to update your estate plan? www.BlueChipEstateplanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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Bonds are still attractive relative to money market funds.
Watch the episode on YouTube
In this weeks’ episode, a clip from Q4 Quarterly Edge report by Blue Chip Partner’s Chief Investment Officer Daniel Dusina, CFA, outlines the importance of getting out in front of the yield declines that money market funds are poised to experience over the next year. Watch the clip to get educated on our market predictions for Q4.
Email us: Podcast@bluechipfm.com with your feedback and episode topic requests.
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Helpful Links- Click here for important disclosure information
Click here to schedule a call: Blue Chip Partners | Schedule A Call
There have been new law changes and let’s face it, life happens. If you need to update your estate plan we have you covered with our white-glove service at Blue Chip Estate Planning, PLLC. Contact Kimberly Crank Browning at [email protected] or call the office 248-873-3244 for more information on Blue Chip Estate Planning, PLLC.
Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan
Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me
Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners
Need to update your estate plan? www.BlueChipEstateplanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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Watch the episode on YouTube here https://youtu.be/slP0qDhDuU0
In a changing domestic environment, a thoughtful assessment across and within asset classes is required. This includes an evaluation of both the sector and capitalization composition of investment portfolios. The domestic fixed income market has run in recent months, but we think bonds will continue to provide greater value than money market funds in the year to come.
Welcome to the Quarterly Edge report by Blue Chip Partner’s Chief Investment Officer Daniel Dusina, CFA being interviewed by Managing Partner Daniel Seder, CFA, CMT, CFP®.
At the sector level, history indicates that consumer staples and health care can offer the strongest performance at the start of a rate cutting cycle. Along the same lines, small cap stocks have historically outperformed larger publicly traded businesses after the Federal Reserve begins to cut rates. In fixed income, domestic bonds can offer additional value relative to money market funds in a declining interest rate environment. Short-term Treasury yields tend to decline ahead of Fed rate cuts, and income distribution from money market funds generally follows shortly thereafter. Thus, we suggest tapping into high quality bonds today to avoid the yield declines that will likely be experienced by money market fund investors over the next year.
Key Points From This Episode:
[00:01:14] Analysis of sector performance during previous rate cutting cycles, highlighting consumer staples and healthcare as top performers.
[00:02:10] Discussion on the defensive nature of certain sectors and their performance in a slowing economy.
[00:03:08] Overview of the bond market dynamics during rate cuts and the performance of rate-sensitive equity sectors like utilities.
[00:04:12] Examination of underperforming sectors such as financials and energy during rate-cutting cycles and the reasons behind their struggles.
[00:08:10] Impact of monetary policy on small-cap companies and how lower interest rates create favorable conditions for these businesses.
[00:10:20] The investment committee’s perspective on adapting asset allocations based on expected economic conditions.
[00:12:08] Insights into market valuations and the broadening of market performance beyond the "Magnificent Seven" tech giants.
[00:13:15] Review of the bond market as a "once-in-a-decade" opportunity and the factors driving bond price appreciation.
[00:16:35] Discussion on future rate cut expectations and their implications for money market funds and bond yields.
[00:19:15] Analysis of the corporate bond market and why it may offer more attractive value propositions than treasuries in the current environment.
Email us Podcast@bluechipfm.com with your feedback and episode topic requests.
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Helpful Links- Click here for important disclosure information
Click here to schedule a call: Blue Chip Partners | Schedule A Call
There have been new law changes and let’s face it, life happens. If you need to update your estate plan we have you covered with our white-glove service at Blue Chip Estate Planning, PLLC. Contact Kimberly Crank Browning at [email protected] or call the office 248-873-3244 for more information on Blue Chip Estate Planning, PLLC.
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Need to update your estate plan? www.BlueChipEstateplanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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Back to school: interest rates, small caps, the election, and the impact on your portfolio Watch the full episode here!
It is back to school season, and we are back to market chatter regarding last month’s ups and downs in the stock market with our hosts: Daniel Dusina, CFA, Matt Mondoux CFA, CMT, CFP®, and Daniel Seder, CFA, CMT, CFP®. In this episode, a clip from last week’s Blue Chip NOW! podcast, we dive into the August dip, how to think critically about a small cap allocation, and whether or not to trust the media's opinions on the market.
Email us [email protected] with your feedback and episode topic requests.
Tags: Market Analysis, Interest Rates, Federal Reserve Policy, Market Sentiment, Yen Carry Trade, U.S. Presidential Election, Stock Market Volatility, Small Cap vs. Large Cap, Investment Strategy, Economic Data, Gridlock in Congress, Powell's Interest Rate Remarks, Asset Class Performance, CEO Leadership, Investor Behavior
Links:
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Matt Mondoux on LinkedIn
Dan Seder on LinkedIn
Daniel Dusina on LinkedInDelegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
Helpful Links-
Click here for important disclosure information: https://www.bluechippartners.com/disclosures/
Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/
Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/
Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: https://www.bluechippartners.com/financial-services/executive-compensation/
Stay financially savvy by reading our blog. Click here: https://www.bluechippartners.com/blog/
Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here: https://www.bluechippartners.com/about/career-opportunities/
Do you love market commentary as much as us? Watch previous Quarterly Edge outlook reports by clicking here: https://www.bluechippartners.com/educational-webinars-videos/
We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: https://www.bluechippartners.com/in-the-news/
Need to update your estate plan? https://www.BlueChipEstatePlanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.
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