Lisa and Lori explain the advantages of using a 529 plan to save for college and other education expenses. They discuss how to go about setting up a plan as well as how to decide how much to contribute and when. Find out more and reach out to us on our blog.By Lori Zager & Lisa James of 2X Wealth Group

Lori and Lisa explain the relationship between interest rates and stocks, why Janet Yellen gets the prize for the market rally which started last fall, and how you can make an ‘under the radar’ AI play. Find out more and reach out to us on our blog.By Lori Zager & Lisa James of 2X Wealth Group

In this episode, Lori and Lisa discuss the anticipated soft landing for the economy and point out what could go wrong. Learn how Janet Yellen helped spike the punchbowl with a Treasury auction last year, how 2022 and 2023 market sector performance were mirror images of each other, and hear about our market outlook for 2024. Find out more and reach …

In a nod to the late Byron Wien, Lori and Lisa talk about their list of potential economic, financial, and political surprises for 2024. Have a listen…. Find out more and reach out to us on our blog.By Lori Zager & Lisa James of 2X Wealth Group

Lori and Lisa explain the negative impact of rising interest rates on both the bond and the stock markets. They discuss the current rate environment, the relative attractiveness of stocks and bonds, and why the Federal Reserve is likely to keep rates higher for longer. Find out more and reach out to us on our blog.…

Lisa and Lori guide you through the Medicare morass! Find out more and reach out to us on our blog.By Lori Zager & Lisa James of 2X Wealth Group

After a market update, Lori and Lisa discuss how company 401k plans work, common pitfalls, and changes that are coming to catch-up contributions for high earners, 50 and older. Find out more and reach out to us on our blog.

In this episode, Lori and Lisa explain that seven stocks accounted for most of the market rally in the first half of 2023. They suggest that if the market is going to continue to go up, there needs to be a broadening out of the market with participation from other stocks and sectors. Absent that increase in participation, the market is vulnerable. …

Lisa and Lori discuss the great start to the S&P 500 equity market in spite of 3 good sized U.S. banks failing, the Federal Reserve raising rates 5% in 13 months, an inverted yield curve since last year and the latest Senior Loan Officer’s Survey showing banks less willing to lend while already at recessionary lending levels. Find out more and reac…

In this episode: How Banks Work What Causes Banks to Fail How the Government is Responding How Bank and Brokerage Accounts May Be Protected Dilemma for the Federal Reserve Find out more and reach out to us on our blog.By Lori Zager & Lisa James

We discuss what happens to stocks and bonds during recessions and our suggestions for portfolios. Find out more and reach out to us on our blog. Find out more and reach out to us on our blog.By Lori Zager & Lisa James

We explain inflation and why it presents a problem that won’t be easily fixed. Find out more on our blog. Find out more and reach out to us on our blog.By Lori Zager & Lisa James

Part 1 – Why we expect inflation to be sticky Part 2 – RSUs, How they work. How they are taxed. How to manage the risk of the stock you may accumulate. Read more about RSUs on our blog. Find out more and reach out to us on our blog.By Lori Zager & Lisa James

Eye-opening discussion of investment trends and how they drive decision-making in an inflationary world. In this episode, we explain the market in 10 charts. To look at the charts and read more about today's markets, click here. Find out more and reach out to us on our blog.By Lori Zager & Lisa James