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Weekly Market Insights May 6 - 10, 2024
Manage episode 417681869 series 3350646
Content provided by Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only, Jeffrey W. McClure, Jacob A. McClure, Of The Personal Wealth Coach, and An Independent Fiduciary Investment Advisory Firm | Fee-Only. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only, Jeffrey W. McClure, Jacob A. McClure, Of The Personal Wealth Coach, and An Independent Fiduciary Investment Advisory Firm | Fee-Only or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. As is typical, which is not a term often used in the same sentence with Jeff and Jake, the two bearded, baldies give us a recap on this week's S&P 500 Index and CRSP US Mid Cap Value Index movement. Listen in on their short talks on option trading, student population fluctuation from large districts to smaller districts, and two questions everyone should go and ask the financial institution regarding their IRA.
This episode was recorded on May 10th, 2024.
If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.
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 TPWC.com.
** 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.
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