Is the Market Ready to Settle Down?

Your Money Momentum

Investors are wondering if inflation is slowing yet and whether they can open their eyes and breathe again. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin Curley discuss the current state of the market and its reaction to the Fed’s interest rate hikes, inflation and debt, the value averaging concept, and Tom Brady’s sweet deal. As mentioned, the Wall Street Journal column Kevin referenced can be found here, and feel free to submit your questions and comments to [e-mail].

Host Bio: Tom Kennedy, CFP®

Tom joined Global Wealth Advisors in our Houston, Texas office in 2018 and became a managing partner in 2021. With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics. He graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. In a partnership between Columbia University’s Earth Institute and Alliance Bernstein, he also earned the Climate Change and Investment Academy Certificate. In 2021 he was elected to serve on the board of United Against Human Trafficking where he assists the nonprofit with business planning, fundraising, and providing trafficking survivors with the financial skills necessary to reduce the risk of revictimization. He holds the FINRA Series 6, 7, 63, and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.

Cohost Bio: Kevin M. Curley, II, CFP®

Kevin joined Global Wealth Advisors in our Dallas, Texas office in 2017 and serves as our cohost of Your Money Momentum. He is a graduate of Villanova University with a Bachelor of Business Administration, Management Information Systems and holds the CERTIFIED FINANCIAL PLANNER ™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. He was honored in 2017 to receive the Young Alumni Medallion through the Villanova University Alumni Association. With an eye on giving back to the community, he served as a member of the Dallas Breakfast Group 2016 Community Leaders Program, where he worked to increase business executive and civic leader participation in local community affairs. He was also named to the Dallas Regional Chamber 2015 Leadership Dallas, a ten-month program where he gained a deeper understanding of the critical issues facing the Dallas area community and businesses. Finally, he supports the Vogel Alcove program to help improve the lives of homeless children in Dallas.

Find it Fast

00:54 Stock and fixed income markets 02:34 Bear market 10:50 Housing demand drop 12:10 Inflation 15:38 Debt 17:15 Value averaging vs. dollar cost averaging 21:41 Equity stake strategy for companies 27:46 Tom Brady deal

Listen in to Your Money Momentum published twice monthly.

Music: PWISBY "Ruff"

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