Mach 1 Market Moment Podcast: Recent Episodes

Mach 1 Financial Group

Weekly financial and retirement guidance from Northwest Arkansas‘ Mach 1 Financial Group. David Lee. Mike Frost. Matt Walters.

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This week, Matt, Isaac, and John are tackling three major headlines from the finance world: tariffs, The Fed being pressured to lower rates, and whether or not the rising tensions in the Middle East is having an impact on the markets.

Matt is a bit surprised the markets haven’t changed at all since the Israeli strikes on Iran, while Isaac is not surprised at all. John is relieved and hopes peace can be settled with the U.S. acting as a mediator. Perhaps good can come from the situation. The tariff drama may finally be coming to an end as more deals are going to paper, and hopefully this all leads to more production in the U.S.

And finally, Trump has been publicly calling out The Fed chairman, Jerome Powell, and demanding rates be cut. This leads the three hosts into a discussion on whether or not a rate cut should take place or maybe the Fed should simply let the economy work itself out.

We hope to answer your questions and respond to your comments in an upcoming episode!

💬 Email us your questions at TheMarketMoment@mach1fg.com

🍿 Watch Next: 5 Psychological Risks to Avoid in Investing: https://youtu.be/5FGd-wZp38E

🎙The Market Moment Podcast! Last week's episode... If You're Thinking About Retiring, Answer These Questions FIRST: https://youtu.be/t_e0uPzyI0s

😎Join the growing Market Moment community by clicking that subscribe button!

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This week, Matt, Isaac, and John are taking a break from this week’s headlines to focus on questions you need to answer before retirement. Too many people make the mistake of retiring before sitting down and planning their retirement! Avoid massive financial mistakes by asking:
- What are my monthly expenses?
- What are some upcoming expenses to plan for? (Car purchases, vacations, etc.)
- What will my income source(s) be?
- Do I need an estate plan?
- What is my risk tolerance?
- Do I want to leave a legacy?

💬 Comment below a question or comment so we can react to them in the next episode!

🍿 Watch Next: 5 Risks to Avoid In Investing https://youtu.be/5FGd-wZp38E

🎙The Market Moment Podcast! Last week's episode... https://youtu.be/BiFiLeI_hpA

😎Join the growing Market Moment community by clicking that subscribe button!

We're on Facebook!
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Give us a follow on Instagram!
https://www.instagram.com/themarketmoment/

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This week, Lee, John, and Isaac discuss a variety of topics such as the constant uncertain tariff situation, the data pointing against the U.S. heading into a recession, and importantly the issue of our nation’s debt crisis. The guys also talk about the generational differences with investing. What will happen to this next generation of investors if and when a crash does happen?

With inflation so low, and the economy doing seemingly well, will the Fed finally cut rates? They are meeting in June, July, and September, and Lee, John, and Isaac all have different opinions on when a cut could take place.

What are your thoughts? Let us know!

Email us your questions at TheMarketMoment@mach1fg.com

🍿 Watch Next: https://youtu.be/5FGd-wZp38E

🎙The Market Moment Podcast! Last week's episode... https://youtu.be/KGorRmBGQCU

😎Join the growing Market Moment community by clicking that subscribe button!

We're on Facebook!
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Give us a follow on Instagram!
https://www.instagram.com/themarketmoment/

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This week, Lee, John, and Isaac sit down in the studio to unpack some major issues and how (and if) they impact the American consumer: tariffs and student debt. John makes the argument that tariffs and all the drama going on in the stock market is not impacting the majority of Americans. John and Isaac recently went on vacations at different points across the United States, and both saw an unphased economy.

However, the national debt and average consumer debt is at all time highs, and that is going to impact people’s pockets. Lee is outraged at the cost of college tuition year after year and the extreme student debt many young people are facing. If people are paying loans instead of spending their money in the market, how will this impact the economy? Overall, everyone agrees that with all the ups and downs, no one can predict what will happen next…

🍿 Watch Next: There Are Always Risks - What Kind Do You Want? https://youtu.be/qxp1hPtUIww

🎙The Market Moment Podcast! Last week's episode... Discussing Current Market Trends with Meera Pandit from J.P. Morgan: https://youtu.be/fBft5c-PtYM

😎Join the growing Market Moment community by clicking that subscribe button!

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at disclosures.mach1fg.com

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This week, Matt and Lee invited Meera Pandit of J.P. Morgan on the podcast to dive deep into current market trends. Meeta is an Executive Director and a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Meera is responsible for delivering timely market and economic insights to institutional and retail clients and conducting research on the global economy and capital markets. She is a contributor to publications such as the Guide to the Markets and is frequently a guest on Yahoo! Finance, CNBC, CNN, and other outlets--and the special guest today!

Together, they impact current market trends, recent volatility, and major risk factors in investing. Thanks for joining this conversation! Don’t forget to leave your questions in the comments.

disclosures.mach1fg.com

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This week, Matt, Lee, and Eli explore the different kinds of risks associated with investing. Whether you’re a new investor just learning the basics or close to retirement, this is a great episode to refresh your memory on risks.

🍿 Watch Next: 5 Ways 401ks Make Millionaires https://youtu.be/tiwJm4MJ77c

🎙The Market Moment Podcast! Last week's episode... https://youtu.be/tiwJm4MJ77c

😎Join the growing Market Moment community by clicking that subscribe button!

We're on Facebook!
https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL

Give us a follow on Instagram!
https://www.instagram.com/themarketmoment/

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This week, Matt, John, and Isaac discuss the recent GDP Q2 data, debating whether or not the United States has officially entered a recession. They also discuss whether rates should be cut and John predicts a rate cut may happen in June.

A few of the highlights include:

  • The United States GDP is negative from the first quarter, which is the first time since 2022. If this trend continues another quarter, it is classified as a recession.
  • A lot of commercial real estate loans operate on 5-7 year terms (instead of a typical mortgage of 15 or 30 years) which means a lot of those terms could be renewing soon under these new rates (no longer the very low 2020 ones) which could have a big impact. In general, rates are high and impacting businesses and individuals.
  • Rates may be high but they also feel high because of the lengthy period of time when they were extremely low.
  • Warren Buffet is retiring and Berkshire Hathaway unlike any other stock

😎Join the growing Market Moment community by clicking that subscribe button!

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This week, Matt, John, and Lee discuss how the economy and the stock market aren’t the same thing. Even though things are possibly not going well in our economy with a looming recession and high inflation, this doesn’t always correlate to a poor performing stock market. The stock market can be a predictor or react to what’s happening in the economy but they are two separate beasts.

They also discuss how severe the inflation has been, which has dramatically impacted the cost of living. Even if inflation goes down, the damage is essentially done and Americans will have to adapt to the new costs and hope wages will rise to keep up. Tariffs are one people’s minds but there are other factors at play, primarily the uncertainty in this new administration. The market’s volatility reminds us all the importance of diversification in our portfolios!

Podcast Matt References: https://www.youtube.com/watch?v=182ckTL2KBA

inflation #economy #investing

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This week, Matt, John, and Eli discuss the Fed, its role in the United States economy and government, Trump’s recent comments about Jerome Powell the Chair of the Federal Reserve, Trump’s 100 days in office, recessions across history, and our recent stock market volatility. The three debate on the Fed’s performance, if they’ve gotten better over time, or if they overstep in course correcting. They also discuss recessions and the gold standard - whether being off the standard is helping us not enter long recession periods.

A few of the highlights include:

  • Recession frequency and length across U.S. history
  • Trump’s comments on Jerome Powell and his 100 days in office
  • Whether the Fed is doing a good job

thefed #recession #stockmarket

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In this episode of The Market Moment, financial advisors Matt, Lee, and John dive into the latest tariff announcements and the surge in stock market volatility. What do these developments mean for your investments? The team unpacks the key headlines, market reactions, and what savvy investors should be doing right now.

📉 Here’s what you’ll learn:

  • How the latest tariffs could impact the U.S. economy
  • What’s driving recent volatility in the markets
  • How to keep your portfolio steady in shaky times
  • Tactical vs. long-term investing in a shifting landscape

Whether you're looking to protect your assets or capitalize on market movement, this episode of The Market Moment delivers timely insights to help you navigate the noise.

Matt’s reference for Sentiment Survey: https://www.aaii.com/sentimentsurvey/sent_results

💡 Subscribe for more weekly updates, market insights, and financial strategies from real advisors.

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@themarketmoment on Instagram & Facebook

TheMarketMoment #StockMarketNews #Tariffs #MarketVolatility #FinancialPodcast #InvestingStrategies #WealthManagement #EconomicNews #MattLeeJohn #FinancialAdvisors

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This week Lee, John, and Isaac dive deep into the recent market downturns, the ongoing recession rumors, and the evolving tariff war that’s shaking up global economies.

🍿 Watch Next: Market Volatility - Should We Be Worried? https://youtu.be/640_4efY-vQ?si=IhsR5D6-Lx0ocwsO

🎙The Market Moment Podcast! Last week's episode... Will Tariffs Help Our Economy? https://youtu.be/B5tPNMEjkoc?si=nCGILBE8d0tOUKOV

😎Join the growing Market Moment community by clicking that subscribe button!

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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In this episode Matt, John, and Lee dive deep into the recent economic downturns and ongoing concerns about tariffs.They explore how these fluctuations are actually a natural part of the investment landscape and why market ups and downs shouldn't cause panic. While it’s easy to get overwhelmed during times of volatility, they break down the importance of perspective and staying grounded during market shifts. Understanding these cycles is crucial to making informed decisions, especially when it comes to retirement planning and long-term financial health.

Key topics covered in this episode:
- The impact of recent economic downturns on markets
- Understanding tariff concerns and their role in market fluctuations
- Why market ups and downs are actually healthy and essential for growth
- Tips for staying calm and focused on long-term goals

Whether you're a seasoned investor or just starting to plan for your future, this episode will help you stay informed and keep your cool, no matter what the market throws your way.

Don’t forget to like, subscribe, and hit the bell icon to stay updated with more insights from The Market Moment.

tariffs #stockmarket #economics

🍿 Watch Next: https://youtu.be/kgnhjOZXRyc

🎙The Market Moment Podcast! Last week's episode... https://youtu.be/B5tPNMEjkoc

😎Join the growing Market Moment community by clicking that subscribe button!

We're on Facebook!
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Give us a follow on Instagram!
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www.instagram.com/themarketmomemt/

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This week, John and Isaac dive into the latest tariff updates and explore how these changes are impacting global market movements. They break down the market shifts and explain why the US economy is so critical to the global financial landscape. While the political and economic landscapes are shifting, they both agree the important thing is to have a proper investment plan to avoid chaos in your investments.

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This week on The Market Moment, Matt, John, and Eli break down the latest stock market trends such as Tesla’s massive drop and an increased interest in international investing. The guys also ponder the electric car company’s future and why investing internationally is so appealing right now. As always, they encourage portfolio diversification because the stock market shifts constantly. Lastly, they discuss what the Fed might do. Are we headed towards a recession, are rate cuts ahead, or are we still in the “good times” just looking for bad things to complain about?

😎Join the growing Market Moment community by clicking that subscribe button!

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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The stock market has increased in volatility due to political uncertainty among other factors, and it can have some investors worried and potentially making risky decisions in an attempt to feel “in control.” Matt, Lee, and John break down the recent market trends, looking across various metrics and discussing whether or not investors should be worried.

All three agree, however, that now is not the time to make rash decisions. In fact, it is never a good time to make rash decisions when it comes to your portfolio! The market naturally ebbs and flows, up and down, positive and negative. Listen to their conversation to be informed on what you need to know during this market volatility.

Comment whether you think we’ll head into a recession and whether or not this could be a good thing in the end for our economy!

🍿 Watch Next: https://www.youtube.com/watch?v=Sx9WKb-Jizs

🎙The Market Moment Podcast! Last week's episode...https://www.youtube.com/watch?v=XtZjtW3njDY&t=682s

😎Join the growing Market Moment community by clicking that subscribe button!

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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On this week's episode of the Market Moment, Eli, Matt, and Lee discuss which economic class drives the U.S. economy most. The guys also discuss taxes on the top percent of earners in America and review Warren Buffett's latest letter to shareholders.

We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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On this week's episode of the Market Moment podcast, John, Matt, and Lee discuss President Trump's proposition to remove the copper penny from circulating in the U.S. Plus, the guys discuss the best places to live in retirement.

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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In this week's episode of The Market Moment, Eli, Matt, and John discuss President Trump's latest announcement surrounding tariffs with Canada, Mexico, and China. They also discuss some of the latest tax code change propositions, and their takes on who will win Super Bowl LIX.

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services, and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This week on the Market Moment podcast, Eli, Matt, and John are sitting down to recap this week's biggest story in the markets. DeepSeek, a Chinese artificial intelligence company made waves in the tech stock sector on Monday and AI companies are feeling the ramifications. Tune in to hear the guys' thoughts on how this could affect the market in the short and long term.

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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On this week's episode of the Market Moment podcast, Lee, John, and special guest Isaac, identify a frequently asked question by their clients... "What impact will the new administration have on investors?". The guys give their takes on what impact a new president really has on the market. Plus, they give their predictions for the NFC and AFC Championship games.

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This week on the Market Moment, Eli returns and joins Matt and Lee for a conversation on bonds - are they returning as an important piece of a diversified portfolio? Listen to this week's episode to hear their takes!

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This week, Matt and John dive into charity giving statistics to uncover that a surprisingly small percentage of people's income goes to charity... They also explore various tax planning strategies to both help your retirement and help give more generously! We strongly believe in the power of giving and investing in the next generation. Thanks for joining the conversation!

💬 Send us your comments and questions with our email! TheMarketMoment@mach1fg.com

🍿 Watch Next: Eli's latest Data Brief... https://www.youtube.com/watch?v=o19Ari1bbXE&t=1s

🎙The Market Moment Podcast! Last week's episode... https://www.youtube.com/watch?v=YWoaiiQYkY8&t=33s

😎Join the growing Market Moment community by clicking that subscribe button!

We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL

Give us a follow on Instagram! https://www.instagram.com/themarketmoment/ www.instagram.com/themarketmomemt/

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This week, Matt, John, and Lee are talking about end of year planning! Set yourself up for success in the New Year by taking some of the steps they list in this episode. Don't wait!

💬 Send us your questions about end of year planning for your finances with this email:

TheMarketMoment@mach1fg.com

🍿 Watch Next: Eli's latest Data Brief... • How Warren Buffet Made His Billions |...

🎙The Market Moment Podcast! Last week's episode... • Inflation is Down & the Russell 2000 ...

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Inflation has been a topic of discussion on the show for a long time but in this episode Matt, Lee, and John examine how drastic the difference between the cost of a Thanksgiving dinner for ten people across the years... Luckily, this year is a tiny bit less than it was at the height of inflation, which was 2022.

Matt, Lee, and John also discuss the market's performance post-election and ask the question, "Did the Santa Claus rally come early?" Plus they look at years prior for how the market performed between Thanksgiving and Christmas, and Matt points out that in the end we shouldn't make decisions based purely on what happened because you can't predict the future!

💬 Send us your comments and questions at TheMarketMoment@mach1fg.com

🍿 Watch Next: The most recent Data Brief! https://www.youtube.com/watch?v=9Nk04xWT7aE&t=28s

🎙The Market Moment Podcast! Last week's episode... https://www.youtube.com/watch?v=jOvRVk9XeQM&t=1291s

😎Join the growing Market Moment community by clicking that subscribe button!

We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Are you concerned about social security going away? Looking for the best ways to plan for retirement? On this week's episode of The Market Moment, Matt, John, and Lee break down the future of social security (their predictions) and the updated 2025 contribution limits for various retirement plans like Roths and 401ks.

💬 Send us your comments and questions with our email: TheMarketMoment@mach1fg.com

🍿 Watch Next: Data Brief by Eli Freeman... https://www.youtube.com/watch?v=XetjoCwyxNs&t=22s

🎙The Market Moment Podcast! Last week's episode... https://www.youtube.com/watch?v=zNPJqoWC2ZA

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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The election is finally over! Matt, Lee, and John are relieved the election is over and they can talk about something else... but first, they do need to go over how these results could change the market and economy, and the Fed's recent news to cut interest rates once again.

A few key take-aways from the hosts are that the stock market cares about corporate profits, and since Trump has been a very pro-business President there may be assumptions and hopes for things that benefit businesses: lower taxes and deregulation for example.

Welcome to the Market Moment: a place for the everyday investor!

💬 Send your comments & questions to this email: TheMarketMoment@mach1fg.com

🍿 Watch Next: Data Brief from Eli Freeman... https://www.youtube.com/watch?v=XetjoCwyxNs&t=22s

🎙The Market Moment Podcast! Check out the playlist to catch up on older episodes... https://youtube.com/playlist?list=PL7onZkrOqEIa6AIRoeymTvgowJgj1i_an&si=FcQK-WpYydM9kga8

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This is a special episode of the Market Moment! Matt, Lee, and John are answering YOUR questions, comments, and analyzing the responses from a recent Market Moment survey. We like to hear from you which is why we sent out a survey (hopefully you had a chance to fill it out!) asking how you felt about the economy, politics with the stock market, and asked for your questions. The results were interesting so let's break them down...

💬 Send us your comments on how you feel about the economy or if you think politics impact the stock market? Email your comments at TheMarketMoment@mach1fg.com

🍿 Watch Next: The Halloween Special for No Dumb Questions! https://www.youtube.com/watch?v=z3PIjuQvdF8&t=9s

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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This election is super polarizing and one of the biggest questions Matt, Lee, and John receive as financial advisors is “How will this change the markets?” Luckily, historical data shows that whoever is in office, whether they’re Republican or Democrat, doesn’t make a huge difference... However, policy does matter. Policies like tax changes, tariffs, green energy and more can have a huge impact on the market and economy, and in different ways!

For example, if corporations find more favorable tax conditions abroad, they can move production overseas. Everything will look good for their company on the stock market (if profits remain) but the loss of jobs would impact on the economy. Another big issue is government spending, which seems to be an issue neither party will tackle! It could become an issue for us in the next 5-10 years because it is out of control.

Remember – don’t let emotions guide your investing decisions, but your voice and vote DO MATTER!

💬 Send us your comments and questions! What policies do you think could impact the stock market or economy the most? Email: TheMarketMoment@mach1fg.com

🍿 Watch Next: Last week’s Data Brief from Eli Freeman... https://www.youtube.com/watch?v=oEVlsz2QAl0&t=5s

🎙The Market Moment Podcast! Last week’s episode... https://www.youtube.com/watch?v=JsN3bhMm5XY&t=1508s

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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The biggest question Matt, Lee, and John receive is how this year's big election will impact the market. In this episode, they break down some data behind election years and the market's performance, both leading up to November 5th and for the rest of the year.

They also discuss how small-caps perform during this time. This leads them into a discussion about bear and bull markets. When does a bear market start or end? How are they defined? And looking at these market cycles is a good reminder that things do not go in a straight line - there are plenty of ups and downs over the years!

Lastly, a recent Goldman Sachs report predicted:
1️⃣ The SP500 will only return a nominal 3% annually in the next 10 years.
2️⃣ It has roughly a 72% probability of trailing bonds and a 33% likelihood of lagging inflation through 2034.
3️⃣ The market will broaden out, with the equal weight SP500 outperforms the cap weighted SP500 by 2-8% annually.

But predictions don't really matter, or do they? What do you think? Overall, there is a growing sense of uncertainty as we approach the 2024 election and what the next 10 years might look like... but that's no reason to panic or be scared!

💬 Comment below if you think market predictions are helpful in your investment planning.

🍿 Watch Next: Last week's episode of No Dumb Questions, featuring John!
https://www.youtube.com/watch?v=BaLaILF9xzw&t=1s

🎙The Market Moment Podcast! Last week's episode...
https://www.youtube.com/watch?v=EQM-G6cfNwA&t=1403s

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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In this episode, one of the questions comes from John "If our economy is going strong, why cut rates?" Matt, Lee, and John talk all about the aftermath of the recent rate cuts from the Federal Reserve by looking at historical data and how it could impact the markets. Plus they discuss recent inflation numbers - what's up and what's down, from car insurance to groceries and gasoline.

❗️Exciting News❗️ You do not want to miss this opportunity to submit your comments and questions by taking this podcast survey because an upcoming episode is all about what YOU think! We want to talk about the things that matter to you which is why you need to take a couple minutes for this survey. Plus, it's a great opportunity to have your question or comment spotlit on the episode!

Here's the link: https://forms.gle/iCvS1oPPFjjwQH6NA

💬 Submit your comments and questions to our email. What are your thoughts on the Fed's recent rate cuts and do you think we NEED another one this year? Our email: TheMarketMoment@mach1fg.com

🍿 Watch Next: Eli's latest Data Brief... https://www.youtube.com/watch?v=4XXMy_Qg610&t=1s

🎙The Market Moment Podcast! Last week's episode... We had a special guest! https://www.youtube.com/watch?v=g_wWkXCO0UI

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Joining Matt and Lee on the podcast today is a very special guest from J. P. Morgan: AJ Nobile, CFA. He is an executive director and an investment specialist at JPMAM within the Global Liquidity business. His entire career has been at J. P. Morgan, starting with an internship years ago. Today, he talks with Matt and Lee about short-term rates, money-markets, and how the Fed's recent rate cuts have affected the market.

💬 Send us your comments and questions with this email: TheMarketMoment@mach1fg.com

🍿 Watch Next: Last week's No Dumb Questions... • How Does Compound Interest Work? | No...

🎙The Market Moment Podcast! Most recent episode... • Navigating an Uncertain Market

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Today on Tuesday, October 1st, the news broke that strikes are taking place along the East and Gulf Coast... and these strikes could cost billions, undoubtedly impacting the economy, the market, and of course--you, the average consumer. It looks like food prices and car parts are going to be most impacted.

There is also an upcoming, heated, polarizing election on the horizon. As Lee says, "there's a lot of noise" taking place in this next quarter... so Matt begs the question: how do you stay bullish? How do you stay in the market when there's so much uncertainty? John leans on his experience from 2007-2008 and the three of them offer their insights as financial advisors.

💬 Send us your comments or questions with our email! TheMarketMoment@mach1fg.com

🍿 Watch Next: Eli breaks down IULs in his latest video! https://www.youtube.com/watch?v=tZhTjn_rrpE

🎙The Market Moment Podcast! Last week's episode... https://www.youtube.com/watch?v=DGFbhLThqbI

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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The Fed recently lowered interest rates but what does this mean for the market and our economy? Does this mean we're in for a "soft landing" as they say? Or, could things keep getting worse? Matt, John, and Lee discuss a variety of factors impacting our markets and the American consumer... such as the wars overseas, the US debt crisis, and much more. There's a lot to watch out for -- not because of fear or panic, but because it's important to be an informed investor!

💬 Send us your comments and questions with this email! TheMarketMoment@mach1fg.com

🍿 Watch Next: Data Brief - How Much Do I Need to Retire? • How Much Do I Need to Retire? | Data ...

🎙The Market Moment Podcast! Last week's episode... • Why Tax Planning Matters

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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The Fed is thinking about cutting rates but Lee feels like rates don't need to come down as much as people think... Amazon is putting Walgreens and CVS out of business, telling people to come back into the office (among other businesses), and the main topic of today's episode: tax planning. Matt stresses how important it is for your financial future to think about tax planning!

💬 Send us your comments and questions by emailing us at TheMarketMoment@mach1fg.com

🍿 Watch Next: Last week's Data Brief! Eli explained how to find out how much you need for retirement.

• How Much Do I Need to Retire? | Data ...

🎙The Market Moment Podcast! Last week's episode... • 5% Mortgages on the Horizon?

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Are 5% mortgages on the horizon? Sure, it's not as fantastic as the 2%-3% we saw during the pandemic but it is MUCH BETTER than 6%, 7%, or 8%! With a 5% mortgage, more people may be willing to sell their current homes because their new home purchase won't be as steep. Plus, if more people put their homes on the market, this opens the supply which we desperately need and can help lower costs...

Eli, Matt, and John also talk about the broadening of the market. They called it a #smallcapsummer a few weeks ago and now its looking like a #smallcapfall which could mean a healthier market! Yes, the Magnificent 7 are taking a hit, but you can (and should) only be at the top for so long...

Lastly, the guys touched on how the upcoming presidential debate between Donald Trump and Kamala Harris may shake things in the market. The debate is happening tonight (09/10) and maybe next week we'll cover how or if it changed the market...

💬 Comment below what you think about Big Tech's volatility!

🍿 Watch Next: Last week's episode of No Dumb Questions, talking about an investing legend - Warren Buffet! https://www.youtube.com/watch?v=Hkx9UCrk5qA&t=804s

🎙The Market Moment Podcast! Last week's episode which was referenced a lot this week... https://www.youtube.com/watch?v=i3lObsv1qGY&t=1754s

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Join Matt, John, and Eli as they discuss today's news that the yield curve has uninverted! They explain what that means and how it impacts the market throughout this episode.

💬 Comment below how you feel about the uninverted yield curve!

🍿 Watch Next: Data Brief by Eli Freeman! https://www.youtube.com/watch?v=tYEgVOxkIHI

🎙The Market Moment Podcast! Last week's episode: https://www.youtube.com/watch?v=_uyHu3upmU0&t=1715s

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Things get heated in today's episode as Matt, Lee, and John discuss the Harris' tax proposal she's campaigning with... Vice President Kamala Harris proposes higher income taxes, corporate taxes, capital gains, and taxing unrealized capital gains as well... and all of this tax-talk has the guys asking "Are we being taxed into oblivion?"

As John points out, we're being taxed on the money we make, the money we spend, the money we give away, and even the money we leave behind after we die, and all other kinds of taxes in-between... And Lee points out an economic model which shows at what point a tax burden overexceeds the revenue it would bring in.

Other than taxes, they talk about the state of interest rates impacting CDs, money markets, and other cash-holding options, and they're looking forward to college football season! There was a lot to talk about!

💬 Comment below if you're looking forward to College Football Season! Go, Hogs!

🍿 Watch Next: Our brand new series "No Dumb Questions" has a recent episode on tax questions! https://www.youtube.com/watch?v=4hWnG8iRG0s

🎙The Market Moment Podcast! Last week's episode... https://www.youtube.com/watch?v=6B0L1B6Oo20&t=1213s

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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CNBC just published an Op-Ed titled, "The case for a 40-year mortgage" written by John Hope Bryant. The op-ed argues for introducing 40-year mortgages to help combat the struggle average Americans are facing with purchasing their first home. Between high interest rates, low inventory, and a struggling economy where wages are not keeping up with the cost of living, this is a proposed solution. But would it do more harm than good?

Matt, Eli, and Lee also talk about Kamala Harris' plan to raise the corporate tax rate if elected, something which Eli points out as rather pointless and primarily political. They also cover the recent stock market trends.

Link to the mentioned Op-Ed: https://www.cnbc.com/2024/08/20/op-ed-the-case-for-a-40-year-mortgage.html

💬 Comment below what you think about a 40 year mortgage or how you feel about America's tax system!

🍿 Watch Next: Last week's Data Brief, hosted by Eli! https://www.youtube.com/watch?v=R4TwlUPQs5Q&t=1s

🎙The Market Moment Podcast! Last week's episode... https://www.youtube.com/watch?v=WC7TSGojKmg

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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People are talking about The Fed and whether or not they'll cut rates this year (look at us, we're even talking about it!) but that isn't the easy solution to fixing our economy or even helping the stock market... that's just not how it works. There are tons of other factors involved and the stock market really cares about companies' profits and losses.... While interest rates do matter, it's only a piece of the story, and the Fed may be taking way too much credit for how our economy is running. But what do you think?

This week's Market Moment is hosted by Matt Walters, Lee Mackey, and John Martfeld who share their opinions as financial advisors.

Reference from CNBC: https://www.msn.com/en-us/money/marke...

💬 Comment below what other factors you think are impacting the economy.

🍿 Watch Next: Our brand new series "No Dumb Questions" Here's the latest episode:

• What's the difference between saving ...

🎙The Market Moment Podcast! Last week's episode:

• Common Questions We Get as Financial ...

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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How much do I need before I retire? How should I be invested? Should I get a credit card? These are some of the common questions that finance advisors Matt, Lee, and John hear on a routine basis, and they're here to answer those questions!

💬 Email us your comments and questions at TheMarketMoment@mach1fg.com

🍿 Watch Next: Our Brand New Series! "No Dumb Questions" https://www.youtube.com/watch?v=VABS7b3rfSk&t=1s

🎙The Market Moment Podcast! Check out last week's episode...

https://www.youtube.com/watch?v=r03yZ4ipCgo&t=1048s

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Teaching your kids financial literacy is one of the best ways to set them up for success in life as adults. In this episode of The Market Moment, Isaac asks John and Lee for advice, now that he has a five month old son. John has raised two sons now in college and Lee has kids ranging from the teen years of fourteen to young adulthood at twenty-eight. Both Lee and John offer their insight into the importance of training your kids these financial principles and what those concepts are and some creative ways to do this with kids from all ages! This is a great episode if you have kids at home; it's never too early and it's never too late!

Link that Lee references: https://www.ramseysolutions.com/relationships/how-to-teach-kids-about-money

💬 Comment below if you have kids and what you're teaching them about financial literacy!

🍿 Watch Next: Data Brief! https://youtu.be/OUs8IVfY9hA?si=LSaHpNJOfeX2eKp9

🎙The Market Moment Podcast! Last week's episode: https://youtu.be/L3dakY9EBiU?si=ou4aypRws3VgO3t9

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Does it really impact the market who's in the White House? Welcome to the Market Moment, where this week Lee and Matt are discussing the big question on how the market and elections are tried, if at all....

DISCLAIMER: This episode was filmed in preparation for vacation days, and was thus filmed prior to the recent political events (Trump's assassination attempt, Biden stepping down, and now Kamala Harris as the new nominee). All the information presented in this episode, however, is still very relevant even if Matt and Lee's references are "dated" at this point. It is still historically true that it doesn't matter if a Republican or a Democrat is in office, you should stay in the market and not time it.

💬 You can send your comments and questions to TheMarketMoment@mach1fg.com Do you agree or disagree with Matt and Lee? Remember, the "market" and the "economy" are two different things. Our economy could be struggling, but the market is going up.

🍿 Watch Next: Data Brief! "What is Rebalancing?"

• What is "Rebalancing"? | Data Brief

🎙The Market Moment Podcast! Check out last week's episode...

• Are We in a Market Rotation?

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Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Welcome to the Market Moment! This week, Eli, John and Lee are talking about the "small cap summer" we seem to be living in right now as small caps are up! Lee asks "Could this be a market rotation?" since everything was so heavily saturated in large cap and big tech! They also discuss the decrease in inflation thanks to a recent CPI report, and they debate what The Fed will do next...

Don't forget to leave us a question or comment for next week's episode! You can email them to

TheMarketMoment@mach1fg.com and you can subscribe to our YouTube channel for more videos by clicking this link!

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Welcome to the Market Moment! This week, Matt, John and Lee discuss what's called "the behavior gap" which is the difference between an individual investor and someone who is hired to invest. It turns out, individual investors, those who invest for themselves personally, do worse in their portfolios.

One of the biggest reasons is emotion, and another one is trying to "time the market" which tends to involve late or old information. You can't really time the market!

The guys also discuss the Fed, and Matt poses the question, "what SHOULD the Fed do?"

Remember you can email your comments and questions to us with this email:

TheMarketMoment@mach1fg.com

And you can join the growing online Market Moment community and never miss a new video by clicking this link!

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Welcome to The Market Moment podcast! In this episode, Matt, Lee, and Eli discuss the current sentiments surrounding "the market" and portfolios. Sometimes when people say "the market" they're referring to the S&P 500 and not the overall market which includes international, small businesses, and bonds, all things which have not been performing well. While people are claiming "the market" is doing well, what they might really mean is the S&P 500, which is being heavily pulled up by the Magnificent 7, the big tech companies.

Some people wonder if this will lead to a bubble or if it's a concentrated market. People say "the market" is doing well, but many feel as if the economy is in terrible shape. Looking at the typical well-balanced portfolio, some may feel they're underperforming, especially if they're comparing their returns to that of the S&P 500.....

Matt, Lee and Eli ask the question: Does diversification still work? Listen to find out!

Don't forget to leave us a comment by emailing us: TheMarketMoment@mach1fg.com

And join the growing online Market Moment community by subscribing to our YouTube channel!

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Welcome to the Market Moment! This week, Eli and John are diving into Nvidia’s latest stock price movement, economic risks beyond inflation, and some insights from finance Twitter.

Topic #1: Nvidia Stock Fell - Is This a Correction? Nvidia (NVDA) stock dropped as much as 5% on Monday, as investors moved away from the year's hottest AI play. The stock has declined more than 11% from its all-time high of $135.58 last Tuesday, when Nvidia temporarily overtook Microsoft (MSFT) as the most valuable company. Any drop beyond 10% from a recent high is considered correction territory. Bank of America analysts, however, believe this volatility is likely short-lived, reiterating a Buy rating and a $150 price target for Nvidia, calling it a "top pick."

Topic #2: Inflation is Not the Only Risk San Francisco Fed President Mary Daly highlighted on Monday that rising unemployment is becoming an increasing risk. The Federal Reserve must "exhibit care" in its efforts to control inflation. Reducing inflation further will likely require restraining demand, which could result in higher unemployment rates. Daly emphasized the need for the Fed to remain vigilant and open to adjustments.

Topic #3: Insights from Finance Twitter Join us as Eli shares some interesting financial tweets and discussions happening right now.

We appreciate you hanging out with us every Tuesday for the latest market headlines. Stay tuned and stay informed! You can send your comments and questions to our email address at TheMarketMoment@mach1fg.com

Plus you can join the growing online Market Moment community by subscribing to our YouTube channel and be notified with every new video.

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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Welcome to an insightful episode of The Market Moment! This week features Hamilton Reiner, a seasoned portfolio manager and head of U.S. Equity Derivatives at J.P. Morgan Asset Management. With over three decades of experience in managing U.S. equities and derivatives, Hamilton has worked with prominent firms such as Barclays Capital, Lehman Brothers, and Deutsche Bank. For the past 15 years, he has been a key figure at J.P. Morgan.

In this episode, Hamilton shares:

  • An overview of his role and strategies at J.P. Morgan

  • The differences and similarities between HELO and Hedged Equity

  • A comparison of HELO to other buffered products

  • Insights into the JEPI and JEPQ ETFs, including their features and benefits

  • How these portfolios can be utilized within traditional investment strategies

Click here to subscribe so you can join the growing online community.

You can email your questions and comments to us at TheMarketMoment@mach1fg.com

Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures

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In this episode of the Market Moment, Matt, Lee, and John delve into three critical topics impacting the current financial landscape: Apple’s groundbreaking AI announcement, the fluctuating oil prices, and the looming threat of a major recession.

They start with Apple's unveiling of its generative AI initiative, Apple Intelligence, at the WWDC conference. This new technology will be deeply integrated across Apple's ecosystem, offering unique capabilities distinct from competitors like Microsoft’s Copilot and Google’s Gemini. This significant move has been highly anticipated by Wall Street, marking Apple's entry into the generative AI space. However, it appears Apple's stock hasn't been very affected by this announcement...

Next, the discussion shifts to the recent developments in the oil market. Following an OPEC+ decision to increase production, oil prices have experienced a notable rise. Analysts, including those from Goldman Sachs, predict a significant supply deficit driven by summer fuel demand, which could push Brent crude prices higher. The hosts explore how these dynamics are influencing market sentiment and what investors can expect as the Federal Reserve prepares to release key inflation data and market reports. John notes that high gas and utility prices affect the lower to middle class substantially more and could hit the economy in turn.

Finally, the episode addresses the stark economic forecast presented by economist Harry Dent, who predicts an unprecedented market crash. Drawing parallels to historical bubbles, Dent argues that the current market is inflated due to prolonged artificial stimulus, setting the stage for a massive correction. He predicts dramatic declines for major indices and stocks, emphasizing the need for a market reset to pave the way for future growth. This segment provides listeners with a sobering perspective on potential market trajectories and the implications for long-term investments.

Don't forget to leave us a comment so we can react to it in the next episode! You can send your comments and questions to: TheMarketMoment@mach1fg.com

And click here to join the growing community!

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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This week on The Market Moment, Lee, Mee & Eli talked about whether the market is actually broadening or if big tech is still driving all the gains. They also discuss rising concerns of inflation in our country and how the Fed is handling it. Some Americans may feel a recession would be better than inflation. Do you agree or disagree? Lastly, they learned about Gen Z teens entering the labor force.

You can email your questions or comments to TheMarketMoment@mach1fg.com

Eli's references: https://x.com/RyanDetrick/status/1797...

https://x.com/RyanDetrick/status/1797...

https://x.com/RyanDetrick/status/1797...

Check out the YouTube channel for more videos about financial literacy!

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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This week has been an interesting one here at Mach 1 Financial. Our Memorial Day weekend was dominated with the aftermath of tornadoes that swept through Northwest Arkansas. Our thoughts and prayers are with those in our local communities impacted, and many of our staff has been impacted as well.

As Matt & Lee say in the opening of this episode, if you are in the area needing support and resources, you can reach out. Here's the podcast email: TheMarketMoment@mach1fg.com

On the podcast, Matt, Lee, and new-face Isaac, talk about T-Mobile's new merger, GameStop the meme stock's continued rise, McDonald's new project CosMc, and Nvidia recently announced its stock split and it continues to grow... will it ever stop?

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Welcome to The Market Moment! | Episode 203

Hey there, Market Moment community! Welcome back to another episode. Joining you this week is Matt, Lee, and John. They have some intriguing topics lined up for you: the impact of inflation on America's spending habits, the role of bankruptcy as a shield, and the concept of "spaving".

Consumer ETFs Showing the Real Inflation Picture

We're kicking things off with a look at how some ETFs are revealing the true impact of inflation on consumer behavior. The Consumer Discretionary Select Sector SPDR ETF, featuring big names like General Motors, Chipotle, and Deckers, has seen a downturn this year. In contrast, the Consumer Staples Select Sector SPDR ETF, with holdings like Procter & Gamble, Costco, and Walmart, is up more than 8%.

Walmart, the nation's largest retailer, reports that it's attracting more upper-income shoppers, those earning above $100,000. CFO John David Rainey noted that these customers are spending more on essential items and less on discretionary products. Meanwhile, luxury brands like Burberry are facing significant losses, with annual profits down 34% and same-store sales dropping by 1%.

Spaving

Have you heard of "spaving"—spending more to save? This old concept, now rebranded, is prevalent in grocery stores, retailers, and even online gambling. Financial expert Bryan Kuderna explains that spaving encourages consumers to buy more than necessary to feel like they're getting a deal. Common tactics include "buy one get one free" offers, in-store cash for future purchases, freebies, and store credit cards. The key takeaway: avoid buying under pressure to steer clear of these marketing traps.

Is Bankruptcy a Shield?

We explore whether corporate defendants can use federal bankruptcy to shield themselves from legal trouble. The Supreme Court is set to consider this issue, particularly in the case involving Purdue Pharma and the Sackler family. The question at hand is whether the Sacklers can use bankruptcy to protect their personal fortunes from opioid-related liabilities. Justices are debating whether bankruptcy laws were intended to prevent personal injury victims from suing third parties not directly involved in bankruptcy proceedings.

Comment Time!

This week's comment comes from our YouTube channel, where Eli discussed whether young people can buy houses. @camleborgne6121 shared his experience, saying, "I welded in New England. Everybody I knew that was my age (23) + maybe 5 years was renting. I don't know a single person from back home that owns a home. Just recently moved to South Carolina, I'm still a welder and every co-worker I've met so far that's my age or a few years older, owns a home. Was a pretty big wake-up call for me."

We'd love to hear your thoughts! Leave us a comment, and if you're an audio-only listener, submit your questions and comments to TheMarketMoment@mach1fg.com

Thanks for joining us this week. And if you want to see our lovely faces or watch our other videos, check out The Market Moment YouTube channel.

See you next Tuesday for the latest market headlines!

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In this week's episode of The Market Moment, hosts Matt, Lee, and Eli delve into the latest market trends and thought-provoking discussions. Kicking off the episode, they explore the resurgence of meme stocks, with GameStop (GME) soaring by an impressive 110%. The recent online activity of "Roaring Kitty," previously known as Keith Gill, has sparked renewed interest in meme stocks, prompting questions about their sustainability and impact on market volatility.

Next, the hosts tackle a viral TedX talk by Scott Galloway titled "How the US is Destroying Young People’s Futures." With nearly 4 million views and over 18,000 comments, Galloway's presentation has ignited a widespread conversation about generational wealth disparities and the challenges faced by today's youth. From income inequalities to housing affordability and the influence of social media on mental health, Galloway paints a stark picture of the realities confronting young Americans.

Finally, the hosts engage with insightful comments from their Instagram community regarding last week's discussion on the minimum wage. From questioning the role of minimum wage jobs to debating the implications of wage increases, the comments highlight diverse perspectives on this contentious issue.

Listeners are encouraged to join the conversation and share their thoughts on these pressing topics. You can email your thoughts or questions at TheMarketMoment@mach1fg.com

Don't miss out on this episode's deep dive into market trends and societal issues. Subscribe to Market Moment and join the discussion every Tuesday!

Link to the referenced video: • How the US Is Destroying Young People...

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Welcome to our latest podcast episode! In today's discussion, John and Lee delve into the market's trending headlines: stocks, Robinhood and the SEC, and fast food's outrageous price increases.

First, they analyze the recent surge in stocks fueled by hopes of a Federal Reserve rate cut. With the S&P 500 and Nasdaq Composite making notable gains, we explore the market dynamics driving investor sentiment, including projections of multiple rate cuts by year-end.

Additionally, they spotlight corporate updates from Disney and Apple, shedding light on their performance amid market fluctuations. John and Lee examine Robinhood's potential encounter with SEC enforcement actions over its crypto operations. Delving into the regulatory challenges facing the trading firm, we reflect on the implications for both Robinhood and the broader landscape of accessible investment platforms. They also weigh the benefits and risks associated with democratized investing avenues.

Finally, they look at the evolving landscape of fast-food pricing. Exploring the significant price hikes in limited-service meals compared to inflation rates, they dissect the underlying factors driving this trend, from minimum wage increases to shifting consumer behaviors. Fast-food isn't exactly cheap anymore and it may drive people away from the drive-thru.

Thank you for joining us on this exploration of today's financial headlines! Remember you can submit comments and questions via email here TheMarketMoment@mach1fg.com

Or you can comment on our YouTube videos and you might as well hit the subscribe button while you're there!

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Welcome to the Market Moment! This week, Matt, Lee, and Eli are looking at Tesla's recent stock rise, the growing stagnation concerns for the economy, and the guys give tax advice as Trump's deductions may go away after 2025.

Tesla's stock experienced a significant boost following CEO Elon Musk's visit to China, surging over 16% as the company achieved a milestone in rolling out its advanced driver-assistance technology in the country. This surge was fueled by the removal of restrictions on Tesla's cars by local Chinese authorities, indicating progress in meeting the country's data security requirements. With expectations rising for the availability of Tesla's Full Self-Driving software in China, the world's largest market for electric vehicles, a reported deal with Baidu further enhances prospects by providing access to mapping and navigation technology.

Wall Street is increasingly apprehensive about a potential return to 1970s-style stagflation in the U.S. economy, fueled by stubbornly high inflation and signs of economic cooling. This sentiment follows a report indicating slower-than-expected growth and accelerating core inflation, reminiscent of the economic challenges faced in past decades. Stagflation fears had previously peaked in 2022, prompting the Federal Reserve to hike interest rates, though these concerns subsided as inflation pressures eased without significantly impacting economic growth. However, rising interest rates are now contributing to increased borrowing costs, impacting various sectors from mortgages to credit cards.

Matt, Lee, and Eli also dive into tax preparation strategies, including considerations such as tax brackets, deductions, and the option to roll over IRAs into Roths. As tax season approaches, understanding these aspects of tax planning becomes crucial for individuals and businesses alike. By providing insights into these topics, the podcast aims to equip listeners with the knowledge needed to navigate the complexities of tax obligations and optimize financial strategies for the future.

You can join the Market Moment community on YouTube by subscribing, click here!

And if you'd like to send us a question or comment (to avoid a dad joke next week) send them here: TheMarketMoment@mach1fg.com

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Welcome to the Market Moment! This week, Matt, John, and Lee discuss that six of the "Magnificent 7" (Alphabet, Meta, Microsoft, Amazon, Nvidia, Tesla) have gone down in the stock market. Jonathan Golub from UBS downgraded six of these, signaling a loss in momentum following their biggest market cap drop. This shift reflects concerns about where earnings are growing most, which could cause short-term disruption. Despite this, Golub remains positive about the broader market's trajectory, foreseeing continued growth supported by strong fundamentals and a robust economy.

Tesla in particular has been struggling, which spawns a conversation about EVs.

Next, the conversation turns to bipartisan worries in Washington about cheap Chinese goods. Both Biden and Trump advocate for tariffs on Chinese imports, though with different approaches. Despite declining steel imports from China, concerns persist about the impact of these goods on the US economy. Trump's proposal for significant tariffs could affect future trade and may have implications for inflation and global economics.

Lastly, they cover recent bankruptcy filings by companies like Express and Red Lobster. These companies seek Chapter 11 protection to address financial pressures. Express hopes to facilitate an acquisition, while Red Lobster aims to renegotiate leases and tackle rising costs. Chapter 11 allows these companies to restructure debts while continuing operations, offering a chance for financial recovery. Lee, Matt, and John predict that due to high interest rates, we'll be seeing more businesses in bankruptcy.

This week we responded to a comment about countries buying gold. Comment below to give us something to talk about at the end of next week's episode and you can send comments or questions to TheMarketMoment@mach1fg.com

And remember to subscribe to The Market Moment to join the community and check out our other videos!

finance #technews #markettrends #investing #economy #stockmarket #businessnews #financialanalysis #tradingtips #marketupdates #stocks #economicoutlook #china #bankruptcy #investmentstrategy #marketanalysis #economicpolicy #globaltrade #stockmarketupdate #tesla #electriccar #electricvehicle

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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In this episode, Matt, Lee, and Eli delve into three pivotal market topics shaping headlines. First, the episode explores the surge in oil prices following concerns over potential retaliatory actions by Iran against Israel, driving Brent crude to $92.18 a barrel.

Secondly, it analyzes the upbeat March retail sales figures, which surpassed Wall Street estimates, highlighting a resilient consumer spending trend despite earlier fluctuations.

Lastly, the episode delves into the remarkable rise in gold prices, spurring discussions as some sell the precious metal for immediate financial needs, raising questions about its traditional safe-haven status amidst geopolitical tensions and economic uncertainties. Tune in for expert insights into these dynamic market movements.

Email us your comments and questions! We love responding to them on the podcast. TheMarketMoment@mach1fg.com

Check out our YouTube channel to watch Data Brief, the video version of the podcast, and more coming soon! Click here.

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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This week, John and Eli delve into crucial topics shaping the economic landscape. First, they dissect Jamie Dimon's recent shareholder letter, where the JPMorgan Chase CEO expresses concerns about potential risks to the US economy, including inflation, government spending, and geopolitical tensions. Dimon's insights not only highlight the challenges ahead but also offer reflections on the transformative potential of artificial intelligence, hinting at a future with shorter workweeks and significant societal shifts.

It does present us with a question though - Should we be worried? Or how worried should we be? And how will that impact our actions now as investors?

This week's headlines were also flooded with information about inflation rising which may be connected to the increase of small businesses in the US. John and Eli explore findings from a Federal Reserve Bank of New York survey indicating Americans' anticipation of prolonged inflation and its impact on job security. The surge in small businesses started as side hustles and the increasing enrollment in vocational community colleges reflect a cultural shift away from traditional academic paths, emphasizing the evolving economic landscape and changing perceptions of career trajectories.

Eli and John also pose this question to YOU! You can either answer in comment section on our YouTube video or you can email us at TheMarketMoment@mach1fg.com

And you should join the online Market Moment community by subscribing to our channel! Click here!

Which generation do you think was better off after graduating high school and/or college? Boomers, Gen X, Millenials, Gen Z? Let us know your thoughts and we'll react in the next episode.

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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This week we are honored to have Stephania Aliaga join the Market Moment. Stephanie is a Global Market Strategist on the J.P. Morgan Asset Management Market Insights Team based out of New York. Stephanie helps formulate and communicate economic views, deliver timely commentary and maintain forecasting models for weekly submissions to Bloomberg and the Wall Street Journal. She is also responsible for publications such as the Guide to the Markets, On the Minds of Investors blog, and serves on the committee that produces the Long-Term Capital Market Assumptions underpinning J.P. Morgan’s strategic asset allocation process. In her research, Stephanie has homed in on issues related to the US economy and artificial intelligence.

Stephanie, Matt and Lee delve into the global market outlook for the remainder of 2024, particularly focusing on equity and fixed income markets after record highs in the first quarter. We analyze the shifting role of artificial intelligence (AI), once dominant in 2023, and explore its current status and potential future impact on markets, drawing parallels with the tech bubble of the 90s and assessing its longevity.

Additionally, they discuss the implications of AI on the average person and whether big names today may fade away within the next decade. Amidst concerns of a looming recession that dominated 2023, they question whether we've truly moved past this economic uncertainty or if it's just the calm before the storm.

Furthermore, they speculate future rate cuts and examine the insights of its CEO, Jaime Dimon, whose remarks carry significant weight in market analysis, particularly in light of his past predictions about the stock market bottom in 2020 and recent cautionary statements regarding the outlook of the US economy, hinting at potential pitfalls that warrant our attention.

We love your comments and questions! Feel free to send them to TheMarketMoment@mach1fg.com or by commenting on our YouTube version of the podcast. Thanks for listening!

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Welcome to this week's episode of Market Moment! Here are this week's top headlines:

Historic Shift in Japan: Explore Japan's economic journey from its 1980s boom to its recent monetary decision, including the long-awaited interest rate hike by the Bank of Japan. We analyze its impact on global investing and ponder Japan's potential for a comeback.

Boeing's Leadership Transition: Witness Boeing's response to the 737 Max crisis as CEO Dave Calhoun steps down amidst a major management overhaul. We discuss the implications for the company's brand trust and its future trajectory.

Eli references the price of airline stocks over the past five years. Here's a supplemental resource if interested: https://finance.yahoo.com/sectors/industrials/airlines/?.tsrc=fin-srch

Housing Hope: Amid concerns in the housing market, we uncover a glimmer of hope as developers pivot towards affordability. Discover the latest trends in new home sales, interest rates, and housing supply, and ponder what this means for prospective homebuyers.

Join us as we navigate through these critical market headlines and engage with insightful viewer comments on inflation's impact on consumer behavior.

You can email your questions and comments to TheMarketMoment@mach1fg.com

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Founder of Mach 1 Financial, David Lee, joins Matt and Lee for this week's episode! David discusses the correlation between demographics and market performance, highlighting how consumer behavior is influenced by age and economic factors such as birth rates. He notes the significance of the baby boomer generation's impact on economic activity in the 90s. This is a big part of why Mach 1 Financial supports five local NWA charities to shape the next generation because we know how much it impacts our economy; and, it's also the right thing to do!

Additionally, Matt, David, and Lee explore the disparity between investment expectations and reality, emphasizing the importance of maintaining a healthy investing mindset.

You can buy David's book "Mission Focused, Purpose Driven" on Amazon! https://www.amazon.com/Mission-Focused-Purpose-Driven-Fulfillment/dp/B0CFD69288

Referenced: "The Psychology of Money" by Morgan Housel.

The Five Charities Mach 1 Supports:

Loving Choices https://lovingchoices.org/

The C.A.L.L. https://thecallinarkansas.org/nwa

Northwest Arkansas Children's Shelter https://nwacs.org/

Children & Family Advocacy Center (CFAC) https://cfacbentonco.com/

Fellowship of Christian Athletes https://www.fca.org/

Sources:

https://www.businessinsider.com/economy-us-birth-rate-declining-population-immigration-china-elon-musk-2024-2

https://www.businessinsider.com/elon-musk-pandemic-baby-bust-birth-rate-harmful-civilization-demographics-2021-12

https://www.cnn.com/2021/05/05/health/pandemic-births/index.html

https://www.imf.org/en/Publications/fandd/issues/Series/Analytical-Series/new-economics-of-fertility-doepke-hannusch-kindermann-tertilt#:~:text=It%20suggests%20that%20as%20parents,across%20countries%20and%20over%20time

You can send us a comment or question at TheMarketMoment@mach1fg.com

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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This week on the Market Moment podcast, John, Eli and Matt cover the latest stock market headlines which include bitcoin making record highs thanks to the availability of new ETFs. They also discuss whether or not bitcoin is a legitimate asset to invest in, like in a Roth. Will the advisors embrace bitcoin?

Reddit is going public which causes John and the others to ask hard questions: What is their business model? Is this business profitable? Is this a business I want to invest in when I don't understand it? Not too dissimilar from the questions surrounding bitcoin.

Lastly, the fast food franchise Wendy's is trending in the news after an announcement in mid-February about a new dynamic pricing model. While the CEO of Wendy's has clarified that Wendy's does not intend to use "surge pricing" which is increasing the price of food during peak eating times, many believe this is exactly what is going to happen. They explain that their model will lower prices during less optimal times (like Sonic's "Happy Hour") but the internet is outraged and demands a boycott on the red-headed girl. Eli, however, thinks this is a genius business strategy. What do you think? The advisors also dive into a comment from the previous episode, which was all about first-time home buyers.

You can send us your comments or questions at this email: TheMarketMoment@mach1fg.com

Here's this week's prompt: How do you feel about inflation right now? Do you feel more or less optimistic things will get better?

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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A lot happened in the market today!

The news was packed today with stories about Apple's $2 billion fine by the European Commission, Bitcoin reaching a record high, and Nvidia still going strong but the S&P500 hugged a flatline. With this tech rally, there is growing concern that a bubble is building and will eventually burst. A question on everyone's mind is interest rates, are they going to get cut at all this year?

There is some relief and hope on the horizon however when it comes to rent prices. The housing market has been a hot topic for many Americans as lower and middle-class people struggled to find affordable housing, either to rent or own. Median rent prices reached an all-time high in 2023 at $2000 but now it's finally starting to lower as the supply of apartments has increased. Homeownership is still the American dream but a lot of that depends on the interest rates.

Lastly, Matt, Lee, and Eli discuss flying cars. What was once science fiction has been turning into reality over the past several years, and now a company in California has started its pre-ordering for its new flying car. The company, Alef Aeronautics, has 2,850 in preorders, with each car to be sold for $300,000. Would you buy a flying car? Or is this new business going to crash and burn, or change like EV cars? Elon Musk has some strong opinions about flying cars, and some people on the podcast agree and some disagree...

We appreciate your comments and questions. Please let us know below if you agree or disagree that there will be a new entry point for homebuyers in the future, as Lee suggests.

The dad joke that Matt refused to share: Knock, knock. Who's there? Cash. Cash who? No thanks, I'll take a peanut. ba dum ching

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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In this episode, Matt, Lee, and John discuss the latest market updates such as stocks being flat on Monday, Nvidia keeping its momentum, inflation lingering, rates being high, and on the day of recording (Tuesday, February 27th) the Commerce Department's Census Bureau released its January report for durable goods. They also debate the question, "Is the Dow Industrial Index a good metric anymore?" Lastly, the story of a teenage investor touches their hearts.

As always, please leave your comments and questions down below or you'll be hearing a dad joke next week! This week's comment is about investing in your retirement plan at a young age and matching your employer's contribution, but should you pay off your debt first?

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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This is a special episode of the Market Moment, as Matt, Lee, and Eli watch some of the most trending finance-related videos on YouTube Shorts. These videos range from practical 401K information, how bad inflation is, the fastest way to get rich allegedly, and how student loans may be a bad idea... Matt, Lee, and Eli offer their insight and opinions, agreeing or challenging some of these videos.

Share your favorite finance-related short in the comments below or a question for the podcasters to react to next week! And of course, a disclosure that all of this falls under the realm of fair use. We are commenting on these videos, adding our opinions for discussion and education. We respect all the individual creators who shared their opinions on the internet and we'd love to add to the public discourse.

The links to each of these videos are here:

*The Average 401k Balances by Age in the US. Data from Fidelity by @humphrey https://youtube.com/shorts/jfqWO4XhV9...

*It's Easy to Get Rich by @Chanslaw

https://youtube.com/shorts/C2GiBBcCN_...

*How Money Has Changed Over The Years by @notlikemama

https://youtube.com/shorts/He5bdyJw4n...

*The #1 Money Mistake in Your 20's by @GeorgeKamel

https://youtube.com/shorts/E3H9IIXAur...

*3 Ways to Invest Aggressively in Your 20's by @karltondennis

https://youtube.com/shorts/-P2i5Cm7a6...

*Inflation is Crushing the Avg American by @KrisKrohn

https://youtube.com/shorts/kvxyUnMewM...

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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This week on the Market Moment, Matt, Eli, and Lee give you the latest U.S. stock updates as the Consumer Price Index was released today, Tuesday, Feb 13th. Notably, we are in an election year, which may have an impact on the market. See this video from Data Brief to learn more! https://youtu.be/HHwF6IA3M-8?si=5r3wkS5_ebpoy81Y

America's credit card debt is making headlines... The average American consumer has $6,360 in credit card debt, and the national total is $1.13 trillion, the highest in history. A professor of public policy studies at the University of Chicago and former acting chair of the White House Council of Economic Affairs said that while one trillion is overwhelming, "the reality is that this figure is expected to ascend." Additionally, the interest on these credit cards has risen. According to Bankrate, the average credit card charges 20.74% interest. This compounds and can easily snowball into an overwhelming burden that cripples Americans.

Eli, Matt, and Lee also discuss Tesla's new humanoid robots that are expected to replace human factory workers. Here is a video illustrating the robots: https://www.youtube.com/watch?v=cpraXaw7dyc

Is this the beginning of the robot apocalypse The panel disagrees. This is progress and the economy will benefit from the cut costs and increase in profits by using these new tools. Agree or disagree? Tell us in the comments!

We love answering your comments and questions. This week's comment was about capitalism.

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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This week’s top stories involve massive layoffs from some of the largest companies in the U.S. and a rising concern of what this could foreshadow, a new lawsuit involving corporate landlords being described as cartels for how they’re charging rent, and Wallstreet is bullish on stocks. John, Eli, and Ashton also dive into a comment’s question about the Chinese and American economies.

Thanks for listening and be sure to drop your question or comment below so the Market Moment can respond in next week’s episode.

This is the article Eli references in the episode: https://awealthofcommonsense.com/2024...

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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The U.S. debt is skyrocketing. It surged to $34,135,530,482,291.88 trillion last week on Thursday according to the Treasury Department, which means it is up $41.1 billion from the previous day. If the U.S. continues on this trajectory, it will nearly double in size over the next three decades and become a burden far exceeding previous levels. John and Lee discuss their opinions on the matter and who's to blame and who could fix it, and if it will be fixed at all.

The U.S. stocks haven't changed much as everyone waits for news from the Fed regarding interest rates, and news concerning the U.S. jobs report. Big tech, however, A.I. and corporate profits are up, which is a good sign for the economy, at the moment. John shares his feelings on what possible consequences we will see in the near future from the COVID payments.

The European Union told Amazon they could not proceed with their acquisition of the company iRobot which makes smart vacuum cleaners. Amazon was looking to expand their in-home smart technology but now that they are not able to proceed with the deal, iRobot has laid off 31% of its workers and struggling. This topic brings up the question of how big does a company get to where it becomes a monopoly, and must be stopped before buying out the competition?

Lee and John also respond to a viewer's question on when exactly the recession started: was it during covid, or are we currently in a recession now, or have we avoided it?

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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In this episode, Eli and John touch on the latest stock news, such as the Tech Sector outpacing the S&P500 but some stocks are lagging... A Bank of America survey conducted from Jan 5th-11th showed investors see large-cap companies underperforming small-cap companies in the next twelve months for the first time since June 2021. John and Eli also discuss the issues of U.S. spending, American credit card debt, and its connection to unemployment and a possible recession; and maybe, recessions aren't a bad thing. They conclude with a YouTube comment discussing last week's housing shortage episode and whether "shelter is a human right" or "a need" and what the differences are between the two.

Leave your comments and questions below so they can be featured in next week's episode!

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt, John, and Eli discuss the market moment with news of a bipartisan child tax credit change, the housing market starting to ease up, and Burger King bought for $1 billion in cash. Matt, John, and Eli also discuss a recent YouTube comment that sparked an interesting conversation. Remember to leave us comments or questions, or else you'll get a Dad Joke in next week's episode.

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt and Lee discuss a Federal Reserve Bank of New York survey published on January 8th describing Americans feeling more optimistic about inflation and how inflation truly impacts people's raises. They also touch on the global economy as artificial intelligence and current geo-political tensions rise. TikTok is making headlines as it impacts the economy with consumers rushing to stores for their favorite Stanley Tumbler while trampling others...

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt and John discuss some of the latest headlines from across finance and business news which predict a recession is on the way. They also discuss how the unemployment rate is involved with any potential recession and how a low unemployment rate could be a factor in the lack of entry workers in the service industry. Bitcoin is trending again, and Matt and John dive into it.

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Ashton Davis is a new advisor on the podcast who recently graduated from the University of Arkansas. Her experience as a recent graduate and homeowner lends a fresh perspective to the table and launches a conversation about the up-and-coming generation's outlook on the market. Additionally, Lee, Eli, and Ashton discuss U.S. stock prices and whether interest rates will be cut in 2024. Speaking of 2024, Lee asks the question, "Are delivery drones even profitable?" They are becoming more popular but is it just a fad, or are we seeing the beginning of the new norm?

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Lots of predictions on just how much the Fed might cut rates in 2024. Matt, Lee, and John share their opinions and discuss whether the Fed should cut rates at all. Plus, some Star Wars memorabilia breaks a Guinness world record at auction.

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Charlie Munger, famed business partner of Warren Buffett, passed away last week at the age of 99. Matt, Lee, and Eli take a look back at his legacy and some of his witty words of wisdom. Plus, while investors are eager for policy to relax, the Federal Reserve is warning not to be premature in speculation.

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Some good news/bad news for the holiday shopping season. Black Friday and Cyber Monday saw record sales along with a big uptick in online transactions. But Lee, David, and Eli give their take on the somewhat bleak outlook for the remainder of the shopping season. Plus, Eli gives Lee and David a pop quiz on the housing market. And the guys give their thoughts on the recent market rally as we begin to close out 2023, including how demographics and consumer spending might mean some hope on the horizon.

Learn more about Mach 1 Financial Group

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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This week's special Thanksgiving episode is a little different... Matt and John are joined by Rachel to talk about some interesting facts about Thanksgiving spending. The three discuss family traditions, what they're grateful for, and when it is appropriate to put up your Christmas tree. Plus, they predict the outcomes of this week's NFL games.

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Several outlooks have been released for 2024, and some are calling for a stressful year for the economy. Are these outlooks too bleak, on the money, or something in between? Lee, John, and Eli take a look at these predictions from several different angles.

Learn more about Mach 1 Financial Group by clicking here.

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Stocks are coming off their best week of 2023 as the Fed announces it will hold rates steady and the October jobs report shows fewer added workers than expected. Many investors noticed the shift in the Fed's language and are hoping it might signify their willingness to end rate hikes. Plus, what are you most concerned about as an investor over the next 12 months? A new survey shows the top answer is NOT inflation or rate hikes at all.

Learn more about Mach 1 Financial Group by clicking here.

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Does buying candy for Halloween feel like it's emptying your wallet? A new report shows inflation has hit candy even harder than other grocery items in 2023. Plus, will the UAW deal with the Big 3 automakers come back to haunt consumers? And the Fed is expected not to hike rates this week, but Lee, John, and Eli give their take on whether we should stop caring so much about what the Fed is doing on a weekly basis.

Learn more about Mach 1 by clicking here.

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt, Lee, and Eli discuss a big milestone for treasury yields. Plus, General Motors beats third-quarter expectations, but pulls previous earnings guidance for the year in the wake of the UAW strike. And why do some people who "feel" wealthy don't actually believe they're wealthy?

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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A strong start to earnings season has some wondering whether we're headed for a soft landing. Plus, a lot of uncertainty across the globe has investors concerned. The JPMorgan Chase CEO went as far as to call this possibly the most dangerous time the world has seen in decades. The guys give their take on the bold statement.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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We're trying something a little different today! We did some digging on TikTok for financial advice and picked five of those videos to show to Matt, Lee, and John. These "financial tips" covered everything from reasons to keep everything in cash to why you shouldn't buy a jet. The guys had no idea ahead of time what videos they'd be watching, so it should be a fun ride!

Learn more about Mach 1 Financial Group: https://mach-1financial.com/

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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The federal government avoids a shutdown... for now. But what's in store for the market if a new agreement isn't reached when the short-term deal runs out on November 17th? Plus, as many as 40 million Americans now have a student loan payment after the three-plus-year pause comes to an end. Matt, Lee, and Eli discuss why that could have an immediate impact on the economy. And we're learning more about former FTX customers who lost thousands, even millions, in the company's collapse. But many of them say they still believe in crypto.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt and Lee are joined by special guest Jack Manley, Global Market Strategist for JP Morgan. Jack gives his take on the path forward for the Federal Reserve, what risk their policies pose for the market, and what sees as policy missteps. He also discusses why he believes fixed income is more appealing than equity investments over the course of the next 12 months and how he defines a quality investment.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Thousands of unionized auto workers have gone on strike, halting production at auto plants of three of the largest companies. Matt, Lee, and Eli discuss what the long-term effects might be if the strike progresses or escalates further. Plus, remember the Clorox wipe shortage of the COVID pandemic? We might see another dip in supply as Clorox deals with the aftermath of a cyber attack. And believe it or not, the holiday shopping season has begun for many. The guys look at the latest numbers from Bankrate on how shoppers are feeling after the financial struggles of 2022.

"Mission Focused. Purpose Driven." By David Lee: https://a.co/d/j3flCUK

Data Brief: https://www.youtube.com/playlist?list=PLxoIb7Y2bSarOMo-e0aeAZJQaoYUVwjd5

Learn more about Mach 1 Financial Group: https://mach-1financial.com/

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt and Eli discuss a new report that the Federal Reserve might be ready to relax restrictions. Plus, the FDIC admits fault with its supervisors in the First Republic Bank failure. The guys also discuss why it's important not to look at your investments as a cash balance. And can $50 truly change the trajectory of a child? Matt and Eli explain why it's not the money itself, but the habits and expectations it creates.

Link to full interview with William Elliott III: https://publicengagement.umich.edu/unleashing-the-power-of-childrens-savings-accounts/

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt, Lee, and Eli discuss how an uptick in unemployment might signal that the Fed's battle against inflation could be taking hold. Plus, retailers are having a tough time getting consumers interested in big-ticket items such as appliances. And we sit down with former Razorbacks head coach Ken Hatfield, who gives his take on the upcoming Hogs season, the changes in college football since his retirement, and his favorite memories as a coach and national champion player.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt, John, and Eli dissect some of the recent comments from Fed Chairman Jerome Powell. Plus, is this the worst housing market ever for first-time home buyers? We take a look at the inflation-adjusted numbers. And Zillow looks to ease the pain with a new 1% down payment program. But are they taking on too much risk?

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Remember all of the money people were saving during the pandemic? Matt, Lee, and Eli take a look at a new report showing how much of that could be gone by the fall season. Plus, Americans are demanding more money when presented with the opportunity to switch employers, which might be a reason for the Fed to keep rates high a bit longer. And Mach 1 Founder David Lee shares his message for finding purpose in success with his new book "Mission Focused. Purpose Driven."

Link to "Mission Focused. Purpose Driven." - https://shorturl.at/koxGR

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt, John, and Eli take a look at the latest CPI report, which ticked upward annually for the first time in more than a year. Plus, the guys debate over whether one-year returns should matter to the long-term investor. And inflation does not appear to be hitting travelers' wallets when it comes to upgraded seating.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt and John are joined by special guest Strider Elass, Senior Economist for First Trust. Strider gives his view on a variety of topics including if he thinks a recession is coming, his opinion on yield curves, and what he thinks the market will look like by end-of-year.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Lee and Eli discuss recent market performance, some surprising sector numbers for the year, and some troubling retirement savings data for Generation X.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt, Lee, and Eli discuss why the Fed is taking caution before declaring victory against inflation. Plus, it's a tough market for hopeful home buyers, with prices near record highs and a dwindling number of homes changing hands. And the battle between Threads and Twitter heats up as Twitter completely overhauls its branding, now taking the name "X".

Learn more about Mach 1 Financial Group: https://mach-1financial.com/

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. All investment strategies have the potential for profit & loss including the loss of principal. Actual account results may have been higher or lower than the results mentioned depending on an individual’s investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt, Lee, and Eli analyze all of the positives from last week, including a promising CPI report. Plus, how diversified is an index fund? It depends on what kind you're investing in. The guys take a closer look at value-weighted index funds like the S&P 500. And some major issues potentially on the horizon for the entertainment industry.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. All investment strategies have the potential for profit & loss including the loss of principal. Actual account results may have been higher or lower than the results mentioned depending on an individual’s investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt, Lee, and Eli discuss the impact of the latest jobs report. Plus, are stricter regulations for banks the right call? And used car prices take the largest dip they've seen since the beginning of the pandemic.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. All investment strategies have the potential for profit & loss including the loss of principal. Actual account results may have been higher or lower than the results mentioned depending on an individual’s investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results. For full disclosures please see https://mach-1financial.com/disclosures/

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Lee, Eli, and John take a look at the new housing data that has analysts shocked. Plus, a new survey shows Americans have an idea of what they think they need for retirement, but are far from hitting that goal. And are Elon Musk and Mark Zuckerberg bound for a cage fight? The guys predict who would win.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. All investment strategies have the potential for profit & loss including the loss of principal. Actual account results may have been higher or lower than the results mentioned depending on an individual’s investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results. For full disclosures please see https://mach-1financial.com/disclosures/

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Matt, Eli, and John analyze language from the Federal Reserve following their decision not to increase interest rates in June. Plus, student loan repayments are set to resume in August, which could cause some revenue problems for some retailers. And your summer travel plans could get a little crowded.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. All investment strategies have the potential for profit & loss including the loss of principal. Actual account results may have been higher or lower than the results mentioned depending on an individual’s investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results. For full disclosures please see https://mach-1financial.com/disclosures/ 

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In this episode, Matt, Lee, and Eli discuss why some traders are optimistic this week, why Morgan Stanley has concerns for the remainder of 2023, and some major changes possibly on the horizon for crypto exchanges.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. All investment strategies have the potential for profit & loss including the loss of principal. Actual account results may have been higher or lower than the results mentioned depending on an individual’s investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results. For full disclosures please see https://mach-1financial.com/disclosures/ 

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In this episode, Matt, Lee, and Eli discuss the recently signed debt ceiling bill, a better-than-expected May jobs report, and the chances of a rate hike pause at the Fed's upcoming June meeting.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. All investment strategies have the potential for profit & loss including the loss of principal. Actual account results may have been higher or lower than the results mentioned depending on an individual’s investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results. For full disclosures please see https://mach-1financial.com/disclosures/ 

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In this week's episode of the Market Moment, Lee and Matt break down the debt ceiling deal and what it will mean for the markets moving into the later half of the year. 

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. All investment strategies have the potential for profit & loss including the loss of principal. Actual account results may have been higher or lower than the results mentioned depending on an individual’s investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results. For full disclosures please see https://mach-1financial.com/disclosures/ 

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Recent advances in AI software have many across the world wondering when we'll begin to see major impacts in our daily lives. Plus - the retail inventory surplus finally appears to be shrinking. And Matt, Lee, and Eli discuss the recent PGA Cinderella story of Michael Block.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. All investment strategies have the potential for profit & loss including the loss of principal. Actual account results may have been higher or lower than the results mentioned depending on an individual’s investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results. For full disclosures please see https://mach-1financial.com/disclosures/ 

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A new inflation report is out with another sign of inflation receding. Plus - investors hoping for some positive movement from lawmakers on the debt ceiling. And Matt, Lee, and Eli answer the question "what is a defensive portfolio?". 

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. All investment strategies have the potential for profit & loss including the loss of principal. Actual account results may have been higher or lower than the results mentioned depending on an individual’s investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results. For full disclosures please see https://mach-1financial.com/disclosures/ 

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Tyson takes a tumble after reporting its first quarterly loss in more than 10 years. Plus - a massive amount of cash on the sidelines right now. And what does it mean to have a defensive portfolio? Lee, Eli, and Matt cover these topics and more in this week's Market Moment. 

Learn more about Mach 1 Financial Group here: https://mach-1financial.com/ 

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A third major bank goes down since March – but their buyer says don’t expect another collapse. Plus –  is the classic 60/40 portfolio coming back? Matt, Lee, and our newest advisor, John, discuss these topics and more in this week's Market Moment. 

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On today's Market Moment, Lee, Eli, and Matt are looking at things you can do today to make the most of your 401(k) and IRAs once retirement finally comes. 

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A new sign of cooling inflation – weeks before the Fed meets for another potential rate hike. Plus – we continue our discussion from last week as we take a look at what’s changed in the three years since the COVID shutdown.

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On this special episode of the Market Moment, Eli, Lee, and Matt take a look back at all that has happened over the past 3 years. The guys reminisce on the Covid-19 shutdown and what it has meant for the markets. 

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On this week's market moment, Lee, Eli, and Matt are looking back on Q1 of 2023. The guys also discuss OPEC, the WWE and UFC being under one corporate roof, and how one man made half a million dollars by collecting rent from a famous entertainer. 

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The banking world hopes to continue its upward trend after last week’s crisis. Plus -- there’s a new buyer for a good chunk of assets from the failed Silicon Valley Bank – and at quite a discount. And have you ever heard of “cash stuffing”? It’s an old-school strategy making one woman hundreds of thousands of dollars. Join Lee, Eli, and Matt for this week's Market Moment. 

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New fallout in the banking world – with a massive takeover leaving one Swiss bank with trillions in assets. Plus – another rate hike is expected this week. And why some are finding a safety net – in bitcoin? 

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Banking stocks had a brutal start to the week – after two major banks are taken over by regulators. Why did it happen – and why did the overall markets see an initial uptick? 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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Investors are hoping the markets continue last week’s upward trend. Plus – why some are hoping for a tame jobs report Friday. And why federal lawmakers think social security recipients take their benefits early because they’re “confused”. David, Eli, and Lee discuss these topics and more in this week's Market Moment. 

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It may not pay to be in your 30s right now. New data from the Federal Reserve Bank of New York says no other age group has racked up debt faster than those aged 30 to 39. The markets try to rebound after suffering the worst week of 2023. Plus, 2022's stock market woes cut the number of 401(k) millionaires by a third. 

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Treasury yields are climbing as the stock market's falling. David and Eli break down the numbers. Plus, big retailers are showing concerns about their 2023 revenue. And why now might be a great time to look at a high-yield savings account.

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. All investment strategies have the potential for profit & loss including the loss of principal. Actual account results may have been higher or lower than the results mentioned depending on an individual’s investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results. For full disclosures please see https://mach-1financial.com/disclosures/ 

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Inflation might be a little more complicated than some thought - and may last a bit longer than we'd hoped. Plus - billions of dollars changed hands this weekend for Super Bowl Sunday. 

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. All investment strategies have the potential for profit & loss including the loss of principal. Actual account results may have been higher or lower than the results mentioned depending on an individual’s investment timing, cash movement, size of the account and client restrictions. Past performance is not indicative of future results. For full disclosures please see https://mach-1financial.com/disclosures/ 

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After weeks of significant gains, the market takes a slight dip. Are we headed for a recession? The U.S. Treasury Secretary argues not. Plus, there is speculation that the U.S. government may be paying off its debt by way of a Ponzi scheme. Hear Matt, Eli, and Lee's thoughts in today's Market Moment. 

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Schedule a FREE consultation with an advisor today: https://mach-1financial.com/first-appointment-questionnaire/ 

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The Secure Act 2.0 Part 2 | Lee and Eli are looking at what this new law will mean for your and your financial future. 

Learn more about Mach 1 Financial Group: https://mach-1financial.com/ 

Schedule your FREE consultation with one of our financial advisors: https://mach-1financial.com/first-appointment-questionnaire/ 

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The rules for retirement are changing  -- affecting all retirees and future retirees across the U.S. We’re taking an in-depth look at the Secure Act 2.0 in today’s Market Moment. 

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So we've talked about making goals, but what about keeping them? This week,  Matt and Lee discuss how to follow through on a goal after setting it. They also touch on some signs of slowing inflation. 

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Is there such thing as a "no-risk" investment? On this week's podcast, Matt, Eli, and David discuss how to plan for financial goals with your risk tolerance in mind. 

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Are your 2023 goals SMART? For this week's podcast, we are replaying our 2021 New Year's episode where Matt, Mike, and David discussed how to set and accomplish good goals for yourself. 

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It's going to be a busy week for shoppers - but how many are cutting back this year? Plus - Elon Musk lets Twitter users decide his fate as CEO. 

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More consumers are becoming optimistic about inflation next year, but it comes as more and more Americans are struggling to keep their finances afloat. Plus, a bad memory made one man a millionaire. 

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David, Eli, and Lee discuss university endorsements of sports gambling websites. Plus, they tackle housing debt and the November jobs report. 

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After the fall of FTX, more and more crypto companies are crumbling. Plus, Lee and Eli give their Thanksgiving recap and touch on Black Friday spending. Finally, protests are breaking out in China over new  COVID-19 restrictions. 

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Sam Bankman-Fried of FTX is in hot water with investors and with the law. Plus, Disney has elected a new CEO to replace Bob Chapek. Matt and Eli cover these current events and take time to remind listeners of year-end items to plan for. 

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Midterm elections took place last week and David, Lee, and Matt talk about the implications. 

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The Powerball Jackpot is upon us and someone is about to get rich quick. But how much will they really take home? In today's Market Moment, Lee and Eli discuss the tax implications of winning the lottery, the latest with Elon and Twitter, and updates regarding Fed rate hikes. 

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Midterm elections are right around the corner - whatever happens in the next week will impact the course of the next two years. Plus, Elon Musk takes Twitter and is already making big moves. Lee and Matt cover these headlines and more in the Mach 1 Market Moment. 

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Would you rather have a longer, deeper recession if you knew that it would get inflation under control sooner? Or would you rather have a milder recession with inflation staying hotter for longer? That's a tricky question. Matt and Eli discuss this week's headlines on the Mach 1 Market Moment.

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On today's episode of the Mach 1 Market Moment, Lee, Matt, and Eli answer a question that many are asking: how long will inflation last? Plus, the guys discuss the upcoming midterm election and if the 60/40 portfolio is a thing of the past. 

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On this week's episode of the Mach 1 Market Moment, Lee, Mike, and Eli cover some news headlines. They also discuss a study where 233 millionaires were polled on the ways they got wealthy. 

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On today's episode of the Mach 1 Market Moment, David and Matt are joined by guest Chad Beebe of Weichert Realtors to discuss the Northwest Arkansas housing market. 

To learn more about Chad and Weichert Realtors, visit their website: https://beebegroup.weichertgriffin.com/ 

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The question many are asking is, "should I go to cash?". After some volatile weeks and even months, many have concerns about staying invested. Tune in this week to hear thoughts from our advisors.

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Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Bentonville, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/

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In this week's episode, Matt, Lee, and David discuss this week's headlines. What kind of hike will we see from the Federal Reserve this week? How long will these aggressive rate hikes last? Plus - homebuilders in the U.S. continue to feel the heat. Finally, Queen Elizabeth II was laid to rest after 70 years on the throne. 

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On today's episode of the Mach 1 Market Moment, David, Matt, and Eli discuss how inflation can be impacted by our expectations. Plus, the guys discuss how fear and faith can impact spending significantly. They also cover what deals the holiday season might bring this year. We end the episode with a college football recap and David's predictions for the season. 

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In this week's episode of the Mach 1 Market Moment, Matt, Eli, and Lee discuss the market dip after Federal Reserve Chair Jerome Powell's insistence that the central bank would continue aggressive rate hikes. They also discuss debates over President Biden's plan to forgive billions of dollars in student loans. Plus, California plans to go gas-free by 2035. 

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On today's episode of the Mach 1 Market Moment, Lee, Matt, and Eli discuss this week's hot topics. Many of our clients have been asking the question, "have we hit the bottom?". The guys discuss their thoughts on this, as well as thoughts on news regarding student loan forgiveness. Lastly, the guys take time to predict how the Razorbacks will do this fall. 

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On today's episode of the Mach 1 Market Moment, Mike, Eli, and David are discussing this week's headlines. 

Inflation Reduction Act 1:14 - 7:58

Housing Demand Decrease 7:59 - 11:03

US Freight Shipping Rates 11:03 - 13:55

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On today's episode of the Mach 1 Market Moment, Mike, Eli, and Matt discuss the Inflation Reduction Act, the latest Jobs Report, and other news headlines. 

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On today's episode of the Mach 1 Market Moment, David, Matt, and Lee discuss the low mortgage demand, the debated definitions of "recession", and the best month for the market since 2020. 

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On today's episode of the Mach 1 Market Moment, Matt, Eli, and Lee discuss some headlines from this week. 

1:19 - 7:25: Federal Interest Rate Hike

7:26 - 12:17: Elon Musk vs. Twitter

12:18 - 14:52: Cryptocurrency Continues to Struggle 

14:53 - 17:16: Mortgage Demand Falls to a 22-Year Low 

17:17 - 21:02: "Early Retiree Shares 13 'Stupid Simple' Money Tips That Helped Him Save 1 Million Dollars"

https://www.cnbc.com/2022/07/23/self-made-millionaire-simple-money-habits-i-used-to-save-1-million-and-retire-early-at-35.html 

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On today's episode of the Mach 1 Market Moment, Mike, Eli, and Lee react to financial advice that is circulating online. 

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On today's episode of the Mach 1 Market Moment, David, Lee, and Eli discuss the possibility of us NOT being in a recession, despite what you may hear on the news. 

Episode 103: Corrections, Recessions, and Bear Markets https://podcasts.apple.com/us/podcast/mach-1-market-moment-podcast/id1168125421?i=1000563984511 

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On today's episode of the Mach 1 Market Moment, we are stepping away from the headlines. Well, at least the negative ones. David, Eli, and Lee share some good news stories to bring hope and smiles to our listeners. Do you know someone who needs some good news today? Share this episode with them!

Resources Mentioned:

Fundraiser for Toddler Orphaned in Highland Park Shooting:

https://www.forbes.com/sites/carlieporterfield/2022/07/06/fundraiser-for-toddler-orphaned-in-highland-park-shooting-raises-22-million-in-less-than-a-day/?sh=4cac4c5733f7

Woman Facing Eviction Saved from Homelessness When Community Buys Home for Her:

https://www1.cbn.com/cbnnews/us/2022/june/woman-facing-eviction-saved-from-homelessness-when-community-buys-home-for-her-shes-the-brightest-star

All I Really Need to Know I Learned in Kindergarten by Robert Fulghum:

https://www.amazon.com/Really-Need-Know-Learned-Kindergarten/dp/034546639X

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On today's episode of the Mach 1 Market Moment, we wanted to take a more positive approach as everyone celebrates our Independence Day. David, Mike, and Eli share why they believe in the U.S. economy and what makes it so strong, even during times of volatility.

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On today's episode of the Mach 1 Market Moment, Mike, Matt, and Eli share the first steps to take toward managing your money for a better tomorrow. No matter where you are in life, it is never too late to start! 

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On today's episode of the Mach 1 Market Moment, Eli, David, and Matt discuss how faith can remedy the fear that comes from a tumultuous market. These advisors share how their faith comforts them when it comes to finances. 

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Not a fan of annuities? On today's episode of the Mach 1 Market Moment, Mike, Lee and Eli explain why annuities might have a place in your retirement plan. They also discuss why annuities aren't for everyone. 

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On today's episode of the Mach 1 Market Moment, Mike, David, Eli, and Lee take time to discuss their own financial strategies. As the tables turn this week, we hear from the advisors of each life stage and how they are each approaching the current volatility in the market. 

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On today's episode of the Mach 1 Market Moment, Matt, David, and Eli discuss "Bear" and "Bull" markets, corrections and recessions, and explain how history can comfort investors in seemingly tumultuous times. 

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On today's episode of the Mach 1 Market Moment, Eli, David, and Lee sit down to discuss the current state of the market, and how investors can make the most out of it. 

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On today's episode of the Mach 1 Market Moment, David, Mike, and Eli discuss the volatility of the market today, and give our listeners some advice for how to navigate the ups and downs. 

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On today's episode of the Mach 1 Market Moment, Mike, Matt, and our newest advisor Lee pick up last week's conversation about inflation. 

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On today's episode of the Mach 1 Market Moment, David, Mike, and Eli discuss how inflation may impact YOU! 

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On this week's episode of the Mach 1 Market Moment, David and Mike discuss the non-financial aspects of retirement and raise questions that every retiree-to-be should answer. 

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On today's episode of the Mach 1 Market Moment, Mike and David discuss financial questions surrounding retirement, including the biggest question: "Will I have enough?". 

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On today's episode of the Mach 1 Market Moment, Matt, David, and Eli are discussing the misconceptions surrounding risk and seek to properly define the term. 

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On today's episode of the Mach 1 Market Moment, David and Eli are joined by Rob Winkel of Fathom Realty as they discuss the current housing market and its impacts on buyers and sellers. 

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On today's episode of the Mach 1 Market Moment, Mike, Eli and our Marketing Director Matt Hager take a look at what each generation should be doing when it comes to their finances, and where they might be veering off track. 

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On today's episode of the Mach 1 Market Moment, David, Matt, and Eli sit down to discuss current gas prices and why they are so high. 

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On today's episode of the Mach 1 Market Moment, Mike, David, and Matt are talking all about taxes. 

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On this week's episode of the Mach 1 Market Moment, Mike, Eli, and David discuss the coming rate hike from the Federal Reserve. They look at several possibilities of how the market might react, and what role the current conflict in Ukraine plays in all of this.

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On this week's episode of the Mach 1 Market Moment, Mike, Matt, and David discuss the current conflict happening in Russia and what that may mean for investors. 

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On today's episode of the Mach 1 Market Moment, David, Matt, and Eli are discussing "crash proof investments". 

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On today's episode of the Mach 1 Market Moment, Mike, David, and Eli discuss the volatility of the market and how you can respond. 

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On this episode of the Mach 1 Market Moment, Matt, David, and Eli are discussing the Fed, raising rates, and how it all impacts YOU. 

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Did you notice the market taking a bit of a tumble this past week? Many did, and it caused a lot of concern for investors across the world. But do you know how often market corrections of this magnitude take place? It's probably more than you think. David, Mike and Eli explain why situations like this should not cause you to lose sleep. They take a look at market corrections throughout history and how they correlate with world events like pandemics. They also discuss how some of our strategies, like hedging, can minimize the risk of loss if you're at or near retirement.

(This podcast was recorded on the afternoon of January 24, before the market recovered much of what it lost that day.)

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Did you know the number of babies born this year can give us an indication as to where the market is going? David, Mike and Eli discuss how birth rates, consumer spending age and the market have historically shown signs of correlation. They also talk about what these statistics potentially mean for us today.

Link to report on consumer spending by age (page 2): https://www.bls.gov/opub/btn/volume-4/pdf/consumer-expenditures-vary-by-age.pdf

Link to historical chart of birth rate trends: https://www.cdc.gov/nchs/data-visualization/natality-trends/index.htm

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On today's episode of the Mach 1 Market Moment, David, Matt, and our newest advisor Eli sit down to discuss how the highest 12-month inflation rate in the last 40 years is affecting interest rates. The guys talk about what the Fed can do, what these rates mean for investors, and more. 

In this episode, David mentions Episode 71: World Reserve Currency. Listen to that episode here: https://www.podbean.com/ew/pb-535ss-10fa6db 

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On today's episode of the Mach 1 Market Moment, Mike and Matt are discussing various investment vehicles. From stocks and bonds to cryptocurrency, the guys are covering it all. 

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On today's episode of the Mach 1 Market Moment, David, Matt, and Mike walk us through the 4 F's of goal setting - Faith, Family, Finances, and Fitness. Listen for guidance on how to set effective goals, and how conquer those goals in the  new year!

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On this week's episode of the Mach 1 Market Moment, Mike, Matt, and David finish out our 2022 Resolutions series by talking about the things YOU could be doing before 2022 arrives! Listen for practical ways to prepare yourself and your finances for the new year! 

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On today's episode of the Mach 1 Market Moment, Mike, David, and Matt are talking about financial resolutions for the new year! 

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On today's episode of the Mach 1 Market Moment, David and Mike discuss end of life decisions... and how to discuss them! These types of conversations can be difficult to bring up, but the peace and clarity that they bring is worth it! Listen as David and Mike give us practical tips on how to talk about end-of-life plans with the family. 

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On today's episode of the Mach 1 Market Moment, Mike and Matt are discussing the Omicron variant, what it means for the market, and what you should do with your money. 

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It's that time of year! On today's episode of the Mach 1 Market Moment, Matt and Mike are discussing giving just in time for the holidays. 

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Today on the Mach 1 Market Moment, Mike and Matt are discussing interest rates. What happens if they rise? Should I keep all of my money in cash? Our advisors answer these questions and more in today's episode. 

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On today's episode of the Mach 1 Market Moment, Matt and Mike discuss different ways to spend your retirement savings. 

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On today's episode of the Mach 1 Market Moment, David and Matt discuss financial "vehicles" such as stocks, ETF's, and mutual funds. 

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On this week's episode of the Mach 1 Market Moment, Matt and Mike sit down to discuss everything you need to know about Medicare! 

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In today's episode, Matt, David, and Mike dive into the world of cryptocurrency and discuss how it may affect the US economy in years to come. 

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On today's episode of the Mach 1 Market Moment, Matt and David sit down to discuss the U.S. Dollar as the World Reserve Currency and what this may mean in the future. 

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On today's episode of the Mach 1 Market Moment, Matt, Mike, and David sit down to discuss the Federal Reserve and its use of bonds. If you'd like to know more about how bonds work within the Federal Reserve, tune in to this week's episode! 

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On today's episode of the Mach 1 Market Moment, David, Matt, and Mike are joined by Wayne Ferbert of Alpha DNA to discuss artificial intelligence and its impacts on our world today! 

https://mach-1financial.com 

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Today on the Mach 1 Market Moment, Matt, Mike, and David sit down to discuss what the Bible has to say about money and how it should be used. 

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In this episode, Matt and David sit down with Drenda Roberts from Bentley Travel Design to discuss what travel looks like our world today. If you are interested in travel and how it has been impacted by COVID-19, listen to today's episode for tips, tricks, and advice from a travel expert! 

Mach-1 Financial Group, Inc. (“Mach-1”) is an SEC Registered Investment Adviser located in Bentonville, AR. Mach-1 may only transact business in those states in which it maintains a notice filing or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss including the loss of principal. For full disclosures please visit https://hubs.li/H0WZFlv0.

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Today on the Mach 1 Market Moment Mike and David will be talking about Robo Advisors - what they are, when to use them, and when to stay away. 

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Today on the podcast Mike and Matt discuss Roth IRA conversions. 

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Today on the podcast Mike, Matt, and David discuss long term care and how to plan for it. 

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This week Mike, Matt, and David sit down to discuss all things social security. 

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Today on the podcast David is joined by Jay Pestrichelli, Co-Founder and CEO of ZEGA Financial. In this episode, we discuss the importance of hedging your investment portfolio, how the market is changing, and how to address concentrated stock risk. 

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Today Matt, Mike, and David discuss the pros and cons of rolling over your 401(k). 

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Today on the Mach 1 Market moment Mike and David discuss the dangers of phishing. 

Report a phishing email here: reportphishing@apwg.org

Report a phishing text here: 7726

Report also to the Federal Trade Commission here: https://reportfraud.ftc.gov/#/ 

If you believe your information has been compromised, go to https://www.identitytheft.gov/#/ 

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We are excited to welcome Dr. Nick Floyd to the podcast this week! Nick is the Senior Pastor of Cross Church Northwest Arkansas. Today we dive into how our faith and our finances are connected, and we learn more about how to be good stewards of all that God has given us. 

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Today on the Mach 1 Market Moment we are joined by local history teacher David Chapman. We discuss the history of money and the types of societies that deal with money such as communism, fascism, capitalism, and more! 

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Today's episode is part 3 of our Meet the Advisors series! Today we sit down with our VP and Financial Advisor Mike Frost to discuss generosity, grandkids, and getting out of debt. 

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This is part 2 of our Meet the Advisors series. In today's episode we sit down with our Senior VP and Financial Advisor Matt Walters. We discuss his experience as a collegiate athlete, how his background has impacted his approach to finances, and some sound advice from his dad. 

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Today on the podcast our Founder & CEO David Lee is flying solo! We talk all things flying, finance, family, and more on this episode of the Mach 1 Market Moment. 

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Today David and Matt will be discussing current events regarding interest rates, child tax credits, cryptocurrency, and more! 

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Today we will be discussing alternative investment options including real estate investment trusts. 

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Today we are discussing where to stash cash and how to keep it safe. 

Mach-1 Financial Group, Inc. (“Mach-1”) is an SEC Registered Investment Adviser located in Bentonville, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. For full disclosures please see https:// mach-1financial dot com /disclosures/

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Today we are discussing all about inflation & what you might want to do about it.

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Today we are discussing how all of the above relate to your estate tax on inheritances.

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Today we are discussing all the items that you should consider planning for, thinking about and praying about that are not related to your finances during retirement. 

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Today we are following up from last weeks episode and discussing a few more of the most common risks that you may want to be aware of when investing. 

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Today we are discussing some of the most common risks that you may want to be aware of when investing. 

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Today we are talking about "what happens in the event of death" on your finances. 

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Today we are discussing capital gains taxes, the step up basis, and the potential impact on inflation.

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Today we are discussing where the current market may be headed.  

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Today we discuss the 1.9 trillion dollar stimulus package. We talk about what is in it, what is not in it & what is in it for you.

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Today we will be discussing what things look like, post-pandemic. We start by discussing where we've been and where we've come from. 

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Today on the podcast we are going to be talking about credit scores. Why you would want to do anything with it, how to find your credit score and key information on what a credit score actually is. 

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Today we discuss some of the statistics, who is at risk, and ways that you can prevent identity theft.

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Today we are discussing what the new tax plan may entail and the proposed changes. 

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Today we are doing a review of podcast #31 - "Goal Setting". Where are you at on your 2021 goals?

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Today on the podcast we discuss donor advised funds, as well as talk about 'what's been doing on with GameStop stock'? 

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Today we are discussing Charitable Remainder Trusts. What are CRT's and what benefits might there be?

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Today on the podcast, we discuss what the cryptocurrency bitcoin is. Should you invest in it and how can you use it?

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Today on the podcast we are talking about current events and 'what's in the news'.

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Today we are discussing goals or resolutions that you may want to think about incorporating in your plan for 2021.

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Today we talking with a Susan Goss, a Licensed Professional Counselor & Marriage and Family Therapist about Mental Health & the holidays. 

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Today we are discussing topics that you may or may not want to discuss with your loved ones when you get together for the holidays. 

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Today on the podcast we discuss what you should consider getting accomplished before the end of the year. 

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Today we are talking about Health Savings Accounts (HSA). We discuss what an HSA is, what the benefits are & how you can utilize it. 

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Today we are given an update by Dr. Stephen Goss, MD of Mercy Northwest Arkansas in regards to the current pandemic. 

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Today we discuss the Mach 1 Retirement Flight Plan and the 4 steps to help you feel confident in your financial future. 

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Today we have a special guest on the show - Mayor Peter Christie of Bella Vista - giving an update on the city, how it has done throughout this pandemic & talking us through the plans for the future. 

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Today we discuss everything you’ll ever want to know about Medicare. Your options, things to look out for & much more with Will Corporon from Corporon Insurance & Financial Services. 

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Today we discuss mortgages - refinances, home equity loans, reverse mortgages & everything in between with podcast guest, Chad Hartsfield - Branch Manager of Rock Mortgage. 

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Today we will be discussing life insurance. Who needs it, how much they may need, & what type they may need.

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Today on the podcast we discussion the details and benefits of everything ‘Roth’ & if it may be right for you. 

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Today we have a special guest - a local CPA - that helps answer the most common tax questions asked - and the mistakes that often come up when someone does taxes themselves.  

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Today we are talking about market volatility & recent market events. 

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Today's podcast is all about the current real estate market, specifically in NW Arkansas.

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Today's podcast is for all the moms. We have Kelly Stamps from Kelly's Korner Blog as our guest as we discuss ways moms can financially plan for the future.

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Today's podcast is for parents of future bound college students and the importance of money management.  

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We are reviewing a variety of current topics and events on the podcast today.

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We understand that there is a lot of concern about “what’s going to happen next”, so we go over what you should do, if this has happened to you.

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Today we have a legal expert - Lisa Kelley Gibbs -  as a guest. She discusses wills, trusts, contracts & mediation with us. 

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Today we discuss 401(k)’s, 403(b)’s, as well as 457 plans & if they still make sense.

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Today we have a guest on our podcast from Zega Financial - Jay Pestrichelli. We discuss options - what are they and how they are used?

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Today we answer the most frequently asked questions that we get asked regarding Social Security, and share our opinions.

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Today we are going to discuss the pros and cons of Roth IRA's & Roth 401(k)'s. 

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Today we are discussing what to do if you come across a lump sum of money. Whether you've just won the lottery, gained some inheritance, sold a property or received a pension - we get this question a lot so we thought we'd discuss it. 

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Today we are discussing current events. What is going on in the world today & what does that mean moving forward from an investment standpoint?

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Today we have a friend of ours, Wayne Ferbert from Alpha DNA, on the show explaining investing while using artificial intelligence. 

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Last week we talked about Modern Portfolio Theory and it touched on 'asset allocation'. Today we are going to dive in a bit more & define what 'asset allocation' is, as well as give some examples. 

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Today we talk about the traditional solution for investing - the 'Modern Portfolio Theory'. We discuss what ‘Modern Portfolio Theory’ is & if it's still relevant today. 

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What does 'financial planning' mean & should you have a financial plan? We discuss how important it is to have a plan, prior to investing, and how we can help. 

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Today we are talking about changes to our podcast format and what to expect moving forward. 

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Some people are clinging to certain ideas that give them a sense of false hope about their retirement. Let's see if there might be faulty thinking that makes us classify these thoughts as “fool’s gold”

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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Which one is better for me? What are the pros and cons? Should I do a conversion? We spend a few minutes this week on the great debate of Traditional versus Roth IRAs.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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It is a fact of life we all must deal with at some point and it's never easy. However, having a plan in place and being prepared on the financial side can somewhat ease the stress during this time. We talk about some of the things to consider and the effects on your retirement plans when dealing with the death of a spouse.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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Today we will answer a few email questions that have come in from our listeners. We go over if you should get rid of an old life insurance policy, the withdrawal rate of an IRA, and the tax implications of stocks, annuities, and IRAs.  

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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Sometimes events happen in life that make it really important for you to carefully assess your financial situation. We will name a few events that can occur and why it's important to double check your financial plan after these situations take place.  

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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Mach 1 recently held an event that featured former governor of Arkansas, Mike Huckabee. David gives us a run down of the main talking points and how timely the event was given all of the recent volatility of the market. 

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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Most of us have very little experience with inheritances. Would you even know what steps to take after receiving money, or property? Today we’ll identify the mistakes people make when preparing an estate plan and what you should do if you receive an inheritance.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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How often do advisors see certain situations? Are you alone in your questions or are they common scenarios? Matt will speak from his experience and tell us how frequently he has observed these circumstances throughout his career.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans. Part of this discussion will also include the SECURE Act and how it may affect your retirement plan moving forward.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. David will take a look at a few of these assets and discuss why it is important to not overlook them.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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We discuss some of the big ticket items our country is facing in 2020 and what if any impact it may have on our financial situations.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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We take time on this week's podcast to answer questions from our listeners that we have received from our mailbag.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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Since it is the holiday season, our topic for today's show revolves around financial stocking stuffers. Mike will be given different investments and decide if it should go to people who have been on the naughty, or nice list.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10-year period.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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The next market crash is, well, inevitable. So if there's no way to avoid it, how can we keep from making costly mistakes? Mike will give us the details on how you can best plan for market crash survival.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even good savers can make.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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We dedicate this week's podcast to questions from our listeners that we have received from our mailbag.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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On today's show, we talk about financial statements people make that often do not turn out well. Mike will be breaking down these statements and offer his suggestions on what might be a better option.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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If life insurance becomes part of your retirement plan, you need to make sure you’re able to cash in on a claim should the situation arise. Unfortunately, people make mistakes that end up preventing that from happening. We’ll tell you about those and what you can do to keep that from happening.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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“Financial Security” might mean different things to different people, but for nearly everyone, making sure that they achieve their own definition of security is the most important part of their retirement plan. So, how do you define financial security? On today’s show, we’ll cover some of the popular responses we hear from clients during the planning process.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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"Safe money" is a phrase that is often used in the financial world, especially with the uncertainty of the stock market today. There are a lot of misconceptions around this topic, so Mike will break down this term and discuss his experience with "safe money."

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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When it comes to collecting Social Security benefits, there are a handful of factors to consider before taking the leap. Mike will walk us through some of the most commonly asked questions, as well as few you may not have thought to ask.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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This week we take a look at a few great quotes from past presidents. Mike will walk us through how these quotes can correlate to our finances.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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The reality of retirement has vastly changed even compared to just a decade ago. It is important to understand the present realities of retirement, good and bad, so you can plan accordingly to be successful.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings...

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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Everybody wants to feel informed about their options when they’re making financial decisions. Let’s discuss the ways that people inform themselves.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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Most people have a junk drawer at home. It usually contains things like rubber bands, clothespins, highlighters, glue sticks, a tape measure, a label maker, and a pair of scissors. But most people have a financial junk drawer too. Let’s talk about some of the things that end up there and how they might be put to better use.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

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We get a lot of questions from listeners wanting to know how they can determine when it will be “safe” for them to retire. Mike will walk us through some of the key factors that help a person define exactly when they can indeed pull that retirement lever.

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A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions. For example, instead of asking how much money you need to save to retire, it'd be better to ask how much income you'll need. Listen to today's show to find out more about how to ask better financial questions.

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Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where Mike Frost's opinions stand on issues like insurance, mutual funds & annuities. And we’ll try to explain why there are so many different opinions on these concepts.

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In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t.

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This week, David dives into the mailbag as week answer a handful of listener questions. Find out how you might handle credit card debt accrued by an ex-spouse, whether you should consider REIT buyout offers, and what alternative retirement savings vehicles you should think about investing in as you near retirement.

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Retiring early sounds like a wonderful idea, but it brings with it a handful of unique planning challenges. Matt discusses the steps that you should take if you're considering retiring early, and how you can know if it's a realistic possibility for you.

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A lot of investors (and quite frankly a lot of advisors) fall victim to fuzzy math when it comes to their retirement planning. Let’s explore some of the areas where someone might be employing fuzzy math.

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There’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?

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Hopefully your famous last words in life won't be "Hey y'all, watch this!" And in the financial world, there's quite a few phrases that you don't want to be your famous last words either...

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Some of retirement planning's most important questions seem so simple at first. They can be asked in just a few words and give the impression that the answers are a simple "yes" or "no". But it's tricky because many of these questions can be overwhelming to answer. Let's cover some of the important retirement questions that are harder to answer than you think.

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For some people, the biggest problem with their financial planning isn't that they make the wrong decisions. It's that they often fail to make decisions at all. But sometimes you just have to fish or cut bait. Decide and move forward. Let's discuss some of the things that can cause the decision-making process to stall and how you can get unstuck.

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On this episode, Arnold has a question about how Stretch IRAs work, and how Congressional changes might affect them in the near future. Michelle is looking for advice about marrying someone who has accrued a significant amount of debt. And finally, Vera wants to know what down market strategies to look into for both her and her son if the market were to take a dive.

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We'll dive into some listener questions with Kyle this week on the mailbag edition of the podcast. Jeff is curious about retiring early at 55, and Harriet has recently inherited a rental property that she's not sure she wants to keep. To finish out the episode, we'll go over some tips on preparing for summer vacation that might also apply to retirement planning.

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A lot has been happening in the news, so we're going spend some time with Kyle analyzing recent headlines. We'll look into a rumored partnership between Kohl's and Planet Fitness, as well as the multitude of upcoming movie releases by Disney. And finally, we'll discuss the possible implications of McDonald's discontinuing their lobbying efforts against minimum wage increases.

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This week, we dive into a handful of listener questions. Is it necessary to work with a financial advisor if you've got a pension? What should you consider when approaching retirement if you have a large amount of assets tied up in real estate? Tune in to hear Matt's thoughts.

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We get a lot of questions from listeners wanting to know how they can determine when it will be “safe” for them to retire. Let’s look at some of the key factors that help a person define what “safe” means and when they can indeed pull that retirement lever.

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This week, we'll find out what you can do if you've gathered a handful of 401(k)s from previous jobs and you're looking to consolidate them into a more simplified and effective financial plan. We'll also dive into a mailbag question about how to handle a large cash settlement from an auto accident.

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In many areas of our culture, the do-it-yourself mentality is really popular. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design, and how to do those things without professional help. Let’s talk about what the DIY mentality looks like in retirement planning.

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You know that you're likely to receive an inheritance from a parent or relative, and it will likely go a long way towards helping you save towards retirement. But how should you take that future inheritance into consideration in regards to your overall retirement plan?

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Many people are unaware that when they retire, up to 85% of their social security benefits can actually become taxable. But how exactly how much will be taxed and what can we do minimize these potential losses?

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How can someone with a strong financial background and a confident, do-it-yourself attitude benefit from a financial advisor? Sometimes it's hard to back away and let someone else take over even when you'd rather free up your time for other things. Kyle discusses some of his own personal experiences with that question.

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What options do you have if you've already put the maximum amount into your Roth IRA for the year? Or worse, what happens if you've contributed too much? Tune in this week to find out.

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Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great understanding of how their risk tolerance truly impacts their financial and retirement plans. Let’s fix that and give you the 411 on risk tolerance.

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What are your options for continuing to save for retirement if you've maxed out your 401(k) contributions? Kyle will give you some helpful tips on this week's mailbag episode.

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Kyle tackles a listener question about the pros and cons of paying off the house versus continuing to get a tax deduction.

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It’s great that people are living longer and longer, but how can you be sure that your retirement plan is built to last as long as you do? Matt discusses the financial impact of a longer life expectancy.

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Matt answers listener questions about holding onto an old life insurance policy, securing your investments in your final working years, and more.

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Not everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion…

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David examines recent financial headlines on fiscal responsibility, IRA contribution limits, and a Forbes article on the world's richest one percent.

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Bailey writes in with a question on whether to protect her money or get more growth from the stock market. Kyle weighs in with his expertise.

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We had a listener to write in saying his wife's health had forced her into an early retirement. Kyle helps us to understand how to prepare when an unexpected retirement arises.

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Seattle implemented a “soda tax” at the beginning of the year and so far it’s brought in $10 million in revenue. Kyle shares his thoughts on how that might affect people's buying habits and even your own financial life.

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Most people think that a financial advisor’s primary job is picking investments. That’s only a small part of it. The reality is that the primary job is solving problems. Let’s look at some situations that have happened over the years where the financial planning became less about picking investments and more about solving problems.

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To close out the year, we're bringing back some of our favorite episodes from 2018!

We'll take your listener questions on how to invest an inheritance and what to do if your money isn't earning interest.

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To close out the year, we're bringing back some of our favorite episodes from 2018!

If you only knew… As financial professionals, there are things that we wish everyone knew and understood. On this podcast, with David Lee of Mach 1 Financial Group, we’ll explore how a financial advisor’s job would be different, and easier, if everybody understood at least four things.

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To close out the year, we're bringing back some of our favorite episodes from 2018!

Are you lined up for a big bonus from work this year? Have you thought about what you'll do with that bonus? If you're thinking about purchasing a car or another material item, you might want to think about it some more. On this week's podcast, Kyle Alexander takes us through a fantastic illustration of what would happen if you spent that bonus on, for example, a Miata. And then we'll look at what would happen if you utilized those dollars a little differently. The results might surprise you. 

For the "Can You Buy More Time To Enjoy Retirement?" White Paper, click here

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We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.

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Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions you might come up with…

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We'll open up the mailbag this week to answer your questions about small business taxes, working with fee-only advisors & seeing if you're financial plan is too short-sighted.

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We often have a lot of unrealistic expectations about retirement. And there’s nothing wrong with that if we reel ourselves back toward reality before making major decisions. Let’s talk about some of the ways our retirement expectations get out of whack and what more realistic scenarios should look like.

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Some great questions this week about things to think about if you're looking to retire in your 50s instead of your 60s, how much to plan to pay in nursing home care, and what David Lee thinks about using insurance as an investment.

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Join us as we feature your questions on short-term investing, self-directed IRAs, and rental properties.

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Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation.

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Oscar turned 50 and wants to know whether it's a good idea to start contributing more to his IRA account.

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Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds & annuities. And we’ll try to answer why there are so many different opinions on these concepts.

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David tells us about a time when somebody said to him, “If only I’d met you sooner!”

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Matt joins us and answers your questions on tax planning, market volatility, and the retirement planning process.

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It’s important to be able to recognize the difference between an advisor who actually has a planning process and one who just gives sales pitches all day. Let’s go over how you can identify the difference.

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We unpack a listener question about the fiduciary standard and explain why it's important you look for an advisor who will fight for your best interest.

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We'll take your listener questions on how to invest an inheritance and what to do if your money isn't earning interest.

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A lot of investors (and quite frankly a lot of advisors) fall victim to fuzzy math when it comes to their retirement planning. Let’s explore some of the areas where someone might be employing fuzzy math.

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David shares with us his thoughts on the future of Medicare and Social Security. He'll also tell us a story about a time he was able to help a client retire early.

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Mission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out whether you’re effectively putting your money to work for you.

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On this episode of the Mach 1 Market Moment Podcast, we'll be answering your questions about early retirement, small business taxes, and whether a certain financial mentality is short-sighted.

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Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions you might come up with…

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We'll answer your questions about long term care coverage, using life insurance as an investment, and whether fee-only advisors are the best ones.

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Matt Walters joins the podcast this week to answer email questions from Hank and Daniel. Hank wants to know if all his money should be going into Roth accounts in order to avoid taxes down the road. Brent is wondering if his brother-in-law's advice about the market being overvalued is accurate. We'll see what Matt thinks about those questions on today's edition of the Mach 1 Market Moment.

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Be careful of making assumptions about certain areas of retirement planning before you really know the facts. Some of these assumptions could be correct, but they could just as likely be wrong…

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We've got another great batch of listener questions on the Mach 1 Market Moment Podcast. Saul asks an intriguing question about office building real estate. Marie is wondering if there is such a thing as too much life insurance. Later, we'll also get questions from Daniel and Samantha about inflation and feeling empowered to enjoy retirement. Hear David Lee's answers and more on today's episode.

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Join us as we feature your listener questions on being laid off, analyzing your risk score, and avoiding plain old bad advice. Also, you'll be able to meet Matt, the newest addition to the Mach 1 team.

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Your eyes will probably widen when you see that headline about college students using portions of their financial aid to invest in bitcoin. You might have also seen President Trump attack Amazon on Twitter recently. We’ll see what kind of impact that might have on Amazon’s future. Should you dump your Amazon stock? What does behavior like that tell us about the market and our own investments? And finally, we’ve had a deep debate recently in the US about privacy. What does your financial advisor do to keep you safe? We’ll find out.

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Some advice just makes good sense. But sometimes the guidance we get doesn’t align with our expectations. That’s not necessarily a bad thing. Unexpected advice can be helpful, especially in getting us to "think outside the box." David Lee will talk about some of the counterintuitive financial advice you may, or may not, receive.

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We often talk about the importance of not leaving a 401k with your old company after you no longer work there. Let’s explore some of the benefits of a 401k rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider.

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No matter how old your kids get, there’s a good chance they’ll still play some sort of role in your financial plan. Let’s talk about some of the common scenarios we see where children somehow come into play during the retirement planning process.

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The news has been really slow recently, hasn’t it? Just kidding. We’ve seen the market react to all sorts of news. Fears of a trade war, Facebook in the headlines and further developments in the Mueller investigation have all force market movement. We’ll explore what you should take away from these market hiccups. We’ll also look at why the dollar is losing value and if it’s a bad thing for investors going forward. And is raising the minimum wage a good thing? We’ll explore that question and more as we look “in the news” on this week’s podcast.

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We'll take your listener questions on downsizing, working with large financial companies, and preparing for the impact of recent tax changes on your retirement.

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They say these days that there’s a holiday of every day of the year. It’s kind of true. In fact, the month of April, for example, is home to Bowel Cancer Awareness Month, Fresh Florida Tomato Month, Fresh Celery Month, Multiple Birth Awareness Month and National Soft Pretzel Month (sorry hard pretzels, you guys have to wait until the overall National Pretzel Month in October). What does all this have to with finances? Well, April is also National Distracted Driving Awareness Month, which gave us the idea to discuss some of things that distract us financially. And since every single other thing in existence gets a holiday, we’ll make up our own to discuss on this week’s podcast. It’s National Distracted Investor Awareness Month. We’ll reveal the distractions that often peel our attention away from being good investors and savers and give you tips on how to stay on track.

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If you only knew… As financial professionals, there are things that we wish everyone knew and understood. On this podcast, with David Lee of Mach 1 Financial Group, we’ll explore how a financial advisor’s job would be different, and easier, if everybody understood at least four things.

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We’re not trying to be mean at all, but it’s a good idea to be blunt when it comes to this topic. You see, retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. On this podcast, let’s explore why people make things harder than they need to be and what we can all do to keep the process simpler and easier to understand.

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You probably have a specific routine for how you like to go grocery shopping. Some of us are list-makers, others kind of wing it. Some put everything neatly in the cart while you might be one of those folks who just tosses it all into a big pile. Let’s discuss how retirement is a lot like shopping for groceries.

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We've got another round of listener questions to answer. These ones will be about planning for world events and saving to pay for college.

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Are you lined up for a big bonus from work this year? Have you thought about what you'll do with that bonus? If you're thinking about purchasing a car or another material item, you might want to think about it some more. On this week's podcast, Kyle Alexander takes us through a fantastic illustration of what would happen if you spent that bonus on, for example, a Miata. And then we'll look at what would happen if you utilized those dollars a little differently. The results might surprise you. 

For the "Can You Buy More Time To Enjoy Retirement?" White Paper, click here

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It's that time again on the Mach 1 Market Moment Podcast where we crack open the mailbag to answer questions from listeners like you. In this edition, let's discuss the recent tax code changes, and more.

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You know it’s not a good thing to lie to yourself in any aspect of life. So, let’s “keep it real” and go over some of the common financial lies we tell ourselves and explore why it’s dangerous to approach retirement planning with these mindsets.

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Several companies have announced employee bonuses and increases in their company-wide minimum wage because of the new tax reform. Find out how those bonuses could affect you.

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Very often, we hear people try to make excuses or explain away some of their questionable financial decisions. Let’s talk about why these excuses usually don’t hold water.

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We continue our discussion on the stressors that are unique to retirement, and how to handle them.

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Life changes when you enter retirement. Let's examine some potential stressors of retirement and how to deal with them.

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In this mailbag edition of the podcast, Kyle answers questions about risk tolerance, who needs an advisor during retirement planning, and more.

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Kyle Alexander gives us all the details of the new changes to the United States federal tax code.

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We continue our discussion on facing reality in retirement planning.

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It's time to face reality when it comes to the nuances of retirement planning.

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We continue answering listener questions, this time concerning 401(k) contributions and vetting a potential advisor.

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We answer listener questions about Roth IRAs.

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There is a lot of information out there about Social Security. Find out which information may be misleading.

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Make the most out of your retirement by seeing the positives of your situation.

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Let's go on a fishing trip together and talk about your retirement.

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Conventional wisdom isn't always so wise. We'll continue our conversation with some more examples from the financial world where you might not want to follow the "conventional wisdom".

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Conventional wisdom isn't always so wise. We'll tackle some examples of that in the financial world.

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The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10 year period.

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David Lee gives his thoughts on the possibility of a stock market crash happening in the near future.

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Discover the connection between flying and your retirement plan.

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In this episode, we answer listener questions about investing and retirement planning.

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We help you determine how prepared you are for retirement.

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Learn how to organize and utilize your financial junk drawer.

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Learn about the new realities of retirement planning.

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David Lee gives you the straight skinny on safe money. 

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Discover and examine the pain points you might encounter as you plan for retirement. 

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We take our best shot at a popular question, "When Can I retire?"

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We'll take your listener questions on life insurance and interest rates. 

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While it's important to take a pragmatic approach to retirement planning, you should never ignore your feelings. Let's examine some of the emotions finances bring about. 

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We'll go over some of the hidden expenses you might incur during retirement and planning. 

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We'll take some time to answer your questions. 

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We'll discuss some of Kyle's talents outside of financial planning. 

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We'll get to know David a little more and find out what he's most proud of.

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We'll talk about the myth of needing to shift from stocks to bonds once you retire.

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We'll continue our series on retirement planning myths and discuss why dense financial plans might not actually be better for your financial health. 

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We're starting a three-part series that will address popular retirement planning myths. In this addition of the podcast, we'll discuss why you can't actually live off of your interest alone. 

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We'll take your listener questions and discuss whether to take an early retirement package.

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We'll discuss market corrections and the different ways investors react to them. 

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We'll examine the ways stress can affect your retirement and how to approach its impact.

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We'll talk about the little white (financial) lies that can get you in trouble if you're not careful. 

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We'll learn whether David has an optimistic or pessimistic outlook on pressing financial matters. 

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We'll answer some 401(k) questions from listeners like you. 

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We want to make sure you're putting your money to work. We'll also talk about the dangers of having what we call "Lazy Money." 

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Back in the "glory days," it was much easier to retire. Today, it's a little more tricky. We'll talk about some strategies that can make retirement easier.

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We'll take your email questions on interest rates, reverse mortgages, and more. 

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When it comes to retirement planning, there can be several elephants in the room. We'll talk about how a good financial plan addresses these elephants.

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Have you made financial mistakes in the past? On this edition of the show, we'll continue talking about strategies that can help you bounce back from those mistakes.

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Have you made financial mistakes in the past? On this edition of the show, we'll talk about strategies to help you bounce back from those mistakes.

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On this edition of the show, we'll answer your listener questions about home equity lines, interest rates, and the importance of life insurance.

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A 401(k) is a useful tool for helping you plan for retirement. However, it isn't always right for you. We'll discuss why that is and whether you should be using a different investment vehicle. 

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Marriage isn't easy, and when it comes to financial matters, you and your spouse are bound to disagree at times. On this week's podcast, we'll discuss how to navigate financial conflict as it arises. 

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When preparing to take off for your retirement, be sure you've gone through your financial pre-flight checklist. Otherwise, you could end up financially grounded. 

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In football, it's easy to see that good coaches have an enormous impact on their team's success. On this edition of the show, we'll talk about the importance of having a good financial coach on your retirement planning "team".

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In football, when teams get into the "Red Zone" they really want to limit their mistakes. Why? Because they're close to a touchdown. It's similar to when you enter the "Financial Red Zone", when you get within 10 years of retirement. You want to limit your mistakes in this time frame. On this episode we'll cover the details of why this timeframe is so important.

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It's the end of the 4th Quarter, and you're running out the clock. All you need to do is take a knee. Anything else could cost your team a win. Today we'll show you how to execute the proper victory formation in your retirement portfolio. 

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It's time for the Big Game, and we're not talking about the Super Bowl. On this edition of the podcast, we're working to coach you toward a winning retirement. We'll show you the importance of an effective Hurry Up Offense as it relates to your financial plan. 

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Going through a divorce can be an incredibly difficult time, and it leaves you with many sensitive issues to address. It's important to think through the financial implications a divorce might have on your retirement plan. We'll talk through some of the questions you should be asking if faced with this situation. 

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After a career spent building up your 401(k), you don't want to see it threatened by taxes. This week, we'll talk about the importance of 401(k) rollovers. 

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The time to start your retirement plan is now. On this edition of the Mach 1 Market Moment Podcast, we'll discuss the dangers of procrastination as you prepare to retire. 

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Answering some of your questions on this addition of the podcast, including a question about finding the most tax efficient order to withdraw funds from your retirement accounts.

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When planning for retirement, there are many financial questions that leave most people guessing. We'll discuss some of these questions and try to leave you with a better answer than a guess. 

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Different investment accounts can be useful tools in your retirement plan, but you need to consider how they will be taxed. In this podcast, we'll outline some of the tax consequences different financial accounts carry. 

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Do you ever feel like you waited too long before you started planning for retirement? Don't worry, it's not too late to invest in your financial future. On today's podcast, Mach 1 COO Kyle Alexander talks about what you can do to jumpstart your retirement plan if you're a financial late bloomer. 

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Eating a cheeseburger is suitable nourishment, but if you want to stay healthy, consuming greasy foods probably isn't in your best interest. On today's podcast, Mach 1 CEO David Lee explains why your advisor should always be looking out for your financial well-being. He'll explain the importance of the Fiduciary Standard. 

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Mach 1 CEO David Lee expands on common mistakes couples make in planning for retirement. It’s important to allocate extra time to plan and save while coordinating the strategies used by your individual retirement accounts. He also answers a listener question about grading the performance of your current financial adviser.

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Mach 1 CEO David Lee answers a listener’s question about required distributions and discusses ways to maximize pension benefits. He also speaks on how to coordinate your social security claiming strategies with your spouse.

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You can always pick out the bad guy in your favorite movies, but financial villains aren’t as easy to identify. Mach 1 COO Kyle Alexander talks about the nefarious malefactors (financial tools) of the financial world and how to use your financial forces for good.

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How  to implement a Roth IRA even if you have a higher income that does not allow for direct Roth IRA contributions. Featured Guest: Mach 1 COO, Kyle Alexander.