The BASH: Recent Episodes
Matthew Bagell
Join Matthew Bagell, CPA and Scott A. Shaw, CFA®, CFP® on The BASH, where they bring the analyst and the planner to the table to discuss relevant financial topics.
In this special episode of The BASH, Matt and Scott are sharing their all-time favorite investment books, podcasts, movies, and TV shows.
In this exciting episode of The BASH, Matt and Scott delve into the market performance, when to take social security, offer insights on the upcoming election, and analyze economic charts.
On this episode of The BASH, Matt and Scott discuss the Santa Rally, Roth Conversions, the Magnificent 7 and Student Loans.
Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.
On this episode of The BASH, Matt and Scott discuss the 2023 market, credit downgrades, the 60/40 investor, and client emails.
On this episode of The BASH, Matt and Scott discuss the debt ceiling, the S&P 500, Artificial Intelligence and if we are in a Bull Market.
On this episode of The BASH, Matt and Scott discuss if we are on the brink of a financial crisis, play the game “Make The Case”, explain the chart and conversations regarding buying or selling a home.
Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
On this episode of The BASH, Matt and Scott discuss the 2023 outlook, ETFs, Growth vs Value, and the Secure Act 2.0.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
On this episode of the BASH from November 2022, Matt and Scott will tackle the recent Fed Meeting, tax harvesting, the midterm elections, and cash reserves.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
On this episode of The BASH from September 2022, Scott and Matt will discuss what happened at Jackson Hole this summer, Rebalancing, Opportunity and play a new game- make the case!
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
On this episode of The BASH from July 2022, Matt and Scott discuss Inflation, Target Date Funds, The 60/40 Investment Strategy and the Housing Market.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
On this episode of The BASH from May 2022, Scott and Matt go over Market Turmoil, Dollar Cost Averaging, and Bonds.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
On this episode of The BASH from April 2022, Matt and Scott tackle the Stock Market, 401K's, Interest Rate Hikes and Tax Season.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
On this episode of The BASH from March 2022, Scott and Matt will discuss Volatility, Financial Wellness, Active vs Passive Investing and answer more questions from our viewers.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
On this episode of The BASH from January 2022, Matt and Scott will discuss inflation, IRA's, Warren Buffet and answer a couple of emails from our viewers.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
On this episode of the BASH, Matt and Scott will tackle what happened at Jackson Hole, rebalancing as a strategy, potential investment opportunities, and they play a game called, “Make the Case!”
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
Asset allocation does not ensure a profit or protect against a loss.
Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
Certain dividend payments are not guaranteed and may be reduced or eliminated at any time by the company.