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NEWS & INSIGHTS


Tariffs, Taxes, and To Do's Thumbnail

Tariffs, Taxes, and To Do's

Historically, the first year of a president's term has been a fairly average one for the stock market. In his 2016 market analysis, Lee Bohl found that the first year of a presidential term yielded an average return of 6.7% from 1933 to 2015. This is modest compared to the third year of a president's term which historically has earned the highest return at 13.5%, but signifcant compared to the second-year average return of 3.3%. However, averages do not tell the whole story.

Taxes Investing Behavioral Planning
Analog Advisor Podcast, Season 3 Episode 23: The Differentiating Factors of a Sound Wealth Advisor with Matt Sommer Thumbnail

Analog Advisor Podcast, Season 3 Episode 23: The Differentiating Factors of a Sound Wealth Advisor with Matt Sommer

Co-hosts Wes Brown and Dr. Sonya Lutter talk with Matt Sommer, Head of Specialist Consulting Group at Janus Henderson Investors, to explore the role of advisors in the year 2024. Through this enlightening conversation, Matt shares several findings from his recent research: 85% of all investors desire more financial education, life expectancy is correlated to wealth, and 70% of investors admit to making mistakes due to emotions.

Behavioral Family Values Planning
Analog Advisor Podcast, Season 3 Episode 21: Where Money Intersects with Meaning with Dr. Daniel Crosby Thumbnail

Analog Advisor Podcast, Season 3 Episode 21: Where Money Intersects with Meaning with Dr. Daniel Crosby

Where money intersects with meaning, you’ll find psychologist, behavioral finance expert, podcaster, and author of the new book Soul of Wealth, 50 Reflections on Money and Meaning, Dr. Daniel Crosby. In this fascinating and illuminating conversation, Daniel joins Wes and Sonya to dissect how our behaviors and understanding of money can open a pathway to the things that really matter.

Investing Behavioral Values Planning