NEWS & INSIGHTS

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.

A retrospective analysis of global stock market performance during the fourth quarter of 2024.

The only constant is change, which is why it's so important to keep you plan up to date. In this post, we provide a guideline for how often you should review your estate strategy and explore some important life changes that should prompt an immediate review.

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.

Understanding dividend yields, including what they are and how they are calculated, is key to understanding how and when to incorporate them into your portfolio strategy.

In this recap episode of Analog Advisor, hosts Wes Brown and Dr. Sonya Lutter explore two of their most recent episodes with financial psychologist Dr. Daniel Crosby and Money Habitudes expert Cara Macksound.

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.

Co-hosts Sonya and Wes share a special conversation about grief, loss, and resiliency, and Sonya shares a vulnerable part of her story. Together, they explore the impact of loss, and Sonya shares how she has made the conscious decision to work through her grief in a way that honors how it has impacted her, while not defining who she is. She further provides practical and tangible ways to come alongside our loved ones in grief.

Today’s guest, Cara Macksound, CEO of Money Habitudes, has built a career out of helping people understand the psychology of money to empower them to manage their financial well-being. Join us for a fascinating conversation that explores the context and lenses through which we view money and how it impacts our relationship to risk, money, and the people in our lives.

Dr. Nathan Harness, Professor and Director of Financial Planning at Texas A&M, joins Wes Brown and Dr. Sonya Lutter today to share his remarkable story. He highlights the significance of living with intentionality, gratitude, and purpose and the role of empathy and resilience in shaping his character and teaching. Join us for this inspiring conversation that invites us to see the best in humanity and ourselves.