Tag Archives: Interest Rates

2024 Mid-Year Report – Part 1 (Ep 52)

July 24, 2024Economy#Money, #PersonalFinance, #Podcast, #YourFinancialAdvocate, Advocate Wealth Solutions, AI, CERTIFIED FINANCIAL PLANNER®, DuPont Wealth Solutions, economic indicator, Economy, elections, finance, Finances, financial advocate, financial planning, financial services, Greg DuPont, inflation, Interest Rates, Investing, market indicator, Market performance, market trends, Markets, mid year report, Personal Finance, s&p 500, state of the market, Stock market, Your Financial Advocateyourfinancialadvocate

In this episode of Your Financial Advocate, Greg DuPont, founder of Advocate Wealth Solutions, presents the first part of a mid-year market report for 2024. He unpacks what happened in the market during the first half of the year, including the key trends and events.

Tune into Episode 52 and you will learn:

Why the S&P 500 isn’t the only market indicator you should be paying attention to
How inflation and interest rate changes have impacted the market this year
How negative and positive economic indicators could predict what happens in 2025
The role of consumer sentiment in driving market trends
The impact of AI mentions in quarterly earnings calls and stock valuations
How the upcoming November election may affect the market

Don’t miss our next episode where we uncover economic predictions for the second half of 2024 and beyond!

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Lessons in Mutual Funds and Investments with John McConnell (Ep. 24)

March 23, 2022Uncategorized#Podcast, Advisors, Bonds, ETFs, financial planning, Insurance, Interest Rates, Mutual funds, Personal Finance, Retirement, Your Financial Advocateyourfinancialadvocate

Throughout the pandemic, you probably heard it countless times: “The days of living off of one job are over.” You must invest your money into either stock, bonds or mutual funds, so your money can make money.

The next thought that takes over your mind may be, “why would I invest my money into something that I know nothing about? What if I invest $1000 in a mutual fund and the company goes bankrupt?”

In this episode, Greg DuPont is joined again by guest John McConnell, founder of McConnell Financial. This time around, they’re taking a break from discussing bonds and have now pivoted to discussing mutual funds and investments.

Greg & John discusses:

What a REIT (Real Estate Investment Trust) is
How Floating Rate Funds work
Why insurance companies are the safest place to invest money
And more!

Resources:

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About our guest:

John is passionate about sharing the truth around retirement planning. He started his career at Morgan Stanley and progressed into a long-term care and disability brokerage firm. He was later recruited by MetLife as one of six product specialists throughout the country. John was then sought out by one of the country’s largest distributors of retirement solutions before returning to his true calling of helping retirees navigate this unusual time that we now live in.

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The Conundrum of Stocks and Bonds with John McConnell (Ep. 23)

March 9, 2022Finance, Financial, Retirement, Taxes#Podcast, Advisors, Bonds, ETFs, financial planning, Insurance, Interest Rates, Mutual funds, Personal Finance, Retirement, Your Financial Advocateyourfinancialadvocate

The conversation around bonds may be a new discussion for many individuals.

However, it’s important to understand what they are, their role in your portfolio and what you can expect from bonds in the future.

In this episode, Greg DuPont is joined by guest John McConnell, founder of McConnell Financial. With the rise in interest rates, you may start to see the cost of bonds decreasing. Especially if you are retiring soon, find out if you should consider these investments, or whether you should continue your investments in bonds.

Greg and John discuss:

Why the feds are raising interest rates
Bond funds vs. bond ETFs
Who can sell and buy bonds
The new and improved mutual funds
And more!