Market Moment Podcast

What is a ”Defensive” Portfolio?

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/ 

Money Market Cash Surge

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/ 

Is the 60/40 Portfolio Coming Back?

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. 

To Defer or Not to Defer

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. 

Taking a Look at the Past 3 Years - Part 2

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.

Taking a Look at the Past 3 Years

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. 

The First Quarter in Review

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. 

First Citizens to Buy SVB

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. 

Bitcoin Bounces Back

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? 

Bank Fallout

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/

Lawmakers Revisiting Social Security Language

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. 

30-Somethings In a Mountain of Debt

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. 

Rising Yields, Falling Stocks

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/ 

Super Bowl Spending

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/ 

What is a ”Rolling Recession”?

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/ 

Secure Act 2.0 (Part 2)

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/ 

Secure Act 2.0 (Part 1)

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. 

To learn more about Mach 1 Financial Group, visit our website: https://mach-1financial.com/ 

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

Keeping Financial Resolutions

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. 

Learn more about Mach 1 Financial Group by visiting our website: https://mach-1financial.com/ 

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

Do No-Risk Investments Exist?

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. 

To learn more about Mach 1 Financial Group, visit our website: https://mach-1financial.com/ 

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

Goal Setting for the New Year

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. 

To learn more about Mach 1 Financial Group, visit our website: https://mach-1financial.com/ 

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