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Advance Your Wealth - Market Update: Where Do We Stand?

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Manage episode 371187675 series 2834060
Content provided by Homer Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Homer Smith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

The first half of 2023 has been a successful time for investors. Plain and simple. But will it continue? That's the big question at hand!

On the latest episode of Advance Your Wealth, Homer welcomed Joseph Sykora, Equity Analyst and Portfolio Reviewer with Aptus Capital Advisors, to review the market's performance over the last few months and discuss what the future has in store for investors of all types.

This episode is bound to leave you with some helpful strategies that you can consider for your own financial world. Enjoy!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:45 - Bringing Aptus Capital Advisors onto the show to analyze a successful 2023 thus far

3:18 - Joseph Sykora's thoughts on where the market stands today

4:49 - What drove this unexpected positive trajectory within the market

6:54 - "Don't fight the FED"

9:50 - Has the market moved ahead of itself?

13:25 - The risks existing within the market

18:16 - General concerns regarding debt, student loans, etc in the future

21:57 - We need a combination of offense and defense in your portfolio

23:34 - How you can get in touch with Homer and his team

24:58 - Closing remarks

Connect with Homer Smith:

Facebook

LinkedIn

Website

  continue reading

65 episoade

Artwork
iconDistribuie
 
Manage episode 371187675 series 2834060
Content provided by Homer Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Homer Smith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

The first half of 2023 has been a successful time for investors. Plain and simple. But will it continue? That's the big question at hand!

On the latest episode of Advance Your Wealth, Homer welcomed Joseph Sykora, Equity Analyst and Portfolio Reviewer with Aptus Capital Advisors, to review the market's performance over the last few months and discuss what the future has in store for investors of all types.

This episode is bound to leave you with some helpful strategies that you can consider for your own financial world. Enjoy!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:45 - Bringing Aptus Capital Advisors onto the show to analyze a successful 2023 thus far

3:18 - Joseph Sykora's thoughts on where the market stands today

4:49 - What drove this unexpected positive trajectory within the market

6:54 - "Don't fight the FED"

9:50 - Has the market moved ahead of itself?

13:25 - The risks existing within the market

18:16 - General concerns regarding debt, student loans, etc in the future

21:57 - We need a combination of offense and defense in your portfolio

23:34 - How you can get in touch with Homer and his team

24:58 - Closing remarks

Connect with Homer Smith:

Facebook

LinkedIn

Website

  continue reading

65 episoade

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