Tag: Stock Market

FEATURE
2024 Mid-Year Stock Market Update with Mike Smith (Ep. 24)

2024 Mid-Year Stock Market Update with Mike Smith (Ep. 24)

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AI is transforming industries at a rapid pace—and it’s impacting your investments more than you might think.

Join David Koren as he sits down with colleague and seasoned portfolio manager Mike Smith to dissect the 2024 mid-year market update. With insights into the performance of the S&P 500, bond market, and the heavy influence of tech giants. Gain a better understanding of current market dynamics, the profound impact of burgeoning sectors like AI on future trends, and more!

David and Mike discuss: 

  • The S&P 500’s performance so far in 2024 with a focus on the big six tech giants.
  • The semiconductor sector’s significant outperformance due to AI advancements.
  • Structural shifts in the market, including the impact of massive corporate share buybacks.
  • Forward-looking discussion on how AI is poised to revolutionize numerous industries and everyday life
  • And more

Resources:

Connect with David Koren: 

Connect with Mike Smith:

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FEATURE
Investing In Stocks and Bonds with Michael P. Smith (Ep. 10)

Investing In Stocks and Bonds with Michael P. Smith (Ep. 10)

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Investing in stocks and bonds can be a battle of risk and reward if you don’t know what you’re doing.

That’s why we’re here to help.

David welcomes back his fellow colleague Michael P. Smith to continue their conversation about investing. They narrow their conversation from retirement investing to investing in stocks and bonds. With a background in the stock exchange, Mike explains the concept of bond pricing and yield, the importance of understanding bond ratings, and the impact of interest rate changes on bond values. David and Mike also compare stocks and bonds as investment options, highlighting the risks and potential returns of each.

David and Michael go over: 

  • Understanding bond pricing and yield
  • What Bond laddering is
  • The importance of understanding bond ratings and their indication of risk profile
  • A comparison between stocks and bonds as investment options, highlighting the safety of bonds and the potential for long-term growth in stocks
  • The importance of seeking professional advice when it comes to investing, and how an advisor can help
  • And more

Resources:

Connect with David Koren: 

Connect with Michael P. Smith:

About our Guest: 

Michael P. Smith is a Certified Financial Planner with over 20 years of experience and a Portfolio Manager at RVA Wealth Management. Starting his career on the Boston Stock Exchange, Mike is a professional in turning retirement worries into well-laid plans. He’s not just a financial guide but a guardian of your future, adhering to the highest ethical standards. With RVA Wealth Management, Mike is all about active communication and customized investment strategies. Off the clock, he’s a family man and community leader, deeply rooted in sports and local organizations.

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