Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. As is typical, which is not a term often used in the same sentence with Jeff and Jake, the two bearded, baldies give us a recap on this week's S&P 500 Index and CRSP US Mid Cap Value Index movement. Listen in on their short talks on option trading, student population fluctuation from large districts to smaller districts, and two questions everyone should go and ask the financial institution regarding their IRA.

This episode was recorded on May 10th, 2024.

If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. On this episode Jeff and Jake head off the beaten path and instead of talking about something happening in the world now or in the very recent past, instead take a look at the history of Ownership. Listen in to find out how to prevent your property from being escheated (that word is a lot more fun to pronounce.) By the end, they might even give us a science lesson splitting Atoms, and axes just don't cut it.

This episode was recorded on May 8th, 2024.

If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.

Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Have you ever heard or read in the news that a company is doing a stock buyback and thought to yourself, "What in tarnation would a company buy its own stock for?". Listen in as Jeff and Jake answer that question and give us an update on what happened with the S&P 500 Stock Index (SPX) along with their other favored indicator, the CRSP US Mid Cap Value Index this week. And, if you make it to the end, which is a long way from the beginning, you might just have an understanding of not only company stock buybacks, but also US Treasury buybacks.

This episode was recorded on May 3rd, 2024.

If you would like to contact us, please send an email to us at Jeff@tpwc.com or Jake@tpwc.com. We are happy to address any of your questions about Economics and Finance.

If you are ready and would like to book an appointment either in office or over the phone, you can also send a message to us through the contact form on our website TPWC.com.

** The information provided in this episode is for educational purposes only and should not be considered investment advice. We are “The Personal Wealth Coach,” which is also the name of an SEC-registered investment advisory firm. However, being registered with the SEC does not authorize us to provide investment advice. Investment advice should be personalized, offered in a private setting, and be in the best interests of the individual as a fiduciary. If we make any fraudulent statements, you should report them to the SEC. The information presented in this educational episode has been obtained from sources that we deem to be reliable, but we make no warranty or guarantee as to the completeness or accuracy of said information.