Not So Endless Summer: Q3 Wrap Up

In this episode; Q3 earnings wrapped up with two of the most anticipated companies reporting and offering forward guidance. More economic data came in, showing jobs and GDP both trending in positive directions. Will this be enough for a September rate cut? Odds are showing so, and all eyes remain on the Fed’s upcoming September 2025 meeting.

And, please, head over to shepeherdwm.com to see Shepherd Wealth Management’s new website!

Important Disclosures

This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

Back to School Inflation Blues

In this episode; Well, even a broken clock is right once or twice a day, and thankfully it’s that time for Barron’s! Joshua details an article from Barron’s that has surprising level headed reported on the current state of inflation and looming tariff deadlines. Also, an in depth discussion of the most recent inflationary data, which did show an increase in CPI, as well as how SWM is positioning itself to rebalance and take advantage of the back half of 2025.

And, please, head over to shepeherdwm.com to see Shepherd Wealth Management’s new website!

Important Disclosures

This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

How about this heat?!

In this episode; We’re in the thick of 2025’s Q3 earnings season and, so far, the data is stellar! Unfortunately, our attention is once again on the Fed’s perception of Trump’s tariffs and the lack of a reduction in interest rates. There’s also historical data to apply to the back-half of Q3 and some more Warren Buffett references!

And, please, head over to shepeherdwm.com to see Shepherd Wealth Management’s new website!

Important Disclosures

This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

In this episode; Joshua deep dives into the recent inflation data, noticing the incongruity in CPI and CORE data. The upcoming congressional vote on three crypto regulatory bills is discussed, as well as a particular infuriating article from Barron’s. Oh, and guess what? We get to talk about the Fed and rates again! Yay.

And, please, head over to shepeherdwm.com to see Shepherd Wealth Management’s new website!

Important Disclosures

This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

In this episode; The Fed continues to delay cutting rates! There’s a lot to say about that. Also some other news and cool things.

Our new website is live! Visit shepherdwm.com

The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.

https://youtu.be/zYOrdYS95IU

Important Disclosures

This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

In this episode; inflation is still falling! And, what is quite possibly the most hated market rally of all time continues to rise. Joshua details why there are actually bullish signs for the rest of the year for investors. The University of Michigan's investors survey continues to illustrate the difference between 'soft' economic and market data vs 'hard' data.

And, please, head over to shepeherdwm.com to see Shepherd Wealth Management’s new website!

Important Disclosures

This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

In this episode; data is blooming! From NVIDIA’s recent reporting to economic and inflation data, Joshua deep dives into all of it! And, spoiler, there’s more current good news in the data than there is bad news.

Joshua also discusses recent articles in Barron’s and Investor’s Business Daily, as well as comments by JPMorgan and Chase CEO, Jamie Dimon.

And please head over to shepeherdwm.com to see Shepherd Wealth Management’s new website!

Important Disclosures

This video/podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host on the date of the program and are subject to change. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

Our new website is live! Visit shepherdwm.com

The Financial Shepherd Podcast full episodes are available on YouTube and Spotify.

https://youtu.be/Xy1KCudQIq0