Economic and Market Video Updates

In this video we discuss:

• New Tariffs Proposed by The Trump Administration
• Economic Update – ISM Manufacturing & Services Data due out this week
• Earnings Update
• The January Effect

Last week the markets were up on the heels of a softer-than-expected December CPI Report and positive earnings and outlook from the banking sector. In this brief 3-minute update, we share some of our recent thoughts on inflation, rates and what things look like in the short-term going forward.

In our first video commentary of 2025, my team and I would like to provide a brief overview of the events moving the markets in the first few weeks of the new year. Interest rates, unemployment data, natural disasters, tariffs, and consumer sentiment are all discussion topics, and that was only last week!

I was recently joined by Garrett Melson, Vice President & Portfolio Strategist at Natixis to discuss Q1 2024 earnings and thoughts on the economy, the markets and rates for the remainder of 2024.

The replay for this is available on our website and on our YouTube channel listed below.

I would like to turn your attention to a webinar we did earlier this year where we discussed college planning with Gregg Cohen, President of Campus Bound. Getting into college is hard enough these days and how to tackle the financial piece can also be daunting. Many mistakenly believe they aren't eligible for financial aid. How does having a 529 Plan affect things? The answer may surprise you. The list of topics covered:

• Planning considerations as you approach the college years
• Maximizing merit and need-based scholarships
• Explaining Important changes to the new financial aid formula
• Review of the best ways to pay for college

The replay for this is available on our website and on our YouTube channel listed below.

Timothy Davis and Kevin Simpson CO-Founder and Chief Investment Officer of Capital Wealth Planning LLC discuss Capital Wealth’s look back on 2023,  what went right and what went wrong.  Most Importantly, looking forward into the Investment Climate from 2023 and path to invest success.

As fans gear up for the big football game, investors are keeping an eye on several key factors:

He’ll also take a fun look at historical tidbits to help you appreciate the dynamics of the game.

1. The potential earnings route as we head into 2024 as fourth-quarter earnings season winds down;
2. Whether equities can continue to move the chains forward;
3. Fed moves, as they look set to cut interest rates as they appear to have blocked inflation;
4. If the tech-related sectors can score again this year.

Timothy Davis of Davis Executive Wealth Management and Gregg Cohen President of Campus Bound discussion on how to bring down the cost of college regardless of your eligibility for financial aid. Areas covered will include:

• Planning considerations as you approach the college years
• Maximizing merit and need-based scholarships
• Explaining Important changes to the new financial aid formula
• Review of the best ways to pay for college

Tim talks about the what is going on with the market and what to expect in the future.

Recording of our call with Kevin Simpson Co-founder and Chief Investment Officer of Capital Wealth Plan-ning, LLC. Kevin and I will be discussing Capital Wealth’s look back on 2022, what went right and what went wrong. Most importantly, we will be looking forward in to the investment climate for 2023 and the path to investment success.

Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance does not guarantee future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions.