Tag: Stocks

FEATURE
Investing Beyond Politics: Navigating Turbulent Times with Austyn Whittenburg (Ep 48)

Investing Beyond Politics: Navigating Turbulent Times with Austyn Whittenburg (Ep 48)

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Welcome to a special episode of the Wealth of Insight podcast with your host, Austyn Whittenburg. Get ready to dive into a crucial topic that impacts us all – politics and its intersection with investing. Austyn breaks down the historical relationship between political events and the market, revealing surprising insights that challenge common perceptions.

In this episode, Austyn covers:

  • The Market’s Impartial Stance: Explore how the market reacts to uncertainty and why it remains impartial to political affiliations.
  • Election Year Volatility: Understand the historical trends in the first five months of election years, and how the market tends to stabilize as election season progresses.
  • Long-Term Focus: Discover why keeping politics out of investing is crucial for long-term success, and how emotional decisions can be detrimental to your financial goals.
  • Historical Performance: Delve into the historical performance of the market under different political administrations, highlighting that markets have seen positive returns in most election years.
  • Diversification Strategies: Austin emphasizes the importance of diversification in a long-term investment strategy and how it can help navigate market volatility.
  • Practical Insights: Gain practical advice on how to build portfolios that anticipate volatility and market changes, rather than reacting impulsively.

Join Austyn as he brings a wealth of insight into separating political noise from sound investment decisions. Don’t let the uncertainty of politics dictate your financial future – empower yourself with knowledge and make informed choices.

Have questions or want to share your thoughts? Reach out to Austyn at Whittenburg Wealth Partners’ website or text him at 801-839-7056. Subscribe and share the Wealth of Insight podcast with your friends and family for more valuable financial wisdom. Remember, your financial journey starts with informed decisions.

 

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2024: What We’re Watching (Ep. 47)

2024: What We’re Watching (Ep. 47)

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What will 2024 look like?

Let’s talk about our anticipations for 2024 and what we’re keeping our eyes on.

Austyn Whittenburg goes over the economic forecast for 2024. He tackles the question of an impending recession and provides insights into stock and bond market trends, all while considering the influence of global events.

Austyn discusses:

  • The economic outlook for 2024
  • What he anticipates the potential recession will look like
  • Stock and Bond market trends 
  • Considerations around geopolitical factors
  • And more

Resources:

Connect with Austyn Whittenburg:

 

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Exploring Employee Stock Options and Restricted Stock (Ep.41)

Exploring Employee Stock Options and Restricted Stock (Ep.41)

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Did you know that around 14 million employees in the US are covered by stock option plans?

Let’s find out what these options in your compensation plan have to offer you!

In this episode, Austyn Whittenberg discusses the benefits, taxation, and considerations of employee stock options and restricted stock. He explains key terms related to stock options and highlights the increasing prevalence of these options in companies, particularly in the technology sector. 

Austyn also discusses the taxation of non-qualified stock options and incentive stock options, as well as the risks associated with exercising stock options and making elections related to restricted stock. 

Austyn discusses:

  • Stock options vocabulary: Grant date, vesting date, exercise price, expiration date
  • How your stock options will be taxed 
  • How to decide whether stock options as part of your compensations makes sense for you
  • Qualified, incentive, and restricted stock options: What are they? What’s the difference between them?
  • And more

 

Resources: 

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This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

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Questions You’re Afraid To Ask: Stocks, Bonds, ETFs, and Beyond! (Ep.38)

Questions You’re Afraid To Ask: Stocks, Bonds, ETFs, and Beyond! (Ep.38)

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Stocks, bonds, ETFs, oh my! What’s the difference between all these anyway?

In this episode, Austyn Whittenberg discusses the difference between stocks and bonds. Austyn also emphasizes the importance of diversification and having a combination of both stocks and bonds in investment portfolios. 

He also delves into the difference between actively managed and passively managed funds, mutual funds and exchange-traded funds (ETFs), and highlights the benefits of each.

Austyn discusses:

  • The pros and cons of stocks and bonds (+ how to find out which one is best for your needs!)
  • What it means when an advisor says they are passively vs. actively managing investments and which one you should ask for in your next advising session
  • Getting the most bang for your buck!–Everything you need to know about ETFs
  • And more

 

Resources: 

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Unraveling the Mysteries of the Dow, S&P 500, and NASDAQ (Ep.37)

Unraveling the Mysteries of the Dow, S&P 500, and NASDAQ (Ep.37)

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You may have heard the term S&P 500 or NASDAQ thrown around when discussing diversifying and growing your portfolio. But what do these index funds mean for your portfolio?

In this episode, Austyn focuses on three major investment options and explores what questions clients often don’t think about when it comes to the Dow, S&P 500 and NASDAQ. He dives into how each index has unique characteristics and serves different purposes within investment plans.

Austyn discusses:

  • Why clients should learn about the Dow, S&P 500 and NASDAQ
  • How each index fund is calculated as an investment asset
  • What are the differences between the three index funds and how do those differences impact investment portfolios 
  • Why the media focuses on Dow over the S&P 500s consistent performance
  • And more

 

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The Passive or Active Management Debate (Ep.30)

The Passive or Active Management Debate (Ep.30)

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Are you wondering whether you should use passive or active asset management when investing? It’s a million-dollar question that every investor faces.

But fear not, in this podcast episode, Austyn Whittenburg dives deep into this polarizing debate in the financial industry, exploring the pros and cons of each strategy, and even how to get the best of both worlds!

In this episode, Austyn covers a range of important topics such as:

  • The heated debate between passive and active management, and the factors that contribute to this debate
  • How to determine which investing strategy is better suited for your goals
  • The differences between active and passive managers, and which type of manager is right for you
  • The history of these investing strategies and the key factors that have influenced their evolution over the years
  • And much more

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Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.  The Russell 3000 Growth Index is an unmanaged index comprised of those Russell 3000 companies with higher price-to-book ratios and higher forecasted growth values. The Russell 3000 Value Index measures the performance of those Russell 3000 companies with lower price-to-book ratios and lower forecasted growth values. Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) / Biblically Responsible Investing (BRI) investing / Faith Driven Investing (FRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

 

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A Financial Forecast For 2023 (Ep.24)

A Financial Forecast For 2023 (Ep.24)

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You can potentially expect the economy to slow down even a little bit more in 2023, from what you’ve experienced in 2022. Specifically, if you’re looking at the global economy it might be around the 2% range.

But wouldn’t it be helpful to have a crystal ball that would tell you exactly what to expect in the new year?

In this episode, Austyn Whittenburg answers some of the common questions his clients are asking at this time of year and shares a 2023 outlook as it relates to the economy stock market.

Austyn discusses:

  • If the economy is headed in the direction of a recession
  • Why the rising interest rates are contributing to the slowing of the economy
  • The worst year for bonds and why a recovery is expected in the new year
  • And more

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Mid-Year Outlook On The Economy (Ep.12)

Mid-Year Outlook On The Economy (Ep.12)

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It certainly has been a bumpy ride over the past few months. But after some forecast analyses, are we finally going to see some improvements to the economy or do we have to keep our seat belts fastened as it drops even further?

In this episode, Austyn Whittenburg gives you a midyear outlook and what to expect the next six months to look like as it relates to the stock market and the economy.

Austyn discusses:

  • The forecast for the next six months relating to the economy and stocks
  • New opportunities with the current markets
  • How midterm elections can affect the stock market 
  • Is a recession really happening
  • And more

Resources:

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Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies mentioned will be successful.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.



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