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In this episode, Monterey Wealth break down the interview with Jerome Powell, the Federal Reserve Chairman. Highlights include:  Sentiment driving Q4-2023 equity returnsExpectations on future Federal Reserve decisionsHow Jerome Powell's comments may have shifted interest rate expectations in 2024. If you have any questions, please visit us at www.montereywealth.com. 

Trusts can play an important role in the Estate Planning process. In this episode we discuss. What happens, practically speaking, when someone dies.Why Trusts can expediate the process for your heirsWho is the right person to be a TrusteeBenefits of having a Trust If you have any business-related questions, Devin's contact information is below: Devin B. Phillips Weener Nathan Phillips LLP (Phone) (770) 392-9004 (Email) [email protected]

Monterey Wealth host Seth Toporek, Founder and Owner of Southeastern Mortgage Solutions, to discuss the current landscape of the mortgage and real estate market. In this episode we discuss:  How have interest rates impacted the mortgage business. What tools can be used when taking a mortgage in this environment. How does Southeastern Mortgage Solutions consult their clientsIf you have any questions, you can contact Seth directly at 770-452-1424 or email him at [email protected]. 

What do Mark Cuban, Arthur Blank and Walt Disney all have in common? Each were laid off from their respective companies before going on to start their own business and become successful business owners. Companies have, yet again, started layoffs. This poses an opportunity for some to become a business owner. But where to begin? In this episode Monterey Wealth is joined by Devin Phillips, partner of Weener Nathan Phillips LLP, who specializes in helping business owners mitigate risk when forming new companies. Devin touches on the pros and cons of: Sole Proprietor, Corporations and LLCs as well as many other important things one should consider when creating a business.  If you have any business-related questions, Devin's contact information is below: Devin B. Phillips Weener Nathan Phillips LLP (Phone) (770) 392-9004 (Email) [email protected]

As a continuation to our Silicon Valley Bank episode, Monterey Wealth discusses the newest developments from the regional banking world. Many updates have occurred in this sector over the last 30 days including: The continued rising interest rate environmentImpact of continued rising interest rates on the banksNewest bank worries and acquisitionsMW's view on where the banking sector could be headed next. We invite you to listen to our latest episode. Please reach out to us at www.montereywealth.com if you have any questions. 

As the regional and community banks are under pressure and monopolizing the news cycle, Monterey Wealth discusses what is actually going on with Silicon Valley Bank (SVB) and how this could potentially be a catalyst for other regional banks. Episode highlights include:  How banks, in general, make moneyThe impact rising interest rates had on SVBThe core issue that caused a run on SVBWhat you can do to protect your bank depositsIf you have any questions, please contact us at www.montereywealth.com. 

As we close the month of February, Monterey Wealth discusses the current status of the economy and capital markets. Looking through their lenses, they share what they have their eye on:  Conference Boards Leading Economic IndicatorsThe Money Supply Inflation StickinessWe invite you to subscribe to our podcast or visit our website at www.montereywealth.com 

Monterey Wealth discusses their outlook as the calendar turns and we head into 2023. In addition, they touch on:  Market UpdatesHow the election results could impact the stock marketCEO sentimentsLeading IndicatorsIf you have any questions, please feel free to visit www.montereywealth.com Enjoy!

Taking a break from financial news and topics - Monterey Wealth dives head first in the discussion of home grills.  Which is better Traeger Pellet Grill or a Big Green Egg? We explain, you decide! 

You've inherited an IRA, now what? Over the past couple of years, the rules regarding beneficiary IRAs have evolved coming out of the SECURE Act. The distribution rules can be quite confusing in cumbersome for you. In this episode, Monterey Wealth explain the recent updates to the Beneficiary IRA distribution rules and provide some potential items for you to discuss with your tax advisor. 

The last market update from Monterey Wealth was on 7/20/2022. Since then, the markets have experienced increased volatility and angst among investors. In this episode Monterey Wealth covers: What is causing the volatility?Update on interest rates and the Federal Reserve policyWhat is Monterey Wealth doing for their clients?If you have any questions or comments, please visit www.montereywealth.com. 

We constantly hear on the news why rising interest rates are bad for the economy and could eventually lead to a recession. What we never hear are the positives of rising interest rates. To all our savers out there - you'll want to listen up. There is finally some good news regarding potential short term saving options.  https://montereywealth.com