Market Matters with Morgan-Aly
Welcome to "Market Matters with Morgan-Aly," a podcast by Morgan-Aly Wealth Management Group. Hosted by Jim Hayett and Jason Behr. Each episode dives deep into the economic trends, market shifts, and financial news impacting your investments today. Join us as we break down the complexities of the economy, explore the implications of current events on portfolios, and share insights to help you make more informed decisions. Whether you’re a seasoned investor or just starting your financial journey, our goal is to guide you toward financial clarity and confidence. Tune in for expert analysis, engaging discussions, and strategies to help yo...
Episode 109: AI, High Costs and High Potential
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
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Episode 109: AI, High Costs and High Potential
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
-----------------------
This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
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Episode 108: Midterm Elections: Should Investors Be Worried?
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
Before participating in...
Episode 107: Rate of Inflation Stabilizing?
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
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Episode 106: Financial Planning, Money Management, and Tax-Saving Strategies for Your Family
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
Before participating in...
Episode 105: Beyond the Index
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
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Episode 104: The Good, The Bad and The Ugly
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
Before participating in...
Episode 103: Recent Fed Interest Changes
We look into the recent changes coming out of the Fed and how economists can interpret them.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical...
Episode 102: Real and Imminent Threat: Interest Rates
With higher bond yields, higher oil prices, stubborn inflation and geopolitical risks as legitimate headwinds, investors could will have a very real alternative to stocks.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset cl...
Episode 101: Research is the Key to Success
This week Jason discusses how we at Morgan Aly actively investigate the positions we pick before investing.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical...
Episode 100: Very Important Update/Podcast: Capital Gains and Your Portfolio Part II
Part 2 of our discussion on why paying taxes may not be such a bad thing. Afterall, it comes from the strength of your portfolios growth.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any as...
Episode 99: The Inevitable Price of Success
Sometimes an investment grows so much that it changes the balance of a portfolio and needs to be trimmed. A great problem to have, but one that can lead to tax consequences that need mitigation.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion...
Episode 98: Good Inflation News and More
This week Jim talks about the recent interest rate numbers that came out and other market updates.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any se...
Episode 97: The Psychology of Investing
The psychology of investing is a deep subject, lows and highs are perceived differently. Jason discusses this with us today.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, se...
Episode 96: Another Bear Market in the AI Sector
This week Jim discusses the recent turbulence in the AI sector as well as the market as a whole.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect o...
Episode 95: Was AI Worth the Price tag?
With the price of AI infrastructure spiraling, investors are asking, what will this bring us in returns?
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical asp...
Episode 94: What Goes up Doesn't Have to Come Back Down
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
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Episode 93: What's Actually in Your Portfolio, and Why it Matters
This week Jason discusses what’s important to us as fiduciaries when it comes to picking the positions that we do. It’s important to know what in our clients portfolio and not to blindly follow a trend.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advi...
Episode 92: What a Second Quarter!
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the approach on their own.
Before participating i...
Episode 91: America, An Investment 250 Years in the Making
Through 250 years of tumultuous history, America stands strong, a real investment worth backing.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security...
Episode 90: A Short Week: Juneteenth
This week Jim updates us on the current market and also goes into the history of the Juneteenth holiday.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of a...
Episode 89: The Power of Compounding Interest
Peace talks between the US and Iran have resulted in the straights being opened again, leading to an uptick in the market. Also if you start investing for your children young, the power of compounding interest can do some great things.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute f...
Episode 88: My Fair Lady
Today we discuss the Pygmalion Effect and how it relates to market behavior
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of...
Episode 87: Investing in America's Future
The government is rolling out a new initiative to help children invest into their future. Jason discusses how compounding interest over time is a very powerful tool and getting started early may help build a brighter future.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice...
Episode 86: Why the Iran Conflict Hasn't Hurt the US Stock Markets
Jim discusses the war in Iran and historical spikes in inflation.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a...
Episode 85: Nvidia and the New Fed Chief
Due to its massive size Nvidia impacts the market more than even its weight would suggest and the new Fed Chief is stepping in. Jason discusses this and more.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and th...
Episode 84: Temperance and Discipline
Warren Buffet has many years of experience and has a wealth of knowledge. We discuss a few lessons that he’s shared over his 6-decade long career.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to...
Episode 83: CFP vs. Fiduciary Advisor Part 1
Jim discusses current events and the differences between a CFP (Certified Financial Planner) and a Fiduciary Advisor.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for...
Episode 83: CFP vs. Fiduciary Advisor Part 1
Jim discusses current events and the differences between a CFP (Certified Financial Planner) and a Fiduciary Advisor.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any...
Episode 82: A Big Change with The Fed And a Future with AI
This week Jason talks about the possible upcoming change to the head of The Fed and the how the future may look with AI.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
Note: Some light audio issues with the recording.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is...
Episode 81: Iran. Now What?
On this show Jim discuses the most recent events in the Middle East. Also PE Ratios and why they matter to investors.
This weeks episode is presented by our founder James Hayett, CPFA
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, se...
Episode 80: A.I. and You. Investing in the Future with Caution
Will AI replace more traditional software or is there nothing to worry about.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any...
Episode 79: What a Week on Wall Street
A busy week on Wall Street with the ongoing middle east conflict and turbulent markets at home. We navigate the issues and discuss the events of this past week.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to...
Episode 78: The Cycle of Corrections and their Recovery
Jason discusses how corrections in the market often return to or exceed where the market was before they started. As such they can represent only a temporary fluctuation in the market and must be taken in stride when investing.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual i...
Episode 77: The Strait of Hormuz, Markets, and What It Means for Your Portfolio
The Strait of Hormuz, Markets, and What It Means for Your Portfolio.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a...
Episode 76: Iran's Actions and their Effects
With Iran making fuel transport dangerous in the Middle East, how will your portfolio be affected?
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect o...
Episode 75: Geo-Political Turmoil and its Effects on the Market
We discuss how the recent events unfolding between Iran and the west can impact your portfolio.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect o...
Episode74: Are Investors Diversifying away from Tech Giants?
Jim updates us on the current market.
This weeks episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for the purpose of allowing a listener to use the a...
Episode 73: 2026 is a Turbulent Year so Far
The market has its ups and downs. Lets review last weeks events.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not intended to recommend or endorse any asset class, security or technical aspect of any security for t...
Episode 72: Inflation is Falling, AI and Your Portfolio Part II
As AI develops and grows there are still some things that it’s not able to replace. Trusting it with your portfolio could be a mistake, Jim discusses this and more.
This week’s episode is presented by our founder James Hayett, CPFA.
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This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any particular advisor or client. These materials are not intended as any form of substitute for individual investment advice. This discussion is general in nature and therefore not in...
