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 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...
Episode 71: The AI Push of 2026
Jason discusses one of the largest investments since the Louisiana Purchase.
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...
Episode 70: Why AI Should Not and Cannot Manage Your Investment Portfolios.
We discuss the pitfalls of trusting AI to manage your wealth and how it can be damaging to 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 as...
Episode 69: A Great Year So Far
Whilst 2026 has been a great year so far, that optimism must be tempered with a cool head and firm vision.
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...
Episode 68: The Economy: 2025-2026
Jim discusses the ups and downs of the economy over the previous year. The good news is, its mostly up.
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 as...
Episode 67: The Highs and Lows of 2026 So Far
Jason discusses the pitfalls and difficulties that 2026 may present and how we can avoid them.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
There were some technical issues with the audio of this recording. Preventative steps have been taken for future recordings.
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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. T...
Episode 67: 2026 May be a Rocky Year
Jason discusses the pitfalls and difficulties that 2026 may present and how we can avoid them.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
There were some technical issues with the audio of this recording. Preventative steps have been taken for future recordings.
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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 i...
Episode 66: 2025 In Review
Jim reviews the events of 2025 and what we can learn heading into the new year.
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 65: 2026 Fast Approaches and Are We in an AI Bubble?
Last part of our 2026 predictions series and are we facing a possible AI bubble?
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 a...
Episode 64: 2026 Predictions and Simplifying Our Podcast Going-Forward
We discuss 2026 and oour predctions for what irt holds as well as our commitment to make these podcasts easier to understand.
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 t...
Episode 63: Are Foreign Infusements Boosting the US Market?
In this weeks episode we discuss the foreign investors flocking to the US market, AI infrastructure possibly bolstering the energy sector and what the Fed may do in the coming days.
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 n...
Episode: 63: Morgan-Aly 2026 Outlook Part 1
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 p...
Episode 62: Thanksgiving Week Market Update
Happy Thanksgiving to all our listeners.
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 t...
Episode 62: Thanksgiving Week Market Update
Happy Thanksgiving to all our listeners.
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 t...
Episode 61: The Government Shutdown and AI Stock
With the government shutdown coming to a close, how does the market stand and what lessons can be learned.
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...
Episode 60: Uncertainty as the Government Re-Opens
With the government shutdown possibly coming to an end, what does this mean for the market.
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...
Episode 59: The Accuracy of our Data
With the recent government shutdowns affecting the data that the market has access to, we find ourselves now relying on sources that may not be as accurate as they once were.
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 a...
Episode 58: AI, The New Manhattan Project?
We discuss AI and how it affects the world around us. What changes will it bring and how will this open up the market going forward.
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 a...
Episode 57: No Bubbles Here
This week we discuss why there are some markers similar to previous market bubbles, but how those are probably no indication for the current markets future.
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF
Also please excuse any audio glitches due to recording during travel.
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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 ad...
Episode 56: Another Market Correction?
With recent record highs and a sudden pullback are we facing a possible correction?
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 pur...
Episode 55: The Government Shutdown
With the recent shutdown of the government, what does this mean for the stock market and your investments.
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 t...
Episode 54: Consumer Spending, The US Dollar, Inflation and Cryptocurrency
In this episode we will be discussing consumer spending, the US dollar, inflation and cryptocurrency.
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...
