At Revere Asset Management, we combine both fundamental and technical analysis with a strong selling discipline. In our current economic and geopolitical environment, technical analysis has become increasingly important.
A whistleblower claims Fidelity’s been pushing their clientele into higher-priced products, a romantic relationship gone sour turns a 401k into a mess, and do you fancy yourself a weekend warrior? The shop digs into the true value of journaling in trading, screening processes for weekend traders, and a bar-by-bar analysis of the NASDAQ’s recent moves. Remember – the trend is your friend, until the bend at the end!
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
01:45 – Fidelity’s High-Priced Whistleblower
04:00 – Beneficiaries – A Cautionary Tale
07:00 – Journaling – A Stock Buyer’s Bible
14:45 – ‘Iron Cojones’ Stewart: A Cautionary Tale
20:00 – Returns are NOT Under the Bell Curve!
26:30 – This Week in the Markets
30:30 – If You Sell, How Do You Get Back In?
38:30 – Screening Processes for the Weekend Warrior
45:45 – Bar-By-Bar NASDAQ Analysis
52:30 – Doing the Work VS Pie-Chart Advisors
—
Show Links:
Stock Buybacks hit highest level since 2018
https://finance.yahoo.com/news/stock-buybacks-hit-highest-level-since-2018-080010937.html
Social Security Retirement Fund will run dry in 2033: Trustees Report
https://www.thinkadvisor.com/2024/05/06/social-security-retirement-fund-will-run-dry-in-2033-trustees-report
Fidelity Whistleblower claims Financial Advisors were “Pressured” to Push High-Fee Products
https://www.financialadvisoriq.com/c/4502804/587034/fidelity_whistleblower_claims_were_pressured_push_high_products
Trustee says Schwab is Hoarding his Father’s Money: Lawsuit
https://www.thinkadvisor.com/2024/05/07/trustee-says-schwab-is-hoarding-his-fathers-money-lawsuit
What the New FDIC Limits of Trust Mean for Advisors
https://www.thinkadvisor.com/2024/05/07/what-the-new-fdic-limits-on-trusts-mean-for-advisors
IRS releases 2025 Contribution Limits for HSAs
https://www.thinkadvisor.com/2024/05/09/irs-releases-new-2025-inflation-adjustments-for-hsas
SEC gets Court’s help to Subpoena FA in Cherry-Picking Probe
https://www.financialadvisoriq.com/pc/4505994/588264?all=true
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
The post Is The Trend Your Friend? | Your Money Podcast – Episode 499 appeared first on Revere Asset Management.
Are you ready to die? The shop digs into the DONT’S of estate planning and why Paul Krugman’s high-interest-rate theory may not hold as much water as you might think before diving into China’s building character change and where the sweet spot for big movers can be found when it comes to finding lower floats.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
02:45 – The 7 Mistakes To Avoid in End-of-Life Planning
07:30 – Paul Krugman: Are Higher Rates Are Here to Stay?
22:15 – This Week in the Markets
32:10 – Charting China’s Character Change
42:00 – Marketcaps and Lower Floats with MarketChameleon
53:30 – Mailbag: Strategizing for Grotection on Familial Assets
59:15 – Mailbag: Finding Footing Following Volatility
—
Show Links:
Deciphering Retail Sales Data: Does It Truly Reflect a Strong Consumer
https://www.advisorpedia.com/markets/deciphering-retail-sales-data-does-it-truly-reflect-a-strong-consumer
7 End of Life Tax Planning Mistakes to Avoid: Jeff Levine
https://www.thinkadvisor.com/2024/04/30/jeff-levine-7-end-of-life-tax-planning-mistakes-to-avoid
Are bonds gonna party like it’s 1999: Paul Krugman (NYT subscription Required!)
https://www.nytimes.com/2024/04/30/opinion/interest-rates-economy.html
AI’s Future hinges on Crypto
https://www.advisorpedia.com/cryptocurrency/ais-future-hinges-on-crypto
Vanguard: Now’s the Time for TIPs
https://www.thinkadvisor.com/2024/04/23/vanguard-nows-the-time-for-tips
Stifel CEO says Final DOL Rule ‘Less Restrictive’ than he feared
https://www.thinkadvisor.com/2024/04/29/stifel-ceo-finds-pleasant-surprises-in-final-dol-fiduciary-rule
Fiduciary Rule Spares Salespeople, But Layers Urge Caution
https://www.financialadvisoriq.com/pc/4492854/583584?all=true
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
The post Higher Rates Here to Stay? | Your Money Podcast – Episode 498 appeared first on Revere Asset Management.
Is the bull market over? The shop digs into corporate taxes and Spotify’s stop-loss positioning before diving into anchored VWAP’s, where bearish sentiment is headed, and where the best spots are for getting in on the retail restaurant boom.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
03:00 – Taxes, Taxes, Taxes
10:15 – Mailbag: Trading from Puerto Vallarta
17:00 – Mailbag: Spotify’s Stop-Loss Positioning
24:15 – Ted’s Anchored VWAP Tutorial
33:00 – Tracking Retail Restaurants for Growth
43:00 – Subtleties in the Retail Tea Leaves
—
Show Links:
Gary Shilling: Sky high stock prices are a cause for worry
https://www.thinkadvisor.com/2024/04/19/gary-shilling-sky-high-stock-prices-a-cause-for-worry
Just a Correction, or Is the Bull Market Over?
https://www.advisorpedia.com/markets/just-a-correction-or-is-the-bull-market-over
New Stock ETFs with 100% Downside Protection are Coming
https://www.thinkadvisor.com/2024/04/22/new-stock-etfs-with-100-downside-protection-are-coming
DOL Releases Final Fiduciary Rule
https://www.thinkadvisor.com/2024/04/23/dol-releases-final-fiduciary-rule
Ed Slott: Final Fiduciary Rule goes all in on IRA Rollovers
https://www.thinkadvisor.com/2024/04/24/ed-slott-final-dol-fiduciary-rule-goes-all-in-on-rollovers
Fiduciary Rule Regs may cut $5,000 in Annual Fees per Annuity Pro: DOL (Hint: DON’T DO ANNUITIES!)
https://www.thinkadvisor.com/2024/04/24/fiduciary-rule-regs-may-cut-5000-in-annual-fees-per-annuity-pro-dol
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
The post Is the Bull Market Over? | Your Money Podcast – Episode 497 appeared first on Revere Asset Management.
Ready for the Great Bitcoin Halving? Why not just have a sell discipline? And are you giving up all the gains you’ve made this year? The shop digs into the government’s new ‘Mega RMDs’ and the best time to take them along with the true value of having a quality sell discipline before unpacking the expectations around this year’s Great Bitcoin Halving and why this week’s NAAIM number might be worth watching for smarter market positioning.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
04:15 – Mailbag: Valuing Your Sell Discipline
10:30 – Mailbag: Debunking the Average Rate of Return
16:30 – This Week in the Markets
25:00 – The Great Bitcoin Halvening
31:45 – NAAIM Numbers & Breadth Expectations
38:30 – Last Fall’s Three-Waves-Down S&P Correction
—
Show Links:
The legal system is closing in on crypto, and things may only get worse
https://www.latimes.com/business/story/2024-04-10/the-legal-system-is-closing-in-on-crypto-and-it-may-only-get-worse
Sequence of Returns: A Tale of Two Investors
https://www.advisorpedia.com/chart-center/sequence-of-returns-a-tale-of-two-investors
High rates haven’t always been a problem for stocks
https://finance.yahoo.com/news/high-rates-havent-always-been-a-problem-for-stocks-080028534.html
Pension Funds are pulling 100s of Billions from stocks – (WSJ subscription)
https://www.wsj.com/finance/investing/pension-funds-stocks-bonds-679b8536
Fidelity rolls out 3 new ETFs (buffered bc fear demand)
https://www.thinkadvisor.com/2024/04/11/fidelity-rolls-out-3-new-etfs
Debate: Should the Government force Mega-RMDs on Massive Retirement Accounts?
https://www.thinkadvisor.com/2024/04/15/debate-should-the-government-force-mega-rmds-on-massive-retirement-accounts
IRS waives 2024 RMDs for Beneficiary IRAs under the 10 Year Rule
https://www.thinkadvisor.com/2024/04/17/irs-waives-2024-rmds-for-ira-beneficiaries-under-10-year-rule
Vanguard to exit individual 401k business
https://www.thinkadvisor.com/2024/04/16/vanguard-to-exit-individual-401k-business
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
The post Selling Stocks, Bitcoin Halving, & Mega RMDs – Oh My! | Your Money Podcast – Episode 496 appeared first on Revere Asset Management.
Did the markets just change character? Should YOU? The shop digs into Jeremy Siegels irrational exuberance around the markets this week along with a deep dive into the weekly charts to talk about next week’s Bitcoin halvening, review the NASDAQ McClellan Summation Index, and ask the question – is the Dollar in trouble?
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
03:00 – Mailbag: ROTH Conversions & Fiat Currency ELI5’s
07:45 – Is Gold Warning Us or Running With the Markets?
11:30 – A Change in Character
18:30 – Breadth and the NASDAQ McClellan Summation Index
24:30 – BITCOIN’s Price Action, the Halvening, & Tracking the Narrative
35:00 – Is the Dollar In Trouble?
—
Show Links:
Jeremy Siegel: More room for Bull Market
https://www.thinkadvisor.com/2024/04/09/jeremy-siegel-more-room-for-bull-market
10 Best Large Active Stock Funds of Q1, 2024: Morningstar
https://www.thinkadvisor.com/2024/04/10/10-best-large-active-stock-funds-of-q1-2024-morningstar
Is Gold warning us or running with the markets?
https://www.advisorpedia.com/strategists/is-gold-warning-us-or-running-with-the-markets
OMB completes review of Final DOL Fiduciary Rule
https://www.thinkadvisor.com/2024/04/11/omb-completes-review-of-final-dol-fiduciary-rule
Fiduciary Rule gets Dems’ support as NAIFA seeks halt
https://www.financialadvisoriq.com/c/4476834/583484/fiduciary_rule_gets_dems_support_naifa_seeks_halt
Tax Bill with 100% Bonus Depreciation may move forward in the Senate
https://www.thinkadvisor.com/2024/04/09/tax-bill-with-100-bonus-depreciation-may-move-forward-in-senate
Social Security 2025 COLA Estimate climbs to 3%
https://www.thinkadvisor.com/2024/04/10/social-security-2025-cola-estimate-climbs-to-3
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
The post Bitcoin Halving, Gold, Or Stocks? | Your Money Podcast – Episode 495 appeared first on Revere Asset Management.
Treasury buybacks? Social Security clawback notices? And what was this wedge drop all about on Thursday? The shop reviews the key ingredient to secure retirement, job gains (or job losses, rather), and what Thursday’s wedge drop means for consistent gains before diving into commodities, software, and real estate sectors worth watching. Remember – the tape tells all!
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
02:30 – Mailbag: The Key Ingredient to Secure Retirement
05:45 – Planned Treasury Buybacks?
14:00 – Let’s Talk Jobs
18:00 – This Week in the Markets
25:00 – The Tape Tells All!
33:30 – Reviewing Thursday’s Wedge Drop
—
Show Links:
Planned debt buybacks not meant for periods of market stress, US Treasury official says
https://www.reuters.com/markets/rates-bonds/planned-debt-buybacks-not-meant-periods-market-stress-us-treasury-official-says-2023-09-21
Treasury: Buyback Announcements and Press Releases
https://treasurydirect.gov/auctions/announcements-data-results/buy-backs
Allworth advice
https://www.usatoday.com/story/money/2024/03/31/americans-live-to-100-retirement-cost/73143871007
Your Client got a Social Security Clawback notice. What should they do?
https://www.thinkadvisor.com/2024/04/01/your-client-got-a-social-security-clawback-notice-what-should-they-do
Senior Housing rebounds as Boomers move in – WSJ Subscription
https://www.wsj.com/real-estate/senior-housing-rebounds-as-boomers-move-in-0369536e?st=f6ue47oh1er0ndm&reflink=article_copyURL_share
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
The post Making Gains on Treasury Buybacks | Your Money Podcast – Episode 494 appeared first on Revere Asset Management.
Are you a HODLer for life? Crypto may be at the top of the finance conversation as of late, but where does the smoke stop and the fire start? The shop talks Sam Bankman-Fried’s 25-year sentencing, Larry Fink’s retirement crisis, and the real secret to riding the wave before diving into Bitcoin’s complicated mining strategies and big developments in small caps.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
03:30 – Sam Bankman-Fried Gets 25 Years
04:30 – Mailbag: Winning the Bitcoin Horse Race
11:45 – Mailbag: Breaking the Broker-Dealer Chains
20:30 – Larry Fink’s Retirement Crisis
28:00 – This Week in the Markets (Ride the Wave!)
37:00 – Looking at Bitcoin from 35,000 Feet
46:00 – Small Caps, Big Developments
51:00 – REBAR – Revere Estimated Balance At Risk
—
Show Links:
Congress has become a Long Term Threat to our Economic Well Being
https://www.advisorpedia.com/strategists/congress-has-become-a-long-term-threat-to-our-economic-well-being
Blackrock’s Fink calls on Boomers to fix the retirement crisis
https://www.thinkadvisor.com/2024/03/26/blackrocks-fink-calls-on-boomers-to-fix-retirement-crisis
Retirement ‘Crisis’ calls for New Thinking: BlackRock CEO (calls for giving him more $$)
https://www.financialadvisoriq.com/c/4464664/577284/retirement_crisis_calls_thinking_blackrock
Everything to know about RMD Planning for 2024
https://www.thinkadvisor.com/2024/03/25/everything-to-know-about-rmd-planning-for-2024
New Bill changes how Social Security COLAs are calculated
https://www.thinkadvisor.com/2024/03/28/new-bill-ties-social-security-cola-to-cpi-e
House Committee approves Bill to kill DOL’s Independent Contractor’s Rule
https://www.financialadvisoriq.com/pc/4461524/577254
Bankman-Fried sentenced to 25 years in prison over FTX collapse
https://www.thinkadvisor.com/2024/03/28/bankman-fried-sentenced-to-25-years-in-prison-over-ftx-collapse
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
The post Catching the Stock Market Wave! | Your Money Podcast – Episode 493 appeared first on Revere Asset Management.
Blue skies ahead! Bullish markets abound! Everything’s coming up green… right? The shop digs into whether or not Bitcoin’s will lead the economy to greater solutions and whether or not the blackout period around corporate buybacks will trigger bearish positions before diving into the great Bitcoin halving and a few key statistics worth tracking for stronger portfolio gains.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
03:45 – Mailbag: 1-Hour Stochastics & Company Policies
09:30 – Mailbag: Hyperinflation & The Bitcoin Disruption
12:30 – Bitcoin: Digital Gold or Digital Pearls
17:45 – Blackouts of Buybacks Threaten Our Bullish Run
22:30 – Price is Truth in the Bitcoin Halving
29:00 – This Week In the Markets
34:15 – Daily Statistic Tracking for Average Gain Percentage
—
Show Links:
You say Bitcoin is Digital Gold? Maybe it’s Digital Pearls – WSJ (subscription)
https://www.wsj.com/finance/currencies/bitcoin-disruption-digital-pearls-95bed498
Blackout of Buybacks threatens bullish run
https://www.advisorpedia.com/markets/blackout-of-buybacks-threatens-bullish-run
10 Big Tax Disagreements in Biden, GOP Budget Plans
https://www.thinkadvisor.com/2024/03/21/10-big-tax-disagreements-in-biden-gop-budget-plans
What You need to know about the new bill targeting GRATs and Abusive Trust
https://www.thinkadvisor.com/2024/03/21/what-to-know-about-the-new-bill-targeting-grats-and-abusive-trusts
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
The post Digital Gold in Bitcoin Futures | Your Money Podcast – Episode 492 appeared first on Revere Asset Management.
Interval Fund? Integral Fund? Fact is, neither is good! Danny talks Hotel California rules in investment banks this week (you can check out anytime you like, but you can never leave!) before diving into why billionaires don’t own Roth IRA’s, how timing may be a bigger factor to your retirement draw than anything else, and whether or not the market is seeing a change in character through the lens of Ted’s TSLA stage analysis.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
04:00 – The Hotel California of Investment Firms
09:00 – Billionaires Don’t Own Roth’s!
11:30 – Mailbag: IRA’s & Wash Sales
18:00 – Timing is CRUCIAL
24:00 – Is the Market Seeing a Change in Character?
34:00 – The Revere Difference
41:00 – Reducing Headaches with TSLA’s Stage Analysis
50:00 – Leveraging Confirmation Bias in Behavioral Finance
—
Show Links:
Is Long Bitcoin still the best trade of 2024
https://crowdedmarketreport.substack.com/p/is-long-bitcoin-still-the-best-trade
PPI Double beat brings back memories of Volcker, Jackson Hole: Mar 14, 2024
PPI Double Beat Brings Back Memories of Volcker, Jackson Hole: Mar. 14, 2024
Experts predict quick OMB Review of Final DOL Fiduciary Rule
https://www.thinkadvisor.com/2024/03/11/experts-expect-quick-omb-review-of-final-dol-fiduciary-rule
Social Security 2025 COLA Estimates Jumps to 2.4% (“jumps” LOL)
https://www.thinkadvisor.com/2024/03/12/social-security-2025-cola-estimate-jumps-to-2-4
Social Security Claiming: The Case of the Public Pension
https://www.thinkadvisor.com/2024/03/14/social-security-claiming-the-case-of-the-public-pension
Biden’s 2025 Budget continues to fight against Mega Roths (lol)
https://www.thinkadvisor.com/2024/03/11/biden-2025-budget-continues-fight-against-mega-roths
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
The post Timing Trades for Market Risk Management | Your Money Podcast – Episode 491 appeared first on Revere Asset Management.
Has NVIDIA Topped? What’s happening at AMD? And most importantly – will this Bitcoin ETF make it onto the podcast? The shop broadcasts sans-Danny this week to explain how Revere’s rules of risk are constantly working to benefit the client side along with the characteristics of a climax run before diving into some key examples of keeping risk tight (SMCI, NVIDIA, and AMD to name a few) for better portfolio management.
In this video for educational purposes only, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
01:45 – Mailbag: Will This Bitcoin ETF Make the Podcast?
08:45 – This Week In the Markets
11:30 – Explaining Our Revere Risk Rules
16:00 – Characteristics of a Climax Run
19:45 – Reviewing Three 2024 Trades for Keeping Risk Tight
41:45 – Lessons from the Tech Sector with AMD and NVIDIA
58:00 – Looking Back Before the Weekend
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
The post Better Trades, Smarter Outs, & Risk Rule Management | Your Money Podcast – Episode 490 appeared first on Revere Asset Management.
Are your vibes lying to you? This week on Your Money, Danny digs into economist Paul Krugman’s recent comments regarding rising grocery prices and ignoring the vibes before diving into Apple’s dramastically-approaching 180 line, Bitcoin in the wake of Morgan Stanley’s considered ETF position, and whether or not to trust your instincts when it comes to growtection.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
04:30 – Mailbag: Vibe-flation?
10:00 – Paul Krugman’s Grocery Prices
21:00 – Reviewing the Fundamentals
27:30 – This Week In the Markets (Ride the Wave!)
38:00 – Apple’s Dramastic 180
44:00 – Breadth & The Bitcoin Futures
48:30 – XBI’s Sideways Range
—
Show Links:
Is it wise to follow the Smart Money as CEOs Depart
https://www.advisorpedia.com/strategists/is-it-wise-to-follow-the-smart-money-as-ceos-depart
The Good News The Bad News: Thoughts from the Frontline – John Mauldin
https://www.mauldineconomics.com/frontlinethoughts/the-good-news-bad-news-economy
Proposed Federal DAF Rules could shut down some charities
https://www.fa-mag.com/news/charities-may-find-it-impossible-to-meet-proposed-federal-relugations–attorney-says-77102.html
8 Facts about 401k Assets and Bankruptcy
https://www.thinkadvisor.com/2024/02/22/8-facts-about-401k-assets-and-bankruptcy
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
The post Following The Smart Money | Your Money Podcast – Episode 489 appeared first on Revere Asset Management.
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