[Cup of Joe] April 2025 Market Updates
We encourage you to watch our State of the Markets webcast with a guest Panelist from JP Morgan. It covers many of the important, fundamental topics that investors should be focusing on at the moment. Soon to be available on our Youtube channel.
[Money Moves with Maggie] Your Tax Refund Isn’t Free Money
In this episode of Money Moves with Maggie, Maggie Shipley unpacks the truth about tax refunds—and why they’re not the “free money” they might seem to be. While a refund can feel like a financial boost, it’s actually money you’ve already earned, and how you use it matters. Maggie walks through thoughtful ways to put your refund to work, from building your emergency savings to paying down high-interest debt or funding a personal goal. With a little strategy, your refund can support long-term financial progress. Watch now for practical guidance to help you make the most of it.
[Cup of Joe] March 2025 Market Updates
State of the Markets: Top 5 Questions – Webcast on Thursday, 3/27 at 11:00 AM EST. With guest commentator from JP Morgan.
Market Turbulence
US stock indexes are experiencing considerable volatility driven by the uncertainty from policy shake ups, primarily with tariffs. The US market started the year at already-expensive levels. And price declines of 5% to 10% are common occurrences. The market may be waiting for uncertainty to diminish before it switches back into growth mode.
Conquer the World: 5 Financial Strategies for Savvy Single Women
At Argent Bridge Advisors, we recognize that women often face unique financial challenges and opportunities. Whether you’re building your financial foundation, fine-tuning your strategy, or already enjoying retirement, we’re here to provide guidance every step of the way. Here are five financial strategies to help you feel confident in the future you’re creating.
[Money Moves with Maggie] Buying a Home: What you Need to Know
In this episode of Money Moves with Maggie, Maggie Shipley unpacks the truth about tax refunds—and why they’re not the “free money” they might seem to be. While a refund can feel like a financial boost, it’s actually money you’ve already earned, and how you use it matters. Maggie walks through thoughtful ways to put your refund to work, from building your emergency savings to paying down high-interest debt or funding a personal goal. With a little strategy, your refund can support long-term financial progress. Watch now for practical guidance to help you make the most of it.
[Cup of Joe] February 2025 Market Update
Insights on Tariffs
Tariffs are, by nature, inflationary. But don’t expect a sharp rise to levels we experienced in 2022.
Good reason to believe these will be short-term.
Realistic expectation of some level of universal tariff to remain in place.
Expect volatility while the Tariff Game is being played and surf through it.
The American population has a profound ability to adapt and thrive, like they do when Congress changes tax rates.
[Money Moves with Maggie] The Power of Staying invested
In this episode of Money Moves with Maggie, Maggie Shipley dives into why staying invested is one of the smartest financial moves you can make as we enter 2025. While 2024 brought impressive market gains, it’s important to stay focused on your long-term financial goals rather than giving in to short-term temptations. Maggie breaks down the benefits of sticking with your investment strategy and how it can set you up for continued success in the years ahead. Watch now for valuable insights to help you navigate 2025 and beyond with confidence.
[Cup of Joe] January 2025 Market Update
Mixed emotions of a good year.
– S&P 500 returned 25% which makes it two years in a row the index was up that much. US midcaps & Small caps returned low double digits. And International and Emerging Market stocks contributed modestly gaining 4.4% and 8% respectively.
– The Aggregate Bond Index was positive 1.3% while dealing with a swirling interest rate climate throughout the year.
– The Top Dogs were the areas that have dominated performance for 2 years. In fact, Mag7 accounted for 55% of the S&P 500’s price return in 2024.
– Fight the urge to chase performance. Chasing returns is an endless game of comparing one asset to another… A grass-is-always-greener situation.
Cup of Joe: Markets in December
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[Money Moves with Maggie] Give the Gift of Stock This Holiday Season
https://youtu.be/yPZ79npoxzk Money Moves with Maggie is back this holiday season with a unique gift idea—ask for stock! In this episode, Maggie Shipley explains how receiving stock as a gift can […]
