MarketWatch: What ‘The Wolf of Wall Street,’ ‘Dumb Money’ and ‘The Big Short’ say about investor

behavior

“It all leads to some type of turmoil. The components of the soup that smell so good on the stove are, in the end, the things that cause a meltdown.”

Mike Mussio shares insight on how attractive components of the financial market can ultimately lead to a crisis or meltdown if not

carefully managed. (3/16/24)

Bloomberg: Major US stock indexes hit records as Nvidia rekindles AI rally

"We are seeing high-growth and high-margin tech titans break new ground in generating profits and investors are

rewarding this brave new world."



Mike Bailey shared insight on the dynamic tech industry, where leading companies are experiencing both rapid growth and

strong profit margins. (2/22/24)

Gray TV LNL: Deciding between renting and buying

“There will always be some people who feel like it's the right decision for them personally as a family, but, I would look at buying a house and less as an investment.”

John Petrofsky shares insight on whether buying versus renting makes more sense in the current market. (3/5/24)

Gray TV LNL: Tips for navigating layoffs

"Retirement accounts are really important. We see a lot of clients [who have] retirement accounts scattered at old employers. Once your termination date comes, you're able to rollover that retirement income to directly into an IRA and that's not a taxable event."

Martha Callahan shared her top tips for anyone facing a layoff. (2/1/24)

The Schwab Network: Procter & Gamble (PG) earnings beat driven by higher prices

“The pricing power [of household products] held up nicely. That was a good observation and so much of the earnings power has come from that last couple years that [household products] remain intact.”



Mel Casey shared insight on Procter & Gamble's positive stock reaction following their earnings report. (1/23/24)

CNBC: Semiconductor stocks surged in 2023. Why investors may want to brace for volatility in

the new year

“Higher valuations in my experience lead to higher investor expectations and those higher investor expectations typically lead to higher volatility.”

Michael Brenner discussed semiconductor industry volatility in 2024 after a surge last year. (1/24/24)

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