http://www.Morgan-Aly.com
Subscribe now and start navigating the markets with Morgan-Aly!

Visit us at Morgan-aly.com

The views and opinions expressed in this podcast are those of the individual podcasters and do not necessarily reflect the views or positions of MAWM. Any mention of specific investments, including stocks, bonds, or ETFs, is not intended as a recommendation or endorsement by MAWM. We strongly encourage you to consult with us or a qualified financial advisor before making any investment decisions based on the content discussed.
The data presented in each episode is sourced from what we believe to be reliable sources, including FactSet, Wolfe Research, Barron's, and The Wall Street Journal. However, MAWM makes no representations or warranties as to the accuracy or completeness of this information.]]>enInvestingJason Behrhttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/961bd4a7e81a5b8803160f127858a13a.jpghttp://www.Morgan-Aly.comMon, 20 Jul 2026 16:38:33 +0000Jason BehrMorgan-Alyinfo@morgan-aly.comWelcome 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....
Subscribe now and start navigating the markets with Morgan-Aly!

Visit us at Morgan-aly.com

The views and opinions expressed in this podcast are those of the individual podcasters and do not necessarily reflect the views or positions of MAWM. Any mention of specific investments, including stocks, bonds, or ETFs, is not intended as a recommendation or endorsement by MAWM. We strongly encourage you to consult with us or a qualified financial advisor before making any investment decisions based on the content discussed.
The data presented in each episode is sourced from what we believe to be reliable sources, including FactSet, Wolfe Research, Barron's, and The Wall Street Journal. However, MAWM makes no representations or warranties as to the accuracy or completeness of this information.]]>falseepisodichttps://www.spreaker.com/episode/episode-94-what-goes-up-doesn-t-have-to-come-back-down--73071083
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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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/73071083Mon, 20 Jul 2026 16:38:17 +0000Jason BehrThis 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...
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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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>385falsefullhttps://www.spreaker.com/episode/episode-93-what-s-actually-in-your-portfolio-and-why-it-matters--72951319
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/72951319Mon, 13 Jul 2026 15:46:04 +0000Jason BehrThis 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...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>341falsefullhttps://www.spreaker.com/episode/episode-92-what-a-second-quarter--72840655
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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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/72840655Mon, 06 Jul 2026 15:39:29 +0000Jason BehrThis weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any...
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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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>417falsefullhttps://www.spreaker.com/episode/episode-91-america-an-investment-250-years-in-the-making--72742413
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/72742413Mon, 29 Jun 2026 15:39:04 +0000Jason BehrThrough 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 ----------------------- This material is intended to be...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>353falsefullhttps://www.spreaker.com/episode/episode-90-a-short-week-juneteenth--72636120
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/72636120Mon, 22 Jun 2026 16:32:46 +0000Jason BehrThis 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.  ----------------------- This material is intended to be educational in...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>360falsefullhttps://www.spreaker.com/episode/episode-89-the-power-of-compounding-interest--72536721
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/72536721Mon, 15 Jun 2026 16:18:28 +0000Jason BehrPeace 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...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>350falsefullhttps://www.spreaker.com/episode/episode-88-my-fair-lady--72420539
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. 
 
Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here. 
]]>https://api.spreaker.com/episode/72420539Mon, 08 Jun 2026 15:47:16 +0000Jason BehrToday we discuss the Pygmalion Effect and how it relates to market behavior This weeks episode is presented by our founder James Hayett, CPFA.   -----------------------    This material is intended to be educational in nature and not as a...
This weeks episode is presented by our founder James Hayett, CPFA.
 
----------------------- 
 
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. 
 
Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here. 
]]>381falsefullhttps://www.spreaker.com/episode/episode-87-investing-in-america-s-future--72280447
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/72280447Mon, 01 Jun 2026 17:06:22 +0000Jason BehrThe 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...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>340falsefullhttps://www.spreaker.com/episode/episode-86-why-the-iran-conflict-hasn-t-hurt-the-us-stock-markets--72169984
This weeks episode is presented by our founder James Hayett, CPFA. 

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/72169984Tue, 26 May 2026 15:06:14 +0000Jason BehrJim discusses the war in Iran and historical spikes in inflation.   This weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for...
This weeks episode is presented by our founder James Hayett, CPFA. 

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>360falsefullhttps://www.spreaker.com/episode/episode-85-nvidia-and-the-new-fed-chief--72049376
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/72049376Mon, 18 May 2026 15:00:02 +0000Jason BehrDue 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,...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>291falsefullhttps://www.spreaker.com/episode/episode-84-temperance-and-discipline--71959996
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/71959996Mon, 11 May 2026 17:10:40 +0000Jason BehrWarren 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...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>357falsefullhttps://www.spreaker.com/episode/episode-83-cfp-vs-fiduciary-advisor-part-1--71859764
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.
Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
]]>https://api.spreaker.com/episode/71859764Mon, 04 May 2026 16:32:11 +0000Jason BehrJim 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. ----------------------- This material is intended to be...
This weeks episode is presented by our founder James Hayett, CPFA.
-----------------------
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.
Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
]]>350falsefullhttps://www.spreaker.com/episode/episode-82-a-big-change-with-the-fed-and-a-future-with-ai--71679428
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 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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/71679428Mon, 27 Apr 2026 20:08:45 +0000Jason BehrThis 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...
This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF

Note: Some light audio issues with the recording.

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>381falsefullhttps://www.spreaker.com/episode/episode-81-iran-now-what--71492216
This weeks episode is presented by our founder James Hayett, CPFA


-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/71492216Mon, 20 Apr 2026 14:10:38 +0000Jason BehrOn 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 ----------------------- This material is intended to be...
This weeks episode is presented by our founder James Hayett, CPFA


-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>364falsefullhttps://www.spreaker.com/episode/episode-80-a-i-and-you-investing-in-the-future-with-caution--71298767
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/71298767Mon, 13 Apr 2026 21:23:53 +0000Jason BehrWill 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 ----------------------- This material is intended to be educational in...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>335falsefullhttps://www.spreaker.com/episode/episode-79-what-a-week-on-wall-street--71106539
This weeks episode is presented by our founder James Hayett, CPFA.

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/71106539Sat, 04 Apr 2026 23:26:17 +0000Jason BehrA 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....
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>315falsefullhttps://www.spreaker.com/episode/episode-78-the-cycle-of-corrections-and-their-recovery--71000753
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/71000753Mon, 30 Mar 2026 16:14:01 +0000Jason BehrJason 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...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>392falsefullhttps://www.spreaker.com/episode/episode-77-the-strait-of-hormuz-markets-and-what-it-means-for-your-portfolio--70831753
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/70831753Mon, 23 Mar 2026 15:54:16 +0000Jason BehrThe Strait of Hormuz, Markets, and What It Means for Your Portfolio. This weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for...
This weeks episode is presented by our founder James Hayett, CPFA. 
-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>447falsefullhttps://www.spreaker.com/episode/episode-76-iran-s-actions-and-their-effects--70694142
 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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/70694142Tue, 17 Mar 2026 19:36:15 +0000Jason BehrWith 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 ----------------------- This material is intended to...
 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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>316falsefullhttps://www.spreaker.com/episode/episode-75-geo-political-turmoil-and-its-effects-on-the-market--70550685
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/70550685Mon, 09 Mar 2026 16:08:56 +0000Jason BehrWe 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 ----------------------- This material is intended to be...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>372falsefullhttps://www.spreaker.com/episode/episode74-are-investors-diversifying-away-from-tech-giants--70391225
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/70391225Mon, 02 Mar 2026 16:29:41 +0000Jason BehrJim updates us on the current market. This weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy,...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>435falsefullhttps://www.spreaker.com/episode/episode-73-2026-is-a-turbulent-year-so-far--70229588
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/70229588Mon, 23 Feb 2026 17:06:57 +0000Jason BehrThe 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 ----------------------- This material is intended to be educational in nature and not as...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>349falsefullhttps://www.spreaker.com/episode/episode-72-inflation-is-falling-ai-and-your-portfolio-part-ii--70100129
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 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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/70100129Tue, 17 Feb 2026 15:43:58 +0000Jason BehrAs 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. ...
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 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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>424falsefullhttps://www.spreaker.com/episode/episode-71-the-ai-push-of-2026--69890850
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/69890850Mon, 09 Feb 2026 19:16:21 +0000Jason BehrJason discusses one of the largest investments since the Louisiana Purchase. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be educational in nature...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>396falsefullhttps://www.spreaker.com/episode/episode-70-why-ai-should-not-and-cannot-manage-your-investment-portfolios--69743416
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/69743416Mon, 02 Feb 2026 17:05:35 +0000Jason BehrWe 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.  ----------------------- This material is intended to be educational in...
This weeks episode is presented by our founder James Hayett, CPFA. 

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>393falsefullhttps://www.spreaker.com/episode/episode-69-a-great-year-so-far--69595103
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/69595103Mon, 26 Jan 2026 17:58:37 +0000Jason BehrWhilst 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 ----------------------- This material is...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>351falsefullhttps://www.spreaker.com/episode/episode-68-the-economy-2025-2026--69521149
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/69521149Tue, 20 Jan 2026 17:01:54 +0000Jason BehrJim 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.    ----------------------- This material is intended to be educational in...
This weeks episode is presented by our founder James Hayett, CPFA. 
 
-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>503falsefullhttps://www.spreaker.com/episode/episode-67-the-highs-and-lows-of-2026-so-far--69444162
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 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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.
Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
]]>https://api.spreaker.com/episode/69444162Wed, 14 Jan 2026 19:27:19 +0000Jason BehrJason 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...
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. 

-----------------------
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.
Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
]]>411falsefullhttps://www.spreaker.com/episode/episode-66-2025-in-review--69275397
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/69275397Fri, 02 Jan 2026 06:23:07 +0000Jason BehrJim 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.    ----------------------- This material is intended to be educational in nature and not as a...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>509falsefullhttps://www.spreaker.com/episode/episode-65-2026-fast-approaches-and-are-we-in-an-ai-bubble--69168451
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/69168451Mon, 22 Dec 2025 16:23:37 +0000Jason BehrLast 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 ----------------------- This material is intended to be educational in...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>462falsefullhttps://www.spreaker.com/episode/episode-64-2026-predictions-and-simplifying-our-podcast-going-forward--69061142
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/69061142Mon, 15 Dec 2025 18:00:31 +0000Jason BehrWe 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.  ----------------------- This material is intended to...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>482falsefullhttps://www.spreaker.com/episode/episode-63-are-foreign-infusements-boosting-the-us-market--68944138
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/68944138Mon, 08 Dec 2025 15:11:39 +0000Jason BehrIn 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 &...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>342falsefullhttps://www.spreaker.com/episode/episode-63-morgan-aly-2026-outlook-part-1--68820629

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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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/68820629Mon, 01 Dec 2025 17:21:49 +0000Jason BehrThis weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular strategy, approach, product or concept for any...

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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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>330falsefullhttps://www.spreaker.com/episode/episode-62-thanksgiving-week-market-update--68732311
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
]]>https://api.spreaker.com/episode/68732311Tue, 25 Nov 2025 01:32:31 +0000Jason BehrHappy Thanksgiving to all our listeners.  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...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
]]>287falsefullhttps://www.spreaker.com/episode/episode-61-the-government-shutdown-and-ai-stock--68605761
This weeks episode is presented by our founder James Hayett, CPFA.


-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/68605761Mon, 17 Nov 2025 17:34:31 +0000Jason BehrWith 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. ----------------------- This material is intended to be educational in...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>357falsefullhttps://www.spreaker.com/episode/episode-60-uncertainty-as-the-government-re-opens--68500512
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/68500512Mon, 10 Nov 2025 18:07:43 +0000Jason BehrWith 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 ----------------------- This material is intended to be...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>265falsefullhttps://www.spreaker.com/episode/episode-59-the-accuracy-of-our-data--68401639
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/68401639Mon, 03 Nov 2025 17:23:31 +0000Jason BehrWith 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...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>341falsefullhttps://www.spreaker.com/episode/episode-58-ai-the-new-manhattan-project--68299459
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/68299459Mon, 27 Oct 2025 16:05:17 +0000Jason BehrWe 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.   ----------------------- This material is...
This weeks episode is presented by our founder James Hayett, CPFA.  

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>403falsefullhttps://www.spreaker.com/episode/episode-57-no-bubbles-here--68215392
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 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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/68215392Mon, 20 Oct 2025 15:44:49 +0000Jason BehrThis 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,...
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 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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>308falsefullhttps://www.spreaker.com/episode/episode-56-another-market-correction--68120853
This weeks episode is presented by our founder James Hayett, CPFA.  

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/68120853Mon, 13 Oct 2025 16:53:28 +0000Jason BehrWith recent record highs and a sudden pullback are we facing a possible correction?  This weeks episode is presented by our founder James Hayett, CPFA.   ----------------------- This material is intended to be educational in nature and not as a...
This weeks episode is presented by our founder James Hayett, CPFA.  

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>317falsefullhttps://www.spreaker.com/episode/episode-55-the-government-shutdown--68032863
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/68032863Mon, 06 Oct 2025 16:33:24 +0000Jason BehrWith 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 ----------------------- This material is...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>242falsefullhttps://www.spreaker.com/episode/episode-54-consumer-spending-the-us-dollar-inflation-and-cryptocurrency--67941448
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/67941448Mon, 29 Sep 2025 16:00:44 +0000Jason BehrIn 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.    ----------------------- This material is intended to be educational in...
This weeks episode is presented by our founder James Hayett, CPFA.   


-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>341falsefullhttps://www.spreaker.com/episode/episode-53-changes-to-the-crypto-landscape--67853855
This week’s 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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/67853855Mon, 22 Sep 2025 17:47:10 +0000Jason BehrIn this week’s episode we discuss recently proposed changes to both the normal investment market and some extensive changes to the Crypto market.  This week’s episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF...
This week’s 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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>520falsefullhttps://www.spreaker.com/episode/episode-52-a-week-to-remember--67767331
This weeks episode is presented by our founder James Hayett, CPFA.  

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/67767331Mon, 15 Sep 2025 15:21:35 +0000Jason BehrA week thats shaped up to be historic and tragic, both personally and more broadly.  This weeks episode is presented by our founder James Hayett, CPFA.   ----------------------- This material is intended to be educational in nature and not as a...
This weeks episode is presented by our founder James Hayett, CPFA.  

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>345falsefullhttps://www.spreaker.com/episode/episode-51-equal-vs-cap-a-tale-of-two-indices--67676985
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/67676985Mon, 08 Sep 2025 15:09:47 +0000Jason BehrJason updates us on the market and also discusses the difference between an Equal Weighted Index and a Cap Weighted Index, also how they each can influence our view on the market. This weeks episode is presented by our Portfolio Manager & Wealth...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>367falsefullhttps://www.spreaker.com/episode/episode-50-big-stock-gains-for-august-and-the-upcoming-fomc-meeting--67597967
This weeks episode is presented by our founder James Hayett, CPFA. 
-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/67597967Tue, 02 Sep 2025 16:37:01 +0000Jason BehrRate Cuts, FOMC Meeting and a Big Month For Stocks.  This weeks episode is presented by our founder James Hayett, CPFA.  ----------------------- This material is intended to be educational in nature and not as a recommendation for any particular...
This weeks episode is presented by our founder James Hayett, CPFA. 
-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>318falsefullhttps://www.spreaker.com/episode/episode-49-powell-the-fed-and-possible-future-rate-cuts--67507408
 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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/67507408Mon, 25 Aug 2025 15:21:09 +0000Jason BehrWith The Fed's recent retreat to Jackson Hole has Powell finally come to a decision as to whether or not they should cut interest rates? Jason discusses this and more.   This weeks episode is presented by our Portfolio Manager & Wealth Advisor...
 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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>299falsefullhttps://www.spreaker.com/episode/episode-48-what-can-the-market-tell-us-about-the-future--67489167
This week’s episode is presented by our founder James Hayett, CPFA.
-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/67489167Sat, 23 Aug 2025 15:30:27 +0000Jason BehrThis week we have a question for you listener. If you know the answer and want to play along, please get in touch. This week’s episode is presented by our founder James Hayett, CPFA. ----------------------- This material is intended to be...
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 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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>383falsefullhttps://www.spreaker.com/episode/episode-47-the-cpi-and-how-it-affects-the-market--67335039
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/67335039Mon, 11 Aug 2025 20:26:15 +0000Jason BehrWith the CPI numbers coming out this week there could be a big move in the market. Up or down or something in-between, whatever the case may be we will be there to keep an eye on the markets. This weeks episode is presented by our Portfolio Manager...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>355falsefullhttps://www.spreaker.com/episode/episode-46-tariffs-tariffs-and-more-tariffs--67246735
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/67246735Mon, 04 Aug 2025 16:06:37 +0000Jason BehrLet’s discuss one of the main problems that face us as investors. Fear mongering, hypocrisy and biases in the media. Jim expresses his opinion on this and more. This weeks episode is presented by our founder James Hayett, CPFA....
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>413falsefullhttps://www.spreaker.com/episode/episode-45-is-the-fed-losing-its-unified-front--67153741
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/67153741Mon, 28 Jul 2025 15:30:27 +0000Jason BehrWith descension in the ranks The Fed is planning for the future in this uncertain time.  This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>300falsefullhttps://www.spreaker.com/episode/episode-44-keeping-our-eye-on-the-horizon--67056825
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/67056825Mon, 21 Jul 2025 15:10:45 +0000Jason BehrWith the August 1st deadline looming for tariffs we need to keep a cool head and stay the course. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF ----------------------- This material is intended to be...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>278falsefullhttps://www.spreaker.com/episode/episode-43-tariff-uncertainty-and-the-waves-it-causes--66975041
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/66975041Mon, 14 Jul 2025 15:10:44 +0000Jason BehrWith the tariff deadline pushed back and the threat of even more tariffs looming we need to keep a cool head and navigate the market. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>379falsefullhttps://www.spreaker.com/episode/episode-42-the-economic-impact-of-the-bbb--66884204
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/66884204Mon, 07 Jul 2025 14:36:23 +0000Jason BehrWith the recent passing of the Big Beautiful Bill, some investors are wondering how it will affect them directly. We break-down what this development will look like for you and your portfolio. This weeks episode is presented by our Portfolio Manager...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>391falsefullhttps://www.spreaker.com/episode/episode-41-tariffs-and-the-big-beautiful-bill--66807093
This weeks episode is presented by our founder James Hayett, CPFA.

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/66807093Mon, 30 Jun 2025 15:47:03 +0000Jason BehrThe tariffs and bills proposed and implemented by President Trump have had both positive and negative effects on the US Economy. But with things looking up lets discuss the future ahead of us.   This weeks episode is presented by our founder James...
This weeks episode is presented by our founder James Hayett, CPFA.

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>378falsefullhttps://www.spreaker.com/episode/episode-40-geopolitical-tensions-and-the-fed--66709001
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/66709001Mon, 23 Jun 2025 16:17:43 +0000Jason BehrWith the recent Fed announcements and tensions raising in the Middle East we need to keep a cool head and focus on our long-term goals. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>376falsefullhttps://www.spreaker.com/episode/episode-39-middle-east-and-inflation--66579595

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/66579595Mon, 16 Jun 2025 15:06:13 +0000Jason BehrWhat was set to be a positive week in the markets was marred by the recent escalation of tensions in the Middle East. Lets discuss how this rocky situation is affecting our strategy and your portfolio. This weeks episode is presented by our founder...

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>272falsefullhttps://www.spreaker.com/episode/episode-38-the-national-debt-and-its-relation-to-the-bond-markets--66473150
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.  ]]>https://api.spreaker.com/episode/66473150Mon, 09 Jun 2025 15:10:45 +0000Jason BehrWith growing concerns around the ballooning national debt, lets discuss what could be done to address this issue and how this may affect bond markets and your portfollio. This weeks episode is presented by our Portfolio Manager & Wealth Advisor...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.  ]]>365falsefullhttps://www.spreaker.com/episode/episode-37-politics-and-your-investments--66370324
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/66370324Mon, 02 Jun 2025 16:57:20 +0000Jason BehrWhilst a taboo subject to discuss with family and friends we feel it’s time to have a frank conversation on how politics and the biases surrounding it can affect your portfolio. This weeks episode is presented by our founder James Hayett, CPFA....
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>419falsefullhttps://www.spreaker.com/episode/episode-36-memorial-day-bills-and-bonds--66282642

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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
]]>https://api.spreaker.com/episode/66282642Mon, 26 May 2025 16:03:11 +0000Jason BehrIts Memorial Day, the markets may be closed but there are still updates to the financial world. Only time will tell if the new government bill will help or hinder the US economy. This weeks episode is presented by our Portfolio Manager & Wealth...

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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
]]>242falsefullhttps://www.spreaker.com/episode/episode-35-is-it-time-to-celebrate-or-stay-cautious--66150624

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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/66150624Mon, 19 May 2025 14:18:39 +0000Jason BehrWith a 90 day pause announced, delaying the tariffs on China, the markets have seemingly stabilized, but what does this mean for you and why should we be cautious in the days ahead? This weeks episode is presented by our Portfolio Manager &...

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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>330falsefullhttps://www.spreaker.com/episode/episode-34-tariffs-deficit-spending-and-our-trade-deficit--66054994
This weeks episode is presented by our founder James Hayett, CPFA.

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/66054994Mon, 12 May 2025 14:17:42 +0000Jason BehrLet’s dive into tariffs, spending and trade deficits with a brief discussion on the ups and downs of the market. This weeks episode is presented by our founder James Hayett, CPFA. ----------------------- This material is intended to be...
This weeks episode is presented by our founder James Hayett, CPFA.

-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>286falsefullhttps://www.spreaker.com/episode/episode-33-after-the-dust-settles--65922993
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/65922993Mon, 05 May 2025 15:05:06 +0000Jason BehrNow the dust has settled and we can look to the future, we find ourselves with new challenges to overcome, but with patience and discipline that future is looking bright.   This weeks episode is presented by our Portfolio Manager & Wealth Advisor...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>440falsefullhttps://www.spreaker.com/episode/episode-32-is-the-correction-over--65781574
This weeks episode is presented by our founder James Hayett, CPFA.
-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/65781574Mon, 28 Apr 2025 15:19:26 +0000Jason BehrWith the markets ever changing, this week we discuss the possibility that the correction may be over or could it be merely a lull? This weeks episode is presented by our founder James Hayett, CPFA. ----------------------- This material is intended...
This weeks episode is presented by our founder James Hayett, CPFA.
-----------------------

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>327falsefullhttps://www.spreaker.com/episode/episode-31-the-market-s-messy-moment-and-why-we-re-not-panicking--65652975
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/65652975Mon, 21 Apr 2025 15:34:29 +0000Jason BehrWith things settling down after the recent correction lets take a moment to pause and reflect on recent events and how this may shape the future.  This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>330falsefullhttps://www.spreaker.com/episode/episode-30-whiplash-on-wall-street-from-panic-to-euphoria-in-48-hours--65567339
Last week’s market action was one for the history books.
After sharp declines on Thursday and Friday, U.S. equities staged a massive rally—capped off by the S&P 500’s third-best day since 1940. Headlines were flying, tweets were moving markets, and investors were left wondering: What just happened?
In this week’s episode of Market Matters, I break it down:

✅ What drove the market’s euphoric snapback
✅ Why short-term swings often have more to do with emotion than fundamentals
✅ The bigger picture behind the tariff “pause” (and why China’s still in the crosshairs)
✅ What history—from October 2008—can teach us about staying grounded

🎧 Tune in now on Spotify, Spreaker, or at morgan-aly.com.
We call this one: “Whiplash on Wall Street: From Panic to Euphoria in 48 Hours”

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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/65567339Mon, 14 Apr 2025 15:45:20 +0000Jason Behr📉📈 From Fear to FOMO—All in One Week? Last week’s market action was one for the history books. After sharp declines on Thursday and Friday, U.S. equities staged a massive rally—capped off by the S&P 500’s third-best day since 1940. Headlines were...
Last week’s market action was one for the history books.
After sharp declines on Thursday and Friday, U.S. equities staged a massive rally—capped off by the S&P 500’s third-best day since 1940. Headlines were flying, tweets were moving markets, and investors were left wondering: What just happened?
In this week’s episode of Market Matters, I break it down:

✅ What drove the market’s euphoric snapback
✅ Why short-term swings often have more to do with emotion than fundamentals
✅ The bigger picture behind the tariff “pause” (and why China’s still in the crosshairs)
✅ What history—from October 2008—can teach us about staying grounded

🎧 Tune in now on Spotify, Spreaker, or at morgan-aly.com.
We call this one: “Whiplash on Wall Street: From Panic to Euphoria in 48 Hours”

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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>316falsefullhttps://www.spreaker.com/episode/episode-29-tariffs-and-the-market-correction--65354019
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/65354019Fri, 04 Apr 2025 20:55:21 +0000Jason BehrRecent tariff announcements have resulted in a turbulent market. We take a moment to look at these recent events and find a path forward for our clients. This weeks episode is presented by our founder James Hayett, CPFA. -----------------------...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>325falsefullhttps://www.spreaker.com/episode/episode-28-inflation-and-tariffs-know-the-difference--65257460
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/65257460Mon, 31 Mar 2025 17:00:07 +0000Jason BehrWith news about tariffs and inflation ever prevalent, let’s clarify the difference between the two and give you an overview on this nuanced topic. This weeks episode is presented by our Portfolio Manager & Wealth Advisor Jason Behr, AIF...
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.

Before participating in any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>376false28fullhttps://www.spreaker.com/episode/episode-27-where-do-we-go-from-here--65083723This 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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/65083723Mon, 24 Mar 2025 15:57:59 +0000Jason BehrWith the correction continuing and no certanties about the future many investors ask, Where do we go from here? Hopefully, we can help illuminate the way to a brighter future. Please join us for this episode of Market Matters. This weeks episode is...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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors.

Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>316falsefullhttps://www.spreaker.com/episode/episode-26-5th-fastest-correction-in-75-years-should-investors-be-worried--64938110
📉 The key drivers behind this correction, from tariffs to rate expectations
📊 How past rapid corrections have played out over time
🔎 Why investor sentiment is shifting—and what it could mean moving forward Market volatility is normal, but staying informed is key.

 Listen in for insights on what history suggests about market recoveries and why a strategic approach to investing matters now more than ever.

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/64938110Mon, 17 Mar 2025 17:08:46 +0000Jason BehrMarkets just experienced the 5th fastest correction in the past 75 years, with the S&P 500 dropping 10% in just 16 trading days. While sharp declines like this can be unsettling, what does history tell us about what typically follows? In this...
📉 The key drivers behind this correction, from tariffs to rate expectations
📊 How past rapid corrections have played out over time
🔎 Why investor sentiment is shifting—and what it could mean moving forward Market volatility is normal, but staying informed is key.

 Listen in for insights on what history suggests about market recoveries and why a strategic approach to investing matters now more than ever.

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>369false226fullhttps://www.spreaker.com/episode/episode-25-the-correction-continues--64790827https://api.spreaker.com/episode/64790827Mon, 10 Mar 2025 15:06:55 +0000Jason BehrThis 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...336falsefullhttps://www.spreaker.com/episode/episode-24-rebalancing-with-purpose-navigating-market-volatility-tech-pullbacks--64676829
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/64676829Mon, 03 Mar 2025 17:58:17 +0000Jason BehrIn this week’s episode of Market Matters, Jason Behr breaks down the latest market movements, including a volatile week for tech stocks and a sharp drop in Treasury yields. Jason also discusses how Morgan-Aly Wealth Management approaches strategic...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>362falsefullhttps://www.spreaker.com/episode/episode-23-decoding-the-market-slide-what-s-really-happening--64546094https://api.spreaker.com/episode/64546094Mon, 24 Feb 2025 17:18:49 +0000Jason BehrThis 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...280falsefullhttps://www.spreaker.com/episode/episode-22-tech-mania-2-0-lessons-from-the-dot-com-bubble--64418230
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/64418230Mon, 17 Feb 2025 14:29:30 +0000Jason BehrIs today’s tech boom echoing the dot-com bubble? In this episode of Market Matters, Jason Behr, , dives into the latest market movements and examines striking parallels—and key differences—between today’s AI frenzy and the 1990s tech bubble. With...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>311ai,bubble,history,investing,markets,nasdaq,presidents,s&p500,tech,valuationfalse28fullhttps://www.spreaker.com/episode/episode-21-markets-musk-and-trade-navigating-policy-shifts--64302912

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/64302912Mon, 10 Feb 2025 18:18:19 +0000Jason BehrIn this week's episode of Market Matters, Jason breaks down the latest market movements and key economic developments. While markets posted slight declines, investor sentiment remains resilient as policy shifts unfold.We also discuss important tax...

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>302false26fullhttps://www.spreaker.com/episode/episode-20-our-thoughts-on-ai-stocks-and-tariffs--64172236https://api.spreaker.com/episode/64172236Mon, 03 Feb 2025 18:22:58 +0000Jason BehrThis 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...288falsefullhttps://www.spreaker.com/episode/episode-19-from-ai-investments-to-energy-shake-ups-markets-at-a-glance--63939232
In this episode:Fed policy, inflation concerns, and January's PMI indicators
A closer look at energy market shifts under President Trump’s new policies

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
]]>https://api.spreaker.com/episode/63939232Mon, 27 Jan 2025 20:57:25 +0000Jason BehrHosted by Jason Behr, partner, portfolio manager, and Accredited Investment Fiduciary at Morgan-Aly Wealth Management Group, this week’s episode recaps key market moves and economic trends, helping you navigate the ever-changing investment landscape....
In this episode:Fed policy, inflation concerns, and January's PMI indicators
A closer look at energy market shifts under President Trump’s new policies

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
]]>252falsefullhttps://www.spreaker.com/episode/episode-18-trump-treasury-and-the-hunt-for-efficiency-markets-brace-for-impact--63755150
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/63755150Sun, 19 Jan 2025 21:58:34 +0000Jason BehrThe markets are off to an electrifying start in 2025, but challenges loom on the horizon. In this episode of Market Matters, we dive into the week’s biggest stories, starting with a market recap that shows small-cap stocks surging and inflation...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>355bonds,debt,doge,economy,finance,growth,housing,inflation,innovation,investing,leadership,markets,policy,rates,smallcaps,stocks,strategy,treasury,trump,volatilityfalse24fullhttps://www.spreaker.com/episode/stock-market-corrections--63677374https://api.spreaker.com/episode/63677374Mon, 13 Jan 2025 17:55:06 +0000Jason BehrThis 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...296false23fullhttps://www.spreaker.com/episode/2025-outlook--63594245https://api.spreaker.com/episode/63594245Mon, 06 Jan 2025 22:11:48 +0000Jason BehrThis 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...440false22fullhttps://www.spreaker.com/episode/market-matters-2024-year-in-review--63539304
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/63539304Thu, 02 Jan 2025 02:50:20 +0000Jason BehrIn this special New Year episode of Market Matters, Jason Behr recaps the market highlights of 2024 and shares insights for the year ahead. From the Nasdaq’s impressive 28.6% climb to key milestones like Nvidia’s historic $3 trillion market cap and...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>328bitcoin,diversification,economy,fed,inflation,investing,markets,nasdaq,nvidia,portfoliofalse21fullhttps://www.spreaker.com/episode/episode-14-tough-week-on-wall-street--63448589https://api.spreaker.com/episode/63448589Mon, 23 Dec 2024 15:28:28 +0000Jason BehrThis 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...271false114fullhttps://www.spreaker.com/episode/episode-13-are-we-on-the-brink-of-a-market-correction--63343492
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/63343492Mon, 16 Dec 2024 20:03:33 +0000Jason BehrIn this episode of Market Matters, Jason Behr, Partner, Portfolio Manager, and Accredited Investment Fiduciary at Morgan Aly Wealth Management Group, takes a deep dive into one of the most pressing questions of 2024: Are we at the beginning of a...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>343500,correction,economic,investment,management,market,nasdaq,outlook,portfolio,s&p,strategiesfalse113fullhttps://www.spreaker.com/episode/episode-12-rmd-readiness-avoid-year-end-tax-surprises--63241529
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/63241529Mon, 09 Dec 2024 17:19:27 +0000Jason BehrIn this episode of Market Matters, we’re diving into an essential topic for the year-end financial checklist: Required Minimum Distributions (RMDs). Join Alex Doman, COO and Director of Client Services at Morgan Alley Wealth Management, as he breaks...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>299false112fullhttps://www.spreaker.com/episode/episode-11-market-momentum-year-end-planning-what-you-need-to-know--63110788
As we head into the final stretch of 2024, Jason highlights key financial reminders to keep your year-end planning on track, including:

✅ 401(k) Contribution Limits – Maximize your tax-advantaged savings before year-end.
✅ IRA Contributions – Don’t wait until tax season to make your moves.
✅ Required Minimum Distributions (RMDs) – A critical reminder for those 73 and older to avoid penalties.

Got questions about your portfolio or year-end financial strategies? We’re here to help! Call us at 262-691-0100.

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/63110788Mon, 02 Dec 2024 19:24:45 +0000Jason BehrIn this week's Market Matters, Jason Behr, Partner with Morgan-Aly Wealth Management Group, breaks down last week’s market performance. As we head into the final stretch of 2024, Jason highlights key financial reminders to keep your year-end planning...
As we head into the final stretch of 2024, Jason highlights key financial reminders to keep your year-end planning on track, including:

✅ 401(k) Contribution Limits – Maximize your tax-advantaged savings before year-end.
✅ IRA Contributions – Don’t wait until tax season to make your moves.
✅ Required Minimum Distributions (RMDs) – A critical reminder for those 73 and older to avoid penalties.

Got questions about your portfolio or year-end financial strategies? We’re here to help! Call us at 262-691-0100.

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>166falsefullhttps://www.spreaker.com/episode/episode-10-final-trump-trade--63005085https://api.spreaker.com/episode/63005085Mon, 25 Nov 2024 20:03:03 +0000Jason BehrThis 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...249false110fullhttps://www.spreaker.com/episode/episode-9-trump-trade-part-2-how-the-return-to-the-white-house-impacts-markets--62789790
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/62789790Mon, 18 Nov 2024 17:16:31 +0000Jason BehrDiscover how Donald Trump’s return to the White House might influence key market sectors like energy, healthcare, and tech. In this episode of Market Matters, Jason Behr examines the ripple effects of potential policy shifts and their implications for...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>318analysis,biden,economy,education,election,energy,finance,financial,healthcare,inflation,insights,investing,markets,portfolio,sector,stocks,technology,trends,trump,wealthfalse19fullhttps://www.spreaker.com/episode/episode-8-the-trump-trade--62693522https://api.spreaker.com/episode/62693522Mon, 11 Nov 2024 17:19:40 +0000Jason BehrThis 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...277false18fullhttps://www.spreaker.com/episode/episode-7-big-tech-earnings-market-shock-or-just-a-bump--62610351

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/62610351Mon, 04 Nov 2024 17:19:13 +0000Jason BehrIn this week’s episode of Market Matters, Jason breaks down the market’s reaction to disappointing big tech earnings, which sent major indexes into the red and ended October on a sour note. We’ll explore why tech giants like Microsoft and Meta fell...

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>351bonds,earnings,economy,finance,investing,markets,nasdaq,stocks,strategy,techfalse17fullhttps://www.spreaker.com/episode/episode-6-the-presidential-election-and-your-portfolio--62531515
Before exploring election scenarios, Jim reviews last week’s market performance, covering the S&P 500's decline and the earnings momentum of the “Magnificent Seven” stocks like Alphabet, Meta, and Apple. Whether you’re navigating election fears or seeking clarity on possible sector outcomes, this episode offers timely insights to help you make informed investment decisions.Tune in for essential guidance on how this high-stakes election could influence your portfolio—and what to keep in mind as election results unfold.

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/62531515Mon, 28 Oct 2024 16:38:55 +0000Jason BehrIn this episode of Market Matters, Jim Hayett, Portfolio Manager and President of Morgan Alley Wealth Management, dives into the economic and market implications of the upcoming U.S. presidential election. With both Donald Trump and Kamala Harris neck...
Before exploring election scenarios, Jim reviews last week’s market performance, covering the S&P 500's decline and the earnings momentum of the “Magnificent Seven” stocks like Alphabet, Meta, and Apple. Whether you’re navigating election fears or seeking clarity on possible sector outcomes, this episode offers timely insights to help you make informed investment decisions.Tune in for essential guidance on how this high-stakes election could influence your portfolio—and what to keep in mind as election results unfold.

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>232false16fullhttps://www.spreaker.com/episode/spooky-markets-5-facts-to-overcome-your-investing-fears--62441803
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>https://api.spreaker.com/episode/62441803Mon, 21 Oct 2024 17:11:33 +0000Jason BehrIn this Halloween-themed episode of Market Matters, Jason Behr, Partner and Portfolio Manager at Morgan-Aly Wealth Management Group, tackles some of the spookiest fears investors face today. With the markets rising slightly last week—the Dow up 0.5%,...
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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.]]>554dow,election,financial,investing,investor,jones,long-term,management,market,nitrogen,planning,portfolio,risk,riskalyze,russell,s&p,stock,strategy,volatility,wealthfalse15fullhttps://www.spreaker.com/episode/episode-4-managing-risk-tools-for-navigating-market-volatility--62362005


In this episode of Market Matters, Jason Behr, Partner, Portfolio Manager, and Accredited Investment Fiduciary® at Morgan-Aly Wealth Management Group, discusses how effective risk management can help investors navigate market volatility. After reviewing last week’s market performance, Jason introduces Nitrogen (formerly Riskalyze), a tool used to assess the potential risk in client portfolios. He explains how the Six-Month Value at Risk (VaR) calculation provides insight into how market fluctuations may impact investments over time. Please note, this episode does not offer specific investment advice. As always, past performance is not indicative of future results. Tune in to learn more about managing risk and how it plays a role in long-term financial planning.

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
]]>https://api.spreaker.com/episode/62362005Mon, 14 Oct 2024 17:01:15 +0000Jason BehrIn this episode of Market Matters, Jason Behr, Partner, Portfolio Manager, and Accredited Investment Fiduciary® at Morgan-Aly Wealth Management Group, discusses how effective risk management can help investors navigate market volatility. After...


In this episode of Market Matters, Jason Behr, Partner, Portfolio Manager, and Accredited Investment Fiduciary® at Morgan-Aly Wealth Management Group, discusses how effective risk management can help investors navigate market volatility. After reviewing last week’s market performance, Jason introduces Nitrogen (formerly Riskalyze), a tool used to assess the potential risk in client portfolios. He explains how the Six-Month Value at Risk (VaR) calculation provides insight into how market fluctuations may impact investments over time. Please note, this episode does not offer specific investment advice. As always, past performance is not indicative of future results. Tune in to learn more about managing risk and how it plays a role in long-term financial planning.

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.
]]>262financial,investing,investments,management,planning,portfolio,riskfalse14fullhttps://www.spreaker.com/episode/episode-3-with-jim-hayett--62271847Today's podcast is the opinion I gathered over my 43 years in this business and not necessarily that of Morgan Aly wealth management. All market data we supply will come from either FactSet, Wall Street Journal, or Barons. Both our core equity indexes and the 60-40 blended index are not indexes our clients are invested in but are used as comparisons to their portfolios. This podcast is not a solicitation or a recommendation to invest in the indexes mentioned. Contact a professional money manager before investing.]]>https://api.spreaker.com/episode/62271847Mon, 07 Oct 2024 15:38:55 +0000Jason BehrToday's podcast is the opinion I gathered over my 43 years in this business and not necessarily that of Morgan Aly wealth management. All market data we supply will come from either FactSet, Wall Street Journal, or Barons. Both our core equity indexes...Today's podcast is the opinion I gathered over my 43 years in this business and not necessarily that of Morgan Aly wealth management. All market data we supply will come from either FactSet, Wall Street Journal, or Barons. Both our core equity indexes and the 60-40 blended index are not indexes our clients are invested in but are used as comparisons to their portfolios. This podcast is not a solicitation or a recommendation to invest in the indexes mentioned. Contact a professional money manager before investing.]]>298false13fullhttps://morgan-aly.com/resources/podcast.htmlEpisode 2: Welcome to Market Matters.  In this brief introductory episode, Jason, AIF® and portfolio manager at Morgan-Aly Wealth Management Group, shares what to expect from Market Matters. Designed to keep you informed on important economic events and market trends, this podcast will break down how these factors can impact your investments and portfolio strategy. Whether it’s changes in interest rates or key financial news, Market Matters will offer insights and actionable advice in a concise, easy-to-digest format. Tune in for updates that can help guide your financial decisions.

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.




]]>https://api.spreaker.com/episode/62119947Thu, 26 Sep 2024 19:12:50 +0000Jason BehrEpisode 2: Welcome to Market Matters.  In this brief introductory episode, Jason, AIF® and portfolio manager at Morgan-Aly Wealth Management Group, shares what to expect from Market Matters. Designed to keep you informed on important economic events...Episode 2: Welcome to Market Matters.  In this brief introductory episode, Jason, AIF® and portfolio manager at Morgan-Aly Wealth Management Group, shares what to expect from Market Matters. Designed to keep you informed on important economic events and market trends, this podcast will break down how these factors can impact your investments and portfolio strategy. Whether it’s changes in interest rates or key financial news, Market Matters will offer insights and actionable advice in a concise, easy-to-digest format. Tune in for updates that can help guide your financial decisions.

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 any investment program or making any investment, clients as well as all other readers, are encouraged to consult with their own professional advisors, including investment advisors and tax advisors. Morgan-Aly Wealth Management LLC can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined here.




]]>194education,financial,investing,investments,market,planning,stockfalse12fullhttp://www.Morgan-Aly.com
In our very first episode of the Morgan-Aly Podcast, we dive into one of the most pressing questions on every investor's mind: How do the upcoming elections and changing interest rates impact your portfolio? Join Jason Behr, Partner, Portfolio Manager, and Accredited Investment Fiduciary at Morgan-Aly Wealth Management Group, as he breaks down the myths around political outcomes and market reactions.We discuss the real market movers, like national debt and Federal Reserve policies, and analyze what an anticipated interest rate cut could mean for your investments. With an eye on the current economic landscape, we provide insights into navigating the financial uncertainties ahead.Tune in to hear our outlook for the remainder of 2024, including predictions for equity returns and fixed-income yields. If you’re looking to make sense of the financial noise and plan strategically for the future, this is the episode for you!

Don't miss out—subscribe now and visit us at www.morgan-aly.com for more information.

The views and opinions expressed in this podcast are those of the individual podcasters and do not necessarily reflect the views or positions of Morgan-Aly Wealth Management (MAWM). Any mention of specific investments, including stocks, bonds, or ETFs, is not intended as a recommendation or endorsement by MAWM. We strongly encourage you to consult with us or a qualified financial advisor before making any investment decisions based on the content discussed.
The data presented in each episode is sourced from what we believe to be reliable sources, including FactSet, Wolfe Research, Barron's, and The Wall Street Journal. However, MAWM makes no representations or warranties as to the accuracy or completeness of this information.]]>https://api.spreaker.com/episode/61314202Mon, 09 Sep 2024 20:25:55 +0000Jason BehrEpisode 1: "Interest Rates, The Elections, and Your Portfolio"  In our very first episode of the Morgan-Aly Podcast, we dive into one of the most pressing questions on every investor's mind: How do the upcoming elections and changing interest rates...
In our very first episode of the Morgan-Aly Podcast, we dive into one of the most pressing questions on every investor's mind: How do the upcoming elections and changing interest rates impact your portfolio? Join Jason Behr, Partner, Portfolio Manager, and Accredited Investment Fiduciary at Morgan-Aly Wealth Management Group, as he breaks down the myths around political outcomes and market reactions.We discuss the real market movers, like national debt and Federal Reserve policies, and analyze what an anticipated interest rate cut could mean for your investments. With an eye on the current economic landscape, we provide insights into navigating the financial uncertainties ahead.Tune in to hear our outlook for the remainder of 2024, including predictions for equity returns and fixed-income yields. If you’re looking to make sense of the financial noise and plan strategically for the future, this is the episode for you!

Don't miss out—subscribe now and visit us at www.morgan-aly.com for more information.

The views and opinions expressed in this podcast are those of the individual podcasters and do not necessarily reflect the views or positions of Morgan-Aly Wealth Management (MAWM). Any mention of specific investments, including stocks, bonds, or ETFs, is not intended as a recommendation or endorsement by MAWM. We strongly encourage you to consult with us or a qualified financial advisor before making any investment decisions based on the content discussed.
The data presented in each episode is sourced from what we believe to be reliable sources, including FactSet, Wolfe Research, Barron's, and The Wall Street Journal. However, MAWM makes no representations or warranties as to the accuracy or completeness of this information.]]>234false11full