Congratulations, It's an Unfunded Liability: Financial Planning Insights for New Parents
Release Date: 08/21/2024
Tariffs on China: Technology and Consumer Goods
Blue Chip FM
In this clip from the latest episode of Blue Chip NOW!, hosts Daniel Dusina , Matt Mondoux , and Investment Analyst Vince Parrack discuss America’s competitive relationship with China and the tariffs on China regarding technology and other consumer goods in the retail space. Key Points: [00:00:00] The ongoing U.S.-China trade tensions and their evolving nature. [00:00:23] The impact of semiconductor export restrictions, especially on AI chips like Nvidia. [00:01:16] The potential removal of the small-item tariff exemption and its effect on imports from China. [00:02:00] How companies...
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#65: Trade Wars & Market Volatility: What Investors Need to Know
Blue Chip FM
In this episode of Blue Chip NOW!, Daniel Dusina , Matt Mondoux , and Investment Analyst Vince Parrack explore the latest developments in global trade tensions, focusing on tariffs, trade restrictions, and their direct and indirect impacts on industries, investors, and market volatility. They break down the effects on key sectors like autos, aerospace, consumer goods, and technology, while also discussing how tariffs on China, Mexico, and Canada could influence corporate earnings and supply chains. The team also highlights risks and opportunities that arise from shifting trade policies,...
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#64: Maximizing Your Wealth-Management Relationship in Q1 2025
Blue Chip FM
In this episode of Blue Chip NOW!, , , and discuss how to make the most of your relationship with a wealth manager in the first quarter of 2025. The conversation dives into essential financial planning strategies, including portfolio rebalancing, key tax considerations like tax-loss harvesting, IRA contributions, and how year-round planning with your wealth management team impacts long-term financial goals. The hosts highlight how tax planning should be an ongoing process, not just a year-end exercise, with insights on deferring taxable distributions, optimizing Roth contributions, and...
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Tax-Efficient Giving: How QCDs Can Boost Your 2025 Charitable Contributions
Blue Chip FM
Dan Seder, CFA®, CMT, CFP® and Hayden Kibbey discuss the benefits and mechanics of qualified charitable distributions (QCDs). For individuals who are charitably inclined, have individual retirement accounts, and meet the age requirement, QCDs can be a tax-efficient method for making charitable contributions. Dan and Hayden outline the key benefits of QCDs and highlight important considerations when determining if this strategy is right for you. Hosts: , , , Associate Financial Advisor Disclosure: This information has been prepared by Blue Chip Partners,...
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#63: Tax Planning Strategy for IRA Holders: Skip the Government and Give from Your IRA Tax-Free
Blue Chip FM
In this special episode of Blue Chip NOW!, Managing Partner Dan Seder, and Associate Financial Advisor Hayden Kibbey talk about one of our favorite ways to bypass the government when pulling money from an IRA account. Qualified Charitable Distributions (QCD) are a tax-efficient way for people aged 70.5 and older to donate directly from their Individual Retirement Account (IRA) to charities. QCDs can take the place of Required Minimum Distributions (RMD) and don’t count as income, benefiting both the charity and the donor. QCDs are direct donations from your IRA to...
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#62: What happened in the market yesterday? New AI, New Considerations: Is China disrupting the global AI race?
Blue Chip FM
After the market’s largest drop-in-a-day in history, we saw investors scrambling to figure out what happened. Listen to this special breaking news episode of the Blue Chip NOW! Podcast to help get your feet back under you after yesterday’s cataclysmic drop. Listen until the end to find out if our hosts are likely to buy or sell in today’s market. Hosts- Antone Lamerato – Daniel Dusina, Matt Mondoux, Dan Seder, Email us: with your feedback and episode topic requests. ...
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Information Technology Has Been a Key Driver of Domestic Earnings Over The Last Two Years
Blue Chip FM
Consensus estimates point to 12.50% earnings growth for the S&P 500 Index in 2025, with elevated expectations visible in the information technology, consumer discretionary, and health care sectors. As information technology has been a key driver of domestic earnings over the last two years, the sector has comprised a larger and larger share of overall index earnings. The current level is not necessarily concerning, but the concept bears consideration. Elevated earnings concentration can introduce index-level volatility should estimates change, especially given that the sector in question...
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#61: Discretionary Spending and Market Dynamics for The Year. Blue Chip Partners Quarterly Edge Q1 2025.
Blue Chip FM
Two straight years of meaningfully positive returns in the domestic market leave investors split. In this episode of Blue Chip Partners Quarterly Edge, Chief Investment Officer Daniel Dusina, and Managing Partner Dan Seder, engage in a discussion that spans the U.S. economy's trajectory for 2025, including the pivotal role of discretionary spending, the wealth effect, and real personal income growth. The hosts analyze recent stock market trends, focusing on earnings concentration within the technology sector and broader market dynamics, such as the Magnificent 7’s influence. They also...
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The market’s appetite for risk continues to rise. When will it slow down?
Blue Chip FM
While the buzz words “quantum computers” and “AI” continue to rise in use across earnings calls, we are still seeing a bullish market. Is your appetite for risk similar to the market’s? Learn more in this featured clip from Blue Chip NOW! Hosts: Daniel Dusina CFA® Matt Mondoux CFA®, CMT, CFP® Dan Seder CFA®, CMT, CFP® Watch the episode here: Email us: [email protected] with your feedback and episode topic requests. Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111 ...
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#60: Google rose sharply on the mere announcing of “Willow.” Is risk still ON in this market?
Blue Chip FM
In this episode of Blue Chip NOW!, Daniel Dusina , Matt Mondoux , and Dan Seder explore the latest advancements in quantum computing and their market implications. They break down ALPHABET’s groundbreaking quantum computer, “Willow”, discussing its potential applications in healthcare, AI integration, and more. The conversation also covers recent changes in the Federal Trade Commission's leadership and how this could reshape the regulatory landscape for Big Tech. The hosts close with insights on market resilience and the shifting economy's reduced risk of recession. Email us:...
info_outlineYou have a young child, a new baby, so what’s the next step? Many people see a little baby in the hospital and, as advisors, we see unfunded liabilities. Do you have life insurance in place? Do you know what kind to get or how much of a policy to take out? What about a living trust? On this clip from the Blue Chip NOW! podcast we do our best to help you avoid your wallet blowing up as new parents. We dive into the different types of life insurance, estate planning tips and how to avoid the cost and drama of probate when transferring your wealth onto your children or whomever you’d like without the state stepping in.
Watch the full episode here!
Listen to the full episode here!
Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111
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