Managing your own $500K+ portfolio? Avoid these things for your financial health.
Release Date: 11/20/2024
#72: Is the Market Rally for Real? Sector Moves & Economic Signals
Blue Chip FM
Spend with Confidence. Live without Regret: https://www.bluechippartners.com In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Vince Parrack take a deep dive into the current state of the markets, with the S&P 500 quietly climbing nearly 8% since late April. Is this rally justified, or are there risks lurking beneath the surface? The team breaks down the sector drivers behind this move—particularly the outsized influence of information technology and communication services—and debates whether this momentum can hold as geopolitical...
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#71: From Diapers to Diplomas: Strategic Financial Planning for Families
Blue Chip FM
Spend with Confidence. Live without Regret: In this episode of Blue Chip NOW!, Daniel Dusina, CFA, is joined by Adam Larkin, CFP®, and Dan Seder, CFA, CMT, CFP® for an in-depth discussion on the real costs of raising a child and the best financial strategies for securing their future. Kicking off with market commentary on the most recently announced tariffs and their ripple effects, the conversation quickly transitions into the practical, personal, and long-term considerations of new parents. Daniel shares insights from meticulously tracking his baby’s expenses over nine...
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#70: Tariffic News! Markets Cheer the Ceasefire, but is It Built to Last?
Blue Chip FM
In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA®, Matt Mondoux, CFA®, CMT, CFP®, and Dan Seder, CFA®, CMT, CFP® dive deep into the evolving dynamics of global trade and investor sentiment. Kicking things off with a reflection on a news-filled Mother’s Day weekend, they unpack the latest developments in U.S.–China tariff negotiations. With a 90-day tariff exemption window opening up between the nations, the conversation turns to how this temporary truce is impacting investor psychology, market sentiment, and near-term economic outlooks. The team reflects on how investor...
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#69: Tariff Turbulence: You Don’t Need a Parachute
Blue Chip FM
In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CMT, CFA, CFP®, and Dan Seder, CMT, CFA, CFP® sit down to tackle one of the most volatile stretches the market has seen in recent memory. They discuss how tariff uncertainties, political pressures, and tech stock valuations have created sharp market swings, and why it's so important to avoid making emotional investment decisions during turbulent times. The team walks through how the investment committee at Blue Chip Partners approached recent volatility — emphasizing patience, long-term thinking, and a commitment to...
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#68: Quarterly Edge: Q2, 2025 - A Deep Dive into the Economy, Stock Market, and More
Blue Chip FM
In this Quarterly Edge episode of Blue Chip NOW!, hosts Daniel Dusina, CFA® and Dan Seder, CFA®, CMT, CFP® explore the current uncertainty of the economy, sharing their thoughts on why it's challenging to be either optimistic or pessimistic in this ever-changing landscape. They discuss key topics like the labor market, new job opportunities, wage gains, and how the wealth effect is shaping consumer behavior. The hosts also take a closer look at the level of debt in U.S. households and what it means for future spending power. In addition, Daniel and Dan analyze the stock market and offer...
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The Dance of the Stock Market
Blue Chip FM
In this clip from the latest episode of Blue Chip NOW!, hosts Matt Mondoux and Dan Seder break down a fascinating statistic dating back to 1990, down days and up days, and the dance of the stock market. Matt Mondoux: Dan Seder: Click here for important disclosure information: https://www.bluechippartners.com/disclosures/ Click the link below to schedule a call: Blue Chip Partners | https://www.bluechippartners.com/schedule-a-call/ Listen to our weekly market analysis podcast on your favorite platform by clicking here: https://www.bluechippartners.com/blue-chip-now/ Are...
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#67: Navigating Uncertain Times: Market Volatility & Investor Sentiment
Blue Chip FM
In this episode of Blue Chip NOW!, Matt Mondoux and Dan Seder analyze recent market volatility, investor sentiment, and the factors driving uncertainty, including tariffs and economic policy changes. With Daniel Dusina away, Matt and Dan provide insights into key market indicators like the VIX, moving averages, and sector performance. They discuss the impact of tariffs on inflation, investor behavior, and the potential for a market-induced recession. They also highlight the importance of diversification, long-term investing strategies, and why staying the course is often the best approach. ...
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#66: Fear, Greed, and Market Rotation: A Contrarian Perspective
Blue Chip FM
In this episode of Blue Chip NOW!, Daniel Dusina , Matt Mondoux , and Dan Seder provide an update on market sentiment, sector rotation, and key market observations. They explore why sentiment indicators like the CNN Fear & Greed Index and AAII Investor Sentiment Survey are powerful contrarian signals. They also discuss the impact of the Magnificent 7’s underperformance, how defensive sectors are leading gains, and why broad market participation is a positive sign for the bull market. Tune in for insights on why extreme sentiment readings often indicate opportunities—and what it means...
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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,...
info_outlineAre you managing your own portfolio or outsourcing to a professional? If you’re looking at an investment structure, why not think of individual stocks? Tax intricacies on mutual funds are muddy as best. When stocks work against us it's our job to harvest the loss, bank it and set it aside. You can use those losses for years to benefit your bank account when pulling money out for a big project, to buy a house, or anything else that would incur capital gains. This tax harvesting strategy is possible with the purchase of a well-diversified portfolio of individual stocks. With mutual funds the intricacies around taxes aren’t as clear. But with individual stocks and the right professionals in your corner, you could have a significant difference in payout when you’re realizing capital gains with a well-diversified portfolio of individual stocks.
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