Join Angela Robinson of Smart Money Group and Kennedy Financial Services for Life Planning 101. Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning...and much more.
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Join Angela Robinson of Smart Money Group and Kennedy Financial Services for Life Planning 101. Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning...and much more.
In this episode, Aaron and Kade discuss the current market conditions, recent portfolio changes, and broader trends impacting investment decisions. Topics covered include the market’s recent lack of volatility, the influence of sentiment on bubbles, the semiconductor industry’s developments (especially Nvidia and ASML), changes in the portfolio such as selling Hershey’s and trimming Costco, and a new investment in Rolls-Royce with its innovative approach to power generation and motor leasing. The conversation provides detailed reasoning for each portfolio move and insight into current financial trends and psychology.
The Life Planning 101 Podcast
Join Angela Robinson of Smart Money Group and Kennedy Financial Services for Life Planning 101. Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning...and much more.
