Welcome to the latest episode of Protect Your Assets with David Hollander. This week, we dive into a range of crucial financial topics, including developing trends in investments and capital allocation, the impact of AI on investment strategies, the intricacies of Prop 19, and much more. Stay tuned for insightful discussions and advice on navigating this complex financial landscape.

In this market segment, The Sandman discusses the implications of the Dow and S&P 500 reaching all-time highs and explores the hard versus soft landing scorecard, shedding light on key economic indicators like the ISM manufacturing PMI index and employment trends. Insights into consumer behavior and market impact are drawn from recent data from companies such as 3M and Synchrony Financial. This segment also addresses the critical question of whether to continue investing in the current market, with a focus on S&P 500 valuations and the potential influences of the election year.

In the latest episode of Protect Your Assets, The Sandman concludes the financial boot camp series with vital insights into government benefits you’ve likely been contributing to throughout your working life. He demystifies the recent changes in Medicare, including premium adjustments and eligibility criteria, to help you make informed decisions. The Sandman also delves into long-term care insurance nuances and the surprising shifts in Medi-Cal eligibility in California. Whether you’re considering retirement this year or seeking to optimize your entitlements, this episode offers clear, actionable advice for your financial future.

In this third installment of the Protect Your Assets 2024 financial bootcamp series, we delve into some key investment and other financial landmines that await in the year ahead. As your drill sergeant, David Hollander guides you through the potential pitfalls in investment and tax planning, especially with the anticipated volatility and changing interest rates.

In this market segment, David Hollander dissects the week’s market activities, including movements in the Dow, S&P 500, and Nasdaq, while looking ahead to crucial economic reports. Gain insights into inflation trends, the Federal Reserve’s rate decisions, and their implications for investors. Tune in for a detailed analysis and strategic recommendations to navigate the complexities of investing in a fluctuating financial world.

In this market segment, The Sandman explores key economic indicators, including the latest CPI and PPI data, and their impact on financial markets. Delve into the dynamics of the Dow, S&P 500, Nasdaq, and global indexes, alongside unusual trends in car insurance and used car prices. He also analyzes the Federal Reserve’s potential rate changes and offers strategic insights into navigating stock and bond markets, emphasizing the importance of understanding these economic trends for informed investment decisions.

Join The Sandman in another episode of the Protect Your Assets retirement bootcamp series, where he discusses the complexities of recent tax law changes in California and their impact on retirement planning. As we kick off the new year, the Sandman offers invaluable insights into the Secure Act 2.0, IRAs, Roths, 401(k)s, and 529 plans, providing listeners with tools to make informed financial decisions. Whether you’re nearing retirement or just beginning to plan, this episode is a treasure trove of information that can help you optimize your tax situation and work toward making your New Year’s financial resolutions a reality.

In this market segment, The Sandman dives into the stock market’s journey through 2023, examining key indices, the impact of portfolio management strategies like ‘window dressing,’ and the role of major players like Apple. Looking ahead to 2024, he discusses the Federal Reserve’s interest rate decisions, the economy’s health, and the labor market’s influence on market trends. This episode offers insights for investors on navigating potential volatility and strategic financial planning for the year ahead.

Welcome to the 2024 Protect Your Assets Financial Bootcamp! This empowering series dives deep into practical financial strategies and advice. In this episode, The Sandman tackles everything from retirement planning to efficient tax strategies, and even addresses listener questions. Whether you’re planning to contribute more to your 401(k), wondering about the impact of tax hikes, or simply looking to make more informed financial decisions, this episode is packed with invaluable insights. Get ready to learn how to give every dollar a job, manage big-ticket expenses, and discover how to create tax-efficient income streams. Tune in to start working on your financial New Year’s resolutions!

Join The Sandman for this Protect Your Assets market segment, where he explores key economic developments, focusing on recent trends in inflation, job reports, and stock market performance. A highlight of this market segment is the exploration of GLP-1 drugs, initially for diabetes, now impacting weight loss and their surprising effects on large cap pharma stocks and the food industry. The Sandman provides insights into how investors can navigate this trend.