This week was relatively slow in market news…..until the Trump verdict came out.  Donald Trump was found guilty on all 34 counts brought against him in the hush Money trial, which throws more uncertainty into upcoming election cycle.  The financial world changed on Tuesday as well, as the stock settlement cycle was shortened from T+2 to T+1.  We cover what all this means for you, how the markets reacted to the Trump verdict, and whether the investment vehicle Trump used to take Truth Social public is something you should consider for your portfolio.

Resources:

https://www.jpmorgan.com/insights/securities-services/regulatory-solutions/t-plus-1

Most Recent Episodes

November 6, 2024

Ep #251 – We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks?

This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio.  We also review an article about market...

Listen · 33:27

October 2, 2024

Ep #250 – Should I Roll My 401k Into an IRA?

Most Americans have at least some of their Retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like.  And when you leave a job, due to a retirement...

Listen · 50:38

September 4, 2024

Ep #249 – We Just Retired. Should We Downsize?

Downsizing from your large, long-held family home is a popular concept for retirees, but may not always be the best choice.  Even though smaller homes are less costly & easier to maintain,...

Listen · 26:17

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Grant Bledsoe Financial Planner to Business Owners

I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.