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

July 24, 2024

Ep #243 – I’d Like to Retire Early but I’m Concerned About the Penalties

Early Retirement is a popular goal for many, but actually making it happen can be challenging.  One major obstacle is the early withdrawal penalty imposed to distributions from IRAs & 401ks...

Listen · 34:38

July 17, 2024

Ep #242 – Why Would I Ever Want to Invest in Other Countries?

One question we get a lot is why we’d ever want to invest in countries other than the U.S.  The U.S. stock market has done far better than other countries recently.  It’s the biggest national...

Listen · 26:30

July 10, 2024

Ep #241 – Should I Invest in Bitcoin ETFs?

Mailbag Questions: 1)         “I’m a small business owner, and have a SEP-IRA that I’d contributed to annually until a few years ago.  Then things got tight during COVID and I took a...

Listen · 31:28

Load More Episodes

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.