Blue Chip NOW! is a weekly market analysis podcast from Blue Chip FM a Blue Chip Partners, LLC production. Hosts Dan Seder, Matt Mondoux, and Daniel Dusina share their industry knowledge and insights to help make sense of what’s going on in the markets, plus look ahead to what’s on the horizon so you can be better prepared. The trio also covers a variety of investment management, retirement planning, and executive compensation topics to help ensure you are getting the most life out of your w ...
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Small stocks can pack a powerful punch in Q4 2024 and beyond
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You don’t need a structural allocation to small caps, but you want to be thoughtful about how and when to build an allocation. Watch the episode here on YouTube In this clip from our Q4 Quarterly Edge report by Blue Chip Partner’s Chief Investment Officer Daniel Dusina, CFA and Managing Partner Daniel Seder, CFA, CMT, CFP®. you will gain a deeper u…
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Is it too late to jump on the bond train?
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Bonds are still attractive relative to money market funds. Watch the episode on YouTube In this weeks’ episode, a clip from Q4 Quarterly Edge report by Blue Chip Partner’s Chief Investment Officer Daniel Dusina, CFA, outlines the importance of getting out in front of the yield declines that money market funds are poised to experience over the next …
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Episode 56: You missed the cocktail party, but the reception is just about to begin - Q4 Quarterly Edge Report
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Watch the episode on YouTube here https://youtu.be/slP0qDhDuU0 In a changing domestic environment, a thoughtful assessment across and within asset classes is required. This includes an evaluation of both the sector and capitalization composition of investment portfolios. The domestic fixed income market has run in recent months, but we think bonds …
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What really drove market returns in August- Stock market drawdown and the snap back
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Back to school: interest rates, small caps, the election, and the impact on your portfolio Watch the full episode here! It is back to school season, and we are back to market chatter regarding last month’s ups and downs in the stock market with our hosts: Daniel Dusina, CFA, Matt Mondoux CFA, CMT, CFP®, and Daniel Seder, CFA, CMT, CFP®. In this epi…
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S2 E32: Back to school: interest rates, small caps, the election, and the impact on your portfolio
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Watch this full episode on YouTube here! In this episode of Blue Chip Now, hosts Daniel Dusina (CFA®), Matt Mondoux (CFA®, CMT, CFP®), and Dan Seder (CFA®, CMT, CFP®) explore the latest market trends and what’s driving current market movements. They delve into the impact of interest rates, the yen carry trade, and the evolving economic landscape, i…
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Help Protect Your College Kids with These Documents While Their Brains are Still Developing
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As your child gears up for college, things change. They have gone from being a minor and not able to sign contracts to becoming an adult. Once your adult child turns 18, you as parents do not have rights to ANY of their finances, healthcare information, or school records. You may be getting the parent spider-sense that your kid may not be doing wel…
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Congratulations, It's an Unfunded Liability: Financial Planning Insights for New Parents
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You have a young child, a new baby, so what’s the next step? Many people see a little baby in the hospital and, as advisors, we see unfunded liabilities. Do you have life insurance in place? Do you know what kind to get or how much of a policy to take out? What about a living trust? On this clip from the Blue Chip NOW! podcast we do our best to hel…
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S2 E30 - Financial Planning for New Parents - 529s, Insurance, College Savings, and Estate Planning Essentials
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Watch the full episode on YouTube here! Join Matthew Mondoux and Dan Seder in this episode of Blue Chip Now as they explore critical financial planning strategies for new parents, alongside guests Emily Prater, a CFP® professional, and Gina DiGirolamo, who recently passed the CFP® exam. With Daniel Dusina on paternity leave, the discussion centers …
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Target Date Funds: Optimal Choice for Retirement Savings or Just Another Option?
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Watch this clip on YouTube here, or watch the video of the entire episode here! Audio of this entire episode is available here! The standard 401(k) plan offers a limited menu of mutual funds. If you haven’t looked at your 401(k) in a while, things might have changed. You can even self-direct your 401(k) outside of that standard mutual fund chassis …
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S2 E29: Company Retirement Plan Strategy for Long-term Success. Understanding Traditional vs. Roth 401(k) plans
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Watch the full video of this podcast on YouTube here! In this episode of Blue Chip NOW!, we discuss the best ways to allocate a 401(k) plan properly, common mistakes people make, and how to get the most out of your workplace retirement plan. Join Daniel Dusina, Matt Mondoux, and Dan Seder as they explore different investment options, the benefits a…
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S2 E28: International Investing- a drag or diversification strategy?
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Watch the full podcast video on YouTube here! In this episode of Blue Chip NOW!, Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Jonathan Johnson CPA, CFP®, CMT explore the topic of international versus domestic stock investments. They discuss the concept of being underweight in international stocks, why this is their current strategy, and th…
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Q3 2024 Quarterly Edge: Politics play no role in your portfolio - The market doesn’t care who is president
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Watch the full video episode on YouTube here! With the presidential election coming up, what does that mean for volatility in stocks? We believe that politics don’t cause volatility in the market: uncertainty does. Welcome to a special Quarterly Edge episode of Blue Chip NOW!, where Chief Investment Officer Daniel Dusina CFA® and Managing Partner D…
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S2 E26: What should your portfolio manager be doing in the grips of a black swan event like a pandemic or natural disaster?
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Video of this podcast is live on YouTube, watch it here! In our conversation, we unpack the steps and strategies to take to protect investments when the markets get crazy, and how to leverage the opportunities that come with a crisis. It's crucial for portfolio managers to take these events seriously to protect against possible significant losses. …
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S2 E25: What’s actually been driving inflation if the goods sector has been deflating since 2024?
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Watch on YouTube here! From used vehicles to housing, we dive into the related CPI trends and unpack the encouraging and cautious future insights they offer. Discover how the CPI is calculated, the latest interest-rate projections from the Federal Open Market Committee (FOMC), and the influence of interest rates on the housing market. In this episo…
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S2 E24: What to do next after you’ve doubled your investment in the stock market. When to sell and when to hold.
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Blue Chip NOW! is now being published with video! Watch this episode here. From the ramifications of concentrated positions to how the RSI indicator can tell us if a stock is overbought or oversold, we're covering all the bases. We'll talk about the importance of combining technical and fundamental analysis, managing risk, and avoiding common inves…
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The best boyfriend a woman ever had. How this ex-girlfriend was entitled to his $1M estate 35 years after a breakup.
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On today’s episode of our newly minted channel, Blue Chip FM, we are spilling the tea on a recent court case that might pique your interest. Tune in to hear how a man’s ex-girlfriend, who he dated more than 30 years ago, received his million-dollar retirement account. This may seem like a dumb mistake that would never happen to you... or could it? …
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S2 E23: What does it mean to investors to have a market driven by so few companies leading up to the 2024 election?
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After the strongest May in 20 years, investors are wondering if this could be the calm before a midsummer storm. With 75% of gains driven by 6 stocks in May, it is clear that the S&P 500 Index is NOT always driven by 500 companies. Despite the concentration of returns seen in the domestic equity market last month, the S&P 500 Index touched a new al…
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S2 E22: Unpacking NVIDIA's Stock Split & Blue Chip's Next Big Move
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Today’s episode is like one of those door prize goodie bags at your favorite birthday party: a grab bag of seemingly unrelated things and you’re going to love every single one of them! What is a stock split and why did NVIDIA do this? Should I be buying a stock ahead of a split or after the split? Is NVIDIA trying to get into the Dow Jones Industri…
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S2 E21: How to Look Under the Hood When Stocks Are Hitting All-Time Highs
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What is driving the stock market higher? When you look under the hood of the S&P 500, the number of stocks hitting new 52-week highs is growing. This means that both price and participation are factors in today’s bullish market. This trend is in stark contrast to the dominance of the Magnificent 7 in 2023, as this small handful of stocks was respon…
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S2 E20: The Utilities Sector and Fees You Pay as an Investor - Don't End Up In The Dark
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There may be expenses that you’re getting charged that aren’t going to show up on your statement with your advisor. Learn how to find the internal expense ratio, aka hidden fees, if your financial advisor is outsourcing money management. It's not a fee that shows up on a statement. But, you are probably paying it... Welcome to this week’s episode o…
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Q2 Quarterly Edge - Economic Market Outlook on Stocks, Bonds, and Investing Ideas for 2024
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History likely will not repeat itself, but it may rhyme. Tune in as Chief Investment Officer at Blue Chip Partners, Daniel Dusina, CFA, discusses the historical precedent for recent strength in the stock market, as well as why he thinks bonds currently present a “once in a decade” investment opportunity. Delegate Confidently ™ and call our office t…
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S2 E18: Alphabet Inc. Shares Dividends with Stockholders, Private Mortgages, and The Best Week of 2024 for The Equity Market
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Are you wondering what it takes for a publicly traded company to decide to start paying dividends to shareholders? Are you feeling the pain of these high interest rates and wondering what it takes for a friend or family member to just loan you money to buy a home instead of the bank? Are you sitting on the edge of your seat to know what model of bi…
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S2 E17: Market Drops, CFP® Professional, and the 3B AI Commitment From the U.S. Department of Energy
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Daniel Dusina and Matt Mondoux give a recap and analysis of the markets from the previous week, look at how the U.S. Economy stays resilient even with high interest rates, and discuss the huge investment in AI from the utilities sector. Plus, Financial Advisor Adam Larkin, who recently passed the CFP® exam, joins the show to highlight the importanc…
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S2 E16: Tax Strategies to Save Money on Tax Day for Retirees and Individual Investors
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Matt Mondoux and Dan Seder give a recap and analysis of the markets from the previous week, and since today - April 15th - is tax day, the guys share various tax strategies to help keep the government's hand out of your cookie jar, as well as some valuable tax planning tips to utilize throughout the year to make sure you don't leave money on the ta…
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S2 E15: Why We Don’t Currently Invest in Cryptocurrency
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, unpack Bitcoin and discuss why it is not a good investment, and give an overview of various account structures and the main differences between them. Conversation Markers: 0:35 – Introduction and market recap 1:29 – Scratching the surface on …
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S2 E14: Why Statistics Point to the S&P 500 Being Even Higher 12 Months From Now
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week and look at the American worker's impact on driving the market higher. Plus, Dan leads a discussion on dividends and how they can be an important piece to the retirement puzzle. Conversation Markers: 0:35 – Introduction and market recap: Don't…
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S2 E13: Why Is the U.S. Government Suing Apple?
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, assess the monopolistic accusations directed at Apple in the U.S. government's antitrust case, and give a quick overview of the short-selling process. Dan also leads a conversation on retirees 'flipping the mental switch' from saving to spend…
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S2 E12: What Would Benjamin Graham, Warren Buffett’s Professor at Columbia University, Say About AI Today?
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Matt Mondoux and Dan Seder are joined by special guest Madeline Dunn, Blue Chip Partners' new Director of Marketing, who highlights some exciting changes coming for the podcast. Dan also leads a conversation on Benjamin Graham's idea that in the short run, the stock market is a voting machine, but in the long run, it's a weighing machine. Conversat…
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S2 E11: Why 2024's Equity Market Will Not Be a Repeat of 2021
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss whether the market is overvalued, and share why market participants should not use taxes as a guiding light. Dan also leads a discussion on key mistakes to avoid if you own shares of your company's stock. Conversation Markers: 0:35 – …
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S2 E10: Philosophical Evidence Supports a Path Higher in the Stock Market
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week and discuss how index concentration continues with a recent change to the S&P 500. Plus, Dan leads a discussion on investor sentiment through cycles according to Sir John Templeton. Conversation Markers: 0:35 – Introduction and market recap 1:…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, look at some important valuation metrics for NVIDIA, and discuss if the market hitting all-time highs implies an imminent pullback. Plus, Dan shares a few takeaways from Warren Buffet's annual letter to shareholders. Conversation Markers: 0:3…
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S2 E8: Skate to Where the Puck Is Going
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Daniel Dusina and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss the challenge for the Federal Reserve posed by the U.S. housing market, and look at the power of marketing for consumer staple companies. Plus, Blue Chip Partners' Founder and CEO Robert Steinberg stops by to share some exciting news. Conversatio…
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S2 E7: If Defense Wins Championships, U.S. Corporations Need to Adapt Accordingly
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss the impact of the $18 Big Mac meal, look at the seasonality of equity market returns within U.S. presidential election cycles, and consider if we should be worried about commercial real estate debt. Conversation Markers: 0:35 – Introd…
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S2 E6: The Transformation of Large-Cap Tech
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, look at the factors that allowed Meta to post the largest one-day market capitalization addition in history, and discuss why good economic data should still be considered good news. Conversation Markers: 0:35 – Introduction and market recap 1…
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S2 E5: Quantifying the Power of Compounding
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss how to interpret the recent improvement in U.S. consumer sentiment, and look at how compounding with a tax-advantaged saving plan can benefit you. Conversation Markers: 0:35 – Introduction and market recap 2:36 – How to interpret the …
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S2 E4: Why to Keep Buying in Difficult Markets
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss the importance of "dollar cost averaging", share insights on JP Morgan's earnings, review the data that is driving continued strength in the semiconductor industry, and highlight the release of Dan's eBook for corporate executives: "M…
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S2 E3: Cryptocurrencies Come Full Circle
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, share takeaways on the first approved Bitcoin ETFs, discuss if consumer staples will experience a bull or bear market this year, and look a little deeper into Nike post-partnership with Tiger Woods. Conversation Markers: 0:35 – Introduction a…
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S2 E2: Has Boeing's Stock Been Grounded?
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss what the implications for 2024 are with inflation already at the Fed's target, and unpack the ramifications of the recent malfunction of Boeing's 737 MAX 9 - plus the guys have some favorable Takes of the Week... for Michigan and Detr…
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S2 E1: Has Apple Lost its Luster on Wall Street?
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week and discuss what a downgrade from Barclays means for Apple stock - including what the announcement from Barclays means for individual investors' portfolios. Conversation Markers: 0:35 – Introduction and market recap 3:03 – Apple catches a down…
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S1 E21: An Early Christmas Gift: 2024 Predictions
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, debate if the recent action of Union Pacific's management is a vote of confidence, discuss what the recent court rulings mean for Alphabet and big tech, as well as share their 2024 predictions. Conversation Markers 1:28 – A vote of confidence…
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S1 E20: Are Bond Investors the Smart Money?
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, discuss how to digest the Federal Funds Rate and what happens if current interest rate forecasts in the futures market are incorrect, as well as look at why current data does not support a lower interest rate environment in the near-term. The…
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, provide a November market recap, discuss what falling home prices might mean for inflation in 2024, and share year-end corporate retirement plan opportunities. Conversation Markers 1:02 – A November to Remember 3:24 – What do falling home pri…
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S1 E18: Are Domestic Consumers and Corporate Earnings Running Out of Steam?
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, look at the current state of domestic consumers' cost of living and household debt, dissect earnings expectations for 2024, and discuss the value of Roth conversions. Conversation Markers: 1:28 – The current state of domestic consumers' cost …
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Daniel Dusina, Dan Seder, and Matt Mondoux give a recap and analysis of the markets from the previous week, take a closer look at Target Corp. (TGT) after last week's big move, discuss the trajectory of the U.S. economy and financial markets in 2024, and give an investor sentiment update. Conversation Markers: 1:12 – A closer look at Target Corp. (…
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S1 E16: Why are the Magnificent 7 So Magnificent?
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Daniel Dusina and Dan Seder give a recap and analysis of the markets from the previous week and take a deep dive into The Magnificent 7 stocks. Conversation Markers: 1:26 – Diving deeper into The Magnificent 7 13:18 – Takes of the Week [Episode Length: 18:21] Please click here for important disclosure information.…
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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, review the performance of the Magnificent 7 stocks this year, explore the shifting dynamics in the housing market, and hold a discussion on the economy and recent consumer strength. Conversation Markers: 1:08 – Reviewing the Magnificent 7, an…
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S1 E14: The Yin and Yang of Market Dynamics
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Matt Mondoux and Dan Seder give a recap and analysis of the markets from the previous week, as well as a broader conversation concerning market dynamics and volatility. Conversation Markers: 0:49 – Recap and analysis from the previous week 2:06 – Volatility in the Markets 12:58 – Takes of the Week [Episode Length: 14:24] Please click here for impor…
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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, look at the market implications of the conflict in the Middle East, make sense of the "margin of safety" concept, and also take an updated look at investor sentiment. Conversation Markers: 1:10 – Financial market implications of the conflict …
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Daniel Dusina, Matt Mondoux, and Dan Seder give a recap and analysis of the markets from the previous week, make sense of recent labor market data, and discuss the importance of “zooming out” when analyzing market performance. Conversation Markers: 1:42 – Making sense of recent labor market data 8:39 – The importance of “zooming out” when analyzing…
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Daniel Dusina and Matt Mondoux review market performance for Q3 2023, discuss if there is warranted caution in the equity market, and discuss market sentiment and the return of the contrarian indicator. Conversation Markers: 0:41 – Q3 2023 performance 1:50 – Is caution warranted in the equity market? 7:50 – The contrarian indicator has returned 9:4…
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