US equity markets advanced - Dow rallied +618-points or +1.98%, logging its best single session gain since 4 May. JPMorgan Chase & Co gained +6.19% higher after the banking giant hosted an Investor Day and raised its net interest income outlook. In addition, JPMorgan forecast that it may hit its goal of a 17% return on tangible equity this year. Goldman Sachs Group Inc rose +3.2%. The broader S&P500 rose +1.86%, with Financials (up +3.23%) leading all eleven primary sectors higher.  The Nasdaq gained +1.59%. It marked the best session for both the S&P500 and Nasdaq since 17 May. The small capitalisation Russell 2000 added +1.10%.  VMware Inc soared +24.78% after The Wall Street Journal reported that Broadcom Inc (down -3.10%) was offering ~US$140 per share or ~US$60B in a cash-and-stock deal to acquire the enterprise cloud-computing software company. The report came on the heels of several other media reports over the weekend speculating a deal. Snap Inc slumped ~30% in after hours trading after Chief Executive Officer (CEO) Evan Spiegel warned in a note to employees that the company will miss its own targets for revenue and adjusted earnings in the current quarter. The social media company will also slow hiring through the end of the year as it looks to manage expenses, Mr Spiegel wrote. Part of the letter was filed with the Securities and Exchange Commission.

Morgans AM: Tuesday, 24 May 2022

WAITING ON NEW HOME SALES - Morning Radio with Phillip and Dave - May 24, 2022

This is a playback from The Statler Financial Radio Show. If you would like to schedule an appointment to learn more about our CORE Retirement Design, please give us a call at (863) 382-0037 or visit https://calendly.com/phillipstatler/15min to schedule your appointment online.

*DISCLAIMER: 
Statler Financial Services, Inc. is a Registered Investment Advisory Firm offering securities and advisory services. 
These videos are not for commercial use. Investing involves risk, including the loss of principal. Please contact a registered investment advisor before investing.
The referenced summary/ prices/ quote/ statistics has been obtained from sources we believe to be reliable, but we cannot guarantee its accuracy or completeness.  Past performance is no guarantee of future results.
The opinions in the preceding commentary are as of the date of publication and are subject to change.  Information has been obtained from a third-party source we consider reliable, but we do not guarantee the facts cited are accurate or complete.  This material is not intended to be relied upon as a forecast or investment advice regarding a particular investment or the markets in general, nor is it intended to predict or depict performance of any investment.  We may execute transactions in securities that may not be consistent with the report’s conclusions.  Investors should consult their financial advisor on the strategy best for them.  Past performance is no guarantee of future results.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your financial advisor.
For more info, please visit us on the web at www.StatlerFinancial.com or call us at (863) 382-0037

2022 Morning Radio with Phillip and Dave

WAITING ON NEW HOME SALES - Morning Radio with Phillip and Dave - May 24, 2022

(5/24/22) Markets were able to hold support at last week's lows--and important test of the bottom, and a set up for a double-bottom. Unfortunately, markets are pointing lower following Snapchat's poor report, which is weighing on FAANG stocks, which in turn are placing a drag on the S&amp;P. A commonality of recent weeks has been a rally that gets sold-into, which has been the heart of the negative pressure on the 20-DMA. Price declines are also what's keeping the MACD signal in "sell" territory, and yesterday's rally did not trigger a "buy" signal. Because markets are so over-sold, we are expecting some type of intermediate-term rally providing investors an opportunity to rejigger portfolios and adjust for risk. There is SO much negative sentiment in the markets; when markets do what no one expects--that will be The Opportunity to take advantage of. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info &amp; commentary: https://realinvestmentadvice.com/insights/real-investment-daily/  -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=N_aFa-LZJTU&amp;list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&amp;index=1  ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #BearMarket #Volatility #RiskReduction #Markets #Money #Investing

Will Markets Give Up All of Monday's Gains?

(5/24/22) Thanks to Snapchat and Mega, and their impact on FAANG stocks, markets sold off last week's gains. Price action remains negative; is relief on the horizon? LA Port activity smoothing out. Bad geopolitical news further weighs on markets, investors, and advisors: How to handle negative news in making investing decisions. At Davos 2022, Ray Daleo says "cash is trash;" why does the Dollar continue to strengthen" We're the cleanest shirt in the dirty laundry. The value of having a financial advisor--and what an FA is. Will the S&amp;P make it 8-in a row? Why true investors must think of doing the "uncomfortable." SEG-1: Markets in Need of a Reflexive Rally SEG-2: How to Manage Negativity for Positive Investing Outcomes SEG-3: The Value of a Financial Advisor (Behind the Scenes Look) SEG-4: Investing Inside vs Outside of Recessions Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Chris Behan, Business Development Officer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=C7-Bzc9WImg&amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;index=1  -------- Our Latest "Three Minutes on Markets &amp; Money: Will Markets Give Up All of Monday's Gains?" is here: https://www.youtube.com/watch?v=N_aFa-LZJTU&amp;list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&amp;index=1  -------- Our previous show, "Wht the Recession Will Be Later than Expected," is here: https://www.youtube.com/watch?v=cSOqv7k7R7c&amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;index=1  -------- Articles mentioned in this podcast: "Economic Stagnation Arrives As “Sugar Rush” Fades" https://realinvestmentadvice.com/economic-stagnation-arrives-as-sugar-rush-fades/  -------- Get more info &amp; commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #BearMarket #Recession #SnapChat #Mega #Geopolitical #RayDaleo #Davos2022 #CashIsTrash #DollarStrength #Markets #Money #Investing

Dealing with Negative News in a Positive Way

Technology stocks once again weighed on US equity markets - Dow added +48-points or +0.15%. McDonald’s Corp (up +2.74%), Verizon Communications Inc (+2.03%) and International Business Machines (IBM) Corp (+2.01%) all added more than 2%.The broader S&P500 lost -0.81%, with Communication Services (down -3.70%) and Consumer Discretionary (-2.58%) leading six of the eleven primary sectors lower. More defensive sectors outperformed overnight, with Utilities up +2.01%, Consumer Staples +1.66% and Real Estate +1.21%. The Nasdaq shed -2.28% to 11,264.45, logging its lowest close since 3 November, 2020 and extending its calendar year-to-date loss to -28%. The technology-centric index sits ~30% below its record 19 November, 2021 record closing high of 16,057.44. Snap Inc tumbled -43.08% after Chief Executive Officer (CEO) Evan Spiegel warned in a note to employees that emerged after the close of Monday’s (23 May) session that the company will miss its own targets for revenue and adjusted earnings in the current quarter, and will also slow hiring through the end of the year as it looks to manage expenses.  Amazon.com Inc fell -3.21% to a fresh 52-week low (us$2,082.00), while  Facebook Inc lost -7.62% and Google-parent Alphabet Inc -5.14%. Twitter Inc fell -5.55% to US$35.76, below the price at which Tesla Inc chief executive Elon Musk acquired his stake. According to a 13D filing with the Securities and Exchange Commission on 5 April, Mr Musk bought his 73.12M shares or 9.1% stake in the social media company at a weighted average price of US$36.157 per share. Twitter has fallen ~31.1% from its 25 April close of US$51.70, the day the company agreed to be acquired by Mr Musk for US$54.20 per share. The small capitalisation Russell 2000 lost -1.56%.  Wendy's Co jumped 17% in after-hours trading after its largest shareholder, Trian Fund Management LP, said it is looking at potential transactions to acquire control of the fast-food restaurant chain. Trian Fund Management LP owns ~19.4% of the company, according to the filings.

Morgans AM: Wednesday, 25 May 2022

(5/25/22) Bonds have started to turn a corner in recent weeks, picking up their non-correlation relative to equity prices--exactly what you want if you're using bonds as a hedge against a stock sell-off. Taking a look at interest rates for hints of where rates are heading reveals much about the economy, and where it's heading, as well. As slowing in April of the rate of growth of inflation allowed interest rates to rise, so did May's reports of slowing inflationary growth, causing rates to drop. Interest rates are now sitting on critical support, and if the decline continues, we're expecting a break of about 2.7% on the Ten-year Treasury rate...pushing rates into the 2%-ish range. The significance of this is, stocks and bonds are starting to price-in slower growth, rather than higher inflationary pressures. So what to do about a very large short-position in Bonds? There's a good possibility of lower rates and higher bond pries through the month of June. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info &amp; commentary: https://realinvestmentadvice.com/insights/real-investment-daily/  -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=f8nL3K0gZWc&amp;list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&amp;index=1&amp;t=3s  ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Bonds #EconomicGrowth #InterestRates #TenYearTreasury #Markets #Money #Investing

Bonds Are Turning a Corner

TRENDING DOWN – Morning Radio with Phillip and Dave – May 25, 2022

This is a playback from The Statler Financial Radio Show. If you would like to schedule an appointment to learn more about our CORE Retirement Design, please give us a call at (863) 382-0037 or visit https://calendly.com/phillipstatler/15min to schedule your appointment online. 

 

*DISCLAIMER:  

Statler Financial Services, Inc. is a Registered Investment Advisory Firm offering securities and advisory services.  

These videos are not for commercial use. Investing involves risk, including the loss of principal. Please contact a registered investment advisor before investing. 

The referenced summary/ prices/ quote/ statistics has been obtained from sources we believe to be reliable, but we cannot guarantee its accuracy or completeness.  Past performance is no guarantee of future results. 

The opinions in the preceding commentary are as of the date of publication and are subject to change.  Information has been obtained from a third-party source we consider reliable, but we do not guarantee the facts cited are accurate or complete.  This material is not intended to be relied upon as a forecast or investment advice regarding a particular investment or the markets in general, nor is it intended to predict or depict performance of any investment.  We may execute transactions in securities that may not be consistent with the report’s conclusions.  Investors should consult their financial advisor on the strategy best for them.  Past performance is no guarantee of future results. 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your financial advisor. 

For more info, please visit us on the web at www.StatlerFinancial.com or call us at (863) 382-0037

TRENDING DOWN

TRENDING DOWN – Morning Radio with Phillip and Dave – May 25, 2022

(5/25/22) Selling pressures continue in the markets, stringing together the most losing weeks since 1928, underscoring the importance of bonds as markets shift from inflation to growth priorities. Correlations and Causations of the Uvalde Shootings: coincidence of increased violence with growth in social media; the velocity of information makes it too easy to react &amp; respond. Why catfish live longer; the rich who want to raise taxes...and the unintended consequences for the less-affluent. Are credit spreads forecasting a Fed-engineer soft-landing? How the Fed views Markets: Cycle to Cycle. SEG-1: Importance of Bonds as Markets Shift Priorities SEG-2: Uvalde: Correlation &amp; Causation SEG-3: Noodling, Catfish, Multi-millionaires &amp; Tax Hikes SEG-4: How the Fed Looks at the Market vs the rest of us Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=l1n-MUHuVuw&amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;index=1&amp;t=2576s  -------- Our Latest "Three Minutes on Markets &amp; Money: Bonds Are Turning a Corner," is here: https://www.youtube.com/watch?v=f8nL3K0gZWc&amp;list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&amp;index=1&amp;t=3s  -------- Our previous show, "Dealing with Negative News in a Positive Way," is here: https://www.youtube.com/watch?v=C7-Bzc9WImg&amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;index=1  -------- Articles mentioned in this podcast: "Economic Stagnation Arrives As “Sugar Rush” Fades" https://realinvestmentadvice.com/economic-stagnation-arrives-as-sugar-rush-fades/  -------- Get more info &amp; commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Bonds #InterestRates #Stocks #TaxTheRich #UvaldeShooting #SoftLanding #Markets #Money #Investing

Unintended Consequences of Taxing the Rich

US equity markets advanced as technology stocks rebounded and as investors digested minutes of the Federal Reserve's policy meeting in early May - Dow rose +192-points or +0.6%, booking a fourth consecutive session of gains. The broader S&P500 gained +0.95%, with Consumer Discretionary (up +2.78%) and Energy (+1.96%) leading nine of the eleven primary sectors higher. Utilities (down -0.06%) and Health Care (-0.02%) were the only primary sectors to settle in the red.  The Nasdaq rebounded +1.51% a day after logging its lowest close since 3 November, 2020. Twitter Inc gained over >6% in after hours trading (after a +3.91% rise in the regular session) after a filing with the Securities and Exchange Commission (SEC) showed Tesla Inc (+4.88%) Chief Executive Elon Musk increased the amount of cash he is committing to the acquisition of the social media company by US$6.25B, with the rest funded by debt financing. The filing also stated that Mr Musk continues to negotiate with Twitter shareholders, including cofounder Jack Dorsey, in an attempt to convince them to remain as investors instead of cashing out. The small capitalisation Russell 2000 rose +1.95%.  Kohl’s Corp jumped +11.89% after Reuters reported that bidders continue to circle the retailer at lower prices than earlier this year, but still well above recent trading levels of the stock.

Morgans AM: Thursday, 26 May 2022

RETAIL CONTINUES - Morning Radio with Phillip and Dave - May 26, 2022

This is a playback from The Statler Financial Radio Show. If you would like to schedule an appointment to learn more about our CORE Retirement Design, please give us a call at (863) 382-0037 or visit https://calendly.com/phillipstatler/15min to schedule your appointment online.

*DISCLAIMER: 
Statler Financial Services, Inc. is a Registered Investment Advisory Firm offering securities and advisory services. 
These videos are not for commercial use. Investing involves risk, including the loss of principal. Please contact a registered investment advisor before investing.
The referenced summary/ prices/ quote/ statistics has been obtained from sources we believe to be reliable, but we cannot guarantee its accuracy or completeness.  Past performance is no guarantee of future results.
The opinions in the preceding commentary are as of the date of publication and are subject to change.  Information has been obtained from a third-party source we consider reliable, but we do not guarantee the facts cited are accurate or complete.  This material is not intended to be relied upon as a forecast or investment advice regarding a particular investment or the markets in general, nor is it intended to predict or depict performance of any investment.  We may execute transactions in securities that may not be consistent with the report’s conclusions.  Investors should consult their financial advisor on the strategy best for them.  Past performance is no guarantee of future results.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your financial advisor.
For more info, please visit us on the web at www.StatlerFinancial.com or call us at (863) 382-003

RETAIL CONTINUES - Morning Radio with Phillip and Dave - May 26, 2022

Morgans is Australia's largest national full-service retail stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices across all states and territories in Australia.

Featured excerpts and interviews about life, markets, sweat-equity, and the pursuit of wealth in a capitalist  market.

Phillip Statler is on a mission to provide Highlands County residents with comprehensive retirement planning services to help them feel financially confident for years to come. He sees his clients as family and loves seeing them enjoy their retirement.

Starting out, Phillip entered the financial services industry as a tax advisor, working with clients to plan tax-reduction strategies. He quickly realized the issue of tax reduction was not the only area of concern for his clients, and he wanted to give his clients more thorough, well-rounded guidance encompassing their entire financial portfolios. As a result, Phillip studied for and earned the required licensure to become a financial and investment advisor, and in 2001 he decided to focus primarily on financial planning. Today, he proudly helps clients accomplish more of their retirement bucket list by helping them implement secure and complete retirement strategies with income and retirement planning.

Phillip regularly holds seminars throughout the community. He also hosts two radio shows as a way to reach more consumers with important financial information each day. On weekdays, listen to Phillip’s live financial updates at 8:40 a.m. on 105.7 Lite FM’s “Mornings with Dave,” and on weekends, you can hear the “Statler Financial Radio Show” on NewsTalk WWTK AM 730, Saturdays at 6 a.m. and noon, and Sundays at 10 a.m.

A graduate of Florida State University, Phillip earned his Bachelor of Science in accounting and finance. He is a Registered Investment Adviser of Statler Financial Services, Inc. and is a licensed Enrolled Agent (tax advisor) through the U.S. Treasury’s office. Phillip has passed the Series 65 securities exam and holds his insurance licenses. He also is an Ed Slott Master Elite member as well as a member of the Greater Sebring Chamber of Commerce, National Society of Accountants, Better Business Bureau, Kiwanis of Greater Sebring and First Baptist Church of Sebring. In 2017, Phillip won the Inaugural Highlander Award for Financial Representative of the Year.

Phillip and his wife, Joyce, are lifelong residents of Sebring and are the proud parents of two adult children, Maggie and Colton. They’re also thrilled to be new grandparents to their first granddaughter, Natalie. In his free time, Phillip loves to travel and spend time with his family.

New tracks tagged #NASDAQ