April Market Update: A Resilient First Quarter

In the April investment edition of the Wealthy Behavior podcast, I spoke to our Chief Investment Officer, Bob Weisse, about:

  • The market’s strong start to the year
  • Broadening of the rally from AI driven tech names
  • Why we haven’t seen a recession despite two reliable signals calling for one
  • How to be patient with your investments without being blind to the need to make changes
  • Bonus topic: thoughts on raising smart money kids through a discussion of the book “The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money” by Ron Lieber.February’s U.S. and international stock and bond market moves and the reasons behind year-to-date performance.

Full episode available here and wherever you get your podcasts.

Missed an episode? Catch-up on Wealthy Behavior here.