2024
EWA Stock Market and Portfolio Review Q2 2024
1. Introduction (0:09)
2. Market Summary and Update (0:54)
3. EWA Portfolio Model and Philosophy (16:26)
4. EWA Live Look at Portfolio (22:47)
EWA Stock Market and Portfolio Review Q1 2024
1. EWA Firm Initiatives (00:39)
2. 2023 Q4 Recap (05:29)
3. Looking Ahead Into Q1 (11:30)
4. Portfolio Changes (21:00)
5. Financial Planning Tips (33:57)
2023
EWA Stock Market and Portfolio Review Q4 2023
- EWA Firm Initiatives (00:45)
- Quarter 3 Recap (09:52)
- Looking Ahead to Quarter 4 (14:24)
- Financial Planning (28:23)
EWA Stock Market and Portfolio Review Q3 2023
- Direct Indexing Q and A (00:12)
- EWA Portfolio Updates (11:46)
- EWA Firm Initiatives (19:57)
- Quarter 2 Recap (26:10)
- Looking Ahead to Quarter 3 (33:25)
- Interest Rates Q and A (42:51)
EWA Stock Market and Portfolio Review Q2 2023
- Firm Initiatives (.40)
- Recap of Quarter 1, 2023 (4.41)
- 2023, Quarter 2 Projections (10:02)
- FAQ’s From Clients (18:26)
- EWA Portfolio (24:50)
- Meet Jordan Fediaczko (32:19)
2022
EWA Stock Market and Portfolio Review Q1 2023
- Quarterly Performance Report (:15)
- Firm Initiatives (:47)
- Recap of Quarter 4 (2:16)
- Key Thoughts on Quarter 1 (6:58)
- EWA Portfolio (14:19)
EWA Stock Market and Portfolio Review Q4 2022
- Quarterly Performance Report (:15)
- Firm Initiatives (:46)
- Recap of Quarter 3 (3:07)
- Key Thoughts for Quarter 4 (6:22)
- EWA Portfolio (10:17)
EWA Stock Market and Portfolio Review Q3 2022
- Quarterly Performance Report (0:14-0:33)
- Firm initiatives (0:34-5:14)
- Recap of Quarter 2 (5:15-8:30)
- Key thoughts for Quarter 3 (8:31-10:40)
- EWA portfolio (10:41-12:34)
- Financial planning topics
- Tax loss harvesting (12:35-14:41)
- Why we invest in international funds (14:42-16:30)
EWA Stock Market and Portfolio Review Q2 2022
- Quarterly Performance Report (0:25 – 0:55)
- Firm Initiatives (0:55 -3:00)
- Recap of Quarter 1, 2022 (3:00 – 6:09)
- Key Thoughts Looking into Quarter 2 (6:09 – 8:30)
- EWA Portfolio (8:30 – 12:03)
- Financial Planning Topics:
- Is the 4% safe withdrawal rate still safe? (12:03 – 14:54)
- House retirement bill (14:54 – 16:23)
2021
EWA Stock Market and Portfolio Review Q1 2022
- Firm Initiatives (0:58 – 4:48)
- Recap of Quarter 4, 2021 with Matt Blocki (4:56 -9:27)
- Key Thoughts Looking into Quarter 1, 2022 with Matt Blocki (9:33 – 15:48)
- EWA Portfolio with Nick Stonesifer (15:55 – 20:24)
- Financial Planning Topics
- Social Security and Medicare Updates with Chris Pavcic (20:31 – 22:56)
- Retirement Plan Updates with Jamison Smith (23:03 – 25:06)
- Estate and Gift Tax Updates with Ben Ruttenberg (25:12 – 27:18)
EWA Stock Market and Portfolio Review Q4 2021
- EWA Updates (1:06 – 5:07)
- Recap of Quarter 3, 2021 with Matt Blocki (5:12 – 7:04)
- Key Thoughts Looking into Quarter 4, 2021 with Matt Blocki (7:10 -13:05)
- EWA Portfolio: Tactical Changes with Nick Stonesifer (13:11 – 18:53)
- Financial Planning Topics
- Donor Advised Funds (Double Tax Benefits) with Jamison Smith (19:02 – 20:21)
- How Tax Code Could Affect You with Chris Pavcic (20:27 – 24:09)
EWA Stock Market and Portfolio Review Q3 2021
- EWA Updates (1:09 – 3:43)
- Recap of Quarter 2, 2021 with Matt Blocki (3:47 – 5:30)
- Key Thoughts Looking into Quarter 3, 2021 with Matt Blocki (5:35 – 10:12)
- EWA Portfolio: Tactical Changes with Nick Stonesifer (10:17 – 15:34)
- Financial Planning Topics
- Investing in Uncertain Times with Matt Blocki (15:39 – 17:43)
- White House Focus on Income Inequality with Matt Blocki (17:48 – 22:44)
- Blockchain Technology with Jamison Smith (22:48 – 24:29)
- Cybersecurity with Chris Pavcic (24:33 – 25:57)
EWA Stock Market and Portfolio Review Q2 2021
- Quarterly Performance Report (QPR) (0:22 – 0:51)
- Recap of Quarter 1, 2021 (1:27 – 3.53)
- Key Thoughts Looking into Quarter 2, 2021 (3:54 – 5:19)
- EWA Portfolio: Tactical Changes (5:20 – 8:42)
- Financial Planning Topics
- Tax Change Proposals (8:43 – 15:13)
- Inflation ( 15:14 – 16:15)
- Cryptocurrency (16:16 – 17:35)
- Politics (17:36 – 19:30)
