Founder of Mach 1 Financial, David Lee, joins Matt and Lee for this week's episode! David discusses the correlation between demographics and market performance, highlighting how consumer behavior is influenced by age and economic factors such as birth rates. He notes the significance of the baby boomer generation's impact on economic activity in the 90s. This is a big part of why Mach 1 Financial supports five local NWA charities to shape the next generation because we know how much it impacts our economy; and, it's also the right thing to do!
Additionally, Matt, David, and Lee explore the disparity between investment expectations and reality, emphasizing the importance of maintaining a healthy investing mindset.
You can buy David's book "Mission Focused, Purpose Driven" on Amazon! https://www.amazon.com/Mission-Focused-Purpose-Driven-Fulfillment/dp/B0CFD69288
Referenced: "The Psychology of Money" by Morgan Housel.
The Five Charities Mach 1 Supports:
Loving Choices https://lovingchoices.org/
The C.A.L.L. https://thecallinarkansas.org/nwa
Northwest Arkansas Children's Shelter https://nwacs.org/
Children & Family Advocacy Center (CFAC) https://cfacbentonco.com/
Fellowship of Christian Athletes https://www.fca.org/
Sources:
https://www.businessinsider.com/economy-us-birth-rate-declining-population-immigration-china-elon-musk-2024-2
https://www.businessinsider.com/elon-musk-pandemic-baby-bust-birth-rate-harmful-civilization-demographics-2021-12
https://www.cnn.com/2021/05/05/health/pandemic-births/index.html
https://www.imf.org/en/Publications/fandd/issues/Series/Analytical-Series/new-economics-of-fertility-doepke-hannusch-kindermann-tertilt#:~:text=It%20suggests%20that%20as%20parents,across%20countries%20and%20over%20time
You can send us a comment or question at TheMarketMoment@mach1fg.com
Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/
Ep 65: Roth Conversions
Ep 64: Long Term Care & How to Plan For It
Ep 63: Social Security
Ep 62: Hedging, Market Changes, & Concentrated Stock Risk with David Lee and Jay Pestrichelli
Ep 61: Pros and Cons of a 401(k) Rollover
Ep 60: Phishing (not Fishing)
Ep 59: Faith and Finance with Dr. Nick Floyd
Ep 58: Communism, Capitalism, and Societies In-Between with David Chapman
Ep 57: Generosity, Grandkids, & Getting Out of Debt with Mike Frost
Ep. 56: Sports, Stewardship, & Staying Humble with Matt Walters
Ep 55: From Flying to Finance with David Lee
Current Events: Interest Rates, Child Tax Credits, & Cryptocurrency
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Capital Gains Tax, Stepped-Up Basis & More.
The Non-Financial Aspects of Retirement
5 Different Types of Investing Risks - Part 2
5 Different Types of Investing Risks - Part 1
Impact on Death of a Spouse
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