Invest for Success

Today, Jeff Scheider of Mooney Lyons joins Jon Gay to break down a topic that's been in the news frequently lately - inflation.

We start by defining inflation - what is its textbook definition vs real world applications?

We also explain buzzwords like deflation, reflation, transitory, and runaway inflation.

Jeff explains where we are now, by looking at what the data say, what the markets say, and what the Feds say.

Finally, we look at what inflation in its current form means for the markets -GDP, earnings, and treasuries.

For more information about this or any topic related to your financial future, visit Mooney Lyons on the web at https://mooneylyons.com/

Or call Mooney Lyons at 847-382-2600

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

No doubt you've read or heard about the insanity around GameStop stock lately.  The popular brick-and-mortar video game chain saw stock prices skyrocket, driven largely by day traders on Reddit and Robin Hood.

Today, Keith Mooney of Mooney Lyons joins Jon Gay to walk through this entire phenomenon and clear up any misconceptions around it.  We explain some of the terms (short sale, short squeeze, and more).  

Keith speaks to how the stock was devalued, then driven up in value, then had the Robin Hood app step in.  Turns out this is much more than a David vs Goliath battle between day traders and Wall Street.  Yes, hedge funds lost billions.  But if individual investors are careless during a craze, they will lose too.

Finally, Keith looks at the long term implications of the GameStop craze - what do regulators have to evaluate when thinking about what changes, if any, they want to make.

For more information on this trend, or to look at a plan for your individual future, reach out to Mooney Lyons at https://mooneylyons.com/

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

Today, Ted Buckley of Mooney Lyons provides a look ahead to 2021.

We start by looking back at 2020. Despite how terrible a year it was for many reasons, it wasn't as bad for the markets as you might think. Ted explains.

Domestically, we have the Biden administration starting, with control of both houses of Congress.  Ted cautions against overemphasizing the results of an election, but the Democrats will set the agenda, at least for now.  This could lead to investment opportunities on the domestic side, such as municipal bonds if a large infrastructure bill is passed.

The biggest hurdle we all face in 2021 is, of course, COVID.  Both domestic and international markets will depend on how quickly we get get vaccines rolled out to the country and the world.  The gap between "haves" and "have nots" has been illustrated by the virus and which sectors have been hit the hardest.

We also look at emerging markets - with technology advancing and being adopted so quickly, there may be international opportunities that didn't exist decades ago.

Resources:
Call Mooney Lyons at: (847) 382-2600

Find Mooney Lyons on the web: https://mooneylyons.com/

2020 has been a tumultuous year for most of us, between market volatility, the pandemic, and the US Presidential Election.  For some, it may have resulted in a job loss, an early retirement, or other financial issues.  Today, Ted Buckley from Mooney Lyons joins Jon Gay to talk about the questions you should ask yourself as we (finally) wind down 2020 and look forward to next year.

• What has changed for you in 2020?
• Do you engage in tax-loss harvesting?
• Do you want to itemize deductions?
• Could you ramp up your retirement plan contributions?
• Are you thinking of gifting?
• Can you start a 529 plan?
• If retired, have you taken your RMD’s (and what's different in 2020)?
• Have you checked your withholding?
• How’s your Retirement plan looking?
• What can you do before ringing in the New Year?

Ted walks us through each of these, and how they can help your finances as we look ahead to 2021.

Contact Mooney Lyons:

847.382.2600

[email protected]

Each individuals situation is unique. The information provided is for informational purposes and not investment advice. Speak with a financial professional before taking action. Investing in securities involves risk of loss that employees should be prepared to bear. No investment is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment.

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

Jeff Scheider and First Trust Economist Andrew Opdyke discuss the following:

• Where do we stand heading into the election

• Economic consequences of election results

• Tax Consequences of election results

• Where to invest in the market based on election results

Resources:

Call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

Today, Jeff Scheider from Mooney Lyons takes a nonpartisan look at where the US Election stands 5 weeks out. 

Jeff begins by offering some historical perspective on the last 80 years, and where we stand today.

We are certainly in for an election like we've never seen, between a large number of swing states, record mail in balloting, and both sides lawyering up.

We break down the three likely outcomes of the election and what each result could mean for the market and your finances.

• A Biden Presidency and Democratic Senate
• A Biden Presidency and Republican Senate
• A Trump Presidency and Republican Senate

Finally, we dig into the data. Is there really a difference in market performance depending on which parties hold the White House and Congress?

Resources:

Call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

Today, Joe Lyons and Jon Gay are joined by a valuable resource in the Mooney Lyons network, attorney Heather Kroencke of Zanc, Coen, Wright and Saladin in Crystal Lake.  Now, more than ever, it's important to have an estate plan.   Heather answers many questions, including:

• Who should have an estate plan?
• What's included in a full plan?
• What's the difference between a will and a trust?
• Differences between a living will and healthcare power of attorney
• Who should be my trustee and executor, and what if there isn't someone I trust?
• What are the tax implications for beneficiaries?

Resources:

Call Zanc, Coen, Wright, & Saladin, P.C. at 815-459-8800

Or visit online at https://www.zcwlaw.com/

Call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

What makes Mooney Lyons different is their value proposition. Today, Keith Mooney explains the Mooney Lyons Wealth Management Formula.

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management.

Specifically,

Advanced Planning = Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Giving.

Throughout today's episode, Keith will explain each of these terms and how Mooney Lyons has cultivated a vast network of professionals - inside their firm and out - to take care of their clients' unique needs.

For more, call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

Walt Czaicki, Senior Equity Strategist with AB Global, joined us to discuss investing in stocks and the market through the current pandemic. This visit we will discuss the following:

• Thematic Investing through the pandemic

• What role ESG (Environmental and Social Governance) plays in the portfolio

• What the results of the election mean for the economy

For more, call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Today, Ted Buckley discusses 5 moves to consider with your 401k.

• Consistently invest as much as you can each pay period.
• Should you take out a loan on your 401k?
• Differences between traditional and Roth
• Options if you leave your current employer
• Is an in service rollover right for you?
• (Bonus): Make smart investment choices.

Finally, we explain why it's important to work with a fiduciary financial consultant, that, by law, must put your financial best interest first.

For more, call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.