Wade Into Wealth

How Much is Too Much?

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 14 Jan 2026 05:00:00 +0000

How to know when you're holding too much stock in one individual company or fund, and why now is a perfect time to consider harvesting gains from your most concentrated investment positions.

Venezuela and the Stock Market - How It Could Impact Your Investments

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 7 Jan 2026 09:00:00 +0000

How is the United States military action into Venezuela which led to the capture of Venezuelan leader Nicolas Maduro likely to impact the stock market and your investments? Note: This is NOT a political discussion, but a conversation about how scenarios like this can impact equity markets.

Recapping 2025's Biggest Stock Market Moments

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 31 Dec 2025 05:00:00 +0000

A lot happens over a year's time, from Deep Seek, to Tariffs, a spring and summer market recovery, and a looming Supreme Court decision, all of which have impacted your investments in different ways. As we say goodbye to 2025, a look back at what we learned.

Does the 50-Year Mortgage Make Sense?

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 19 Nov 2025 05:00:00 +0000

The idea of a 50-year mortgage was recently floated by President Trump as an option to make homes more affordable. Would the idea actually work?

Why Main Street and Wall Street Are Two Different Things

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 12 Nov 2025 09:00:00 +0000

Stocks are up. Consumers are cautious. We unpack the widening gap between Wall Street’s rally and Main Street’s reality, from falling consumer confidence to rising credit card balances. And how you should approach it from an investment perspective.

Big Tech, Record Highs, and Your Portfolio...

cwade@brightonsecurities.com (Ethan Wade, Chuck Wade) — Wed, 5 Nov 2025 09:00:00 +0000

Is the stock market's continued climb to multiple new record-highs a warning light that is starting to flash? We unpack the market's surge, why Big Tech and AI is carrying the weight, and what it means for your own personal portfolio.

Fed Cuts Interest Rates - Our Reaction

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Thu, 18 Sep 2025 04:00:00 +0000

What the Fed's interest rate cut means for you and why projections of future interest rate cuts come with a big caveat.

Supreme Court to Rule Quickly on Legality of Trump Tariffs

cwade@brightonsecurities.com (chuck wade, ethan wade) — Fri, 12 Sep 2025 04:00:00 +0000

The Supreme Court has agreed to hear the case on whether President Trump's Tariff's are legal or must be repealed as has been ruled by two lower Federal courts. The big question - what happens if the Tariffs are deemed illegal and funds collected must be paid back?

What To Do With Markets At New Highs

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Wed, 27 Aug 2025 08:00:00 +0000

We're back to end summer with some thoughts on what to do with your investments as markets reach new all-time highs in anticipation of interest rate cuts by the Fed. What kind of adjustments to your portfolios should you be considering at a time like this?

Markets Recover From Tariff Turmoil

cwade@brightonsecurities.com (ethan wade, chuck wade) — Fri, 16 May 2025 04:00:00 +0000

Following a turbulent April, markets have mostly recovered to pre-tariff levels. What can we learn from the past six weeks of stock market turbulence to make us better investors moving forward?

Managing Market Chaos as Tariffs Take Hold

cwade@brightonsecurities.com (chuck wade, ethan wade) — Fri, 4 Apr 2025 04:00:00 +0000

Worried about your investments as markets continue to fall following President Trump's tariff announcement? Our thoughts on how to best manage market chaos amidst tariff uncertainty.

5 Ways to Manage the Tariff Chaos in the Stock Market

cwade@brightonsecurities.com (ethan wade, chuck wade) — Tue, 11 Mar 2025 04:00:00 +0000

Concerned about the impact of tariffs on your investments? We share 5 ways to help manage your way through the chaos and uncertainty.

Tariffs - What to Know and How it Impacts You

cwade@brightonsecurities.com (Ethan Wade, Chuck Wade) — Mon, 3 Feb 2025 05:00:00 +0000

Markets recoiled on Monday on the news of President Trump's 25% tariffs on Mexico and Canada going into place, along with a 10% tariff on Chinese goods. What does it mean for you and what actions, if any should you be considering with your investments?

What Happened to Nvidia

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 29 Jan 2025 05:00:00 +0000

Nvidia shares cratered on Monday on the news of a new AI platform out of China that appears to be able to perform operations without the most advanced Nvidia chips and could potentially reduce demand for Nvidia going forward. Shares dropped nearly 20% on the news. What does it mean for you?

Why Predictions Don't Matter...

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 8 Jan 2025 05:00:00 +0000

Every new year starts with predictions about what to expect from the stock market and economy. Should you actually be paying attention to them, or would flipping a coin provide more accurate results?

Fed Cuts Rates; Markets Drop in Response

cwade@brightonsecurities.com (ethan wade, chuck wade) — Thu, 19 Dec 2024 05:00:00 +0000

The Dow notched it's longest losing streak in 50 years after the Federal Reserve announced an interest rate cut. Does the news mean you should be considering changes to your investment strategy?

Presidential Elections and the Stock Market

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 2 Oct 2024 08:30:00 +0000

Our perception of the stock market's performance in Presidential Election years is quite different than the reality - we look at the data and how it applies to you as we approach the final stages of the 2024 Presidential Election.

Utilities: An Unlikely Market Mover

cwade@brightonsecurities.com (ethan wade, chuck wade) — Sun, 29 Sep 2024 04:00:00 +0000

In a year when "AI" is the hottest topic in markets, a much less flashy sector leads market gains - why Utilities are 2024's best market performer.

Fed Slashes Interest Rates by Half a Percent - Reaction!

cwade@brightonsecurities.com (ethan wade, chuck wade) — Thu, 19 Sep 2024 04:00:00 +0000

What the Federal Reserve's decision to cut interest rates by half a percentage point means - for your savings, investments, & loans, along with a discussion of whether it makes sense to refinance higher interest rate mortgages now, or to wait for further rate cuts.

Monday's Market Drop - End of the World, or Business as Usual?

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 7 Aug 2024 04:00:00 +0000

Monday's stock market was messy - a drop of nearly 3% in the S&P 500 - cause for a concern or long overdue?

Why the Stock Market Rose After the Attempted Assassination of Former President Trump

cwade@brightonsecurities.com (chuck wade, Ethan wade) — Mon, 15 Jul 2024 14:59:12 +0000

In this episode of "Wade Into Wealth," we dive into the surprising stock market reaction to the attempted assassination of former President Trump. Despite the geopolitical shock, the market experienced a notable rise just days after the news broke. Join us as we explore why the stock market isn't as tightly correlated to geopolitical events as commonly believed, and uncover the factors that drove this unexpected surge. Whether you're an investor or just curious about market dynamics, this episode offers valuable insights into the resilience and complexity of the financial markets.

Peak Performance: Taking Profits Wisely (And Without Emotion Involved)

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 3 Jul 2024 08:00:00 +0000

Why make changes when things are going so well? With markets at or near all-time highs, we discuss profit-taking near the market peaks. Why times like these make sense to consider taking profits, compared the times we feel most compelled to make investment changes (Hint: It's during times of market tumult)!

Decoding the Dow at 40,000: Does it Really Matter?

cwade@brightonsecurities.com (chuck wade, Ethan wade) — Wed, 22 May 2024 08:00:00 +0000

40,000 for the Dow! But does it matter? We dive in and also explain why the Dow reminds us of the Empire State Building.

Fortune or Folly: Prospecting the Costco Gold Rush

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Wed, 8 May 2024 08:00:00 +0000

Sales of gold have skyrocketed at Costco - you read that right - demand for gold bars has soared at Costco. But is it a good investment to buy gold while shopping for items in bulk at Costco?

Decoding Biden's Budget: Understanding the Proposed Tax Hikes

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 1 May 2024 04:00:00 +0000

🎙️ Tune in to our latest episode as we unravel the intricacies of President Biden's budget proposal, dissecting the much-talked-about capital gains tax rate. Forget the sensational headlines – join us for a deep dive into the real details that matter. Get ready to gain clarity on what this proposal truly means for you. Don't miss out – listen now! 📈💼 #BidenBudget #CapitalGainsTax #DeepDive

Investing in AI

cwade@brightonsecurities.com (chuck wade, ethan wade) — Thu, 4 Apr 2024 04:00:00 +0000

Artificial Intelligence, or AI has sent share prices of companies like Nvidia soaring over the past few years. Worried you've missed the boat to invest in these companies? You may already be invested in them without even knowing it!

Economics of the Eclipse!

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 3 Apr 2024 08:30:00 +0000

Wade into the economics of the upcoming solar eclipse with us! Ever wonder how the "economic impact" of a big event is figured out? We examine the upcoming solar eclipse and impact on the economy in areas that find themselves in the middle of the path of totality!

Snake Oil Distribution Yields

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 21 Feb 2024 09:00:00 +0000

Should you consider investing in a new class of ETF's claiming to offer yields over 90%? This week's episode examines this new class of funds and why you should be extra careful if considering these kinds of investments.

Money Market Funds: Record High Levels, and What to do Next

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 7 Feb 2024 09:00:00 +0000

Money Market Funds have risen to record levels in the past year, but there's a concern over what to do with these holdings as interest rates have stabilized and appear likely to decline at some point in the near future. We discuss the best options for reinvesting money market holdings if rates do drop.

Bulls on Parade: Navigating All-Time Highs in the Stock Market

cwade@brightonsecurities.com (Charles Wade) — Wed, 31 Jan 2024 09:00:00 +0000

Contrary to popular belief (and human nature), markets being at all-time highs presents investors with an opportunity to adjust portfolios and take profits, minus the stress that's felt when making changes when markets are in turmoil. It's just as important to know how to navigate times when markets are at or near all-time highs as it is when they're down!

Navigating the New FAFSA

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 17 Jan 2024 09:00:00 +0000

Apply for your FSA ID at www.studentaid.gov

Start your FAFSA application at www.fafsa.gov

Navigating the Upredictable: Why Predictions Fail

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Wed, 10 Jan 2024 10:00:00 +0000

In our first episode of 2024, we're debunking the myth of financial predictions. Join us as we unveil the truth about why predictions are not only useless but can be a risky distraction from your wealth-building journey. We share practical strategies to navigate unpredictable conditions in both the economy and stock market.

Finding Opportunities in the Turbulence

cwade@brightonsecurities.com (Ethan Wade, Chuck Wade) — Wed, 8 Nov 2023 09:00:00 +0000

We discuss some of the recent market activities and ways to seek opportunities in the midst of market turbulence. Towards the end we focus on year-end strategies along with changes to retirement plan contributions for 2024.

Decoding the Fed: Winners, Losers, and the Economic Impact of of the Latest Interest Rate Announcement

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 27 Sep 2023 08:00:00 +0000

Who benefits most from the most recent Federal Reserve interest rate decision? We discuss winners and losers regarding the latest interest rate news on this week's episode.

The AI Investor's Playbook: Maximizing Returns and Minimizing Risk

cwade@brightonsecurities.com (denise denisi, ethan wade, chuck wade) — Wed, 13 Sep 2023 08:00:00 +0000

Investing in artificial intelligence is a topic we're asked about often. We talk about the different ways you can consider investing in this growing sector, and the risks and rewards associated with each.

Splurge to Strategy: Adjusting Your Spending as Student Loan Payments Resume

cwade@brightonsecurities.com (Denise Osborne, ethan wade, chuck wade) — Wed, 30 Aug 2023 08:00:00 +0000

Student loan payments resuming on September 1st is likely going to have a significant impact on borrowers and the economy as a whole. We talk strategies to be ready for payments to resume along with potential impacts on the stock market and greater economy.

Supercharge Your Savings: 401(k) Catch-Up Changes in 2024

cwade@brightonsecurities.com (Denise Osborne, Ethan Wade, Chuck Wade) — Wed, 9 Aug 2023 04:00:00 +0000

Significant changes are coming if you're over 50 and making catch-up contributions to your 401(k). We discuss whether the new rules are more likely to help or hinder those making the max contributions to 401(k) plans.

The Phoenix of Investing: CDs Rise Again

cwade@brightonsecurities.com (Ethan Wade, Chuck Wade, Denise Osborne) — Wed, 26 Jul 2023 08:00:00 +0000

CDs rise again: Unveiling the Phoenix of Investing. Discover the long-forgotten strategy for stable returns with rates higher than they've been in the past quarter-century on this episode of Wade Into Wealth.

Apple's New Savings Account

cwade@brightonsecurities.com (denise osborne, ethan wade, chuck wade) — Wed, 26 Apr 2023 08:00:00 +0000

Apple recently announced a new savings account that will pay interest up to 4.15%! We discuss why Apple is able to offer such a high yield and best practices for taking advantage of such a high savings rate.

Why Diversified Investments Work

cwade@brightonsecurities.com (ethan wade, denise osborne, chuck wade) — Wed, 5 Apr 2023 04:00:00 +0000

We discuss the first quarter of 2023 and why the first three months of the year have been the perfect example of why a diversified portfolio works.

Banking Update

cwade@brightonsecurities.com (denise osborne, ethan wade, chuck wade) — Wed, 22 Mar 2023 08:00:00 +0000

A conversation about the latest in the banking industry, and the types of questions you should be asking yourself with about your bank and any banking investments you may be holding.

Silicon Valley Bank

cwade@brightonsecurities.com (ethan wade, denise osborne, chuck wade) — Mon, 13 Mar 2023 04:00:00 +0000

Discussing the latest on SVB Financial, also known as Silicon Valley Bank, and what it means for the banking industry, stock market, and you.

ChatGPT and Investing

cwade@brightonsecurities.com (chuck wade, Denise Osborne, ethan wade) — Wed, 22 Feb 2023 09:00:00 +0000

ChatGPT, one of the newest ways to use AI to search the internet is experiencing a meteoric rise in use. We decided to ask it how to invest.

Invest Like Your Elected Officials!

cwade@brightonsecurities.com (ethan wade, chuck wade, denise osborne) — Wed, 15 Feb 2023 09:00:00 +0000

Now you can own the same investments as your representatives in Congress...sort of. New exchange-traded funds tracking the investments of members of Congress are now available to own. But just because you can, should you?

Markets Start to Slowly Recover

cwade@brightonsecurities.com (ethan wade, chuck wade, denise osborne) — Wed, 8 Feb 2023 09:00:00 +0000

Things have looked a bit different in the stock market to start the year, as 2023 has seen markets turn positive. Our discussion this week goes into why that's happened, and how to make sure your investments are set up to participate in the market recovery.

Understanding Earnings Reports

cwade@brightonsecurities.com (denise osborne, chuck wade, ethan wade) — Wed, 1 Feb 2023 09:00:00 +0000

It's earnings season for the stock market and we discuss what earnings reports are, how to interpret them, and which parts matter most when considering an investment in a company.

Why Does the Debt Ceiling Matter?

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 25 Jan 2023 09:00:00 +0000

You may have seen the term "debt ceiling" in the news lately. What is it, and how could it possibly impact you?

Buying Low...How to Actually Do It

cwade@brightonsecurities.com (chuck wade, ethan wade, Denise Osborne) — Wed, 18 Jan 2023 09:00:00 +0000

We all want to buy low and sell high - but it's one of the hardest things to actually do - except for right now. We discuss ways to buy investments at a low price in this week's episode.

Finding Success in Fantasy Football and Investing

cwade@brightonsecurities.com (denise osborne, chuck wade, ethan wade) — Wed, 11 Jan 2023 09:00:00 +0000

How lessons learned in successful seasons of fantasy football can translate into better investing success!

Secure 2.0: Changes for Savers of All Ages

cwade@brightonsecurities.com (Denise Osborne, Chuck Wade, Ethan Wade) — Wed, 4 Jan 2023 09:00:00 +0000

Whether you're just starting or have been saving and investing for years, Secure 2.0, the newest law governing retirement savings and contributions is full of changes to be aware of. We discuss those most likely to impact you directly.

2022 in Review; Ahead to 2023

cwade@brightonsecurities.com (denise osborne, ethan wade, chuck wade) — Wed, 21 Dec 2022 09:00:00 +0000

As the stock market's worst year since 2008 comes to a close, we discuss lessons learned from a year of market turmoil, along with thoughts on the year ahead. Happy Holidays and thanks for sharing your time with us!

RobinHood Enters the IRA Business, But Why?

cwade@brightonsecurities.com (denise osborne, chuck wade, ethan wade) — Wed, 14 Dec 2022 09:00:00 +0000

Discount brokerage Robinhood will now let customers open Traditional and Roth IRAs, along with providing a 1% match - but why? We also discuss how discount brokerages that don't charge fees actually make money.

Chris Hauth - Setting Your 2023 Goals - Start NOW

Wed, 7 Dec 2022 09:00:00 +0000

If you'd like to learn more about Chris Hauth, you fan find him in the following places:

www.aimpcoaching.com

Instagram: @aimpcoach

Secrets of Black Friday

cwade@brightonsecurities.com (Ethan Wade, Chuck Wade, Denise Osborne) — Wed, 30 Nov 2022 09:00:00 +0000

Ever wonder how companies make money with such attractive Black Friday sales? A conversation on how Black Friday deals work, and what the real objective is for any retailer participating in Black Friday.

What is FTX???

cwade@brightonsecurities.com (denise osborne, ethan wade, chuck wade) — Wed, 16 Nov 2022 09:00:00 +0000

What is FTX and why is it all over the news? We discuss what happened, and why you should stop listening to Tom Brady and Larry David.

POWERBALL!

cwade@brightonsecurities.com (ethan wade, denise osborne, chuck wade) — Wed, 9 Nov 2022 09:00:00 +0000

Tuesday's Powerball drawing set the record for highest jackpot ever. If you won, would you have picked the lump sum or annuity payment? Which makes more sense? And why was the jackpot so high all of a sudden?

Elections and the Stock Market

cwade@brightonsecurities.com (chuck wade, denise osborne, ethan wade) — Wed, 2 Nov 2022 04:00:00 +0000

Which party is typically better for the stock market? How will the upcoming election impact markets? The answers may be different than you think!

Franchising, Shark Tank, and Making Mark Cuban Mad with Megan Reilly

cwade@brightonsecurities.com (Megan Reilly, Chuck Wade, Ethan Wade) — Wed, 26 Oct 2022 04:00:00 +0000

You can find more about Megan Reilly at the following links:

TippiToes Dance: https://www.tippitoesdance.com/

Who is Your Momma Podcast: https://whoisyourmomma.com/

PrimeTime585 with Karen Iglesia

cwade@brightonsecurities.com (karen iglesia, chuck wade, ethan wade) — Wed, 19 Oct 2022 04:00:00 +0000

Karen and Gerard Iglesia are more commonly known simply as, "PrimeTime585." Their nightly coverage of high school sports in and around Rochester has brought them quite a following on social media. They see sports as a way to bridge the gap between urban and rural student athletes, while improving our community along the way.

Love, Leadership, and Confidence with Best-Selling Author Dr. Karyn Gordon

cwade@brightonsecurities.com (Dr. Karyn Gordon, chuck wade, ethan wade) — Wed, 12 Oct 2022 04:00:00 +0000

For more on Dr. Karyn Gordon, you may find some of these links helpful:

Website & FREE Leadership EQ Scorecard:

https://dkleadership.org/connect/

TED Talk:

https://www.youtube.com/watch?v=HOR0tc_mjVQ

WSJ Bestselling Book:

https://www.amazon.com/Three-Chairs-Communication-Performance-Engagement/dp/1949642690#customerReviews

If you're interested in following Dr. Karyn on social media, she can be found by using the links below:

IG: @dr.karyngordon

https://www.instagram.com/dr.karyngordon/

FB: @DKLeadershipInc

https://www.facebook.com/DKLeadershipInc

LinkedIn: @drkaryngordon

www.linkedin.com/in/drkaryngordon

YouTube: @DrKarynGordon

https://www.youtube.com/user/drkaryngordon/featured

Twitter: @DrKarynGordon

https://twitter.com/drkaryngordon

Negative Investor Sentiment Reaches High

cwade@brightonsecurities.com (chuck wade, denise osborne, ethan wade) — Wed, 5 Oct 2022 04:00:00 +0000

Investor sentiment has reached a level of pessimism not seen since the end of the Great Recession in March of 2009. What does it mean for investors today?

What About Bonds?

cwade@brightonsecurities.com (chuck wade, ethan wade, Denise Osborne) — Wed, 28 Sep 2022 04:00:00 +0000

They're not often talked about, and rarely exciting - but bonds can be a very important piece of an investment portfolio - and rising interest rates make them a very relevant topic!

Slow and Steady Wins The Race

cwade@brightonsecurities.com (Denise Osborne, ethan wade, chuck wade) — Wed, 21 Sep 2022 04:00:00 +0000

Why do Olympic athletes spend nearly 90% of their time training at light intensity levels - and what does it have to do with your investment goals?

Does Losing Matter?

cwade@brightonsecurities.com (denise osborne, ethan wade, chuck wade) — Wed, 14 Sep 2022 04:00:00 +0000

Nobody likes looking at a losing investment - but are we focusing on the wrong thing?

Investing in IPOs

cwade@brightonsecurities.com (denise osborne, chuck wade, ethan wade) — Wed, 7 Sep 2022 04:00:00 +0000

We're often asked about investing in IPOs and if it's something to be considered. They can often be complex and not what they seem - this episode explains why and how to tell if investing in an IPO is right for you.

Limit your losses....with a big catch!

cwade@brightonsecurities.com (ethan wade, denise osborne, chuck wade) — Wed, 31 Aug 2022 04:00:00 +0000

"Buffer" are a type of investment that will limit your losses, but there's a catch...

Saving for Education with 529 Plans

cwade@brightonsecurities.com (denise osborne, chuck wade, ethan wade) — Wed, 24 Aug 2022 04:00:00 +0000

We discuss the ins and outs of 529 Education Savings plans along with ways to maximize the potential benefits to you and your children.

Why We Stay in the Game

cwade@brightonsecurities.com (chuck wade, denise osborne, ethan wade) — Wed, 17 Aug 2022 04:00:00 +0000

As markets have recovered from recent lows, some insight into why it's so important to stay the course with your investments.

Are We in a Recession?

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 10 Aug 2022 04:00:00 +0000

Are we in a recession? How is it determined, and does it really matter?

When Looking Leads to Losing

cwade@brightonsecurities.com (denise osborne, ethan wade, chuck wade) — Wed, 3 Aug 2022 04:00:00 +0000

Can looking too often at your investments lead to losses in value? We discuss just how it happens in this week's episode

Opportunities in Real Estate with Corey Moran

Wed, 27 Jul 2022 04:00:00 +0000

High interest rates got you down? They may actually be providing homebuyers with an opportunity to find that property they've been looking for! That's just part of our conversation with Realtor Corey Moran who joins us with an update this week!

Elf on the Shelf, Spanx, and More with Jon Carroll

Wed, 20 Jul 2022 04:00:00 +0000

A must listen for any business owner or budding entrepreneur! Jon Carroll shares stories and experiences from his time working with brands such as Spanx and Elf on the Shelf, along with his own experiences of founding a men's underwear company in his University of Virginia dorm room in the 80s.

We Make It Worse

cwade@brightonsecurities.com (chuck wade, denise osborne, ethan wade) — Wed, 13 Jul 2022 04:00:00 +0000

When it comes to investing success, do we sabotage ourselves with our own decisions? The data tells the story...

Bobby Bonilla Day

cwade@brightonsecurities.com (chuck wade, denise osborne, ethan wade) — Fri, 1 Jul 2022 04:00:00 +0000

A story about baseball, compound interest, and Bernie Madoff. It's July 1st, Happy Bobby Bonilla Day!

Experiences over Things

cwade@brightonsecurities.com (chuck wade, denise osborne, ethan wade) — Wed, 29 Jun 2022 04:00:00 +0000

Target, BestBuy, Walmart, and other retailers have record high inventories...but why? People are choosing experiences over things.

Market Update and Rochester's Muni Bond Problem

Wed, 22 Jun 2022 04:00:00 +0000

Brighton Securities Chairman George Conboy joins us to discuss the current state of the stock market along with some negative news regarding the Rochester City School District's municipal bond issue.

Losing liquidity with Cryptocurrencies

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborn) — Wed, 15 Jun 2022 04:00:00 +0000

Cryptocurrency platform Celsius recently froze withdrawals for customers that had deposited Bitcoin with the company in exchange for attractive interest rates - buyer beware!

Baby Formula Shortage

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 8 Jun 2022 04:00:00 +0000

What's behind the nationwide baby formula shortage and when we are we likely to see some relief?

Dividends Matter

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 1 Jun 2022 04:00:00 +0000

Amidst turbulent market conditions, dividends matter. We discuss how and why, in this week's podcast.

I Bonds

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 25 May 2022 04:00:00 +0000

I Bonds can be acquired by visiting www.treasurydirect.gov. There is no other site or way to purchase them.

Bitcoin in your 401(k)

cwade@brightonsecurities.com (chuck wade, e, ethan wade, denise osborn) — Wed, 18 May 2022 04:00:00 +0000

Fidelity recently announced it will allow 401(k) participants the option to invest in Bitcoin in 401(k) plans the company offers. So, should you do it?

What's Happening in the Markets?

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 11 May 2022 04:00:00 +0000

What's causing the turbulence in the stock market and what should you consider doing right now?

Happy Mother's Day

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Sun, 8 May 2022 04:00:00 +0000

A few minutes to recognize the Mother's in our lives and the wonderful jobs they do. Happy Mother's Day!

Netflix's fall from grace

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 4 May 2022 04:00:00 +0000

What is behind the recent struggles of Netflix and other streaming services such as CNN+? Are we likely to start seeing more ads (commercials) while watching on our iPhones and other devices?

Interest Rates, They Are a-Changing

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 27 Apr 2022 04:00:00 +0000

Rising interest rates have increased borrower's costs across the board. But there's been a positive changing of the tide for investors seeking income and stability from the portfolios.

Inflation-Proofing your Portfolio

cwade@brightonsecurities.com (chuck wade, Ethan wade, denise osborne) — Wed, 13 Apr 2022 04:00:00 +0000

With inflation continuing to rise, we discuss the most efficient ways to inflation-proof your investments.

The Cost of Investing

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 6 Apr 2022 04:00:00 +0000

The real cost of investing? It's not dollars and cents...

Amazon, Google, and Stock Splits

cwade@brightonsecurities.com (chuck wade, denise osborne, ethan wade) — Wed, 30 Mar 2022 04:00:00 +0000

Amazon and Google recently announced stock splits - why now? Who benefits from stock splits, and do they really matter?

Gas Prices

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 23 Mar 2022 04:00:00 +0000

By now, you know - gas prices have gone through the roof, but why? And what needs to happen to provide some relief at the pump?

Identity Theft: What to Watch For

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 16 Mar 2022 04:00:00 +0000

Seems like it's always happening - a phone call or e-mail that may sound too good to be true, or causes immediate panic. Identity Theft is quite common these days, and we discuss ways to protect yourself from becoming a victim.

Do You Own Russian Investments?

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborn) — Wed, 9 Mar 2022 05:00:00 +0000

There's a chance you might own stock in Russian companies without even knowing it - it's more common than you think!

Sanctioning Russia: What is SWIFT?

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 2 Mar 2022 05:00:00 +0000

One of the main sanctions placed on Russia recently has been the removal of some Russian banks from something called "SWIFT." What is SWIFT and why is it so important?

Russia Invades Ukraine

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Fri, 25 Feb 2022 05:00:00 +0000

Russia's invasion of Ukraine has created uncertainty around the world and has created even more volatility in the stock market. What actions, if any should you be considering with your investments?

Understanding Mutual Funds

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborn) — Wed, 23 Feb 2022 05:00:00 +0000

Many of own, or have owned mutual funds at one time or another. Have you? Our conversation this week goes into how mutual funds work, the pros, cons, and costs of ownership.

How Are We Paid?

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade, Denise Osborn) — Wed, 16 Feb 2022 05:00:00 +0000

It's one of the more common questions we're asked - how are you paid? It can be tough to figure out how or what you're paying your financial advisor, and we pull the curtain back on that very important question.

Odell Beckham Jr. and Bitcoin

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborn) — Wed, 9 Feb 2022 05:00:00 +0000

Heading into the final NFL game of the season, we're discussing LA Rams wide receiver Odell Beckham Jr. and his decision to take his salary in Bitcoin. Was it smart? How can you consider different ways to ask for compensation?

Avoiding Bad Surprises

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 2 Feb 2022 05:00:00 +0000

Recently some Vanguard investors received a "bad surprise" in the form of significant capital gains taxes. How can you avoid some of these "bad surprises" with your own investments?

Bills - Chiefs and the Pain of Loss

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Tue, 25 Jan 2022 17:05:00 +0000

A heartbreaking loss by the Buffalo Bills to the Kansas City Chiefs has left a pit in our stomachs. It's often true that losses hurt more than wins - in both sports and with our investments. We can't change the outcome of the Bills game, but we do have more control when it comes to our investments.

What's Up With the Stock Market?

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborn) — Wed, 19 Jan 2022 05:00:00 +0000

What has caused the stock market to drop this year, and what should you be doing about it?

Are You a Myopic Investor?

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborn) — Wed, 12 Jan 2022 05:00:00 +0000

Do you check your investments on a daily basis? We discuss how the practice of looking at your portfolio each day could have a negative impact on your future goals and investment returns.

Setting Yourself Up For Success in 2022

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborn) — Wed, 5 Jan 2022 05:00:00 +0000

As the new year begins, we discuss how to best plan for the year ahead with a couple of simple, yet important tips to set your year up for financial success.

Closing Out 2021

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborn) — Wed, 29 Dec 2021 05:00:00 +0000

Revisiting our goals for this podcast and those we have for the coming year, along with how to start preparing yourself for a successful year in 2022.

Predictions for 2022

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborne) — Wed, 22 Dec 2021 05:00:00 +0000

What should you expect for the stock market in 2022? We discuss predictions for the coming year in this episode!

Homes: Own or Rent?

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborn) — Wed, 15 Dec 2021 05:00:00 +0000

One of the biggest personal finance decisions most of us will ever make is much more personal than just financial. We dive into the pros and cons of owning and renting your home.

How Companies Raise Prices Without Raising Prices

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborn) — Wed, 8 Dec 2021 05:00:00 +0000

Ever wonder how companies raise prices without actually raising their prices? It happens ALL THE TIME, and the way they do it is the focus of this episode.

Omicron Variant and the Stock Market

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 1 Dec 2021 05:00:00 +0000

After markets dropped 900+ points on Black Friday in response to concerns over the Omicron Variant, should you be considering changes or adjustments to your investment portfolio? What to do when market panic ensues - we cover that topic this week.

Remembering our Grandfather

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Wed, 24 Nov 2021 05:00:00 +0000

Our grandfather, Ray Follaco recently passed away. He was 91 years old, and without him, we probably wouldn't be doing what we do today. This episode is dedicated to him, and some of our favorite, and often humorous memories of him.

Medicare Premiums Going Up in 2022

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborn) — Wed, 17 Nov 2021 05:00:00 +0000

Paying for Medicare? Premiums are going up in 2022 - we discuss how, why, and how to best handle the rising costs of healthcare.

Buy Now, Pay Later - What's the Deal?

cwade@brightonsecurities.com (chuck wade, ethan wade, denise osborn) — Wed, 10 Nov 2021 05:00:00 +0000

You've probably seen the offers by now...Buy Now, Pay Later. Should you consider taking advantage of these offers from companies like Afterpay, Klarna, PayPal, and Affirm when making online purchases?

Wood Pallets and the Supply Chain

cwade@brightonsecurities.com (Bob Confer, Chuck Wade, Ethan Wade) — Wed, 3 Nov 2021 04:00:00 +0000

Bob Confer, President of Confer Plastics explains why pallets, among other things are creating such massive issues in the supply chain right now.

Worst Investment Advice You've Received

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 27 Oct 2021 04:00:00 +0000

Discussing some of the worst investment advice we've heard over the years, including buying low and selling high, and why you should take your friends investment advice with a grain of salt.

How Conservative Should Your Investments Be In Retirement?

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 20 Oct 2021 04:00:00 +0000

Happy National Retirement Planning Week! Normally we don't put too much "stock" into holidays or observations like this, but we wanted to have some fun with this while discussing some ideas around retirement that often come up in conversations with our clients. Topics include, how conservative to make your investments in retirement, working part-time, and also a funny story about the time Chuck came back from the bank with way too many nickels.

Credit Reports - What You Need to Know

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Wed, 13 Oct 2021 04:00:00 +0000

Get your free credit report: www.annualcreditreport.com

Resources for monitoring your credit

www.creditkarma.com

www.mint.com

Why is the Debt Ceiling so Important?

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 6 Oct 2021 04:00:00 +0000

An explanation of what the Debt Ceiling is, and different ways that you could be impacted by whichever course of action Congress chooses.

Lularoe and Multi-Level Marketing Schemes

cwade@brightonsecurities.com (Ethan WAde, Chuck Wade) — Wed, 29 Sep 2021 04:00:00 +0000

We've started a Youtube Channel with video of our podcasts. To actually see us record this episode while wearing some of our mother's LulaRoe pants, check us out at https://www.youtube.com/channel/UCOpv14AZMcIRQEnU0qA_-ew

Turney Duff - Author of The Buy Side

cwade@brightonsecurities.com (ethan wade, turney duff, chuck wade) — Wed, 22 Sep 2021 04:00:00 +0000

New York Times Best Selling author, Turney Duff joins us to discuss the rise and fall of his career trading stocks on Wall Street, and his redemption that followed. Turney's book, The Buy Side became a best-seller shortly after it was published in 2013. He has since been a consultant on Showtime's "Billions," starring Damian Lewis and Paul Giamatti. Turney's story is one worth listening to, as he shares the ups, downs, and lessons learned from his year's as one of Wall Street's top traders.

20 Years After 9/11 - Remembering Zack Zeng

cwade@brightonsecurities.com (chuck wade, ethan wade) — Sat, 11 Sep 2021 04:00:00 +0000

Zack Zeng was trained as an EMT while working with Brighton Volunteer Ambulance. He accepted his final mission as an EMT 20 years ago when the towers fell on 9/11. As we remember the 20th anniversary of September 11th, we honor Zack Zeng, along with some of our own memories of the day and how it's shaped our lives.

From Starting to Saving: Investing

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 8 Sep 2021 04:00:00 +0000

The final episode in our series, "From Starting to Saving." You've budgeted, saved an emergency fund, reduced debt, and funded an HSA. Now it's time to invest.

From Starting to Saving: Health Savings Accounts

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Wed, 1 Sep 2021 04:00:00 +0000

You've created a budget, saved an emergency fund, and reduced your debt - now what? Consider setting some funds aside to help with healthcare costs.

From Starting to Saving: Getting Out of Debt

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 25 Aug 2021 04:00:00 +0000

Debt - it's a four-letter word that can be a real problem - and it can also be an asset if used correctly. This episode focuses on debt - how it can be good, bad, and how to start getting rid of it.

From Starting to Saving: Emergency Savings

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 18 Aug 2021 04:00:00 +0000

How much money should you have set aside in savings? Part 2 of our series, From Starting to Saving focuses on strategies to start building your emergency savings fund.

From Starting to Saving: Creating a Budget

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Wed, 11 Aug 2021 04:00:00 +0000

Financial wellness series - From Starting to Saving is a series of episodes focused on how to truly start the journey to financial wellness. Any journey begins with a single step - and in this case, that first step is creating a budget.

2-Time Olympian Chris Hauth on the Financial Side of Being in an Olympic Athlete

cwade@brightonsecurities.com (Charles Wade) — Wed, 4 Aug 2021 04:00:00 +0000

Chris Hauth swam for Germany in the 1992 (Barcelona) and 1996 (Atlanta) Olympics, and shares the financial benefits and burdens of being an Olympic athlete. Chris shares some behind-the-scenes stories of his own Olympic experiences, along with some of the surprising financial challenges faced by Olympic competitors.

Mortgage Refinancing and Construction Loans with John Milano of Genesee Regional Bank

cwade@brightonsecurities.com (chuck wade, ethan wade, john milano) — Wed, 28 Jul 2021 04:00:00 +0000

John Milano of Genesee Regional Bank can be reached at

jmilano@grbbank or 585-737-9690

Getting a Mortgage With John Milano of Genesee Regional Bank

cwade@brightonsecurities.com (john milano, chuck wade, ethan wade) — Wed, 21 Jul 2021 04:00:00 +0000

If you found value in what John Milano shared with us today, he can be reached at jmilano@grbbank.com or by calling him at 585-737-9690.

Buying Homes in the Midst of a Crazy Seller's Market

cwade@brightonsecurities.com (ethan wade, corey james moran, chuck wade) — Wed, 14 Jul 2021 04:00:00 +0000

Corey James Moran can be reached at corey@marksiwiec.com or by calling 607-341-1230.

Or, find him here: https://www.marksiwiec.com/index.cfm?Page=Sales-Executives

It's a Seller's Market with Dan Mancuso

cwade@brightonsecurities.com (ethan wade, chuck wade, dan mancuso) — Wed, 7 Jul 2021 04:00:00 +0000

Contact Dan and Dana at dmancuso@howardhanna.com or 585-455-7199.

https://danamancuso.howardhanna.com/

Pay for Play? Supreme Court Ruling Opens Door for NCAA Athletes to be Paid

cwade@brightonsecurities.com (chuck wade, mike catalana, ethan wade) — Wed, 30 Jun 2021 04:00:00 +0000

Mike Catalana from 13WHAM-TV in Rochester joins us to discuss the unanimous decision by the Supreme Court that has opened the door for college athletes to begin receiving compensation.

Does the 4% Withdrawal Strategy Still Work?

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 23 Jun 2021 04:00:00 +0000

For years and years, the 4% withdrawal strategy has worked for investors looking for income from their investments. With interest rates still near historic lows, does the 4% rule still work?

How Billionaires Avoid Paying Taxes

cwade@brightonsecurities.com (chuck wade, Ethan wade) — Wed, 16 Jun 2021 04:00:00 +0000

You can read the full article we reference in the episode here:

https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax

Investment Question & Answer

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 9 Jun 2021 04:00:00 +0000

Topics discussed include, what to do with your investments as you get closer to retirement, saving vs. paying down debt, and which kind of 401(k) option is best for you - Traditional or Roth.

Credit Cards - The Good, The Bad, and The Ugly

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 2 Jun 2021 04:00:00 +0000

Credit Cards can be a source of major anxiety for some, and yet others find them incredibly useful. We look into why that is, and how to best manage your relationship with credit cards. Plus, ways to pay off cards

How to Pivot with Jon Samnick

cwade@brightonsecurities.com (Chuck Wade, Jon Samnick, Ethan Wade) — Wed, 26 May 2021 04:00:00 +0000

Jon Samnick has been an entertainment lawyer, founder of multiple product companies, c-level executive, former Chief Counsel for Intellectual Property and Strategic Alliances at the US Small Business Administration and executive coach for the last 25 years. Among others, Jon has represented The Beatles, The Estate of Jimi Hendrix, launched the world’s largest digital music platform on AOL, and ran business affairs for the largest benefit concerts of their time (The Concert for New York City and Live Earth: The Concerts for a Climate in Crisis). He and his wife are founders of Maddyloo, a leading women’s fashion accessories company which has sold millions of hair ties and other accessories since 2011 - and he actively represents other consumer packaged goods companies to bring products to their market.

Jon is an an accountability coach in the Build Your Life Resume (BYLR) community and he does 1-on-1 and group coaching as "The Pivot Coach” (www.pivotcoach.com). He has years of experience as a grief counselor and runs a group for family members of those suffering from addiction and mental illness. As a coach, Jon's work focus is on personal transformation and he openly shares his own transformative experiences in his work with his clients. Using best practices in mindfulness, meditation, leadership, and development of positive company culture Jon has successfully coached CEOs, industry leaders, entrepreneurs, and families to achieve their goals and find their true calling. Jon works to help people looking to “pivot” in their personal or business relationships, limiting beliefs, habits, and identities, and helps them to find their true passion and purpose with confidence, clarity and true happiness.

Tesla Says No More Bitcoin, and What Happened to all the Gas?

cwade@brightonsecurities.com (Ethan Wade, Chuck Wade) — Wed, 19 May 2021 04:00:00 +0000

Questions? Topics you'd like us to discuss on an upcoming episode. Find us on Social Media.

Facebook: @TheWadeGroupBSC

Twitter: @TheWadeGroupBSC

Instagram: @TheWadeGroupBSC

Stock Splits and Share Prices - Do They Matter?

cwade@brightonsecurities.com (ethan wade, chuck wade) — Wed, 12 May 2021 04:00:00 +0000

Should you be more inclined to invest in a company that recently underwent a stock split? What about share prices? Do they matter anymore?

Are You Investing or Gambling?

cwade@brightonsecurities.com (Ethan Wade, Warren Buffett, Chuck Wade) — Wed, 5 May 2021 04:00:00 +0000

Warren Buffett recently compared Robinhood and other trading platforms to gambling casinos. Is it a valid comparison? Are you investing or gambling?

Why's Everything More Expensive?

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 28 Apr 2021 04:00:00 +0000

From Ketchup to sweatpants, to lumber and computer chips, Covid-19 has created chaos in the supply chain. How will it (or has it) impacted you?

The Market is Too High

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 21 Apr 2021 04:00:00 +0000

What happens when the stock market hits an all-time high and you're considering an investment? Should you continue? Wait? We discuss tools and perspective on how to answer these questions when markets are at all-time highs.

What's Happening with Interest Rates?

cwade@brightonsecurities.com (chuck wade, ethan wade) — Wed, 14 Apr 2021 04:00:00 +0000

What does it actually mean when someone mentions "interest rates?" How are you likely to be impacted with rates remaining at or near record lows? The answer can be much different depending on your own personal situation.

2021 First Quarter Market Update

cwade@brightonsecurities.com (Ethan Wade, Chuck Wade) — Wed, 7 Apr 2021 04:00:00 +0000

1st quarter market performance, discussion of the government stimulus package, and a review of the first 3 months of 2021.

Understanding Bitcoin, Part II

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Wed, 31 Mar 2021 04:00:00 +0000

Our own views on Bitcoin, the good, the bad, and the future.

Understanding Bitcoin

cwade@brightonsecurities.com (cryptocurrency, bitcoin, chuck wade, ethan) — Wed, 24 Mar 2021 04:00:00 +0000

Bitcoin and cryptocurrency expert Marshall Hand joins Chuck and Ethan to better understand bitcoin and how it works.

What To Do With Your Stimulus Payment

cwade@brightonsecurities.com (ethan wade, chuck wade) — Fri, 19 Mar 2021 15:13:31 +0000

Thinking about how to use your latest stimulus payment? Think "needs" and not "wants."

Leprechauns and Unicorns

cwade@brightonsecurities.com (Ethan Wade, Chuck Wade) — Wed, 17 Mar 2021 04:00:00 +0000

Chasing speculative investments can seem like trying to find the pot of gold at the end of a rainbow. Why do we keep chasing these (sometimes) mythical investment returns?

COVID-19 and the Stock Market - One Year Later

cwade@brightonsecurities.com (Ethan Wade, Chuck Wade) — Wed, 10 Mar 2021 05:00:00 +0000

Fear, uncertainty, even panic ensued as markets crashed in March 2020 as our world shut down due to Covid-19. This episode tells the story of what happened, how we saw it, and what we've learned about why markets crash, investor psychology, and being human during a pandemic.

Choosing Life Insurance

cwade@brightonsecurities.com (Ethan Wade, Chuck Wade) — Wed, 3 Mar 2021 05:00:00 +0000

Answering a listener question - what do you think of whole life insurance as an investment, assuming I'm already maxing my 401(k) out. Are there certain things to look out for when researching or choosing a plan?

Ask the Attorney with Jake Whiting

cwade@brightonsecurities.com (Chuck Wade, Jake Whiting, Ethan Wade) — Wed, 24 Feb 2021 05:00:00 +0000

Why do you need a Will? When should you consider creating a trust? What to do when a loved one dies, leaving you in charge of their affairs? Attorney Jake Whiting joins us to answer these questions and more.

Gamestop, Part II

cwade@brightonsecurities.com (Ethan Wade, Chuck Wade) — Wed, 17 Feb 2021 05:00:00 +0000

Three weeks after Gamestop once again became a household name, we revisit what happened, where things currently stand, and what lessons we can learn along the way.

Stocks, Bonds, and Funds - Oh My!

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Wed, 10 Feb 2021 05:00:00 +0000

Stocks, Bonds, Mutual Funds - we hear and talk about them often - but do we really know what they're made up of and how they work? Chuck and Ethan discuss the pros and cons of each, and how each of these kinds of investments fit into a well-balanced portfolio.

START!

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Wed, 3 Feb 2021 05:00:00 +0000

It's best to start investing early, but if it's too late to start early...just start!

Gamestop - What Happened?

cwade@brightonsecurities.com (Ethan Wade, Chuck Wade) — Thu, 28 Jan 2021 05:00:00 +0000

What happened with Gamestop this week? Chuck and Ethan explain the madness of the past few days of hedge funds, short-selling, and a list of companies we'd all but forgotten about.

Made in America with Brendan Thompson

cwade@brightonsecurities.com (Chuck Wade, Brendan Thompson, Ethan Wade) — Wed, 27 Jan 2021 05:00:00 +0000

Brendan Thompson, CEO of 50 Strong, a Made in America joins us to talk about some of the challenges, opportunities, and perspectives that are part of running a Made in America company in 2021.

Presidents and the Stock Market

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Wed, 20 Jan 2021 05:00:00 +0000

How does the election of of a new President impact the stock market? Does it really matter which party is in power when it comes to how well the stock market performs?

Retirement is Broken

cwade@brightonsecurities.com (Chuck Wade) — Wed, 13 Jan 2021 05:00:00 +0000

A change in how we view the idea of retirement could make a huge difference in how well we are actually prepared for the day we stop working.

Goals

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Wed, 6 Jan 2021 05:00:00 +0000

80% of new year's resolutions and goals fail. Why? Simple strategies to increase your odds of reaching, and exceeding your goals, financial or not.

Wade In Wealth Trailer

cwade@brightonsecurities.com (Chuck Wade, Ethan Wade) — Tue, 29 Dec 2020 14:29:14 +0000

Two brothers, one goal - helping you navigate the journey to financial wellness!