33. Don't just do something, stand there | From The Trenches with James Boyle

We're The Brits In America

The S&P 500 recently closed at 5,750, up 20% year-to-date and in defiance of gloomy predictions of a recession late last year. The market is up 60% since the closing low in October 2022. The September jobs report showed 254,000 net new jobs, exceeding expectations and demonstrating continued strength in the labor market, despite slight softening in jobless claims. So what does this mean for you and your financial plans?

To find out, James and Richard don their helmets and gear up for another slog through the trenches, analysing the latest in financial markets and sharing their plans.

It’s the same thing we talk about always on the show: the psychological impact of market highs and lows has to be controlled. Investors fearing a looming crash despite continued growth is a textbook example of what not to do.

Also last week, Republican nominee Trump made an announcement about tax policies for US citizens living abroad; what has he said he’ll do if elected in November and what would the impact be?

For more information and insights on everything we talk about on the show, head to planfirstwealth.com

We're the Brits in America is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.