Tag: Portfolio Management
What The Economy Could Look Like With Donald Trump As President (Ep.16)

What The Economy Could Look Like With Donald Trump As President (Ep.16)

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What could a second term for Trump mean for the economy?

In Episode 15, Terry shared his insights on the potential implications of a Kamala Harris presidency. Now, let’s explore what a Trump win could bring.

Join Terry as he analyzes the impact of Trump’s policies on both Wall Street and Main Street, inflation trends, and the national deficit. This episode offers a thorough analysis and actionable advice to help you navigate the evolving economic landscape. 

Episode discussions include:

  • Learn about the potential market impacts of Trump’s spending strategies
  • Understand how tariffs and regulations might affect inflation and business growth
  • Explore Trump’s stance on energy independence and foreign policy implications
  • Consider how potential immigration reforms could influence Main Street and Wall Street.

Connect with Terry Wheeler: 

 

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

 
What The Economy Could Look Like With Kamala Harris As President (Ep.15)

What The Economy Could Look Like With Kamala Harris As President (Ep.15)

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When it comes to casting your ballot, it’s crucial to base your decision on facts, not emotions. Look for leaders who provide solid information and realistic solutions, not just empty promises.

In this episode, Terry Wheeler breaks down Kamala Harris’ proposed economic policies, covering everything from government spending to taxation, and what they could mean for the broader economy—and your portfolio. Explore the nuances of a Harris presidency and how it might compare to a potential Trump economy, providing insights to help you prepare for what’s ahead.

Key episode discussion points include:

  • The historical significance of Harris potentially being the first female president and what this means for American symbolism
  • Harris’ possible spending policies, inclinations toward maintaining social programs, and implications for stock markets and inflation
  • Proposals for corporate tax rates and potential policy impacts on wealth distribution
  • Her position on energy independence and the administration’s effectiveness in border security and immigration policies

Connect with Terry Wheeler: 

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

FEATURE
Income Is King – Bonds & Beyond with Matt Williams (Ep. 6)

Income Is King – Bonds & Beyond with Matt Williams (Ep. 6)

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Are bonds your only fixed-income option? 

In today’s episode of WE Money Talk, Terry Wheeler and his guest Matt Williams open the vault of fixed-income options going way beyond traditional bonds. From index crediting strategies to real estate lending and distressed debt opportunities, they discuss the importance of diversification and understanding risk tolerance in building a well-rounded fixed-income portfolio. 

Tune in for an insightful discussion that could reshape your investment approach!

Key takeaways include:

  • The importance of understanding fixed-income alternatives beyond bonds
  • The benefits of incorporating index crediting strategies into investment portfolios
  • How real estate lending be considered a potential fixed-income approach
  • The significance of diversification in creating a balanced fixed-income portfolio
  • And more

Resources:

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Connect with Matt Wiliams:

About Matt Williams: 

Matt Williams is a second-generation real estate broker and grew up in the real estate business. He has been involved in all aspects of real estate from buying, selling, and remodeling houses and condos all over California, as well as being a landlord. He specializes in underwriting and determining the value of different real estate asset classes. With over two decades of experience, his extensive knowledge of real estate, and construction, and his ability to research properties and locations have proven to be a valuable addition to WE Institutional. 

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

FEATURE
Starting Your Financial Planning Meeting on the Right Foot (Ep. 2)

Starting Your Financial Planning Meeting on the Right Foot (Ep. 2)

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What does your first meeting with WE Alliance Wealth Advisors look like?

Listen in as Terry Wheeler walks you through the initial meeting experience and sheds light on the integral role it plays in shaping a successful financial journey.

Gain insights into the revolutionary Retirement 360 Optimizer, an innovative tool designed to navigate the multifaceted nature of financial planning, ensuring that clients receive comprehensive and tailored guidance.

Terry discusses: 

  • Why is it important for advisors to create a positive working relationship with clients
  • How his team helps clients feel comfortable and at ease
  • Common fears and stresses clients face related to retirement
  • The importance of a thorough and personalized initial meeting process
  • And more

Connect with Terry Wheeler: 

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.