Adam and Blake Anderson from WealthGuard Advisors break down the market’s recent volatility and share key takeaways from the Charles Schwab conference in Denver.
In this episode:
- A look at last week’s S&P 500 action — sell-off on “buy the rumor, sell the news” sentiment
- Why we’re raising cash and watching for stronger re-entry points in quality names
- Nvidia’s (NVDA) upcoming earnings and why it could move the entire market
- Insights from the Charles Schwab IMPACT Conference — technology, tools, and why Schwab remains our custodian of choice
- Charles Schwab (SCHW) as an investment idea: strong fundamentals, good dividend, and trading at a discount to the S&P 500
- How rebalancing out of speculative names can prepare investors for the next uptrend
At WealthGuard Advisors, we’re fiduciaries committed to helping clients build resilient portfolios through disciplined analysis, diversified allocation, and transparent, fee-only advice.
