Your Money Momentum

Global Wealth Advisors

Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accumulate, preserve and protect wealth, and stay on track in meeting your retirement goals. The variety of topics covered by this show includes market news, the economy, investment strategies, retirement planning, estate planning, risk management, income tax planning, and business succession. As specialists in the financial services field, our commentary has been seen in U.S. News and World Report, The Wall Street Journal, Nasdaq, Investopedia, Kiplinger, CNBC, and Yahoo! Finance, among others. Our goal is to help you make smarter decisions about your complex financial life. Please subscribe for free and listen in every other Friday just in time for your morning workout or commute. Global Wealth Advisors 4400 State Hwy 121, Suite 200, Lewisville, TX 75056 (972) 930-1238 | info@gwadvisors.net | www.gwadvisors.net Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Financial Planning services offered through Global Wealth Advisors are separate and unrelated to Commonwealth. read less

Is the Market Ready to Settle Down?
Jun 3 2022
Is the Market Ready to Settle Down?
Investors are wondering if inflation is slowing yet and whether they can open their eyes and breathe again.  In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin Curley discuss the current state of the market and its reaction to the Fed’s interest rate hikes, inflation and debt, the value averaging concept, and Tom Brady’s sweet deal. As mentioned, the Wall Street Journal column Kevin referenced can be found here, and feel free to submit your questions and comments to info@gwadvisors.net. Host Bio: Tom Kennedy, CFP® Tom joined Global Wealth Advisors in our Houston, Texas office in 2018 and became a managing partner in 2021.  With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics.  He graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  In a partnership between Columbia University’s Earth Institute and Alliance Bernstein, he also earned the Climate Change and Investment Academy Certificate.  In 2021 he was elected to serve on the board of United Against Human Trafficking where he assists the nonprofit with business planning, fundraising, and providing trafficking survivors with the financial skills necessary to reduce the risk of revictimization.  He holds the FINRA Series 6, 7, 63, and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Cohost Bio: Kevin M. Curley, II, CFP® Kevin joined Global Wealth Advisors in our Dallas, Texas office in 2017 and serves as our cohost of Your Money Momentum.  He is a graduate of Villanova University with a Bachelor of Business Administration, Management Information Systems and holds the CERTIFIED FINANCIAL PLANNER ™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  He was honored in 2017 to receive the Young Alumni Medallion through the Villanova University Alumni Association.  With an eye on giving back to the community, he served as a member of the Dallas Breakfast Group 2016 Community Leaders Program, where he worked to increase business executive and civic leader participation in local community affairs.  He was also named to the Dallas Regional Chamber 2015 Leadership Dallas, a ten-month program where he gained a deeper understanding of the critical issues facing the Dallas area community and businesses. Finally, he supports the Vogel Alcove program to help improve the lives of homeless children in Dallas. Find it Fast 00:54 Stock and fixed income markets 02:34 Bear market 10:50 Housing demand drop 12:10 Inflation 15:38 Debt 17:15 Value averaging vs. dollar cost averaging 21:41 Equity stake strategy for companies 27:46 Tom Brady deal            Listen in to Your Money Momentum published twice monthly. Music: PWISBY "Ruff" Find us: LinkedIn | Facebook  | Twitter  | YouTube
Is More Volatility on the Horizon?
May 6 2022
Is More Volatility on the Horizon?
The market has offered an interesting ride in recent days. Couple that with woes of negative GDP and the Fed’s promise to hike interest rates. It’s not surprising that investors are wondering if they should expect more market volatility in the days ahead. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin Curley discuss the death of 60/40 portfolios and whether the worst is over, the Twitter takeover and tech stocks, and whether they think a recession is coming. Host Bio: Tom Kennedy, CFP® Tom joined Global Wealth Advisors in our Houston, Texas office in 2018 and became a managing partner in 2021.  With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics.  He graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  In a partnership between Columbia University’s Earth Institute and Alliance Bernstein, he also earned the Climate Change and Investment Academy Certificate.  In 2021 he was elected to serve on the board for United Against Human Trafficking where he assists the nonprofit with business planning, fundraising, and providing trafficking survivors with the financial skills necessary to reduce risk of revictimization.  He holds the FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Cohost Bio: Kevin M. Curley, II, CFP® Kevin joined Global Wealth Advisors in our Dallas, Texas office in 2017 and serves as our cohost of Your Money Momentum.  He is a graduate of Villanova University with a Bachelor of Business Administration, Management Information Systems and holds the CERTIFIED FINANCIAL PLANNER ™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc.  He was honored in 2017 to receive the Young Alumni Medallion through the Villanova University Alumni Association.  With an eye on giving back to the community, he served as a member of the Dallas Breakfast Group 2016 Community Leaders Program, where he worked to increase business executive and civic leader participation in local community affairs.  He was also named to the Dallas Regional Chamber 2015 Leadership Dallas, a ten-month program where he gained a deeper understanding of the critical issues facing the Dallas area community and businesses. Finally, he supports the Vogel Alcove program to help improve the lives of homeless children in Dallas. Find it Fast    00:20   Market volatility    02:04   60/40 Portfolios    04:30   Is the worst over?    07:55   Russia variable    09:00   VIX/fear index    09:40   Mortgage rates    11:13   COVID ending?    13:21   Twitter    16:02   Tech earnings    20:55   GDP and recession    22:54   Interest rate increases    25:50   Bold predictions            Listen in to Your Money Momentum published twice monthly. Music: PWISBY "Ruff" Find us: LinkedIn | Facebook  | Twitter  | YouTube