Joe Kovach, CFP® and Adam Stalnaker, CFP® break down what’s happening beneath the market headlines and how it connects to real-world planning. In this episode, they discuss market performance, leadership shifts, and investor psychology, what AI enthusiasm and concentration risk could mean for portfolios, and tax and cash-flow considerations investors should be thinking about.
Information as of 1.27.26
Rockport Wealth LLC, doing business as Rockport Wealth Advisors and J Arnold Wealth Management, is an investment advisor registered with the SEC and only transacts business in states where the firm is properly registered. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has attained a particular skill or ability.
Rockport Wealth compensates this radio station for airing the Rockport Wealth Truth in Investing Show. Ron Verb is a paid moderator of this program and is not a client of the firm. No guarantees of performance or success can be inferred from this individual’s endorsement on behalf of the adviser.
Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. Information provided is not intended as tax or legal advice and should not be relied on as such. A professional adviser should be consulted before implementing any of the strategies discussed.
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