Is the market headed for liftoff-or a crash landing? In this episode of 15 Minutes of Finance, James breaks down evidence for both a potential market boom and looming doom. He dives into the efficient frontier, explaining how it can help optimize your portfolio during uncertain times. Plus, James covers the latest market news and explores one of the strangest variables in market shaking global news: alien disclosure. Could extraterrestrial revelations in September shake investor confidence or open up unexpected opportunities?

James goes over the all time highs and the important factors that could send it higher (or lower) and explains the value and concern of the oncoming Robo-advisor apocolypse. James also details a new stock to watch for his firm, West and Walters Tax and Wealth Management and dives into some that have already shown real performance promise!

As the holiday weekend approaches, James shares his top stock picks and breaks down the latest market movements. He also explains why interest rate levels matter—and how the right interest rate “sweet spot” can drive higher valuations and stronger investor returns.

Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠⁠⁠⁠⁠⁠Contact - West & Walters⁠⁠⁠⁠⁠⁠

Want to talk to a professional investment advisor, or schedule your FREE (Always free) financial planning meeting? ⁠⁠⁠⁠⁠⁠Schedule A Call - West & Walters⁠⁠

Every week, we talk about the market news and investment climate. Today, we talk about Palantir's big jump in graduating from the Russell 2000 small-cap index, we see how some of our channel's claims have panned out so far this year, and, we give some insight into the lack of expertise so many "financial professionals" have when giving you advice.

James goes into detail about the many ways the investment world tries to rip people like YOU, off. James covers things like: high fees, fear selling, many hands in the pot, and just plain BAD advice. Plus more! Tune in if you want to learn the ways to avoid them or how you can help someone you know to avoid falling into the same traps.

Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠⁠⁠⁠⁠Contact - West & Walters⁠⁠⁠⁠⁠

Want to talk to a professional investment advisor, or schedule your FREE (Always free) financial planning meeting? ⁠⁠⁠⁠⁠Schedule A Call - West & Walters⁠

James goes over Market news for the week and focuses on topics like- Israel-Iran conflict, Interest rates, and Warren Buffett's take on patience in the market!

Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠⁠⁠⁠Contact - West & Walters⁠⁠⁠⁠

Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting? ⁠⁠⁠⁠Schedule A Call - West & Walters

James goes over Stable coins, wars and stocks, market news and everyone’s favorite- stocks to watch! You’ll learn about the company Circle Internet Group, why diversification is for the average investor and not the diligent investor, and lastly, what stocks James and Co. are watching!

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about the habits of successful investors. Higher earners often fall into "lifestyle inflation" where they never feel they can get ahead. Implement these habits to successfully build your wealth, regardless of your tax bracket!

Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠⁠⁠Contact - West & Walters⁠⁠⁠

Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting? ⁠⁠⁠Schedule A Call - West & Walters