The BASH
The BASH
Matthew Bagell
Join Matthew Bagell, CPA and Scott A. Shaw, CFA®, CFP® on The BASH, where they bring the Analyst and the Planner to the table to discuss relevant financial and investment topics. www.bashcapital.com Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The BASH Episode 11- Credit Downgrades
On this episode of The BASH, Matt and Scott discuss the 2023 market, credit downgrades, the 60/40 investor, and client emails.
Aug 24, 2023
15 min
The BASH Episode 10- AI Takeover
On this episode of The BASH, Matt and Scott discuss the debt ceiling, the S&P 500, Artificial Intelligence and if we are in a Bull Market.
Jun 15, 2023
15 min
The BASH Episode 9- Bank Crisis?
On this episode of The BASH, Matt and Scott discuss if we are on the brink of a financial crisis, play the game “Make The Case”, explain the chart and conversations regarding buying or selling a home.Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
Apr 6, 2023
14 min
The BASH Episode 8- 2023 Outlook
On this episode of The BASH, Matt and Scott discuss the 2023 outlook, ETFs, Growth vs Value, and the Secure Act 2.0.ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.​ There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
Feb 3, 2023
14 min
Wealth Check: Financial Health Pulse
Dr. Lance Knaub of Denali Consulting interviewed Matthew and Scott in November of 2022. They catch up on the state of BASH Capital and touch on various topics such as their morning routine, being a fiduciary, their thoughts on crypto and much more.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.Dr. Lance Knaub and 4% Breakthrough Communities are not affiliated with or endorsed by Bash Capital or LPL Financial.The opinions voiced in this video are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice. Cryptocurrency and cryptocurrency-related products can be volatile, are highly speculative and involve significant risks including: liquidity, pricing, regulatory, cybersecurity risk, and loss of principal. A cryptocurrency fund may trade at a significant premium to Net Asset Value (NAV). Cryptocurrencies are not legal tender and are not government backed. Cryptocurrencies are non-traditional investments, resulting in a different tax treatment than currency. Federal, state or foreign governments may restrict the use and exchange of cryptocurrency. The use and exchange of cryptocurrency may also be restricted or halted permanently as regulatory developments continue, and regulations are subject to change at any time. Cryptocurrency exchanges may stop operating or permanently shut down due to fraud, technical glitches, hackers, malware, or bankruptcy. %u200BDollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
Dec 27, 2022
36 min
The BASH Episode 7- Fall Harvest
On this episode of the BASH from November 2022, Matt and Scott will tackle the recent Fed Meeting, tax harvesting, the midterm elections, and cash reserves.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
Nov 16, 2022
15 min
The BASH Episode 6- Jackson Hole, Oh My!
On this episode of The BASH from September 2022, Scott and Matt will discuss what happened at Jackson Hole this summer, Rebalancing, Opportunity and play a new game- make the case!Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Nov 4, 2022
14 min
The BASH Episode 5- Coming in Hot
On this episode of The BASH from July 2022, Matt and Scott discuss Inflation, Target Date Funds, The 60/40 Investment Strategy and the Housing Market.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Nov 4, 2022
15 min
The BASH Episode 4- Treacherous Waters
On this episode of The BASH from May 2022, Scott and Matt go over Market Turmoil, Dollar Cost Averaging, and Bonds.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Nov 4, 2022
12 min
The BASH Episode 3- March Madness
On this episode of The BASH from April 2022, Matt and Scott tackle the Stock Market, 401K's, Interest Rate Hikes and Tax Season.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Nov 4, 2022
14 min
Load more