Past episodes
EP 11 | AI took July into orbit.
EP 01 | What Is a Roth Conversion – and Could It Lower My Future Tax Bill?
Intro | Fireside Finance Trailer
EP 10 | Cool, calm, and cautious Halloween.
EP 07 | July’s big + beautiful moments.
EP 05 | May’s market got Moody.
EP 04 | April built a bigger coaster.
EP 03 | March market roller coaster.

EP 06 | All-time highs & artificial smarts… June hit different.

June was one for the history books, and not just because the S&P 500 hit an all-time high while this session was recorded. In this month’s episode, Darlene Kuipers and Joey Ott break down some data beneath the headlines.

Episode Description

June was one for the history books, and not just because the S&P 500 hit an all-time high while this session was recorded. In this month’s episode, Darlene Kuipers and Joey Ott break down some data beneath the headlines.

From market resilience and financial literacy to the exponential adoption of AI, we explore the forces shaping both the everyday investor and the future of innovation. 

In EP 06:

  • The S&P 500’s new record and why all-time highs are not a red flag
  • AI as a human acceleration tool, and what that means for companies and investors alike
  • The surprising flatline of American financial literacy over the past 8 years
  • How entrepreneurial thinking (not just entrepreneurship) is redefining corporate innovation
  • Why rising oil prices might affect your wallet more than your portfolio
 
 Whether you’re watching the markets climb or navigating uncertainty, this episode offers perspective, strategy, and a reminder: long-term vision outlasts short-term noise.

Disclosures

Past performance does not determine future results. Securities offered through Harbour Investments, Inc. Member FINRA/SIPC. Investment advisory services offered through LVZ, Inc. LVZ, Inc. is a federally registered investment adviser. Learn more at ⁠www.lvzinc.com⁠

This was recorded on June 27, 2025. 

This is provided for informational purposes only and should not be construed as investment advice. References to specific portfolios should not be considered a recommendation. 

At the time of this recording, LVZ, Inc. may hold positions in the companies mentioned. 

Data and analysis does not represent the expected future performance of any investment product or strategy. 

Sources:

Crude Oil: https://www.google.com/search?q=oil+prices&rlz=1C1GCEA_enUS1135US1135&oq=oil+price&gs_lcrp=EgZjaHJvbWUqDwgAEEUYOxiDARixAxiABDIPCAAQRRg7GIMBGLEDGIAEMg8IARBFGDsYgwEYsQMYgAQyBggCEEUYOTINCAMQABiDARixAxiABDINCAQQABiDARixAxiABDIKCAUQABixAxiABDIHCAYQABiABDIGCAcQBRhA0gEIMTc4NWowajeoAgCwAgA&sourceid=chrome&ie=UTF-8

2025 TIAA Institute GFLEC Personal Finance Index: https://www.tiaa.org/content/dam/tiaa/institute/pdf/insights-report/2025-05/financial-literacy-and-retirement-fluency-in-america-p-fin-ir.pdf

BOND, May 2025 Trends – Artificial Intelligence Report: https://www.bondcap.com/reports/tai

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