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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 06 | All-time highs & artificial smarts… June hit different.
EP 05 | May’s market got Moody.
EP 04 | April built a bigger coaster.
  • Podcast

Intro | Hello, here’s the minutes.

Welcome to LVZ Market Minutes, your concise and clear source for market insights. In this episode, Chief Strategy Officer Darlene Kuipers sits down with Jo…

Episode Description

Welcome to LVZ Market Minutes, your concise and clear source for market insights. In this episode, Chief Strategy Officer Darlene Kuipers sits down with Joey Ott from LVZ’s trading and portfolio team to break down the latest market trends, portfolio strategies, and what’s shaping investment decisions.

Featured in the intro:

  • Key market trends and economic shifts from the past month
  • How LVZ’s investment committee makes data-driven decisions
  • The research process behind portfolio strategy and risk management
  • What is block trading and why does it ensure fairness and consistency for all clients

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.

Explore MoreFrom The BLog

  • Podcast

EP 11 | AI took July into orbit.

Why do new stock market highs make investors nervous, and what does the SpaceX IPO reveal about chasing momentum? In this month’s episode, Darlene Kuipers & Joey Ott break down July 2026’s market headlines, from the S&P 500’s continued run of record highs to SpaceX’s high-profile debut.
  • Podcast

EP 01 | What Is a Roth Conversion – and Could It Lower My Future Tax Bill?

In the inaugural episode of Fireside Finance, hosts Nate Baumann, CFP®, and Josh Franken, CPA, pull their chairs up to the fire to demystify one of the most-asked questions in financial planning: What exactly is a Roth conversion?
  • Podcast

Intro | Fireside Finance Trailer

In this show trailer, CFP® Nate Baumann and CPA Josh Franken explain why Fireside Finance exists: to answer the money questions they hear repeatedly from real client conversations. In quick, story-driven episodes (with occasional deeper-dive bonuses), they make smart financial thinking approachable and practical, like an unhurried conversation around the fire.
  • Blog

Lessons to be learned, caution to be taken, optimism to be had.

Reflecting on 2025, LVZ breaks down the year’s defining market themes, from valuations and tariff shocks to inflation, Fed policy, and AI investment, while reinforcing a disciplined, plan-first approach over prediction. Looking ahead to 2026, we share what we’re watching and why the “intangibles” still matter most in financial planning.
  • Podcast

EP 10 | Cool, calm, and cautious Halloween.

October brought cooler weather along with a cooling but stubborn inflation rate that has investors wondering what’s next. As the Federal Open Market Comm…
  • Podcast

EP 07 | July’s big + beautiful moments.

July brought another all-time high for the S&P 500, continuing the summer’s steady market momentum. While headlines have been dominated by politics, the …

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