Good Returns

Is the Bond Side of Your Portfolio Working Against You Right Now?

Eight consecutive weeks of gains. Treasury yields at near two-decade highs, the Fed explicitly putting rate hikes on the table, and Nvidia reporting $81.6 billion in quarterly revenue — up 85% year over year. The equity market is proving more resilient than the backdrop suggests. Matt is holding his thesis that rates are heading lower eventually. Garrett isn't so sure about the timeline. They find common ground in the Planning Room — where the question isn't about stocks at all, but about whether the bond side of a balanced portfolio is doing what investors think it's doing. In the Planning Room: the 60/40 portfolio, what happened to bonds in 2022, and whether the current setup is asking the same uncomfortable question again. Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

Inflation Just Hit a Three-Year High - What It Means for Your Retirement Income

Consumer prices hit a three-year high. Wholesale prices surged 6%. Today is Jerome Powell's last day as Fed Chair, and Kevin Warsh takes over into one of the more complicated inflation environments the Fed has faced in years. Matt had been holding firm that oil falls and inflation fades. This week's data pushed back on that timeline — and Garrett noticed. That conversation is worth a listen. In the Planning Room: what rising inflation actually does to a fixed retirement income plan — and what to do about it before it becomes a problem. Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

Is Your Annuity Safe? What a $660 Billion AI Bet Means for Your Retirement Income

Six consecutive weeks of gains, the Nasdaq up 4%, and reports of a framework agreement that could finally close the chapter on the conflict. Good week on the scoreboard. Matt and Garrett dig into what's actually driving it — and where the risks are hiding. The AI capital spending numbers from big tech are remarkable. But the more interesting conversation is what those numbers mean for the industry being disrupted — and what that disruption could mean for retirement products most people assume are safe. In the Planning Room: annuities, private equity's exposure to software companies, and the question your advisor probably hasn't raised yet. Worth a listen before your next financial review. Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

April's Rally Was Real — But Is It Built to Last? April 2026 Market Review

April ended at all-time highs. The S&P gained 10%, the Nasdaq surged 15%, and corporate America posted its highest profit margins on record. It also ended with the Strait of Hormuz still closed, the naval blockade still in place, and Jerome Powell — who said he'd step aside once the DOJ investigation was resolved — now saying he's planning to stay. Matt and Garrett don't agree on the inflation story. Matt thinks oil falls, the supply disruption fades, and the inflation picture clears up faster than people expect. Garrett isn't so sure. That conversation runs through the whole episode. In the closing segment: the honest bull and bear cases for May. What has to go right, what could go wrong, and the one variable that connects both scenarios. Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

All-Time Highs Again - But Oil Is Back Above $100 and the Fed Meets Next Week

Four consecutive positive weeks. Two all-time highs in a row. And underneath — oil back above $100, peace talks canceled, and the Fed meeting next week with Powell's second-to-last press conference. Matt and Garrett break down a week where the headline and the fine print told very different stories. They don't fully agree on how much the Warsh confirmation uncertainty changes the rate outlook. That conversation is worth sitting with. In the Planning Room: the Fed meets next week and a lot of investors feel like they should be doing something. Matt and Garrett explain what the Fed actually does, what's worth paying attention to in Powell's press conference, and what a Fed meeting should — and shouldn't — prompt you to do with your money. Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.