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Today, Paul addresses the reactions of markets and financial news to the announcement of a new round of tariffs at the beginning of the month. Listen along as Paul explains why market downturns are not massive “sell-offs,” are not indicators of the economy, and are not a good time for you to reevaluate the risk level of your portfolio.
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Today, Paul talks about how congressional budgets carry a lot of hope or frustration that can work itself into short-term market trends. When you take a closer look, you’ll notice that the programs that promise big revenue for the government or the programs that seem likely to balloon the national debt don’t actually have real outcomes that live up to the hype. Listen along as Paul shares his thoughts about the Congressional Budget Office.
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Giving daily market updates or outlooks, providing tactical investment advice, and speculating about how companies will respond to current events are all just coded language for market timing. Today, Paul shares some advice he heard given on a trusted investing show by a professional who represents a large management company. The problem is that the advice is just flagrant market timing. Listen along to hear how the investment industry has been taken over by a market timing epidemic and tried to hide it with different language. Later in the episode, Paul talks tariffs and addresses the question: “Is America anti-European?”
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Today, Paul talks about how the current political climate is favoring international companies and the bad advice that is coming from large management companies and pundits. Listen along as Paul explains how markets get priced and why confident investors should be unfazed by seeing sectors performing differently against one another over time. Later in the episode, Paul talks about an insurance company that got dragged to court for offering a fixed-index annuity with proprietary indices.
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Today, Paul explains that most of the investing industry treats income in retirement with a product approach, but he encourages confident investors to take a process approach instead. Listen along as Paul shares what he looks at with clients to help them understand what their income will be in retirement.
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Did you know that 50% of people in the U.S. don’t inherit anything from friends or family? Today, Paul talks about why waiting for an inheritance is not a financial plan and why some people who believe they are getting an inheritance are in for a rude awakening when they realize how some older investors are investing in CDs and annuities and using other head-scratching strategies.
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For years investment experts have touted the power of the Magnificent Seven, the seven largest U.S. companies that dominate funds and portfolios, until in March we saw a sharp decline in the prices of this segment of the market. These experts have quickly pivoted to rebrand these companies as the “Maleficent Seven.” Today, Paul talks about why diversification can feel boring when these companies seem to be soaring, but why it is better for investors in the long-term.
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Today, Paul talks about a common philosophy for choosing investments that rarely works. It’s easy as an investor to look at the trends or technology that we believe will drive earnings in the future and invest in those first. But who made more money during the gold rush, the people looking for gold or the people selling pickaxes? Listen along as Paul explains why AI investments are more likely to line the pockets of trading companies than pad your retirement account. Later in the episode, Paul debunks an article that claims Social Security is failing and speculates about how the government might consider privatizing the program.
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Today, Paul provides a market update after three months of markets being unexpectedly disrupted by politics. Listen along as Paul shares why people who predict market returns are left in a state of turmoil, hoping or waiting for certain news to drop and unable to make any consistent predictions. “America First” investors are watching U.S. markets go down, but diversified investors still get to relax about money. Later in the episode, Paul shares one of the most ridiculous market indicators he’s ever heard of and how market timers will grab onto anything to make predictions.
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Today, Paul and Evan talk about growing old together and the unique challenges that arise when two people age differently and develop separate medical needs. Listen along as these two advisors share how difficult but important it can be for people to consider and plan for their long-term care needs instead of putting them off until they can’t avoid them any longer.
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