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Some energy prices are going up, but prices are falling at the pump. Companies are adjusting to inflation and mortgage rates are slowly headed up. Today, Paul talks about what is happening in our economy right now and encourages investors to be patient while the economy adjusts. Later in the episode, Paul answers a listener who asks, “How do I manage my account when everything is down?”
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Paul keeps you up to date on important market events. Today, Paul talks about whether last week’s 20% drop in FedEx stock signals an economic slowdown, a CPI that shows 8.3% inflation in the last 12 months, the effect of a shaky economy on elections, and the latest estimate on the Social Security COLA for 2023.
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Paul talks about a study that finds coffee drinkers are more impulsive spenders and more likely to overspend in other areas. Listen along to hear how much your coffee habit could cost if you don’t also have a saving habit that goes alongside it. Later in the show, Paul talks with Stewart about the book Atomic Habits and how to build the habits into your life that lead you in the direction you want to head.
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You need to have a healthy distrust in companies and regulations. Paul talks about regulation and the tension between companies being able to operate freely and mislead investors. Listen along as Paul talks about alternative assets, large investment firms engaging in market timing with commodities, and the White House’s attempt to regulate Bitcoin after it was too late. Later in the show, Paul talks about an iced tea company that changed its name to include blockchain to bump its stock price.
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American investors and investment firms are known for over-investing in U.S. companies vs. international ones. This leaves investors open to risk and missing out on gains when international companies perform well. Today, Paul talks about a WSJ article called “Why Is the Dollar So Strong? American Innovation” to explain why U.S. and international companies have performed differently over the decade and why having a healthy balance of both in your portfolio is important. Later in the episode, Paul answers a listener’s question about how to take a quick self-assessment of your investment portfolio.
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People understand companies’ abilities to thrive in changing economic and political climates. Many investors worry that climate policies will negatively affect corporations and the market. Paul shares a WSJ article called “Companies Are Buying Large Numbers of Carbon Offsets That Don’t Cut Emissions” that explains a creative solution some companies have for carbon offsets.
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During times like these investors are prone to make bad choices that are influenced by the day-to-day trends of the market. The financial industry wants to keep your money moving because it’s a big source of income for them. Paul shares with investors what the strategy should be during these times to avoid being one of the investors that made a bad decision in 2022.
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When you look to financial outlets for advice on investment, you can become confused easily. Is it time to jump out because markets might continue going down? Or is it the best time to get in because prices are low? Today, Paul talks about how markets behave over long periods of time and why being in the market is usually the right idea, even if you don’t know which direction the market is going in 2022. Later in the show, Paul talks about indexing and overweighting in larger companies.
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A listener shares a Yahoo! Finance article called “The 60/40 Strategy Is on Pace for Its Worst Year Since 1936: BofA” and wants to know if they should keep this mix in 2022. Listen along as Paul breaks down the article and the portfolio it uses. If you’re using a 60/40 portfolio like the one in the article, you might be in danger. Paul then explains why he still likes this asset mix overall and what you should look for in a 60/40 portfolio.
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Most of the time giving equal inheritances is appropriate, but not always. Paul and Jim talk about their experience of working through unequal inheritances, how to have good communication with your beneficiaries, and some practical advice about what to do with your accounts. Later in the show, Paul and Jim give a crash course on single-stock ETFs.
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