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Latest episodes

Financial News Recap: August 16, 2022


Paul recaps some of the top financial stories he found this week and explains how investors can both avoid the common traps these headlines create and have reasons to be optimistic about the future. Listen along to hear about United Airlines putting down a deposit on flying taxis, Warren Buffett buying up stocks on the dip, and ETF outflows are increasing. Later in the episode, Paul talks about a COLA increase for Social Security in 2023 and how we all learn to adjust during times of inflation.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Digital Assets: A Reason to Revisit Your Will


Did you know that your loved ones will likely not have access to your email accounts, online pictures or videos, and other digital assets unless they are included in your will? Today, Anne brings up digital assets, what they are, and why they need to be included in your estate plan. Listen along as Paul, Anne, and Ira talk about some steps you can take today to remove stress from your heirs regarding your digital life.

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Trying to Time the Housing Market


Paul addresses the drop in mortgage interest rates this week and advises you not to try to time the housing market even if the experts can’t agree whether rates will go up or come back down again. Paul explains why banks and companies who loan money for 15 or 30 years have considered the future of rates and how it will impact their bottom line. At the end of the episode, Paul and Ira talk about the 30-year mortgage versus the 15-year mortgage.

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Responding to the News Is a Losing Strategy

People have an uncanny ability to see patterns where they don’t exist. The ingenuity of people and free markets find solutions to problems in unlikely places. Markets respond instantly to events, policies, and news. Today, Paul, Anne, and Ira talk about what changed this week and why responding to the news is a losing strategy.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Don’t Play the Lottery With Your Retirement


Many Americans lined up to purchase lottery tickets last week in attempts to claim the $1.337 billion lottery prize. Paul talks about a correlation between economic stress and lottery ticket sales. Paul shares about his first job servicing lottery computers, why economic stress leads to gambling behavior, and why investors who are trying to work the market or get out of it during economic downturns are actually gambling with their retirement and life savings. Later in the episode, Paul shares some positive trends that new outlets love to overlook.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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A Common Recession Indicator Explained


A listener wants to know why 2-year bonds having higher yields than 10-year bonds is considered a recession indicator. Listen along as Paul explains how bond yields connect to interest rates and why becoming fixated on a recession may lead to market timing and other investment traps. Later in the episode, Paul and Ira revisit an earlier conversation about building portfolios with blue-chip stocks and IPOs.

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A Costly Lesson About Picking Companies and IPOs


Imagine if someone brought their portfolio in and discovered that their advisor had picked blue chip stocks and IPOs, which left the client with big losses. Paul explains why you shouldn’t choose the individual companies you want to invest in, even if you believe in the business. Later in the episode, Paul talks about a Wealth Management article titled “Long-Term Care Coverage Is Trending in the Wrong Direction.”

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Are Your Investments Doing What They’re Supposed To?


Today, Paul talks about a meeting he had with an investor who had a very common concern. Are his investments underperforming or doing what they’re supposed to? How can someone tell? Paul then tells listeners what questions to ask about their portfolios to make sure their investments are doing what they’re supposed to do.

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Becoming Wealthy Through Dividend-Paying Stocks?

Today, Paul talks about a trend of many investors looking for income from their investments: high-yield dividends. Listen along as Paul talks about what’s happening when a company offers you a dividend and how educated investors diversify their opportunities for income. Later in the episode, Paul talks about the many troubles in the auto industry and the expansion of computer chip manufacturing around the world as two chip companies consider a factory in France.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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A Quick Introduction to Investment Concepts


Why do we expect stocks to go up? Why are actively managed portfolios at a disadvantage to passively managed ones? Many people find that they’ve gotten into adulthood with any education about investing or personal finance. Today, Paul and Jim cover an article that answers nine fundamental questions for investors to serve as a quick introduction to important investment concepts. Later in the episode, Jim discusses an article titled “Are Kids Worth the Cost?”

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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