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InvestTalk - Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Podcast
website InvestTalk - Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Podcast
In today's ever changing global economy, understanding investment options can be a daunting, time-consuming task. With all the opinions and hearsay that can bombard investors, education is a key component to success. That's why more and more savvy investors are tuning into InvestTalk. InvestTalk is a weekday program that looks at new and relevant investment topics each weekday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with financial adviser, Steve Peasley.

Depending on your financial situation, you could benefit from the protection offered by annuities.

Today's Stocks & Topics: Investing Books for Beginners, CVS - CVS Health Corp., China, WHR - Whirlpool Corp., One Day Market Plunges, LYG - Lloyds Banking Group PLC ADR, Market Volatility, DAN - Dana Inc., Cash, Suze Orman: You Need $5 Million Or More To Retire Early.


Banks have advanced proposals for an initial public offering to value the ride-hailing company at almost double its recent valuation.

Today's Stocks & Topics: SH - ProShares Short S&P 50, Mortgage Rates, Analyst Who Predicted The 2008 Crash Warns Of Bubble Brewing In U.S. Household Wealth, Suze Orman, Financial Planner Fees, BGS - B&G Foods Inc., Best Industries to Investment Right Now, Interest Rates, LUV - Southwest Airlines Co.


Unexpected expenses can derail your savings-- or put you in debt.

Today's Stocks & Topics: How to Get Into the Market, Jobs That Won't Exist in Ten Years, Social Security Benefits, Hard To Sell Assets, NWL - Newell Brands Inc., Withdrawals and Taxes, HBI - Hanesbrands Inc., Return of Equity.


Modern portfolio theory teaches the art of counterbalancing gains with losses, but this policy can be complicated.

Today's Stocks & Topics: SQ - Square Inc. Cl A, Falling S&P 500 Stocks, FB - Facebook Inc. Cl A, DIS - Walt Disney Co., Home Builders Sentiment, 401k Rebalancing, NUGT - Direxion Daily Gold Miners Index Bull 3x Shares, TLT - iShares 20+ Year Treasury Bond ETF, Global Economy.


But now, 'on-demand payment' companies let workers decide when they’re paid-- without the outrageous interest charges.

Today's Stocks & Topics: PEY - Invesco High Yield Equity Dividend Achievers ETF, APPL – Apple Inc., AMZN - Amazon.com Inc., JPM - JPMorgan Chase & Co., Pension Plans, Research on an investment idea, Elon Musk says 'short-sellers' should be illegal.  What is the software that Steve and Justin use for research, filtering, and charting?  Answer: YCharts.


A patent portfolio, offices in Europe, and the services of 300 engineers are being acquired by Apple.

Today's Stocks & Topics: ELF - e.l.f. Beauty Inc., IP - International Paper Co., TECD - Tech Data Corp., SPY - SPDR S&P 500 ETF Trust; Life Insurance – which kind to purchase?, ETF strategies, Why are baseball teams not on the stock market?, YCharts research and data tools, Stop Limit Orders, Preferred Bonds, Market Correction Analysis: Steve-- "We may not be through.", Wells Fargo to offer CMOs (Collateral Mortgage Obligations) Steve-- Could be problematic.


Startups have emerged to enable consumers to reclaim information about themselves.

Today's Stocks & Topics: Earnings Momentum term review, Business Credit Scores, Buy Stocks Now—during the pullback, Stock Market Correction, Bond Market and Stock Market compete for dollars, Gold ETFs, Buy CD or Treasury for interest returns, XLF - Financial Select Sector SPDR ETF, DKS - Dick's Sporting Goods Inc., BIP - Brookfield Infrastructure Partners L.P., PRU - Prudential Financial Inc.


The S&P has suffered a repetitive decline following three rate-setting news conferences by the Fed leader.

Today's Stocks & Topics: Global Economy, Market Sell-Off, Social Security Benefits Increase Coming, General Market Volatility, Crude Oil Prices, LRCX – Lam Research Corp., Ycharts, AAL – American Airlines, BOX – Box Inc. CIA, TPH – Tri Pointe Group inc.


Traditional retirement accounts are problematic, but you can plan for distributions that don't have a negative impact on taxation.

Today's Stocks & Topics: Bankruptcy, Small Business Sentiment, Mutual Funds, BBBY – Bed Bath and Beyond, KHC – Kraft-Heinz Corporation, VBTLX - Vanguard Total Bond Market Index Fund, WRK – WestRock Co., PFE – Pfizer Inc., LVS – Las Vegas Sands vs. WYNN – Wynn Resorts Ltd.


GE's stock collapse represents an 81 percent drop from its peak in 2000-- and comes amid record-setting market gains.

Today's Stocks & Topics: Lease or buy a car?; Term Review-Rainbow Option; Investment grade treasuries index; Goldman-Sachs 'Marcus' division lending activity; Chinese peer-to-peer lending; 20-year treasuries; AMAT - Applied Materials, WMT – Walmart, GM- General Motors, Portfolio Review minimum investment?


In order to create a new generation of fully autonomous vehicles, Honda will invest $2 billion into GM's 'Cruise' subsidiary.


Today's Stocks & Topics: JCP - J.C. Penney Co. Inc., TEVA - Teva Pharmaceutical Industries Ltd. ADR, TWTR - Twitter Inc., LCI - Lannett Co. Inc., SNAP - Snap Inc., Buying Stocks, CELG - Celgene Corp., New Investor, COHR - Coherent Inc.


audio 10-04-18: 2 Big Red Flags For The Stock Market?
Thu, 04 Oct 2018 23:50:47 +0000

At least one equity strategist argues for a bearish outlook in the technology and consumer discretionary sectors.

Today's Stocks & Topics: DOC - Physicians Realty Trust, Health Insurance, Tesla, Most Sensitive Stocks and Bonds, JCP - J.C. Penney Co. Inc., YCharts, THO - Thor Industries Inc., Oil Prices, PVTL - Pivotal Software Inc., DIS - Walt Disney Co., Gold, RAD - Rite Aid Corp.


August is generally a slow month for home shopping, but in nearly every metro area surveyed-- the slowdown was more profound than normal.

Today's Stocks & Topics: MJ - ETFMG Alternative Harvest ETF, The Dollar, China, Credit Freezing, EXPI - eXp World Holdings Inc., MAIN - Main Street Capital Corp., BRKB - Berkshire Hathaway Inc. Cl B, TSLA - Tesla Inc., AMD - Advanced Micro Devices Inc.


audio 10-02-18: Freezing Your Credit Is Now Free
Tue, 02 Oct 2018 23:58:36 +0000

Credit freezes, which block lenders from checking your report, are considered an effective way to prevent scammers from opening an account in your name.

Today's Stocks & Topics: AGX - Argan Inc., FB - Facebook Inc. Cl A, U.S. Trade with Mexico and Canada, PCI - PIMCO Dynamic Credit & Mortgage Income Fund, PTY - PIMCO Corporate & Income Opportunity Fund, Amazon vs. Apple, Bonds, SPDAUDT - S&P 500 Dividend Aristocrats Total Return Index, Stock Evaluation, The Stock Market & Midterm Elections.


One Expert: The fact that the price of oil is far outperforming that of gold argues for continuation of a bull market.

Today's Stocks & Topics: TSLA - Tesla Inc., Thrift Savings Plan (TSP), Military Retirement, 401k Plan, Junk Bonds and Leveraged Loans, Health Care, Roth I-R-A, Yield, BSJK - Invesco BulletShares 2020 High Yield Corporate Bond ETF, NWL - Newell Brands Inc., Investing in Brazil and USA.


These seemingly harmless behaviors can have big consequences.

Today's Stocks & Topics: NLY - Annaly Capital Management Inc., Palladium Prices, VZ - Verizon Communications Inc., CTL - CenturyLink Inc., Roth I-R-A, FHLC - Fidelity MSCI Health Care Index ETF, Bonds or CDs, Medical Costs, Market Accounts, Margins.


Shares of defense contractors have registered strong gains over the past decade, but may now be speeding towards a hard landing.

Today's Stocks & Topics: MORL - ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN, GIS - General Mills Inc., PSTG - Pure Storage Inc. Cl A, IP - International Paper Co., ROKU - Roku Inc. Cl A, MERC - Mercer International Inc., Federal Chairman Jerome Powell, Fundamentals, GDX - VanEck Vectors Gold Miners ETF, Durable Goods Report.


Recession fears are a small dark cloud on the horizon-- and The Fed will likely try to engineer a soft landing.

Today's Stocks & Topics: 401k Contributions, AMAT - Applied Materials Inc., Disability Insurance, The Downside of Early Retirement, AKAO - Achaogen Inc., ETFs, Financial Habits You Need To Cultivate, CRTO - Criteo S.A. ADR.


One expert says that the monetary impact of tariffs tips the trade dispute in favor of the United States.

Today's Stocks & Topics: Commodities vs. Commodities Stocks, Signs Of A Top-Heavy Stock Market, Fasten Your Seat Belt: October Is Almost Here, Long-Term Care, MDT - Medtronic PLC, Three-Day Rule, TWTR - Twitter Inc., TDF - Templeton Dragon Fund Inc., GE - General Electric Co., CTL - CenturyLink Inc.


A Fund Manager survey reveals increasing optimism about U.S. stocks-- related to the outlook for corporate profits.

Today's Stocks & Topics: XLC - Communication Services Select Sector SPDR Fund, Federal Reserve Meeting, The 4% Rule, Call Warrant, Chinese Economy, RIO - Rio Tinto PLC ADR, Leading Economic Indicators, BOTZ - Global X Robotics & Artificial Intelligence ETF, SFIX - Stitch Fix Inc. Cl A, Tariff War.


Costco Wholesale Corporation has been a steady climber for years, but there could now be a warning flag.

Today's Stocks & Topics: Beginning Investor, IGC - India Globalization Capital Inc., ACN - Accenture PLC Cl A, CSCO - Cisco Systems Inc., NTAP - NetApp Inc., KL - Kirkland Lake Gold Ltd., High Dividend Stocks, 401k, Roth I-R-A, Ponzi Schemes, Foreign Exchange Markets, Micro-Investing.


One strategist warns China might restrict sales of materials, equipment, and key parts of the U.S. manufacturing supply chain.

Today's Stocks & Topics: SBH - Sally Beauty Holdings Inc., AMD - Advanced Micro Devices Inc., 401k, VKTX - Viking Therapeutics Inc., MU - Micron Technology Inc., Yield Curve, Day Trading vs. Swing Trading, Shiller PE Ratio, TECD - Tech Data Corp., Leading Economic Indicators.


With the right strategy, the stress of funding retiree medical costs won't send you to the doctor.

Today's Stocks & Topics: BGS - B&G Foods Inc., Social Security, Retirement Plan, Leading Economic Indicators, STX - Seagate Technology PLC, Housing Market, Capital Gains, T - AT&T Inc., VOD - Vodafone Group PLC ADR, Shorting, Required Minimum Distribution.


Many investors focused on compound growth don't realize how much they're paying in fund fees.

Today's Stocks & Topics: FZROX - Fidelity ZERO Total Market Index Fund, Cash, LYB - LyondellBasell Industries N.V. Cl A, The Federal Reserve & Tariffs, Housing, F - Ford Motor Co., Politics & The Stock Market.


At least one analyst is predicting more trouble ahead for Facebook.

Today's Stocks & Topics: PYPL - PayPal Holdings Inc., Income Producing Assets, Blackout Periods, CHK - Chesapeake Energy Corp., Best Sectors During the Recession, The Next Bear Market.


The Securities and Exchange Commission has warned cannabis investors to be cautious.

Today's Stocks & Topics: Dividends, Next Recession & Housing Debt, Cannabis Industry Scams, Economic Statistics, Social Media Platforms, P.E. Ratio, IBM - International Business Machines Corp., CHK - Chesapeake Energy Corp., TOL - Toll Brothers Inc., PDS - Precision Drilling Corp., T - AT&T Inc., Closed-End Funds.


At some point, the bull market will turn south--but history teaches that it will recover.

Today's Stocks & Topics: STX - Seagate Technology PLC, Mortgage Rates, The Stock Market & Hurricanes, What is 5G?, Young Investor, LB - L Brands Inc., XPO - XPO Logistics Inc., SWKS - Skyworks Solutions Inc.


It's never too soon to start profiting from the tax statutes.

Today's Stocks & Topics: F - Ford Motor Co., Beige Book, Yale/Harvard Investment Model, BT - BT Group PLC ADR, Bond Funds, iPhone Sales, IBM - International Business Machines Corp., PFF - iShares U.S. Preferred Stock ETF.


Here are some strategies to minimize the impact of taxes on high-earning individuals.

Today's Stocks & Topics: MIK - Michaels Cos. Inc., Trading Sideways, House Sales, 10 Commandments of Retirement, VOD - Vodafone Group PLC ADR, LITE - Lumentum Holdings Inc., FB - Facebook Inc. Cl A, ETFs vs. Mutual Funds, UNH - UnitedHealth Group Inc., TSN - Tyson Foods Inc. Cl A, Money Management Both Ways.


It can't get much better and, according to one strategist, this could be a problem.

Today's Stocks & Topics: Stock Market Battle Royal , Bonds vs. Mutual Funds, Pros and Cons of ETFs, FSB - Franklin Financial Network Inc., Municipal Bonds Funds, TEVA - Teva Pharmaceutical Industries Ltd. ADR, MYL - Mylan N.V., Retirement, New iPhones.


What is master investor Buffett's formula, and how reliable is it?

Today's Stocks & Topics: Where to Invest?, Three Tax Mistakes, SNR - New Senior Investment Group Inc., PM - Philip Morris International Inc., Price Charts and Indicators of Goldman Sachs, TRTN - Triton International Ltd., Options, AMZN - Amazon.com Inc., Bull Market Continues, Technical Trends, First Time Buying Stocks, Social Security.


At least one expert believes history may not follow that assumption.

Today's Stocks & Topics: Emerging Markets, TWTR - Twitter Inc., Tech, You Going to Need More Money to Retire, Dividends & REITs, UNH - UnitedHealth Group Inc., Tech Retracement, BLK - BlackRock Inc., ABBV - AbbVie Inc., The Middle Class.


Minimize the effects of inflation by having your money work harder for you.

Today's Stocks & Topics: REITs, Knock-Out Option, BABA - Alibaba Group Holding Ltd. ADR, Social Security, Gold, VWNFX - Vanguard Windsor II Fund Investor, Social Media Companies, Robin Hood App, Understanding Economic Fundamentals, VHC - VirnetX Holding Corp., Highest Rents.


audio 09-04-18: Reverse Mortgage Alternatives
Tue, 04 Sep 2018 23:53:23 +0000

When a reverse mortgage isn't the best fit, you may be able to tap into quality alternatives.

Today's Stocks & Topics: AAPL - Apple Inc., The Stock Market & Midterm Elections, Financial "Experts", Highest Rents, Where to Invest, APRN - Blue Apron Holdings Inc. Cl A, Bonds, VWOB - Vanguard Emerging Markets Government Bond ETF, Daily Trading Volume, Platinum.


Some sectors benefit from interest hikes, but rate ripples can rock the market.

Today's Stocks & Topics: Overweight and Underweight Sectors, The Price of Real Estate in California, New Investor, Trading, Roth I-R-A, Private Equity, International Markets, Put Options.


audio 08-31-18: U.S.-Canada NAFTA Talks Resume
Fri, 31 Aug 2018 23:56:50 +0000

With a newly signed Mexico trade agreement, Trump is pushing Canada to reduce its tariffs on dairy products.

Today's Stocks & Topics: Mid Cap Mutual Funds, Economic Calendar, WDC - Western Digital Corp., Inherited 401k, CELG - Celgene Corp., GGN - GAMCO Global Gold Natural Resources & Income Trust, GGN - GAMCO Global Gold Natural Resources & Income Trust, SHOP - Shopify Inc. Cl A, AWX - Avalon Holdings Corp., Day Trading, The Vix & The Stock Market Index.


Buyers can score massive discounts on vehicles that are being replaced by new models.

Today's Stocks & Topics: Earnings, Slow Housing Market, Possible Recession, TREX - Trex Co. Inc., MIK - Michaels Cos. Inc., AMZN - Amazon.com Inc., Dollar Cost Averaging, BKAS - The Bank of New York Mellon Asia ADR Index, NWL - Newell Brands Inc., Hard Stop, CVX - Chevron Corp., Optimism About The Economy Is So High It Suggests A Recession Is ‘Imminent,’ Analyst Warns.


Report says Smirnoff maker is looking for pot partner--after $4 billion investment in Canopy by booze giant Constellation.

Today's Stocks & Topics: Financial Advisers, XLF - Financial Select Sector SPDR ETF, JD - JD.com Inc. ADR, PIMIX - PIMCO Income Fund Institutional, Capital Gains Taxes, TCEHY - Tencent Holdings Ltd. ADR, Yields.


With over 100 million subscribers, Netflix has the lead share of the $20 billion streaming sector.

Today's Stocks & Topics: TGT - Target Corp., Two Lessons from Lehman Brothers’ 2008 Collapse, Should You Buy a House Now, Stock Split, Small Cap Index, WRK – West Rock Co., AMD - Advanced Micro Devices Inc., Where to Look for Information, Reasons People Don’t Pay Off Their Credit Cards Every Month, GNC - GNC Holdings Inc. Cl A, Commodities or REITs.


In spite of the political landmines, analysts expect the Fed to continue its gradual tightening of interest rates.

Today's Stocks & Topics: Index Funds, VLU - SPDR S&P 1500 Value Tilt ETF, Tesla, Home Values, Financial Wellness, BABA - Alibaba Group Holding Ltd. ADR, SBNY - Signature Bank, VLO - Valero Energy Corp., IVZI - NVESCO Ltd., The Fed, AWK - American Water Works Co., Insurance.


Strong second-quarter earnings sparked a Walmart rally--while also lifting the shares of retailing peers.

Today's Stocks & Topics: Banks, Interest Rates, September the Worst Month of the Year in Stocks, How the 401k Works, KHC - Kraft Heinz Co., AMD - Advanced Micro Devices Inc., CAT - Caterpillar Inc., TDF - Templeton Dragon Fund Inc., Gold, DXCM - DexCom Inc., TEVA - Teva Pharmaceutical Industries Ltd. ADR, Bitcoin.


audio 08-23-18: Dropbox Has A Competitive Advantage
Thu, 23 Aug 2018 23:55:20 +0000

In a crowded $50 billion file-sharing market, Dropbox is facing off against Microsoft, Apple, and Google.

Today's Stocks & Topics: Low Volatility ETFs, USMV - iShares Edge MSCI Min Vol USA ETF, LB - L Brands Inc., High Dividends, GSK – Glaxo Smith Kline PLC ADR, CGC - Canopy Growth Corp., Capital Gains, Indexing, Research & Development, EXC - Exelon Corp., Emerging Markets, WH - Wyndham Hotels & Resorts Inc.


Overcoming all kinds of shocks, the S&P 500 has posted a gain of nearly 325 percent since March 2009.

Today's Stocks & Topics: Buying IPOs, Beware of Conventional Wisdom, Retailers, Retirement Issues, LAND - Gladstone Land Corp., Internal Rate of Return – IRR, CLF - Cleveland-Cliffs Inc., Banks Performance, XLF - Financial Select Sector SPDR ETF, FB - Facebook Inc. Cl A, NDVAX - MFS New Discovery Value Fund A.


Congress has allowed people with high incomes a way to fund a Roth IRA.

Today's Stocks & Topics: Investing for Kids, Hidden Costs On Home Ownership, SNP 500, the U.S. Debt, YY - YY Inc. ADR, MU - Micron Technology Inc., Returns, AWX - Avalon Holdings Corp., SYK - Stryker Corp., ADNT - Adient PLC.


Is there still plenty of reason to expect more strong growth from Amazon?

Today's Stocks & Topics: Information Apps, Dividends, Interest Rates, Semiannual Report, Students Loans, IDXX - IDEXX Laboratories Inc., Dividends Payouts, ALGN - Align Technology Inc., EXEL - Exelixis Inc., NE - Noble Corp. PLC.


The best way to control what happens to your business is to take the proper steps now.

Today's Stocks & Topics: Where to Invest, Biggest Risk to the Stock Market, Leading Economic Indicators, Beware Conventional Wisdom When Planning For Retirement, PZZA - Papa John's International Inc., CQQQ - Invesco China Technology ETF, Insider Trading, Dividends, IHRTQ - iHeartMedia Inc. Cl A, Qualification Ratio, VIGAX - Vanguard Growth Index Fund Admiral.


With a tax-deferred retirement account, withdraw the money and it will be considered ordinary taxable income.

Today's Stocks & Topics: Real Estate, There Is No Bubble in Stocks, Is the Market Tracking the Late 1930's, Durable Goods Report, Earnings Report, Security, Stock Evaluation, Closed End Funds, New Investor, How to Get Into the Stock Market, On Balance Volume.


Some sectors benefit from interest hikes, but rate ripples can rock the market.

Today's Stocks & Topics: Overweight and Underweight Sectors, The Price of Real Estate in California, HCLP - Hi-Crush Partners LP, GOLD - Randgold Resources Ltd. ADR, New Investor, Trading.


Sooner or later, every serious investor has to come to terms with this question.

Today's Stocks & Topics: Cash Flow vs. Free Cash Flow, Tesla, Buyout, Annuities, Earnings vs. Income, TDOC - Teladoc Health Inc., YUMC - Yum China Holdings Inc., Hedging, YY - YY Inc. ADR, Mutual Funds, HD - Home Depot Inc.


Allowing professional designers to dress-up your sale home could net a higher price.

Today's Stocks & Topics: Rental Property Evaluation, AMG - Affiliated Managers Group Inc., XOM - Exxon Mobil Corp., XLE - Energy Select Sector SPDR ETF, Annuities, Earnings, Income and Net Income, NKE - Nike Inc. Cl B, 529 Plan, Retirement, The Wash Rule, CWB - SPDR Bloomberg Barclays Convertible Securities ETF.


With new cars getting more expensive, should you buy now?

Today's Stocks & Topics: Extra Money to Invest, Don't Overpay for Simpler Car Repairs, GDP Growth, Worry About Turkey, AMAT - Applied Materials Inc., Retirement Plan Software, TWLO - Twilio Inc. Cl A, PRU - Prudential Financial Inc., LKQ - LKQ Corp., Hard Stop, SPOT - Spotify Technology S.A.


Competitors are rising and this could benefit the movie industry and its patrons.

Today's Stocks & Topics: Retirement Plan, Inflation, Home Prices, Why Wage Growth Is Too Slow, Investing Apps, Companies Making Money, JNJ - Johnson & Johnson, Realignment Sector, PPI: Producer Price Index, Roth IRA, GPRO - GoPro Inc., Oil Prices.


This breed of stocks has names we all know--but should we think about trading them?

Today's Stocks & Topics: Fundamental Analysis, Stocks Sectors & Earnings Statements, MDT - Medtronic PLC, VEDL - Vedanta Ltd. ADR, TQQQ - ProShares UltraPro QQQ, Consumer Sentiment, 529 Plan, Seven Reasons Why You Need To Lighten Up On Stocks Today, U.S. Debt.


audio 08-07-18: Is The Next Recession On Its Way?
Tue, 07 Aug 2018 23:51:15 +0000

We're in the second longest economic expansion in U.S. history and a recession will follow--but when?

Today's Stocks & Topics: Japanese Candlestick Charting, Earnings Season, Warren Buffet, TSN - Tyson Foods Inc. Cl A, XRAY - Dentsply Sirona Inc., SAMBX - RidgeWorth Seix Floating Rate High Income Fund, AAPL - Apple Inc., RIG - Transocean Ltd., MCK - McKesson Corp., KO - Coca-Cola Co., Payout Ratio, Malfeasance, CTL - CenturyLink Inc.


The housing market is hot, prices are up, inventory is down, and the market is active--for now.

Today's Stocks & Topics: Company Growth Size, Sectors & Earnings Season, China, AVGO - Broadcom Inc., Equity, Meal Kit Delivery Industry, KWEB - KraneShares CSI China Internet ETF, PFE - Pfizer Inc., New Investor, Risk Management, Term Life Insurance.


Financial planning can be very complicated because you have to balance all the information and changes in your life.

Today's Stocks & Topics: Book Value, Jobs Report, Rolling Bear Market, VRP - Invesco Variable Rate Preferred ETF, MIK - Michaels Cos. Inc., FAAMG Stocks, Moving Average, FDC - First Data Corp. Cl A, Market Cap Size, DQ - Daqo New Energy Corp. ADR., Manufacturing Jobs.


In certain circumstances, achieving your financial goals might be possible without maximum 401(k) contributions--but is it a smart idea?

Today's Stocks & Topics: FB - Facebook Inc. Cl A, AAPL - Apple Inc., TSLA - Tesla Inc., AAPL - Apple Inc., Financial Forecast, US-China Trade Deficit, MCHFX - Matthews China Fund Investor, MINDX - Matthews India Fund Investor, Advance-Decline Line for NYSE, 401k, AWCMY - Alumina Ltd. ADR, NFLX - Netflix Inc.


Snapshot headlines generally focus on two metrics, but miss an important third calculation.

Today's Stocks & Topics: Housing, TSN - Tyson Foods Inc. Cl A, Japanese Yen & The British Pound, Financial Forecast, Economic Statistics, BHF - Brighthouse Financial Inc., GLRE - Greenlight Capital Re Ltd. Cl A, CY - Cypress Semiconductor Corp., MDT - Medtronic PLC, USFD - US Foods Holding Corp., Short Ratio.


audio 07-31-18: Tech Bloodletting Nears $300 Billion
Tue, 31 Jul 2018 23:50:27 +0000

The rush to get out of U.S. tech stocks is accelerating.

Today's Stocks & Topics: Beating the Market, WDC - Western Digital Corp., Inflation Levels, Stocks Buybacks, LMT - Lockheed Martin Corp., Early Retirement, Risk, ADP - Automatic Data Processing Inc., Gold & Dollar, Asian vs. European Market, Security, Retirement.


Here are the "dos and don'ts" sellers need to keep in mind when placing their home on the market.

Today's Stocks & Topics: What is an ETF, Facebook's Plans, Drug Prices, FDX - FedEx Corp., AAXN - Axon Enterprise Inc., TTM - Tata Motors Ltd. ADR, RCII - Rent-A-Center Inc., UNFI - United Natural Foods Inc., AIEQ - AI Powered Equity ETF.


When only one spouse retires, you need a plan to live on a single paycheck.

Today's Stocks & Topics: FB - Facebook Inc. Cl A, F - Ford Motor Co., Warning Signs About Our Economy, Value vs. Growth Stocks, SODA - SodaStream International Ltd., COST - Costco Wholesale Corp., SHLD - Sears Holdings Corp., Understanding The Economic Fundamentals, BABA - Alibaba Group Holding Ltd. ADR, Market Indicators.


With a tax-deferred retirement account, withdraw the money and it will be considered ordinary taxable income.

Today's Stocks & Topics: Real Estate, There Is No Bubble in Stocks, Is the Market Tracking the Late 1930's, Durable Goods Report, AAPL - Apple Inc., BRKB - Berkshire Hathaway Inc. Cl B, MET - MetLife Inc., Earnings Report, Security, FB - Facebook Inc. Cl A.


audio 07-25-18: 6 Common Myths About Estate Planning
Wed, 25 Jul 2018 23:51:27 +0000

Sort through the misconceptions of estate planning to create a prosperous future for your family.

Today's Stocks & Topics: 401k Contributions, Trade Wars, Home Sales Report, Inflation, CC - Chemours Co., ACBFF - Aurora Cannabis Inc., REITs, HEAR - Turtle Beach Corp.


Experts blame supply shortages for higher costs and buyer reluctance.

Today's Stocks & Topics: TU - TELUS Corp., Stocks in Canada, What is a Reversal Day, Venezuela Inflation, SNP Companies Earnings Report, Mutual Funds, MIK - Michaels Cos. Inc., Moving Averages, GE - General Electric Co., Stock Allocation.


Students are no longer the only ones saddled with the weight of education loans, parents are hooked too.

Today's Stocks & Topics: Technical Analysis, MELI - MercadoLibre Inc., TCEHY - Tencent Holdings Ltd. ADR, 401k Millionaires, Tesla, Scams, INTC - Intel Corp., T - AT&T Inc., Gold, BABA - Alibaba Group Holding Ltd. ADR.


With the right planning, it may be possible to travel the world mid-career without sacrificing your long term financial goals.

Today's Stocks & Topics: Bad and Good News for the Economy, Stock Market Prognostication, Trade Wars, Retirement, Treasury Notes, Cash Flow, Income Strategy Fund, Crude Oil Prices, Dollar Index, Car Tariffs, Mutual Funds, Stock Evaluation, Uniform Gifts for Minors Act, Dividends, Stock Split, Companies Buying Back Stocks.


Real life investing is tough for human beings with common fears, desires, and emotions.

Today's Stocks & Topics: New Investor, Options, Strong Dollar, JNJ - Johnson & Johnson, ABBV - AbbVie Inc., JPM – JP Morgan Chase & Co., CGC - Canopy Growth Corp., Where to Invest, KKR - KKR & Co. Inc. Cl A, What is an ETF, Jobs Report, LAMR - Lamar Advertising Co. Cl A., Leading Economic Indicator Report.


Why early retirement may be the ideal situation we tend to picture.

Today's Stocks & Topics: Stagnant Wages, PEI - Pennsylvania Real Estate Investment Trust, New Investor, Value vs. Growth Investment, VTRIX - Vanguard International Value Fund, CPE - Callon Petroleum Co., EQNR - Equinor ASA ADR, CVX - Chevron Corp., Mortgage Rates.


With An Online Monster Eating the Retail World Alive, FedEx Says It's Not Worried About Amazon Competition.

Today's Stocks & Topics: Dividends Percentage, Retirement Plan, V - VISA Inc. Cl A, HUYA - HUYA Inc. ADR, Roth I-R-A Contributions, WBA - Walgreens Boots Alliance Inc., WBA - Walgreens Boots Alliance Inc., GS - Goldman Sachs Group Inc., CVS - CVS Health Corp.


Skilled workers are already in short supply, and low unemployment rates are making the situation worse.

Today's Stocks & Topics: Where to Invest, Earnings Season, Netflix, Investing in Gross Stocks, MoviePass, ING - ING Groep N.V. ADR, ETFs vs. Mutual Funds, SBUX - Starbucks Corp., T - AT&T Inc., High Quality Bonds.


They are great for retirement saving, but managing 401(k)s can be quirky.

Today's Stocks & Topics: Emerging Markets, Market Dynamics, Market Correction, Retirement, DIS - Walt Disney Co., Financial Sector, CSCO - Cisco Systems Inc., IQ - iQIYI Inc. ADR, EOCC - Enel Generacion Chile S.A. ADR, SBRA - Sabra Healthcare REIT Inc., RARX - Ra Pharmaceuticals Inc., INGR - Ingredion Inc.


What are some of the expert strategies designed to protect your portfolio when the 'bear' arrives?

Today's Stocks & Topics: Cash, Bond Market, Inflation Fears, PM - Philip Morris International Inc., LB - L Brands Inc., ENB - Enbridge Inc., Charts, GLW - Corning Inc., Bond Funds.


About 80 percent of American households now hold some form of debt, but certain types of loans should be avoided.

Today's Stocks & Topics: Investment Returns, Tariffs & Prices, Can You retire Early?, Big-Tech, UA - Under Armour Inc. Cl C, Understanding Economic Fundamentals, IJR - iShares Core S&P Small-Cap ETF, FLY - Fly Leasing Ltd. ADR, MU - Micron Technology Inc., When to Sell, Oil Prices.


The 16-nation "R-C-E-P" would include China, Japan and India but not the U.S.

Today's Stocks & Topics: Long Term Call Option, U.S. Tariffs, Inverted Yield Curve, Earnings Season, THO - Thor Industries Inc., Trump Tax Cuts, SOGO - Sogou Inc. ADR, Quit Rate.


Big tech stocks are still doing the heavy lifting when it comes to S&P 500 Index returns.

Today's Stocks & Topics: Options Trading, Tech Sector, Pension Benefits, Maximize Your Retirement Income, Overvalue vs. Undervalue Stocks, PCG - PG&E Corp., Retirement, SH - ProShares Short S&P 500, Hedging.


With prices climbing faster than wage gains, we have the makings of a slowdown in consumer spending.

Today's Stocks & Topics: $SPX - S&P 500 Index, Jobs Report, Trade War, Retirement for Couples, Roth I-R-A, The Power of ETFs – Exchange Traded Funds, BGS - B&G Foods Inc., Narrowing the Spread, GDOT - Green Dot Corp. Cl A, KLAC - KLA-Tencor Corp., DAN - Dana Inc., P.E. Range.


With the right planning, it may be possible to travel the world mid-career without sacrificing your long term financial goals.

Today's Stocks & Topics: VWO - Vanguard FTSE Emerging Markets ETF, Bad and Good News for the Economy, Stock Market Prognostication, Trade Wars, Retirement, GELYY - Geely Automobile Holdings Ltd. ADR, Treasury Notes, WLL - Whiting Petroleum Corp., Cash Flow, PCN - PIMCO Corporate & Income Strategy Fund, Crude Oil Prices, Dollar Index.


audio 07-04-18: Index Funds vs. Mutual Funds
Wed, 04 Jul 2018 07:00:00 +0000

Encore Presentation: The difference between index funds and mutual funds and why an index fund will almost certainly be a better investment than an actively managed mutual fund.

Today's Stocks & Topics: Capital Losses, The Market in 2018, Index Funds, Proffered Stocks, Roth I-R-A & Taxes, House Prices, International Markets, Residual Value, When to Sell., I-R-As, Triple-Double Tops, How to Start Investing, Mutual Funds, Technical Analysis.


Supply concerns are mounting and pump prices are already 27 percent higher than a year ago.

Today's Stocks & Topics: AT&T Inc. & Time Warner Inc. Merge, GIS - General Mills Inc., Stocks Data, Supply Concerns, 401k, The Federal Reserve System, Risk Assessment, WMT - Walmart Inc., ETFs vs. Stocks, TRXC - TransEnterix Inc., Why Aren't You Rich?, Dividends, IDXG - Interpace Diagnostics Group Inc.


At least one expert makes the case that the anticipated 26% refund increase is a bad thing.
Today's Stocks & Topics: Buying First Home, Tesla, CI - Cigna Corp., WMT - Walmart Inc., FIZZ - National Beverage Corp., BPL - Buckeye Partners L.P., The Market, Treasury Rates, Real Estate, VLO - Valero Energy Corp.


Investors continue their infatuation with big tech stocks despite worries about the U.S. and China slapping tariffs on each other. Today's Stocks & Topics: WKHS - Workhorse Group Inc., FCX - Freeport-McMoRan Inc., V - VISA Inc., VGAZ - Volyngaz (UKR), AVP - Avon Products Inc., TNDM - Tandem Diabetes Care Inc.; How Have Commodities Peformed?, Should You Convert A Regular IRA To Roth IRA?, U.S. Deficit, New Emploee Opportunity To Buy Microsoft Stock At Discount--Yes or No?, Reverse Stock split Explained.


According to one expert, Congress can take moderate steps to mitigate revenue problems. Is he right? Today's Stocks & Topics: MTCH - Match Group Inc., GE - General Electric Co., CGC - Canopy Growth Corp., GRMN - Garmin Ltd., HCP - HCP Inc.; ETFs in India, Fed Worries About Wage Inflation, Housing at a Peak, Most Bullish Day of Year Is?


The S&P 500 is currently far from the more than 10 percent decline required for a correction. Today's Stocks & Topics: SEDG - SolarEdge Technologies Inc., ZTO - ZTO Express (Cayman) Inc., TGT - Target Corp., OKE - ONEOK Inc., Social Security Benefits--Will they run out?, Why Trump Has "Trade War" Stats on His Side, How Much Do We Pay for Government Debt?, Cryptocurrency Crime, Trade War Concerns from a caller, Buying A House with Retirement Funds.


EU's trade chief admits their action is retaliatory, but how much will this affect the U.S. economy?  ---  Today's Stocks & Topics: LULU - LuLu Lemon Athletica, WFC - Wells Fargo & Co., UA - Under Armour Inc., DB - Deutsche Bank AG, TEVA - Teva Pharmaceutical Industries Ltd.; EU Tariffs and effect on U.S., Is It A Good Time To Buy Stocks?, U.S. Oil Production, Shorting the Market, Bank stocks.


If trust evaporates, a cryptocurrency can simply stop functioning, and thus resulting in a complete loss of value.  Today's Stocks & Topics: FLO - Flower Foods Inc., RAD - Rite Aid Corp., DQ - Daqo New Energy Corp., GRPN - Groupon Inc., NTAP - NetApp Inc., UA - Under Armour Inc.; GE DOW Accounting Issues, White House Tariffs on China.


Your costs to run a household in retirement will fluctuate based on countless variables.  Today's Stocks & Topics: SKX - Skechers USA Inc., MEOH - Methanex Corp., INDA - iShares MSCI India ETF, FOX - 21st Century Fox Inc., VDC - Vanguard Consumer Staples ETF; Institutional Ownership, FOMO (Fear of Missing Out), Focus on Interest Rates, Tariffs on Steel.


Taking on the role of independent entrepreneur means you’ll have to balance risk and make lifestyle sacrifices.  Today's Stocks & Topics: ORCL – Oracle, TCEHY - Tencent Holdings Ltd. ADR, PFE - Pfizer, SNR - New Senior Investment Group Inc., TP - T&P Resultante Fund, IQ - iQIYI Inc., LMT - Lockheed Martin Corp, AAOI - Applied Optoelectronics Inc.; Bear Markets, Stocks vs. Bonds, Goldman Sachs, What is the DOW-30?, 401k, Roth, where to invest?


audio 06-20-18: $1 Million Isn't What It Used To Be
Thu, 21 Jun 2018 00:11:05 +0000

One expert predicts that if you want a truly secure retirement you'll need $10 million.  Today's Stocks & Topics: SBUX – Starbucks, F – Ford, LUV – Southwest Airlines, PCG – PG&E, XLP – Consumer Staples, TSP and pension funding, GE out of the DOW-30, Short Term vs. Long Term Investing, Liquidity Crisis, SPY - SPDR S&P 500 ETF Trust.


Actuaries warn that Medicare’s low payment rates could lead to facility closures and harm access to care for the elderly.
Today's Stocks & Topics: ORCL – Oracle, FOX - 21st Century Fox, YY – YY inc., DLRT – Dollar Tree, PFE – Pfizer, AMAT – Applied Materials, ABX – Barrick Gold; Real Estate Insurance, Billionaire Investors Worry About Complacent Investors.


audio 06-18-18: 7 Stocks Retirees Should Avoid
Tue, 19 Jun 2018 00:03:09 +0000

So much potential, but not enough certainty about the future, makes some stocks too risky for a retiree.
Today's Stocks & Topics: 401k & Bonds, Junk Bond Market, Rule of Thumb, T - AT&T Inc., NTAP - NetApp Inc., JNJ - Johnson & Johnson.


audio 06-15-18: How to Defuse Your Tax Time Bomb
Sat, 16 Jun 2018 00:30:00 +0000

Qualified retirement plans are a great savings tool, but there's no escaping the tax bill that will come due in retirement.

Today's Stocks & Topics: Short Interest Ratio, Short Squeeze, Interest Rates, U.S.-China Trade deficit, Women's Wealth, TOL - Toll Brothers Inc., ADP - Automatic Data Processing Inc., Tech Companies, MSFT - Microsoft Corp., Buying a House, OLN - Olin Corp., NRZ - New Residential Investment Corp.


What matters most is global money supply, inflation expectations, and long to short rate spreads.
Today's Stocks & Topics: Retirement, QE, Taxes & Retirement, EVC - Entravision Communications Corp., STZ - Constellation Brands Inc. Cl A, Credit Cards, Where to Invest?, The Stock Market.


Due to technical difficulties, we were unable to record Wednesday's program (6-13-18). 


If you hold-off claiming Social Security, then your benefit increases because of delayed retirement credits.
Today's Stocks & Topics: Treasury Note vs. CD, AT&T & Time Warner, Mutual Funds, Stock Split, UMC - United Microelectronics Corp. ADR, BGS - B&G Foods Inc., Credit Cards Debt, Stock Value, BL - BlackLine Inc., Preparing for Retirement, Passive Income, SMG - Scotts Miracle-Gro Co.


audio 06-11-18: TIPS to Help Protect Your Portfolio
Tue, 12 Jun 2018 00:03:31 +0000

Treasury inflation-protected securities won't make you rich, and they can be whipsawed, but they're really good at one thing.
Today's Stocks & Topics: Young Investor, Uniform Transfer to Minors Act – UTMA, Market Remains Calm, Companies Debt, LL - Lumber Liquidators Holdings Inc., Value Maximization, FMC - FMC Corp., Spock Split, KO - Coca-Cola Co., NOK - Nokia Corp. ADR, D - Dominion Energy Inc., Net Neutrality, America Is House-rich But Cash-poor.


Some credit cards are more valuable over time than others--it may pay to compare.  Today's Stocks & Topics: Foreign Stocks & ETFs, Why Indexing Might Not Work So Well In The Future, Bonds, Interest Rates, OLED - Universal Display Corp., T - AT&T Inc., Treasury Yield, Factor Return, WB - Weibo Corp. ADR, BIDU - Baidu Inc. ADR, MSFT - Microsoft Corp., COP – ConocoPhillips, JNJ - Johnson & Johnson, 401k Loan.


In the wake of the financial crisis, many Americans lost faith in the idea of a house as an investment.
Today's Stocks & Topics: Retirement Accounts, Mortgage Rates, Blue Chip Companies, I-R-A, Investing, Financial Advisor vs. Financial Planner, Warrants, College Savings Plans, Buy & Rebalance, Roth, 401k, Hedge Funds.


audio 06-06-18: Can Gold Be a Smart Investment Now?
Wed, 06 Jun 2018 07:00:00 +0000

On the surface there are many reasons to be wary of gold, but there can be a strategy that works.

Today's Stocks & Topics: Average Net Worth, Bonds, Gold, Wall Street, Tangible Asset, I-R-As vs. Index Funds, 401k, U.S. Dollar, Bonds, 529 Plan, Retiring Early, ETFs, Treasury Bonds, IPOs, Brokers.


If you're self-employed, a freelancer or your company doesn't offer a 401(k) plan, there are other smart ways to build your nest egg.
Today's Stocks & Topics: International Markets, AMD - Advanced Micro Devices Inc., Average Person Spends in Retirement, Job Openings Report, VOX - Vanguard Communication Services ETF, VDC - Vanguard Consumer Staples ETF, ESIO - Electro Scientific Industries Inc., EVI - EnviroStar Inc., TMUS - T-Mobile US Inc., SNDR - Schneider National Inc. Cl B, ETFC - E*TRADE Financial Corp., Solo 401k.


audio 06-04-18: Index Funds vs. Mutual Funds
Tue, 05 Jun 2018 00:10:40 +0000

Encore Presentation: The difference between index funds and mutual funds and why an index fund will almost certainly be a better investment than an actively managed mutual fund.
Today's Stocks & Topics: Capital Losses, The Market in 2018, Index Funds, Proffered Stocks, Roth I-R-A & Taxes, House Prices, International Markets, Residual Value, When to Sell., I-R-As, Triple-Double Tops, How to Start Investing, Mutual Funds, Technical Analysis.


Decreasing your medical bills gives you more money for other expenses.
Today's Stocks & Topics: Equity Debt Ratio, Jobs Report, CPB - Campbell Soup Co., CDXS - Codexis Inc., Bond Funds, RARX - Ra Pharmaceuticals Inc., Day Trading vs. Swing Trading.


Those who favor it argue that markets are inherently efficient, so there is no use in trying to beat them.
Today's Stocks & Topics: DISCA - Discovery Inc. Series A, Expending Report, Savings Account, 30-Year Mortgage Rate, ETFs, DIS - Walt Disney Co., CELG - Celgene Corp., XLP - Consumer Staples Select Sector SPDR ETF, SPY - SPDR S&P 500 ETF Trust, Stop-Limit Order, Junior Mining Companies, LTUM - Lithium Corp., Penny Stocks, SCHN - Schnitzer Steel Industries Inc.


You're looking for a broker that offers low fees, a wide variety of investment options, and the type of account you want.
Today's Stocks & Topics: Monthly Dividends Stocks, Why Are you Investing Less than You Should Be, Job Market, Bond Market, MO - Altria Group Inc., WFT - Weatherford International Ltd., UBOT - Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 3X Shares, CRSP - CRISPR Therapeutics AG, Earnings Per Share (EPS), Index Funds, U.S. Bond Yields.


There's a range of opportunities for your money delivering yield, from low-risk to high-risk.
Today's Stocks & Topics: Cash, Italy, Online Market, JPM - JPMorgan Chase & Co., MU - Micron Technology Inc., CPE - Callon Petroleum Co., Payout Ratio, ABEV - Ambev S.A. ADR, LNC - Lincoln National Corp.


Decades of research have given way to a parade of set-it-and-forget-it product launches, especially exchange-traded funds.

Today's Stocks & Topics: E.B.I.T.DA. - Earnings Before Interest, Taxes, Depreciation and Amortization, 529-Plan, Inflation, Investing for Kids, The Stock Market, When to Sell, I-R-A, Income Production Vehicles.


Some analysts are seeing scattered signs of weakness in global economic data.
Today's Stocks & Topics: Bonds, How to Buy a Home And Pay It Off, Gas Prices, ADM - Archer Daniels Midland Co., VLO - Valero Energy Corp., Durable Goods Report, TEVA - Teva Pharmaceutical Industries Ltd. ADR, Consumer Price Index (CPI), Producer Price Index (PPI), Stock Value, AZO - AutoZone Inc. P.E. Ratio.


The U.S. is now far less dependent on imported oil, but oil prices are up 17% this year.
Today's Stocks & Topics: Cannabis Market, Statistics That Will Trigger A Recession, Existing Home Sales, LUV - Southwest Airlines Co., Weighted Average Cost of Capital (WACC), I-R-A, REITs, BGS - B&G Foods Inc., RHHBY - Roche Holding AG ADR, Options, The Federal Reserve, ALB - Albemarle Corp.


Teaching financial literacy from a young age can prepare your children for the real world.
Today's Stocks & Topics: Real Estate, Flash Crash, Banking Deregulation Rules, CIM - Chimera Investment Corp., HSY - Hershey Co., XLE - Energy Select Sector SPDR ETF, KHC - Kraft Heinz Co., VGELX - Vanguard Energy Fund Admiral, New Investor, Individual Bonds, WPG - Washington Prime Group Inc., Inheritance.


The housing market is showing record gains--up 10 percent on average in some parts of the country.
Today's Stocks & Topics: New Investor, Early Retirement, 4 Lessons To Learn From Boomers Who Did It The Hard Way, Forbes Richest People, DOC - Physicians Realty Trust, GE - General Electric Co., RRTS - Roadrunner Transportation Systems Inc., CELG - Celgene Corp., Retirement Accounts, Force to Retirement, ICON - Iconix Brand Group Inc.


The housing market is showing record gains--up 10 percent on average in some parts of the country.
Today's Stocks & Topics: Baby Bonds, CELG - Celgene Corp., Italy, CETX - Cemtrex Inc., PFG - Principal Financial Group Inc., AAPL - Apple Inc., ETE - Energy Transfer Equity L.P., HLI - Houlihan Lokey Inc. Cl A, BIDU - Baidu Inc.


Companies are borrowing to stay competitive, and this is adding cash flow stress.
Today's Stocks & Topics: Investtalk Show Webinar, Worst Sector, LEI – Leading Economic Indicator, DOC - Physicians Realty Trust, OMF – One Main Holdings Inc., COYNQ - COPsync Inc., CPB - Campbell Soup Co., VEEV - Veeva Systems Inc. Cl A, ABBV - AbbVie Inc.


In the wake of the financial crisis, many Americans lost faith in the idea of a house as an investment.
Today's Stocks & Topics: Retirement Accounts, Mortgage Rates, Blue Chip Companies, LNG - Cheniere Energy Inc., I-R-A, REGN - Regeneron Pharmaceuticals Inc., SYMC - Symantec Corp., ROL - Rollins Inc., X - United States Steel Corp., TAP - Molson Coors Brewing Co. Cl B, NKTR - Nektar Therapeutics, CSCO - Cisco Systems Inc.


audio 05-16-18: Can Gold Be a Smart Investment Now?
Wed, 16 May 2018 23:54:26 +0000

On the surface there are many reasons to be wary of gold, but there can be a strategy that works.
Today's Stocks & Topics: Average Net Worth, Bonds, Tangible Asset, I-R-As vs. Index Funds, 401k, U.S. Dollar, Bonds, V - VISA Inc. Cl A, 529 Plan, ETP - Energy Transfer Partners L.P., The Vix, Retiring Early.


When translated into dollars, European equities have returned nearly 18 percent over the last 12 months for Americans.
Today's Stocks & Topics: Retirement, China's Economy, The Vix, LB - L Brands Inc., Bitcoin, Index vs. ETFs, Financial Analysis, KO - Coca-Cola Co., PPC - Pilgrim's Pride Corp., OHI - Omega Healthcare Investors Inc.


audio 05-14-18: Silver May Still Shine
Mon, 14 May 2018 23:58:25 +0000

Silver has been sleepy since its 2011 spike, but there are some fundamental factors supporting a bullish outlook.
Today's Stocks & Topics: MMM - 3M Co., Value Stocks vs. Growth Stocks, Investing in the Stock Market, Emerging Markets, China Stock Market, TMO - Thermo Fisher Scientific Inc., Real Estate, Short Term Investments, Dividends, NHF - NexPoint Strategic Opportunities Fund.


audio 05-11-18: Index Funds vs. ETFs
Fri, 11 May 2018 23:55:54 +0000

Taxes, Trading Costs, Expense Ratios. The decision about whether to choose a traditional index fund or an ETF depends on the investor.
Today's Stocks & Topics: Stop-Loss, First Quarter Earnings, The VIX, Vacations, DEST - Destination Maternity Corp., Mutual Funds, Leverage Ratio, BIZD - VanEck Vectors BDC Income ETF, ABX - Barrick Gold Corp., MU - Micron Technology Inc., ETFs, OPK - OPKO Health Inc.


audio 05-10-18: Investing for Your Children
Fri, 11 May 2018 00:12:06 +0000

Not only could it reduce your overall tax paid it may also provide them with an easier route to owning their first home in a challenging market for first-time buyers.
Today's Stocks & Topics: 401k, The U.S. Market and Midterm Elections, Financial Adults, Capital Expenditure, RKDA - Arcadia Biosciences Inc., DIS - Walt Disney Co., CLX - Clorox Co., GNW - Genworth Financial Inc. Cl A, HP - Helmerich & Payne Inc., LB - L Brands Inc.


Ghana, Kenya, bonds issues by Zambia or Nigeria. Institutional fund managers are moving into these assets at a historic pace.
Today's Stocks & Topics: Where to Invest, Correction, How Big Our Economy Is?, Healthcare Sector, SWHFX - Schwab Health Care Fund, JPC - Nuveen Preferred & Income Opportunities Fund, Baby Population Dropped Before Recession, APO - Apollo Global Management LLC Cl A, BIDU - Baidu Inc. ADR, LOGI - Logitech International S.A., PPI Index.


Since the markets are always uncertain, you should devise a portfolio strategy which can survive the bear markets well enough and thrive in the bull markets.
Today's Stocks & Topics: New Investor, TAP - Molson Coors Brewing Co. Cl B, Ten Year Treasury, Retirement, APA - Apache Corp., TEVA - Teva Pharmaceutical Industries Ltd. ADR, GS - Goldman Sachs Group Inc., TEP - Tallgrass Energy Partners LP, Day Trading, PLNT - Planet Fitness Inc. Cl A, Selling.


Decades of research have given way to a parade of set-it-and-forget-it product launches, especially exchange-traded funds.
Today's Stocks & Topics: E.B.I.T.DA. - Earnings Before Interest, Taxes, Depreciation and Amortization, RCL - Royal Caribbean Cruises Ltd., T - AT&T Inc., NVDA - NVIDIA Corp., 529-Plan, NTRI - Nutrisystem Inc., EFU - ProShares Ultra Short MSCI EAFE.


audio 05-04-18: Investing on a Shoestring
Fri, 04 May 2018 23:52:31 +0000

The first step is rearranging and prioritizing. If you ever plan to start investing — even if you have no money right now — you need to get busy.
Today's Stocks & Topics: Real Estate, Wage Acceleration, Fastest Growing States, PYPL - PayPal Holdings Inc., CVS - CVS Health Corp., PG - Procter & Gamble Co., TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, GLD - SPDR Gold Shares, Call Option, T - AT&T Inc.


audio 05-03-18: You're Sticking with Stocks, Right?
Thu, 03 May 2018 23:51:39 +0000

Investors are just realizing that you don’t earn an average of 10% annually without taking some risk and suffering some pain.
Today's Stocks & Topics: Retirement Money, Why You Should NOT Go Away in May, Warren Buffet's Performance, Global Economy, Preferred Stocks, HWCC - Houston Wire & Cable Co., SWPPX - Schwab S&P 500 Index Fund, MMM - 3M Co., PYPL - PayPal Holdings Inc., JD - JD.com Inc. ADR.


audio 05-02-18: Wall St. is Sending a Wakeup Call
Wed, 02 May 2018 23:55:21 +0000

Your goal should be to have a plan that keeps you on course even when the market makes a correction, a crash or a bear market.
Today's Stocks & Topics: Cash Value & Retirement, Dividend Portfolio Investment, Public Storage Preferred Stock, PM - Philip Morris International Inc., MO - Altria Group Inc., CMI - Cummins Inc., URI - United Rentals Inc., Gold.


You need to define your financial goals and investment objectives. All investments must be made with a purpose in mind.
Today's Stocks & Topics: Price Earnings Growth – PEG, BMY - Bristol-Myers Squibb Co., Midcap Funds, REGN - Regeneron Pharmaceuticals Inc., AAOI - Applied Optoelectronics Inc., Real Estate, HOG - Harley-Davidson Inc., Net Profit Margin, UA - Under Armour Inc. Cl C.


Investment risk is a given. It's is up to you to understand it so that you can make confident decisions.
Today's Stocks & Topics: May and The Stock Market, Durable Goods Report, Update Your 401k, Custodial Account, ABX - Barrick Gold Corp., Commodities, Options, XOM - Exxon Mobil Corp., Variable Life Annuity.


Some popular 401(k) plans have big stakes in technology stocks. Investors need to be aware of the risks so they don’t panic in any downdraft.
Today's Stocks & Topics: Electronic Real Estate Investment Funds, Limited Partnerships, Trade War, Unethical Financial Advisers, Mutual Funds, Mutual Funds, Options, Brokers, 200 Day Moving Average, Long and Short Mutual Funds, Unusual Expectations, Roth I-R-A, Over the Counter Stocks, High Yield Bonds, Stock Evaluation, Rebuilding after Bankruptcy, Mutual Funds vs. ETFs.


One of the best deals in college savings is also one of the least-used. You could be missing out on increased returns and reduced risk.
Today's Stocks & Topics: Buying Strategies, BGS - B&G Foods Inc., VGHAX - Vanguard Health Care Fund, Irrevocable Trust, GLW - Corning Inc., MMM - 3M Co., Trade Deficit, MAA - Mid-America Apartment Communities Inc., International Investments, IBM - International Business Machines Corp., SSYS - Stratasys Ltd., Mortgage Rates.


The Industrial Production report covers manufacturing, mining, and gas and electric utilities, illustrating changes in the structure of our economy.
Today's Stocks & Topics: 401k, Recession Predictor, Volatility, Bear Market, COST - Costco Wholesale Corp., LPTH - Lightpath Technologies Inc. Cl A, EL - Estee Lauder Cos. Cl A, Ten Year Treasury, ALO - Alio Gold Inc., QD - Qudian Inc. ADR, SOGO - Sogou Inc. ADR.


Rising interest rates can hurt bond prices, but long-term investors will ride out the blips.
Today's Stocks & Topics: Life Insurance as an Investment, Housing Numbers, Oil Supply, Ten Year Yield, GIS - General Mills Inc., Cash Certificate, CHCLX - AB Discovery Growth Fund, BAP - Credicorp Ltd., BK - Bank of New York Mellon Corp., MPW - Medical Properties Trust Inc., BXMT - Blackstone Mortgage Trust Inc. Cl A.


The logistics are easy. It's developing the discipline to create and follow an asset allocation plan that is challenging.
Today's Stocks & Topics: FFBC - First Financial Bancorp, Ten Year Treasury Yield, Interest Rates, Existing Home Sales, Book vs. Market Value, LB - L Brands Inc., VLO - Valero Energy Corp., PM - Philip Morris International Inc., MO - Altria Group Inc.


This is the decade when the costs of kids, aging parents, cars, and homes converge, and questions about retirement begin looming large.
Today's Stocks & Topics: Mutual Funds, AAOI - Applied Optoelectronics Inc., GOOGL - Alphabet Inc. Cl A, GE - General Electric Co., REITs, GDDY - GoDaddy Inc. Cl A, Commodities vs. Stocks, QCOM - Qualcomm Inc., Investing with Kids.


It can be a difficult topic, uncomfortable at times. But addressing money management is also very necessary.
Today's Stocks & Topics: ETFs, Commission-Free ETFs, T - AT&T Inc., Inside Buying, PCAR - Paccar Inc., TUP - Tupperware Brands Corp., MU - Micron Technology Inc., Blue Chip Technology Stocks, KBH - KB Home, SPWR - SunPower Corp., LB - L Brands Inc., MNKD - MannKind Corp., IPOs.


audio 04-18-18: In Search of Fixed Income
Thu, 19 Apr 2018 00:02:42 +0000

Getting a fixed income should not only be your goal for your retirement years, it can also be used for you to meet other financial goals.
Today's Stocks & Topics: Cannabis Industry, AOBC - American Outdoor Brands Corp., CRM - Salesforce.com Inc., Bonds, FB - Facebook Inc. Cl A.


More and more investors are looking to put their money where their values are.
Today's Stocks & Topics: Retirement, VOO - Vanguard S&P500 ETF, Social Security, Industrial Production, I-R-A Contributions, The Stock Market, GSY - PowerShares Ultra Short Duration Portfolio, TOL - Toll Brothers Inc., PPA - PowerShares Aerospace & Defense Portfolio, MKC - McCormick & Co. Inc.


They're a major financial decision, so it's important to know exactly what you're getting into.
Today's Stocks & Topics: UTMA Accounts - The Uniform Transfers to Minors Act, Retail Sales, Ten I-R-A Myths, Smartest Market, APRN - Blue Apron Holdings Inc. Cl A, EVC - Entravision Communications Corp., EPU - iShares MSCI Peru ETF, SEDG - SolarEdge Technologies Inc.


Target-date funds continue to be a popular choice among investors. However, will such a fund give you the retirement lifestyle you deserve?

Today's Stocks & Topics: Online Banking, Equity, The Bond Market, Trade Tariffs in the World, Where to Invest, Bonds, Stock Adjustment, Mutual Funds, Dividends, Investing at Old Age, 401k, I-R-As, ETFs.


It is best executed in the calming atmosphere of a bull market, before another "Black Swan" event.
Today's Stocks & Topics: Value vs. Growth Investing, Retirement, Municipal Bonds, Utilities vs. Commodities Stocks, D - Dominion Energy Inc., VLKAY - Volkswagen AG ADR, MU - Micron Technology Inc., Investment Software, Human Instinct.


Advisers urge minimizing your tax refund, but if you're getting a big one, you're thinking it may be a good idea to invest it.
Today's Stocks & Topics: Mutual Funds, Geopolitical Risk, Rental Properties, DIS - Walt Disney Co., AVGO - Broadcom Inc., the Dow Theory, Paying Off the Mortgage, HSY - Hershey Co.


Investors may be jittery about the Fed's plans to bump up rates this year, but you may be able to benefit.
Today's Stocks & Topics: HPQ - HP Inc., Trade Tensions, Is this a Correction?, Insurance an a Rental Property, KMB - Kimberly-Clark Corp., Active 401k, NOK - Nokia Corp. ADR, Penny stocks, CHL - China Mobile Ltd. ADR.


audio 04-09-18: Are Your REITs Feeling the Pressure?
Mon, 09 Apr 2018 23:55:08 +0000

Higher interest rates raise financing costs for Real Estate Investment Trusts.

Today's Stocks & Topics: Custodial Account, EPU - iShares MSCI Peru ETF, MRK - Merck & Co. Inc., UIS - Unisys Corp., SPY - SPDR S&P 500 ETF Trust, USL - United States 12 Month Oil Fund LP, Jobs Report, The Fed & The Market, Diversification, I-R-A Mistakes to Avoid.


Some popular 401(k) plans have big stakes in technology stocks. Investors need to be aware of the risks so they don’t panic in any downdraft.
Today's Stocks & Topics: Electronic Real Estate Investment Funds, GE - General Electric Co., Trade War, Unethical Financial Advisers, Jobs Report, Mutual Funds, CSRSX - Cohen & Steers Realty Shares, Mutual Funds, SPOT - Spotify Technology S.A., BABA - Alibaba Group Holding Ltd. ADR, Options, SPFF - Global X SuperIncome Preferred ETF.


It’s not just a matter of whether you're beating the market, but if you're exceeding your targets based on your risk tolerance.
Today's Stocks & Topics: Recession, What is the Real Risk in the Stock Market, MET - MetLife Inc., Trade Tariffs, PG - Procter & Gamble Co., KMB - Kimberly-Clark Corp., UPS - United Parcel Service Inc. Cl B, AMLP - Alerian MLP ETF, VSLR - Vivint Solar Inc.


The lengthy bull market and the recent reappearance of volatility has some investors worried that another 2008 is right around the corner.
Today's Stocks & Topics: New Investor Mistakes, Cash Out Refinance, Gold, U.S.-China Trade Conflict, ABBV - AbbVie Inc., APU - AmeriGas Partners L.P., PRU - Prudential Financial Inc., Life Settlements, Investing Strategy, TGT - Target Corp., Hard Money Lenders, BIG - Big Lots Inc., TEVA - Teva Pharmaceutical Industries Ltd. ADR, Stop Loss, CVV - CVD Equipment Corp.


Are you really aware of all the things that might affect your ability to save enough for retirement?
Today's Stocks & Topics: Portfolio Review, RRC - Range Resources Corp., Retirement Funds, CMRE - Costamare Inc., AMZN - Amazon.com Inc., GOOG - Alphabet Inc. Cl C, Tesla, FOX - 21st Century Fox Inc. Cl B, 401k vs. Portfolio Management, Value vs. Growth.


Target-date funds continue to be a popular choice among investors. However, will such a fund give you the retirement lifestyle you deserve?
Today's Stocks & Topics: Equity, The Bond Market, Trade Tariffs in the World, PCAR - Paccar Inc., Where to Invest, UPS - United Parcel Service Inc. Cl B.


Take this pop quiz. See if you know how to handle your money and avoid scammers.

Today's Stocks & Topics: Timing The Market, Insurance & Inflation, Moving Average, ETFs, New Way to Combat Credit Card Fraud, Steel & Aluminum Tariff, Earnings, Mutual Funds, Sectors, 529 Plan, Dividends, 401k, Natural Gas, Interest Rates.


An investor who has a well-conceived, long-term investment strategy should not be overly concerned with the short-term movements of the market.
Today's Stocks & Topics: Bonds, RHT - Red Hat Inc., CX - Cemex S.A.B. de C.V. ADR, FEYE - FireEye Inc., AMD - Advanced Micro Devices Inc., Foreign Stocks, VEA - Vanguard FTSE Developed Markets, MO - Altria Group Inc., NOBL - ProShares S&P 500 Dividend Aristocrats ETF.


When making a capital markets forecast, trying to divine what's next for the stock and bond market, some professionals refer to fund flows data sets.
Today's Stocks & Topics: Savings Rate, Buy & Sell Stocks, BGS - B&G Foods Inc., SIVB - SVB Financial Group, AAOI - Applied Optoelectronics Inc., Preferred Stocks, WELL - Welltower Inc., Ultrashort Bond Funds.


It's designed to make a positive return regardless of market condition or asset class - equities, bonds or a combination.
Today's Stocks & Topics: Stock Picking Process, Bear Market, Google, Waymo, Tesla, LITE - Lumentum Holdings Inc., VIA - Viacom Inc. Cl A, Term Insurance, AAOI - Applied Optoelectronics Inc., PDCO - Patterson Cos. Inc., DGRW - WisdomTree U.S. Quality Dividend Growth Fund.


audio 03-26-18: Why Liquidity Matters
Tue, 27 Mar 2018 00:03:34 +0000

As you put together an investment portfolio, don't forget to consider liquidity. And don't forget about liquidity in other areas of your financial life.
Today's Stocks & Topics: Bonds, The Economy Picking, Island Reversal, GE - General Electric Co., 200 Day Moving Average, Portfolio Strategy, Dividends, GERN - Geron Corp., ZION - Zions Bancorp. vs. ZIONZ - Zions Bancorp Wt, ACIA - Acacia Communications Inc., FB - Facebook Inc. Cl A., When to Buy and Sell.


CEFs can offer investors a basket of investment assets on the cheap. And they provide juicy payouts that average 8 percent.

Today's Stocks & Topics: Portfolio Rebalancing, YRD - Yirendai Ltd. ADR, Stock Market Correction, ABBV - AbbVie Inc., CVG - Convergys Corp., AGN - Allergan PLC, Date Funds.


Retirement doesn't have to be a time of fixed income. Much of your future income is under your control, and there are ways you can increase it.
Today's Stocks & Topics: Roth I-R-A, 5 Popular Tax Tip You Shouldn't Follow, Inflation, Why You Should Travel, GIS - General Mills Inc., Today's Market, MO - Altria Group Inc., PYPL - PayPal Holdings Inc., DODBX - Dodge & Cox Balanced Fund, DODGX - Dodge & Cox Stk Fund, GLTR - ETFS Physical Precious Metal Basket Shares, Precious Metals, Pros and Cons of Real Estate Partnership.


Gone are the days when you could blindly pick a few equity mutual funds by Google-searching "top equity mutual funds", look at your portfolio after a year, and beam with joy!
Today's Stocks & Topics: AMD - Advanced Micro Devices Inc., 1st Time Home Buyers, Private Data, Stock Evaluation, Social Security, CPE - Callon Petroleum Co., Real Estate & Taxes, Short Interest, SKT - Tanger Factory Outlet Centers Inc., NLY - Annaly Capital Management Inc., Investors Principals.


Investors are sometimes blind to the mistakes they might be making when they use "rules of thumb" and wrong-headed reasoning.
Today's Stocks & Topics: Dividend Reinvestment, Social Security at 70 Years Old, Taxes, Fractional Shares, HDS - HD Supply Holdings Inc., NWL - Newell Brands Inc., XLE - Energy Select Sector SPDR ETF, OAK - Oaktree Capital Group, Convert From a Traditional IRA to a Roth IRA, 403-B.


The same forces that are cruel to stock and bond investors are good for people securing cash.
Today's Stocks & Topics: Stop Order, 5 Year P.E. Range, VOOV - Vanguard S&P 500 Value ETF, MU - Micron Technology Inc., SPKE - Spark Energy Inc., Cost Basis, 401k to IRA, KMB - Kimberly-Clark Corp.


There are several tax-free or deferred options for education savings. But should I change it up if the market changes?
Today's Stocks & Topics: Stop on a Stock, Mutual Funds, Baby Boomers Dying Broke, Happy Retirement, VOD - Vodafone Group PLC ADR, Gross Margin, GOOG - Alphabet Inc. Cl C, APO - Apollo Global Management LLC Cl A, WDC - Western Digital Corp., Variable Annuity, 529-Plan.


Though boosting your 401(k) contribution might save you money up front, it could also cost you money in the long run.
Today's Stocks & Topics: DOC - Physicians Realty Trust, TGT - Target Corp., MU - Micron Technology Inc., CMG - Chipotle Mexican Grill Inc., Long Term Care Insurance, I-R-A, When a Public Companies Go Private, VZ - Verizon Communications Inc.


There's no denying how nerve-wracking a 1,000-plus points drop in the Dow Jones industrial average can be, especially when it happens twice in four days as it did last month.

Today's Stocks & Topics: Interest Rates, Consumers Spending Report, The Fed, SPY - SPDR S&P 500 ETF Trust, BGS - B&G Foods Inc., Bonds, SWN - Southwestern Energy Co., HSY - Hershey Co., Umbrella Insurance.


audio 03-13-18: Long-Term Investment Strategies
Wed, 14 Mar 2018 00:03:36 +0000

Investing for the long term helps to reduce transaction costs, and saves you the time you'd spend researching worthy investments.
Today's Stocks & Topics: Housing Market, SPOT - Spotify Technology, New Investor, LB - L Brands Inc., SAVE - Spirit Airlines Inc., BYDDF - BYD Co. Ltd., BYDDY - BYD Co. Ltd. American Depository Receipt (ADR), D - Dominion Energy Inc., Qualcomm-Broadcom, KR - Kroger Co.


People focus too much time on which stock will outperform as opposed to just getting the right exposure to the entire market.
Today's Stocks & Topics: Crash Course, Inflation, The World Trade Organization, Tax Rates & Retirement, BOTZ - Global X Robotics & Artificial Intelligence ETF, TIPS, CDs, RH – Restoration Hardware, GLD - SPDR Gold Shares, ETFs, BGS - B&G Foods Inc.


Take this pop quiz. See if you know how to handle your money and avoid scammers.
Today's Stocks & Topics: Timing The Market, Insurance & Inflation, VRX - Valeant Pharmaceuticals International Inc., Moving Average, IIPR - Innovative Industrial Properties Inc., Max Contribution, QCOM - Qualcomm Inc., AVGO - Broadcom Ltd., ETFs, New Way to Combat Credit Card Fraud, KHC Kraft Heinz Co., Steel & Aluminum Tariff.


Retirement can last several decades, so it generally pays to maintain a healthy dose of stocks well into retirement.
Today's Stocks & Topics: Short Term Investments, CELG - Celgene Corp., JP Morgan, FAZ - Direxion Daily Financial Bear 3x Shares, FAS - Direxion Daily Financial Bull 3x Shares, FNGU - BMO REX MicroSectors FANG+ Index 3X Leveraged ETN, VFMF - Vanguard U.S. Multifactor ETF, TCI - Transcontinental Realty Investors Inc., ETFs, BEN - Franklin Resources Inc., ALK - Alaska Air Group Inc., Market Order or Limit Order.


audio 03-07-18: Are You Committing the Bond Blunder?
Thu, 08 Mar 2018 01:05:49 +0000

There is some truth to the understanding that bonds are safer than stocks, but average investors miss an important nuance.
Today's Stocks & Topics: Steel Tariff, F - Ford Motor Co., Productivity Numbers, Beige Book, Jobs, ARCT - Arcturus Therapeutics Ltd, ABBV - AbbVie Inc., AIEQ - AI Powered Equity ETF, MU - Micron Technology Inc., FDX - FedEx Corp., SQM - Sociedad Quimica y Minera De Chile S.A. ADR, GSY - Guggenheim Ultra Short Duration ETF.


There are some downers related to bond ETF investing. However, if you are aware of them, you may avoid them altogether.
Today's Stocks & Topics: 200 Day Moving Average, NOK - Nokia Corp. ADR, Self-Directed IRA, The Stock Market, NKTR - Nektar Therapeutics, YGYI - Youngevity International Inc., Cost Basis, Why Are Annuities Bad Ideas, Price Target, Trump's Steel and Aluminum Tariffs.


The job market tightens pushing up wages. That will drive up consumer spending. It all means higher interest rates.
Today's Stocks & Topics: Terminology, NWL - Newell Brands Inc., AGN - Allergan PLC, 529 Plan, SON - Sonoco Products Co., Pension, Leaving IRA Assets to Your Loved Ones, NTNX - Nutanix Inc. Cl A, Tariffs on Steel and Aluminum.


A market correction is actually a good time to save more. You get more shares for less money.
Today's Stocks & Topics: Retirement, Trade War, The Dow Theory, VZ - Verizon Communications Inc., RAD - Rite Aid Corp., Bond ETFs, BOJA - Bojangles' Inc., Investing, HPE - Hewlett Packard Enterprise Co., Trend Following.


Will investors prefer U.S. Dollar Denominated Assets in the future, or assets denominated in foreign currencies?
Today's Stocks & Topics: Steel Tariffs, Government Debt, Ten Year Treasury, PCG - PG&E Corp., AGN - Allergan PLC, GEO - GEO Group Inc., LOW - Lowe's Cos., Hedge Funds, MSCI - MSCI Inc., PFPT - Proofpoint Inc., Hardest Working Cities in America.


It's about making adjustments. How to veer and steer toward a successful retirement.
Today's Stocks & Topics: 200 Day Moving Average, Red Flags, U.S. Dollar Rose in February, Government Debt, RTN - Raytheon Co., NOC - Northrop Grumman Corp., AZO - AutoZone Inc., P.E. Ratio, GE - General Electric Co., SBUX - Starbucks Corp., BGS - B&G Foods Inc., NRZ - New Residential Investment Corp., PCG - PG&E Corp., MO - Altria Group Inc., Blue Chips Stocks.


Reading between the lines and crossing out the ones that don't matter
Today's Stocks & Topics: i-Bonds, CGNX - Cognex Corp., Bull Market, What to Buy and Sell, FRESX - Fidelity Real Estate Investment Portfolio, Real Estate, GLNCY - Glencore PLC ADR, I-R-A, Cost Basis, 401k, SND - Smart Sand Inc., Portfolio.


audio 02-26-18: Getting Rid of Your Losing Anxiety
Tue, 27 Feb 2018 00:55:39 +0000

Fear can get in the way of great opportunities. It generates negative feelings, influencing decisions. Acting on emotions rather than facts.
Today's Stocks & Topics: Volatility, QIWI - QIWI PLC ADR, Asset Allocation, LVS - Las Vegas Sands Corp., Household Debt, PEP - PepsiCo Inc., Cash Flow, VSTSX - Vanguard Total Stock Market Index Fund;Institutional Select, SPY - SPDR S&P 500 ETF Trust.


audio 02-23-18: Should I Buy an Investment Property?
Sat, 24 Feb 2018 00:56:15 +0000

Are you prepared to put in the time? Can you handle after-hours calls? What if your tenant doesn’t pay their rent?
Today's Stocks & Topics: Retirement & Money, Debtor-in-Possession - DIP, Retirement Money, Housing Bubble, CPB - Campbell Soup Co., ABX - Barrick Gold Corp., LEA - Lear Corp., SHOP - Shopify Inc. Cl A, NYMT - New York Mortgage Trust Inc.


audio 02-22-18: What's Wrong With Bond Funds?
Fri, 23 Feb 2018 00:53:27 +0000

Despite all of the benefits, there are drawbacks to investing exclusively through bond funds rather than acquiring your own individual bonds.
Today's Stocks & Topics: CMI - Cummins Inc., American Finances, Recession, TBT - ProShares UltraShort 20+ Year Treasury, Roth IRA, WMT - Walmart Inc., XOM - Exxon Mobil Corp., Bond ETFs, GEX - VanEck Vectors Global Alternative Energy ETF, GCV - Gabelli Convertible & Income Securities Fund Inc.


Deceptive claims, hidden risks and half-baked strategies, they can trip up your mutual fund success.
Today's Stocks & Topics: PLAY - Dave & Buster's Entertainment Inc., KHC - Kraft Heinz Co., Twin Deficits, Types of Computer Trading, VWO - Vanguard FTSE Emerging Markets ETF, ENB - Enbridge Inc., CVS - CVS Health Corp., MCD - McDonald's Corp., OKTA - Okta Inc. Cl A.


You have the computer, money manager, and account holder all making choices, but doing it different ways.
Today's Stocks & Topics: Investing Tools, Banks & Financial Crisis, Inheriting Money, MGM - MGM Resorts International, FQAL - Fidelity Quality Factor ETF, JLL - Jones Lang LaSalle Inc., MO - Altria Group Inc., CHK - Chesapeake Energy Corp., CMI - Cummins Inc., Bitcoin.


You should prepare your portfolio for a market shift by adding an investment that doesn't move in lockstep with the market.
Today's Stocks & Topics: Inherited IRA, The Housing Market, The Job Market, The Dollar, Dividends & Taxes, Market Evaluation, How to Invest, 529 Plan, Large Caps, Pension Plans, Retirement, Investments & Taxes.


Here's how you can build a stock portfolio using the Oracle of Omaha's investing principles.
Today's Stocks & Topics: Bonds, TDOC - Teladoc Inc., CELG - Celgene Corp., Housing Report, Interest Rates, Imports, I-R-A & Taxes, Stop Order, MRK - Merck & Co. Inc., Market Forecast, TVIX – Velocity Shares Daily 2x VIX Short Term ETN, OAK - Oaktree Capital Group LLC Un.


Successful investors stick firmly to a chosen strategy, refining it as they go with knowledge gleaned from successes and failures.
Today's Stocks & Topics: Peer-to-Peer Lending, Gold & Inflation, Bond Yields, VLO - Valero Energy Corp., SBRA - Sabra Healthcare REIT Inc., Retirement, OHI - Omega Healthcare Investors Inc., HCN - Welltower Inc., KELYA - Kelly Services Inc. Cl A, TBT - ProShares UltraShort 20+ Year Treasury.


Not all budget solutions are created equal.
Today's Stocks & Topics: ALGN - Align Technology Inc., 2006 Recession, Why Many Americans Stay Poor, 401k Rollover, VPU - Vanguard Utilities ETF, OHI - Omega Healthcare Investors Inc., GWPH - GW Pharmaceuticals PLC ADR, Inflation, KHC - Kraft Heinz Co., CAT - Caterpillar Inc.


audio 02-13-18: Bond Fund Investing
Wed, 14 Feb 2018 00:50:17 +0000

Conserving capital, reasonable current income, profits without undue risk and only half the freak out during a market slide.
Today's Stocks & Topics: Support and Resistance, Fear of Inflation, XOM - Exxon Mobil Corp., MCK - McKesson Corp., AAPL - Apple Inc., ANET - Arista Networks Inc., TEVA - Teva Pharmaceutical Industries Ltd. ADR, ETFs vs. Individual Stocks, GE - General Electric Co., Technical Analysis, Market Capitalization, AEP - American Electric Power Co. Inc.


Everyone has been chasing dividends. The hunt has been relentless for equities that keeping on giving. But times have changed.
Today's Stocks & Topics: REITs, Utilities, PCG - PG&E Corp., Active vs. Passive Funds, Budget Deficit, KIM - Kimco Realty Corp., VCSH - Vanguard Short-Term Corporate Bond ETF, GE - General Electric Co., BA - Boeing Co., CAT - Caterpillar Inc., VIX - CBOE Volatility Index, Roth IRA.


There are several steps consumers can take to better their financial health in just a few minutes.
Today's Stocks & Topics: 401k, TAP - Molson Coors Brewing Co. Cl B, AMZN - Amazon.com Inc., Money Wasting Things, Bitcoin, Trade Deficit, LVS - Las Vegas Sands Corp., Discount Rate, REITs, Investing, AMGN - Amgen Inc., BIDU - Baidu Inc. ADR.


Investments are taxed at different rates, which makes knowing when to put them in taxable or tax-deferred accounts important.
Today's Stocks & Topics: Fix Income, Preferred Stocks, The Stock Market, XOP - SPDR S&P Oil & Gas Exploration & Production ETF, Investing Cash, Bitcoin, Trade Deficit & The Economy, FOSL - Fossil Group Inc., OLED - Universal Display Corp., SHOP - Shopify Inc. Cl A, BA - Boeing Co., USB - U.S. Bancorp.


audio 02-07-18: Why, and How, to Invest in REITs
Thu, 08 Feb 2018 00:54:27 +0000

REITs are well suited to income investors since they must pay out at least 90% of their net taxable income in the form of dividends.
Today's Stocks & Topics: Roth 401k, CWBR - Cohbar Inc., GM - General Motors Co., GATX - GATX Corp., FMC - FMC Corp., Inflation Scare, HD - Home Depot Inc.


The lower cost funds were more than three times more likely to beat similarly invested higher-cost funds.
Today's Stocks & Topics: 10-Year Treasury Benchmark, ABBV - AbbVie Inc., DSW - DSW Inc. Cl A, VIX - CBOE Volatility Index, SNR - New Senior Investment Group Inc., The Stock-Market, High Yield Bonds, VTTHX - Vanguard Target Retirement 2035 Fund Investor, MJX - ETFMG Alternative Harvest ETF.


audio 02-05-18: How to Manage Market Risk in 2018
Tue, 06 Feb 2018 00:54:05 +0000

Expect another year of economic growth, higher corporate profits. And along with rising equity markets, rising risks.
Today's Stocks & Topics: Capital Asset Pricing Model (CAPM), Building Wealth, General Electric, NVDA - NVIDIA Corp., Cryptocurrency, Market Index, CCJ - Cameco Corp., TGT - Target Corp., Dividends, ABBV - AbbVie Inc., The Stock Market.


Bond Fund Manager Bill Gross says bond yields are likely to rise only slowly, but that will result in basically flat returns for fixed income.
Today's Stocks & Topics: Investment Apps, Asset Correlation, Taking Social Security Early, ABX - Barrick Gold Corp., Bill H. Gross, REGN - Regeneron Pharmaceuticals Inc., SDO - GALPS Sector Dividend Dogs ETF, Investors Too Greedy For a Stock-Market Selloff, Bitcoin, Cannabis Business, SPYD - SPDR Portfolio S&P 500 High Dividend ETF, P.E. Ratio.


A Roth IRA gives investors a "pay now, save later" tax advantage, unlike traditional IRAs, which tax withdrawals in retirement.
Today's Stocks & Topics: Variable Universal Life Policy, The Stock Market Reality, Income and Spending, Million-Dollar 401k, TA – Travel Centers of America LLC, PIMIX - PIMCO Income Fund;Institutional, AAOI - Applied Optoelectronics Inc., F - Ford Motor Co., Terminology, BAC - Bank of America Corp., BIDU - Baidu Inc. ADR, Crude Oil.


Keeping a portfolio of bonds diversified and well-balanced can be tricky. An ETF can take care of all that complexity for you automatically.
Today's Stocks & Topics: 401k, How To Survive The Stock Market Correction You Know Is Coming, How Does Cryptocurrency Work?, Income and Spending, GASFX - Hennessy Gas Utility Fund Investor, BMCH - BMC Stock Holdings Inc., F - Ford Motor Co., HD - Home Depot Inc., WYNN - Wynn Resorts Ltd., FNB - F.N.B. Corp.


audio 01-30-18: Investing 101 for Millennials
Wed, 31 Jan 2018 00:59:48 +0000

They have as much as 70 percent in cash, versus the recommended percentage of 65-75 percent for their age group.
Today's Stocks & Topics: Stop-Gap, Over Million Dollar 401ks, Home Ownership, Buying the Dip, GEO - GEO Group Inc., Venture Capital, MNK - Mallinckrodt PLC, NWL - Newell Brands Inc., VWDRY - Vestas Wind Systems A/S ADR, Balance Sheet, Value Line Investment Survey, KR - Kroger Co., DTE - DTE Energy Co.


You should prepare your portfolio for a market shift by adding an investment that doesn't move in lockstep with the market.
Today's Stocks & Topics: Inherited IRA, The Housing Market, The Job Market, The Dollar, Dividends & Taxes, MXIM - Maxim Integrated Products Inc., Market Evaluation, KR - Kroger Co., GE - General Electric Co.


"Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria."
Today's Stocks & Topics: When to Buy or Sell, GDP Report, The Next Recession, MKC - McCormick & Co. Inc., OUT - Outfront Media Inc., Roth I-R-A, OHI - Omega Healthcare Investors Inc., REITs, FCAU - Fiat Chrysler Automobiles N.V., MTUM - iShares Edge MSCI USA Momentum Factor ETF.


Not enough time to investigate investment choices - which investments to buy and which ones to let go?
Today's Stocks & Topics: POTN - Potnetwork Holdings Inc., CRRFY - Carrefour S.A. ADR, NVDA - NVIDIA Corp., Interest Rates Spread, Fitbit, Mutual vs. Index Funds, SPXL - Direxion Daily S&P 500 Bull 3X Shares, NWL - Newell Brands Inc., Inverse ETFs, Passive ETF, Support and Resistance, VRX - Valeant Pharmaceuticals International Inc., Reverse Mortgage.


Growth investors focus on the future potential of a company, with much less emphasis on the present price.
Today's Stocks & Topics: Next Year Earnings, Gold, Home Sales Report, Yield Spread, MIC - Macquarie Infrastructure Corp., Price-Earnings Ratio, HBI - Hanesbrands Inc., Bonds, Corporate Bonds vs. Municipal Bonds & Taxes, ADM - Archer Daniels Midland Co.


As investors approach this transition from saving to spending they should take these important.
Today's Stocks & Topics: WM - Waste Management Inc., MU - Micron Technology Inc., Earnings Season, New Fed Chairman, Rocketing U.S. Stock Market, STNG - Scorpio Tankers Inc., BGS - B&G Foods Inc., KKR - KKR & Co. L.P., CSVFX - Columbia Global Dividend Opportunity Fund, MJX - ETFMG Alternative Harvest ETF.


For the investor who likes to research and own individual stocks owning individual bonds can be fun, interesting and rewarding.
Today's Stocks & Topics: POWW - AMMO Inc., Over the Counter Stocks, Buying a House, Investing, CryptoInvestors, TNA - Direxion Daily Small Cap Bull 3x Shares, Labor Market, USCI - United States Commodity Index Fund, AAPL - Apple Inc., PFF - iShares U.S. Preferred Stock ETF, TEVA - Teva Pharmaceutical Industries Ltd. ADR, Bonds, BGS - B&G Foods Inc.


audio 01-19-18: The Worst Funds for Your 401(k)
Sat, 20 Jan 2018 00:55:24 +0000

These three groups of funds should be the last you turn to with your hard-earned retirement savings.
Today's Stocks & Topics: 529 Plan, Chasing Returns, TGT - Target Corp., Dividend Reinvestment Plan – DRIP, Inverse ETFs, Risk Premium, GOV - Government Properties Income Trust, QCOM - Qualcomm Inc., Profit Taking, BA - Boeing Co., NTR - Nutrien Ltd.


Some big U.S. mutual funds are investing in high-yield securities that overseas regulators warn may not be suitable for retail investors.
Today's Stocks & Topics: Stop-Loss Order, INST - Instructure Inc., The Beige Book, Mortgage Rates, Cryptocurrencies, Bonds, ARCC - Ares Capital Corp., Business Development Companies – BDC, Roth IRA, CTL - CenturyLink Inc., Banking Stocks, Treasury Inflation-Protected Securities – TIPS, FB - Facebook Inc. Cl A.


Financial software creates a budget and tracks your finances and portfolio of stocks, mutual funds, bonds, even real estate investments.
Today's Stocks & Topics: KSHB - Kush Bottles Inc., Cryptocurrencies, IGF - iShares Global Infrastructure ETF, OMAB - Grupo Aeroportuario del Centro Norte S.A.B. de C.V. ADR, TGT - Target Corp., LKOR - FlexShares Credit-Scored U.S. Long Corporate Bond Index Fund, Return on Equity, GE - General Electric Co., Jerome Powell.


audio 01-16-18: 5 Disadvantages of Online Trading
Wed, 17 Jan 2018 00:50:27 +0000

You know the pluses of online trading. You should also know the negative aspects so you can determine if it’s a strategy that's truly a good fit for you.
Today's Stocks & Topics: Hedging, DRIPX - MP 63 Fund (FUND), U.S. Dollar New One Year Low, Taxes & Retirement Plans, GDX - VanEck Vectors Gold Miners ETF, BABA - Alibaba Group Holding Ltd. ADR, NKE - Nike Inc. Cl B, AMT - American Tower REIT, SQ - Square Inc. Cl A.


audio 01-15-18: Index Funds vs. Mutual Funds
Mon, 15 Jan 2018 08:00:00 +0000

Encore Presentation: The difference between index funds and mutual funds and why an index fund will almost certainly be a better investment than an actively managed mutual fund.
Today's Stocks & Topics: Capital Losses, The Market in 2018, Index Funds, Proffered Stocks, Roth I-R-A & Taxes, House Prices, International Markets, Residual Value, When to Sell., I-R-As, Triple-Double Tops, How to Start Investing, Mutual Funds, Technical Analysis.


Over time, there's a method to the market's madness. Events that reflect or affect the direction of the economy will always move stocks.
Today's Stocks & Topics: Retirement Funds, Utility Stocks, Natural Gas, New Bull Market, PCG - PG&E Corp., INTC - Intel Corp., RPSIX - T Rowe Price Spectrum Income Fund, PLM - Polymet Mining Corp., VNQ - Vanguard REIT ETF, TEVA - Teva Pharmaceutical Industries Ltd. ADR, AMZN - Amazon.com Inc., NLY - Annaly Capital Management Inc., MSFT - Microsoft Corp.


Just 10% have defined benefit pension plans, down from half of the workers in the 1980s. That means the rest need a plan.
Today's Stocks & Topics: Limited Order, TEVA - Teva Pharmaceutical Industries Ltd. ADR, CHL - China Mobile Ltd. ADR, Trailing Stop, GEO - GEO Group Inc., Utilities, Interest Rates, NGG - National Grid PLC ADR, Cryptocurrencies, Bitcoin vs. Amazon, Bull Market, New Tax Plan & Pension Plans, Vanguard Funds, ETFs, MJX - ETFMG Alternative Harvest ETF, SMLPX - Salient MLP & Energy Infrastructure Fund, PCG - PG&E Corp.


A Roth IRA can offer tax benefits, access to funds, ease of use, and retirement income benefits that are too attractive to ignore.
Today's Stocks & Topics: VIX - CBOE Volatility Index, TVIX – Velocity Shares Daily 2x VIX Short Term ETN, Bollinger Bands, HLI - Houlihan Lokey Inc. Cl A, S&P 500, The Facts About Money for Young People, New Tax Law & Pension Plans, Roth IRA, Master Limited Partnership, CPB - Campbell Soup Co., Bond Funds, FAGIX - Fidelity Capital & Income Fund, INTC - Intel Corp.


audio 01-09-18: You Need to 'Get' Diversification
Wed, 10 Jan 2018 00:58:14 +0000

There can be both diversifiable and non-diversifiable risks in your portfolio. Do you know the difference?
Today's Stocks & Topics: Penny Stocks, NXTTF - Namaste Technologies Inc., DIS - Walt Disney Co., BABA - Alibaba Group Holding Ltd. ADR, DB - Deutsche Bank AG, ESLT - Elbit Systems Ltd., UBS - UBS Group AG, Diversification, GE - General Electric Co., KN - Knowles Corp., CPB - Campbell Soup Co., BIDU - Baidu Inc. ADR, PCG - PG&E Corp., BAC - Bank of America Corp., Money & The Stock Market.


audio 01-08-18: How to Choose an Online Stock Broker
Tue, 09 Jan 2018 00:51:08 +0000

Profitable investing requires you use a brokerage service that aligns with your investing goals, educational needs, and learning style.
Today's Stocks & Topics: TNTR - Tintri Inc., Limited Order, AER - AerCap Holdings N.V., Jobs Report, Retail Investors, PRLB - Proto Labs Inc., Warrant vs. Common Stocks, PPA - PowerShares Aerospace & Defense Portfolio, DFEN - Direxion Daily Aerospace & Defense Bull 3X Shares, OHI - Omega Healthcare Investors Inc., KKR - KKR & Co. L.P., 401k, BKE - Buckle Inc.


Index funds offer low fees and passive management that will net you average returns, but when the market takes a dive, so will your returns.
Today's Stocks & Topics: Perspectives, Canadian Exchange, Low Volatility, Savings Milestones, Jobs Report, KB - KB Financial Group Inc. ADR, Asset Class, Institutional Investors vs. Retail, ACIA - Acacia Communications Inc., UA - Under Armour Inc. Cl C.


01-04-18: The goal: Assemble a collection of stocks, bonds, mutual funds, and real estate that generates annual income at the lowest possible risk.
Today's Stocks & Topics: Retirement, The January Effect, Reasons Why You Should Go for Gold, Pluses & Minuses of Stocks, NEE - NextEra Energy Inc., SBRA - Sabra Healthcare REIT Inc., XXII - 22nd Century Group Inc., PPC - Pilgrim's Pride Corp., GLD - SPDR Gold Shares, LRCX - Lam Research Corp., MU - Micron Technology Inc., CVX - Chevron Corp., BIDU - Baidu Inc.


01-03-18: Sure, contribute more to your retirement accounts, find ways to reduce taxes. All good advice. But what about risk?
Today's Stocks & Topics: Financial Terms, MNK - Mallinckrodt PLC, 9 Questions You Need to Answer About Your 401(k) Plan, Investing, CELG - Celgene Corp., Investment Career, X - United States Steel Corp., NUE - Nucor Corp., AMD - Advanced Micro Devices Inc., Five Money Mistakes to Avoid in 2018.


audio Where's the stock market headed in 2018?
Wed, 03 Jan 2018 00:54:32 +0000

01-02-2018: Will the year see a big gain for stocks? Or little or no gain? Depends on who you ask.
Today's Stocks & Topics: Correction, PCG - PG&E Corp., 401k, Stock Prices in 2018, Market Strategies, Cryptocurrencies, MO - Altria Group Inc., HTM - U.S. Geothermal Inc., EPGL - EP Global Communications Inc., NTDOY - Nintendo Co. Ltd. ADR, Residual Value, NLY - Annaly Capital Management Inc., AAOI - Applied Optoelectronics Inc.


audio 5 Big Money Myths Busted
Mon, 01 Jan 2018 08:00:00 +0000

A look at common misconceptions about home ownership, retirement, investing, credit cards, and Social Security.
Today's Stocks & Topics: Cryptocurrencies, Small-business Sentiment on November, Computer Chips, Interest Rates, Junk Bonds & New Tax Plan, Minority Interest, Dividends, Penny Stocks, Tax Cuts, Artificial Intelligence, How to Save for Your Child's College Education, Investing with KPP, Money Management, Mutual Funds, International Investing, Insurance.


audio Don’t Let Home-Bias Investing Trip You Up
Fri, 29 Dec 2017 08:00:00 +0000

The market has gained over 20% during the past year. But for those that are under-weighted to foreign stocks, it’s not so great.
Today's Stocks & Topics: Bitcoin, Overseas Companies, Options Trading, Coin Futures, Dividends Payoffs, Blow-off Top vs. Capitulation, Redemption Fees, Variable Annuities, Bond Funds, Pullback, Insurance, Mutual Funds.


audio 5 Great Uses For Required Minimum Distributions
Fri, 29 Dec 2017 00:54:24 +0000

Approaching age 70½? You're required to take minimum distributions from your tax-deferred retirement accounts. But now what?
Today's Stocks & Topics: 401k, VIVIX - Vanguard Value Index Fund Institutional, IP - International Paper Co., AMZN - Amazon.com Inc., ACBFF - Aurora Cannabis Inc., RIOT - Riot Blockchain Inc., DDD - 3D Systems Corp., Index Funds, ANET - Arista Networks Inc.


audio Cross These 4 Items Off Your Year-End Checklist
Thu, 28 Dec 2017 00:55:59 +0000

Today's Stocks & Topics: Moving Average, LB - L Brands Inc., LBUY - Leafbuyer Technologies Inc., PCG - PG&E Corp., ETFs, Bull Market, PEGA - Pegasystems Inc., Tesla, SSW - Seaspan Corp., Fibonacci Numbers.


audio Index Funds vs. Mutual Funds
Wed, 27 Dec 2017 00:53:03 +0000

The difference between index funds and mutual funds and why an index fund will almost certainly be a better investment than an actively managed mutual fund.
Today's Stocks & Topics: SUPN - Supernus Pharmaceuticals Inc., Capital Losses, AAOI - Applied Optoelectronics Inc., The Market in 2018, Index Funds, PGF - PowerShares Financial Preferred ETF, Proffered Stocks, Roth I-R-A & Taxes, House Prices, International Markets, CHN - China Fund Inc., ITW - Illinois Tool Works Inc., Residual Value, When to Sell., GE - General Electric Co.


audio 3 Ways to Catch Up Over 50
Mon, 25 Dec 2017 08:00:00 +0000

Don't panic -- there's still hope. Saving at an older age takes some strategy, though.
Today's Stocks & Topics: Averaging Up vs. Averaging Down, Retirement Plans, Tax Reform, Yield Curve, Options, BillGuard, Individual Business Operation, Roth I-R-A, Where The Money Goes, Cash Reserve Fund, Bonds.


audio When to Switch From a Roth IRA to a 401k
Fri, 22 Dec 2017 23:16:40 +0000

Knowing the ins and outs of both types of savings vehicles can help you make the right choices for your retirement.
Today's Stocks & Topics: Roth IRA, Maximize Your Credit Score, Walmart & Google Partnership, Self Driving Vehicles, Dividends, High Interest Rates in the Future, 529 Plan, Individual Business Operation, Money Management, How to Invest, Where the Money Go, Redemption Fee, Trust Deeds, Bond Funds.


Not everyone has a financial adviser, and not everyone has the time to read that much. Luckily, there's the internet.
Today's Stocks & Topics: Cycle Index, PCG - PG&E Corp., UA - Under Armour Inc. Cl C, Raising Cash, Scams that Just Won't Die, EIX - Edison International, AZO - AutoZone Inc., LTEA - Long Island Iced Tea Corp., PNGAY - Ping An Insurance, Institutional Buying, Value of the Dollar.


People get confused because they have one fundamental fact or another about the situation completely wrong.
Today's Stocks & Topics: Dilution, PCG - PG&E Corp., FNCL - Fidelity MSCI Financials Index ETF, EIX - Edison International, New Tax Plan, The No. 1 Financial Fear Among Rich People, ADBE - Adobe Systems Inc., SIRI - Sirius XM Holdings Inc., Top 3 Things to Look for in a Stock, New Investor, Money Indicator, Gifts to Improve Someone's Life.


For smart, responsible choices building your portfolio, answering these questions before you put your money up will help.
Today's Stocks & Topics: SLV - iShares Silver Trust, I-R-A Diversification, Predicting a Recession, House Prices on 2018, WMB - Williams Cos., MRVL - Marvell Technology Group Ltd., What to Sell, UGAZ – Velocity Shares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index Excess Return, MSFT - Microsoft Corp., EIX - Edison International.


audio Buying a Home May Not be a Smart Investment
Tue, 19 Dec 2017 00:51:00 +0000

The reality is that home values appreciate rather slowly relative to many other asset classes.
Today's Stocks & Topics: Bitcoin, CTRP - Ctrip.com International Ltd. ADR, XLF - Financial Select Sector SPDR ETF, Home Buying, PRLB - Proto Labs Inc., NKTR - Nektar Therapeutics, Mortgage.


audio Why Did You Buy That ETF?
Sat, 16 Dec 2017 00:54:21 +0000

If you buy based on recent performance or the cheapest price, you aren’t buying on the ETF’s philosophy or how it will perform in your portfolio.
Today's Stocks & Topics: Bitcoin, The Tax Bill, Amazon vs. Costco, The Fed, VIAB - Viacom Inc. Cl B, TWLO - Twilio Inc. Cl A, Hedging, ETFs, PK - Park Hotels & Resorts Inc., MU - Micron Technology Inc., AAPL - Apple Inc., VRX - Valeant Pharmaceuticals International Inc., TEVA - Teva Pharmaceutical Industries Ltd. ADR.


audio Vanguard Sees 70% Chance of Correction Soon
Fri, 15 Dec 2017 00:57:39 +0000

Prediction: The U.S. stock market is long overdue for a correction of 10% or more. The time frame is "near future."
Today's Stocks & Topics: Corporate Debt, Retail Sales, 401k, NSC - Norfolk Southern Corp., SUP - Superior Industries International Inc., PZZA - Papa John's International Inc., KMKNX - Kinetics Market Opportunities Fund, NGG - National Grid PLC ADR, VRX - Valeant Pharmaceuticals International Inc.


audio 5 Big Money Myths Busted
Thu, 14 Dec 2017 00:54:38 +0000

A look at common misconceptions about home ownership, retirement, investing, credit cards, and Social Security.
Today's Stocks & Topics: Cryptocurrencies, Small-business Sentiment on November, Computer Chips, Interest Rates, Junk Bonds & New Tax Plan, GBTC - Bitcoin Investment Trust, Minority Interest, TWMJF - Canopy Growth Corp., KOF - Coca-Cola Femsa S.A.B. de C.V. ADR, TSLX - TPG Specialty Lending Inc., F - Ford Motor Co., BGS - B&G Foods Inc., Dividends, BAC - Bank of America Corp., ICNB - Iconic Brands Inc., Penny Stocks, Tax Cuts.


audio Bitcoin & Blockchain: Pros & Cons
Wed, 13 Dec 2017 22:17:40 +0000

How to decipher cryptocurrencies and Bitcoin. A look a the pros and cons of block chain technology.
Today's Stocks & Topics: Bitcoin Futures, Fundamentals, PCG - PG&E Corp., TEVA - Teva Pharmaceutical Industries Ltd. ADR, NWL - Newell Brands Inc., 401k, 403B.


audio 4 Real Estate Investment Strategies
Tue, 12 Dec 2017 00:14:02 +0000

Real estate offers tremendous opportunities, and varying degrees of investment risk, based on your comfort level. That’s one of our talking points.
Today's Stocks & Topics: Mortgage, Stock Market vs. Real Estate, Buying Foreclosures, Retirement Home as an Asset, 401k & Mortgage, Investing for Kids, Annuities, Dollar Cost Average, Upgrading, Personal Finance.


audio Don’t Let Home-Bias Investing Trip You Up
Sat, 09 Dec 2017 00:56:34 +0000

The market has gained over 20% during the past year. But for those that are under-weighted to foreign stocks, it’s not so great.
Today's Stocks & Topics: Bitcoin, Overseas Companies, ALK - Alaska Air Group Inc., Options Trading, BGS - B&G Foods Inc., KR - Kroger Co., DIS - Walt Disney Co., TCEHY - Tencent Holdings Ltd. ADR, Coin Futures, Dividends Payoffs, JNPR - Juniper Networks Inc.


audio ETFs That Imitate Hedge Funds
Fri, 08 Dec 2017 00:50:49 +0000

New exchange-traded funds that offer similar ritzy strategies, but at cheapskate prices.
Today's Stocks & Topics: Dividends, AGX - Argan Inc., Bitcoin, Hedging, GELYY - Geely Automobile Holdings Ltd. ADR, ALB - Albemarle Corp., New Investor, Support & Resistance, TCEHY - Tencent Holdings Ltd. ADR, AMD - Advanced Micro Devices Inc., RIOT - Riot Blockchain Inc.


audio Before Investing in REITs
Thu, 07 Dec 2017 01:00:36 +0000

Investors are looking for financial instruments that promise high returns. REITs are on top of the list.
Today's Stocks & Topics: Financial Adviser, RHT - Red Hat Inc., Tax Bracket, X - United States Steel Corp., KKR - KKR & Co. L.P., ALK - Alaska Air Group Inc., Metals.


audio Women Investors Get A Bad Rap
Wed, 06 Dec 2017 00:51:43 +0000

It’s not only men who indulge in smack talk about women’s financial skills, many women have characterized themselves as lacking.
Today's Stocks & Topics: OCLR - Oclaro Inc., Amazon, CTL - CenturyLink Inc., ALV - Autoliv Inc., Asset Allocation, BAC - Bank of America Corp., Tax Law, PFF - iShares U.S. Preferred Stock ETF, Sector Rotation, GE - General Electric Co., VHI - Valhi Inc., FCX - Freeport-McMoRan Inc., VOD - Vodafone Group PLC ADR.


audio 3 Ways to Catch Up Over 50
Tue, 05 Dec 2017 00:54:34 +0000

Don't panic -- there's still hope. Saving at an older age takes some strategy, though.
Today's Stocks & Topics: Averaging Up vs. Averaging Down, Retirement Plans, Tax Reform, Yield Curve, CVS - CVS Health Corp., CQP - Cheniere Energy Partners L.P., DRH - Diamondrock Hospitality Co., Options, BillGuard, APHQF - Aphria Inc., OMI - Owens & Minor Inc.


Investing in a globally diversified portfolio of low-fee index funds and ETFs that track broad market indexes will do you a world of good.
Today's Stocks & Topics: Bonds, The Fed & Interest Rates, October Construction Spending Data, Household Wealth, BOTZ - Global X Robotics & Artificial Intelligence ETF, MU - Micron Technology Inc., COST - Costco Wholesale Corp., SQ - Square Inc. Cl A, AGN - Allergan PLC.


audio Should Millennials Employ a Different Play?
Fri, 01 Dec 2017 00:54:06 +0000

With increasing inflation, taxes and aspirations, it is difficult for millennials to achieve life goals with traditional investment options.
Today's Stocks & Topics: New Investor, SPY - SPDR S&P 500 ETF Trust, Protect Your Properties, Economic Stats, Automation vs. Jobs, ETP - Energy Transfer Partners L.P., 401k vs. Gold, PG - Procter & Gamble Co., Callable Bond, DIS - Walt Disney Co., CMCSA - Comcast Corp. Cl A., BABA - Alibaba Group Holding Ltd. ADR.


Think IRAs are all about stocks, bonds, and mutual funds? Think again.
Today's Stocks & Topics: Hedge Funds, TGT - Target Corp., WBA - Walgreens Boots Alliance Inc., SCHN - Schnitzer Steel Industries Inc., Automation, PRLB - Proto Labs Inc., ETFs & Indexes, Global Markets Keep Growing Up, SPKE - Spark Energy Inc., The Parable of the Boiled Frog, REGN - Regeneron Pharmaceuticals Inc., BAC - Bank of America Corp., NWL - Newell Brands Inc., STWD - Starwood Property Trust Inc.


audio How to Pick the Best Asset Allocation for You
Wed, 29 Nov 2017 00:58:06 +0000

There are many issues to consider when deciding how many and what type of baskets you should stash your eggs in.
Today's Stocks & Topics: Autonomic Incorporated, Financial Planner, F - Ford Motor Co., The Stock Market, EKTAY - Elekta AB ADR, DBD - Diebold Nixdorf Inc., Convert Traditional IRA to a Roth IRA, Company's Earnings vs. Investments, Vanguard & Active ETFs. MOMO - Momo Inc. ADR, CAVM - Cavium Inc., BABA - Alibaba Group Holding Ltd. ADR, ROKU - Roku Inc. Cl A, Battery Manufacturers.


audio A Beginner's Guide to Investing in Real Estate
Tue, 28 Nov 2017 01:06:58 +0000

Predating modern stock markets, real estate is one of the five basic asset classes that every investor should seriously consider.
Today's Stocks & Topics: Pro-Shares, VIGI - Vanguard International Dividend Appreciation ETF, PHYDX - PIMCO High Yield Fund;D, Next Financial Crisis, Venture Capital, OAK - Oaktree Capital Group LLC Un, Indexes.


Retirement, Buy & Rebalance, Retirement Contributions, 401k, I-R-As, Retirement Needs, Day Trading, Roth I-R-A.


audio 4 Real Estate Investment Strategies
Thu, 23 Nov 2017 08:00:00 +0000

Real estate offers tremendous opportunities, and varying degrees of investment risk, based on your comfort level. That’s one of our talking points.
Today's Stocks & Topics: Mortgage, Stock Market vs. Real Estate, Buying Foreclosures, Retirement Home as an Asset, 401k & Mortgage, Investing for Kids, Annuities, Dollar Cost Average, Upgrading, Personal Finance.


audio Low Returns Are a Feature of Markets, Not a Bug
Thu, 23 Nov 2017 00:50:58 +0000

Based on current dividend, valuation and yield levels, Bogle predicts annual returns for U.S. stocks of about 4 percent.
Today's Stocks & Topics: Trend Lines, Home Sales, What Investors Should Be Thankful For, Bloomberg's Top Business Schools, INTC - Intel Corp., Spot Rate, GVIP - Goldman Sachs Hedge Industry VIP ETF, SQ - Square Inc. Cl A, ETF Dividends, Hostile Takeover, IBM - International Business Machines Corp.


audio 4 Short-Term Strategies To Invest $500
Wed, 22 Nov 2017 01:07:36 +0000

There are many short-term investments available to you if you decide to follow that path, and you can start with very little money.
Today's Stocks & Topics: Lump-Sum Distribution, SUP - Superior Industries International Inc., FB - Facebook Inc. Cl A, Index Funds, Mortgage, HPE - Hewlett Packard Enterprise Co., BBRG - Bravo Brio Restaurant Group Inc., Goldman Sachs & the Market, Long Term Insurance, The Risk of Investing International, SQ - Square Inc. Cl A.


audio When Gold is not as "Good as Gold."
Tue, 21 Nov 2017 00:58:40 +0000

Today's Stocks & Topics: Where the Money Goes, EKTAY - Elekta AB ADR, PFF - iShares U.S. Preferred Stock ETF, DY - Dycom Industries Inc., Track For Retirement, BBRG - Bravo Brio Restaurant Group Inc., Investment Options, Electronic Trading, Health Savings Account (HSA), 401k, Buying Gold Electronically, PFF - iShares U.S. Preferred Stock ETF.


audio Mutual Funds vs. ETFs - How to Decide
Sat, 18 Nov 2017 00:53:30 +0000

Sometimes the "mutual funds vs. ETFs" debate misses the larger point. It often overlaps with other more important decisions.
Today's Stocks & Topics: Bank of America A type Warrants, Renting Is Better Than Owning, Passion & Retirement, The Fed & Interest Rates, PCLN - Priceline Group Inc., TEVA - Teva Pharmaceutical Industries Ltd. ADR, Reverse Stock Split, End of the Year Stocks Sale, ERF - Enerplus Corp., New Investor.


audio Smart Beta ETFs: The Wow Factor
Fri, 17 Nov 2017 00:55:30 +0000

The primary drivers of broader ETF industry growth include smart beta funds, or those products that use weighting schemes.

Today's Stocks & Topics: 200 Day Moving Average, U.S. Oil Production, Self Driving Trucks, Calling In Sick, GFF - Griffon Corp., JD - JD.com Inc. ADR, AMZN - Amazon.com Inc., Roth IRA.


Rising prices tend to attract buyers while falling prices tend to attract sellers. Where is this going?
Today's Stocks & Topics: 401k, WMT - Wal-Mart Stores Inc., MHLD - Maiden Holdings Ltd., REGN - Regeneron Pharmaceuticals Inc., Cash & Portfolio, Inflation, Producer Price Index (PPI) and Consumer Price Index (CPI), Warren Buffett.


audio Revealing the Real Costs in Your Mutual Fund
Wed, 15 Nov 2017 00:55:16 +0000

Hidden costs could be holding back the returns on your investment portfolio. There are places to look when evaluating mutual funds.
Today's Stocks & Topics: GE - General Electric Co., Secure Passwords, U.S. Producer Price Index - PPI, CHD - Church & Dwight Co., Spin-off Companies, ESRX - Express Scripts Holding Co., GILD - Gilead Sciences Inc.


audio Examining The "Most Hated Bull Market Ever"
Tue, 14 Nov 2017 00:56:25 +0000

The bull market continues to be fueled by hopes that tax cuts and tax reform will lead to higher reported earnings for corporations.
Today's Stocks & Topics: Options, GCI - Gannett Co. Inc., VIAB - Viacom Inc. Cl B, EBF - Ennis Inc., Tax Bill, PRU - Prudential Financial Inc.


What's the best international vs. domestic mix for today's market and what investment vehicles offer the easiest way to get there?
Today's Stocks & Topics: 401k Contributions, Interest Rates, Tesla's Junk Bonds, Trustees, PZZA - Papa John's International Inc., TWTR - Twitter Inc., FTR - Frontier Communications Corp., MMM - 3M Co., PM - Philip Morris International Inc., MO - Altria Group Inc., Ex-Dividend Date, Ballpark Estimate.


A closer look at the misconceptions about being a "conservative" investor when it comes to your money. The risks may be higher than you think.
Today's Stocks & Topics: Cash Flow Ratio, Earnings Report, SNP 500, Self Driving Shuttle, GE - General Electric Co., HAS - Hasbro Inc., SQ - Square Inc. Cl A, ATVI - Activision Blizzard Inc., AAPL - Apple Inc., Short Squeeze, NTAP - NetApp Inc., DVAX - Dynavax Technologies Corp., PFF - iShares U.S. Preferred Stock ETF.


audio Return Expectations for Stocks and Bonds
Thu, 09 Nov 2017 00:53:46 +0000

The Vanguard fund founder comes up with numbers for US stocks and bonds for the next decade.
Today's Stocks & Topics: Short Sellers, Stock Prices, 3 Hard Decisions About Aging, Market Value, EXPE - Expedia Inc., BBX - BBX Capital Corp. Cl A, AAOI - Applied Optoelectronics Inc., REITs, MDLY - Medley Management Inc. Cl A, CAT - Caterpillar Inc.


audio Ideas: Brainstorming Income Investing
Wed, 08 Nov 2017 00:55:38 +0000

With interest rates still low investors need to be creative, focusing on low-cost investments such as ETFs may be part of an income strategy.
Today's Stocks & Topics: Asset Allocation, Five Signs of Financial Euphoria, Inflation, FDC - First Data Corp. Cl A, Stock Evaluation, MNK - Mallinckrodt PLC, OLED - Universal Display Corp., Account Management, GT - Goodyear Tire & Rubber Co., SCO - ProShares UltraShort Bloomberg Crude Oil.


audio Investors Beware - Not All Indexes Are the Same
Tue, 07 Nov 2017 00:57:01 +0000

New research underscores how much difference there can be between indexes that on the surface look like the same thing.

Today's Stocks & Topics: Investing in the Market, BRKB - Berkshire Hathaway Inc. Cl B, GE - General Electric Co., UOPIX - Pro-funds Ultra-NASDAQ-100 Pro-fund Investor (FUND), GSK - GlaxoSmithKline PLC ADR, Dividends, Trailing Stop Order, PPL - PPL Corp., Retirement Money & 401k, Interest Rates.


Should we believe the one who says to be fearful when others are greedy, or the one who now places interest rates above all else?

Today's Stocks & Topics: What high volume indicates, SNR - New Senior Investment Group Inc., NWL - Newell Brands Inc, Earnings per share conflicts, Lumber Futures, Effects of the Proposed Tax Cut, Jobs Report, KEM - Kemet Corp., GE - General Electric Co., INTC - Intel Corp.


There is a way to tell. It's time to give your retirement portfolio a stress test.

Today's Stocks & Topics: Determining stock value, CPB - Campbells Soup Co., T - AT&T, UAA - Under Armour Inc., PG - Procter & Gamble Co., Stock Simulator, CL - Colgate-Palmolive Co., BABA - Alibaba Group Holding Ltd. ADR, HCP - HCP Inc., Today's economic numbers, Jobs report, When should you retire?


audio Taking Action in a Passive Investing World
Thu, 02 Nov 2017 00:29:57 +0000

Even passive investing's biggest fans still believe that active management has its place in the right circumstances.
Today's Stocks & Topics: New ETF tracks S&P 500, New Bubble building danger?, How to tell when to buy a stock, Earnings per share, SBUX - Starbucks, The term: Call Options, BGS - B&G Foods Inc., SKT - Tanger Factory Outlet Centers Inc., FNGN - Financial Engines Inc., TECHY - Tencent Holdings Ltd. ADR, GE - General Electric Co., Anticipating price changes.

 


As a behavioral economist, he's studied the way we actually think and act instead of hewing to some wrong-headed theories.
Today's Stocks & Topics: 401k & Self Employment, Ten Year Loans, Number One Financial Fear for Most Americans, SKT - Tanger Factory Outlet Centers Inc., AAPL - Apple Inc., ELLI - ELLIE MAE Inc., Stock Prices, MRK - Merck & Co. Inc., CCI - Crown Castle International Corp., T - TAT&T Inc., When to Invest.


audio 4 Good Investments When Interest Rates Rise
Mon, 30 Oct 2017 23:54:39 +0000

As interest rates go up, many common types of investments will suffer -- but others will rally.
Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Permanent Portfolio, 3rd Quarter GDP Report, Buying Value, QE Unwind, Stop Limits, LOGI - Logitech International S.A., CELG - Celgene Corp., TWTR - Twitter Inc., LYB - LyondellBasell Industries N.V. Cl A, Investment Advisory.


audio When to Switch From a Roth IRA to a 401k
Fri, 27 Oct 2017 07:00:00 +0000

Knowing the ins and outs of both types of savings vehicles can help you make the right choices for your retirement.
Today's Stocks & Topics: Investment Clubs, Maximize Your Credit Score, Walmart & Google Partnership, Self Driving Vehicles, Dividends, High Interest Rates in the Future, 529 Plan, Individual Business Operation, Money Management, How to Invest, Where the Money Go, Redemption Fee, Trust Deeds, Bond Funds.


audio Can an App Be Your Best Entry Into Investing?
Thu, 26 Oct 2017 23:57:39 +0000

Two Millennials discuss how they started investing and what apps and platforms are out there to help new investors.
Today's Stocks & Topics: Cash Management, MAT - Mattel Inc., Raising Hiring Standards, If You Want to Be Rich, TSLA - Tesla Inc., Pipelines, Buying the Dip, BLK - BlackRock Inc., Investing, CELG - Celgene Corp., VXX - Barclays Bank PLC iPath S&P 500 VIX Short-Term Futures ETN, KO - Coca-Cola Co.


audio 5 Questions to Ask Before Opening a Roth IRA
Wed, 25 Oct 2017 23:55:39 +0000

This retirement tool is rising in popularity, and is still overlooked by the very people who could benefit from it most. It may be just what is missing in your plan.
Today's Stocks & Topics: Stocks & Current Events, Bull Market & Bonds, Home Sales, Market Momentum, ROBO - ROBO Global Robotics & Automation Index ETF, Custodian, VMW - VMware Inc., CWH - Camping World Holdings Inc. Cl A, YRD - Yirendai Ltd. ADR, T - AT&T Inc., New Investor, TEVA - Teva Pharmaceutical Industries Ltd. ADR, NGG - National Grid PLC ADR.


audio Assess Your Asset Allocation for Retirement
Tue, 24 Oct 2017 23:56:28 +0000

Are the lifetime values of assets large enough to meet the lifetime liabilities?
Today's Stocks & Topics: Asset allocation, Things to Worry About, The Dow 30, Self Driving Cars, GE - General Electric Co., AMZA - InfraCap MLP ETF, PCG - PG&E Corp., Hedging, VCSH - Vanguard Short-Term Corporate Bond ETF, NGG - National Grid PLC ADR, PEGI - Pattern Energy Group Inc., GDX - VanEck Vectors Gold Miners ETF.


audio How to Avoid Investing 'Distractions'
Tue, 24 Oct 2017 00:07:58 +0000

There are many pitfalls and traps that can destroy an investor’s portfolio instantly or over time if you invest based on emotion.
Today's Stocks & Topics: Resistance, Money Milestones in Every Decade, Mutual Funds vs. ETFs, Housing Market, T - AT&T Inc., Asset Allocation, PAA - Plains All American Pipeline L.P., Loans from 401k, Mutual Funds.


audio How to Invest Even if You Can't Pick Stocks
Fri, 20 Oct 2017 23:56:32 +0000

Since your appropriate asset allocation involves buying at least some stocks, you'll need to find another way to invest in the market.
Today's Stocks & Topics: Where to Invest, DRIPs, Stock Market Intraday Circuit Breakers, HCLP - Hi-Crush Partners LP, NVR - NVR Inc., CRS - Carpenter Technology Corp., Retirement & Taxes, CMC - Commercial Metals Co., BPT - BP Prudhoe Bay Royalty Trust, Treasury Secretary & The Market, AGN - Allergan PLC, Bear Market & Your Portfolio.


audio How to Invest for the Short Term
Thu, 19 Oct 2017 23:53:41 +0000

For goals that are close at hand, how do you balance loss aversion with return potential?
Today's Stocks & Topics: REITs, EAFE Index, Retirement Decisions, Black Monday Anniversary, SAN - Banco Santander S.A., Mutual Funds, SSKN - Strata Skin Sciences Inc., FLIR - Flir Systems Inc., ESRX - Express Scripts Holding Co., Return on Equity, TERP - TerraForm Power Inc. Cl A, Deferred Interest, HA - Hawaiian Holdings Inc.


audio Dividend Stocks - Is Yield Better Than Growth?
Wed, 18 Oct 2017 23:50:27 +0000

Dividends can really boost portfolio performance, but which strategy is best?
Today's Stocks & Topics: New Tax Plan, JD - JD.com Inc., Creative Destruction, Financial Regrets, Vanguard CEO & the Market, CMG - Chipotle Mexican Grill Inc., GE - General Electric Co., REGN - Regeneron Pharmaceuticals Inc., Price Target.


Financial markets are dancing again to the risk-on beat, with the latest upswing in global manufacturing the latest reason to boogie.
Today's Stocks & Topics: Student Loan Payoff vs. Invest in the Market, The Death Of The Gas-powered Car, Financial Regrets, Vanguard CEO & the Market, TEVA - Teva Pharmaceutical Industries Ltd., Stock Split, AAOI - Applied Optoelectronics Inc., JD - JD.com Inc., Sectors, Value Cost Averaging, NRZ - New Residential Investment Corp., MPW - Medical Properties Trust Inc. APLP - Archrock Partners L.P.


audio 10 Sources of Nontaxable Income
Mon, 16 Oct 2017 23:57:37 +0000

Uncle Sam wants a bite of practically everything – so finding income that isn't taxed is difficult.
Today's Stocks & Topics: Commercial Mortgage Bridge Loans, Tax Cuts & Bigger Paychecks, Retirement, ISRG - Intuitive Surgical Inc., ETFs, S - Sprint Corp., NFLX - Netflix Inc., ORLY - O'Reilly Automotive Inc.


audio Fees Are Not Your Enemy
Fri, 13 Oct 2017 23:55:37 +0000

Have investors become too obsessed with fees at the expense of thinking about things like portfolio construction.
Today's Stocks & Topics: New Investor, TMFEX - Motley Fool Emerging Markets Fund, TEVA - Teva Pharmaceutical Industries Ltd., Inflation, Earnings, SMG - Scotts Miracle-Gro Co., Roth, Consumer Sentiment, How Richly Is the Company's Stock Valued, BP - BP PLC ADR, Enough Money For Retirement, Shares.


audio Target Date Funds - The Right Choice IF...
Thu, 12 Oct 2017 23:50:38 +0000

When it comes to investment products, the ones that get the least attention turn out to have the best investor returns, according to Morningstar.
Today's Stocks & Topics: WM - Waste Management Inc., Stock Evaluation, LNXSF - Lanxess AG, Everything is Too Expensive, Enough Money For Retirement, Inverse ETF, FL - Foot Locker Inc., FFTY - Innovator IBD 50 Fund (ETF), DNR - Denbury Resources Inc., Pensions, Chinese Government, Equity Line of Credit.


Dividends and interest are reinvested and simply become part of the retirement portfolio’s total return.
Today's Stocks & Topics: Retirement Portfolio, WBA - Walgreens Boots Alliance Inc., Amazon, Retirement Age, Financial Elder Abuse, 401k & Roth I-R-A, AAOI - Applied Optoelectronics Inc., VDE - Vanguard Energy ETF, I-R-A, SNP 500 & The Dow, KKR - KKR & Co. L.P., PFE - Pfizer Inc.


Some are suggesting that as quantitative easing gives way to quantitative tightening risk on income ETFs will increase.
Today's Stocks & Topics: Covered Call Options,CTL – Century Link Inc., Trump's Tax Plan, Nothing is Normal, Walmart, BRKB - Berkshire Hathaway Inc. Cl B, 401k, SBUX - Starbucks Corp., SIFY - Sify Technologies Ltd. ADR, CUDA - Barracuda Networks Inc., CMO - Capstead Mortgage Corp., MNKD – Mann Kind Corp.


audio 2000 And 2017: Some See Similarities
Tue, 10 Oct 2017 00:00:07 +0000

Within the past few months, the list of billionaire bull market dissenters has continued to grow. Are their worries justified?
Today's Stocks & Topics: Stock Analysis, VSEAX – JP Morgan Small Cap Equity Fund;A, FFTY - Innovator IBD 50 Fund, Value Stocks, Retirement Age, Bitcoin, Why The Fed Policy Is Boosting Commodities.


audio Meet the Biggest 3 ETFs of ETFs
Sat, 07 Oct 2017 01:19:30 +0000

The "fund of funds" style has been used successfully for many large investment companies - Think about those target-date funds in your 401(k).

Today's stocks and topics:
(SHOO) Steven Madden Ltd., Investing for a friend, (UA) Under Armour Inc.cic, (OPNT) Opiant Pharmaceuticals Inc., (LUS) Lang & Schwarz AG, (EFX) Equifax Inc., Self managing a 401(k), (QCOM) Qualcomm Inc., (HP)Helmerich & Payne Inc.

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audio When to Switch From a Roth IRA to a 401(k)
Thu, 05 Oct 2017 23:50:30 +0000

Knowing the ins and outs of both types of savings vehicles can help you make the right choices for your retirement.
Today's Stocks & Topics: Investment Clubs, TEVA - Teva Pharmaceutical Industries Ltd., CTL – Century Link Inc., MNK - Mallinckrodt PLC, 529 Plan, TWO - Two Harbors Investment Corp., GILD - Gilead Sciences Inc., Maximize Your Credit Score, Walmart & Google Partnership, BRKB - Berkshire Hathaway Inc. Cl B, AAPL - Apple Inc., Self Driving Vehicles, Dividends, High Interest Rates in the Future.


audio Your College Savings Plan May Be Worth Less
Wed, 04 Oct 2017 23:58:47 +0000

Parents who are counting on savings in 529 plans to pay for college this year or next could be in for an unpleasant surprise.
Today's Stocks & Topics: 401k & Brokers, LADR - Ladder Capital Corp., M - Macy's Inc., Shorting, Municipal ETFs, The Wash Rule, EMR - Emerson Electric Co., MULE - MuleSoft Inc., The Dollar, Value Trap.


audio 4 Reasons to Hold Stocks Long Term
Tue, 03 Oct 2017 23:53:23 +0000

In an ultra-low interest rate environment, it's tempting to dabble in stocks to boost short-term returns, but there are many more reasons to hold stocks for the long term.
Today's Stocks & Topics: Stock Issue & Buy Back, GFF - Griffon Corp., GCI - Gannett Co. Inc., Tesla Cars, MU - Micron Technology Inc., 401k, Index Funds vs. Managed Funds, Stock Market Crash Of 1987, Electric Cars in China, VAR - Varian Medical Systems Inc.


audio Does Your Portfolio Have World-Wide Reach?
Mon, 02 Oct 2017 23:56:29 +0000

Today's world-wide synchronicity has been relatively rare in the past half-century and suggests that a global economy that is hitting on all cylinders.
Today's Stocks & Topics: Index Funds, CMG - Chipotle Mexican Grill Inc., PNGAY - Ping An Insurance, NFLX - Netflix Inc., ANGL - VanEck Vectors Fallen Angel High Yield Bond ETF, SPIC: Securities Investor Protection Corporation, High Yield Bonds, Dividends, HBI - Hanesbrands Inc., Tech Sector, Real Estate & Insurance, U.S. Manufacturers, ABBV - AbbVie Inc., Retirement.


Simple strategies not only reduce stress and confusion, but they also can bring more riches over the years.
Today's Stocks & Topics: Companies in Debt, Life Insurance, 401k, Retirement, Industrial Metals, NKE - Nike Inc., DGX - Quest Diagnostics Inc., XLP - Consumer Staples Select Sector SPDR ETF, STOR - STORE Capital Corp., P&L: Profit and Loss Statement, JD - JD.com Inc.


audio Are Stocks Too Risky for Retirees?
Thu, 28 Sep 2017 23:53:21 +0000

You're retired and have a substantial 401(k), some say you should move your money out of stocks to reduce risk.
Today's Stocks & Topics: Gold, BIIB - Biogen Inc., UNIT - Uniti Group Inc., Sector Rotation, Retirees Should Worry About, HMNY - Helios & Matheson Analytics Inc., ANET - Arista Networks Inc., PYPL - PayPal Holdings Inc., Trends, Stock Prices, MULE - MuleSoft Inc. Cl A, ROKU - Roku Inc. Cl A, GDX - VanEck Vectors Gold Miners ETF.


The fiduciary rule aims to protect retirement investors from financial adviser conflicts of interest, but consumers still must watch out for themselves.
Today's Stocks & Topics: Investing During Natural Disasters, Momentum Trades, College Savings, The Fed Beige Book, Cryptocurrencies, Hedging, Gross Margin, Stocks Comparison Software, Mutual Funds, Moeny Management, Rebuilding after Bankruptcy, Warrants, Redemption Fee, Individual Business Operation, Variable Annuities, Bonds, Pull Back, When to sell.


Here are a few guidelines to determine if you have fallen into the trap of unintentional speculation.
Today's Stocks & Topics: Equifax Breach, LB - L Brands Inc., Retailers, Interest Rates, New Federal Reserve President, Hacking, TSLA - Tesla Inc., Quantitative Easing, Buy & Sell, NYCB - New York Community Bancorp Inc., Coverdell Education Savings Account, 401k, CELG - Celgene Corp.


audio How to Build a Socially Responsible Portfolio
Mon, 25 Sep 2017 23:53:54 +0000

Making money is the primary goal for most investors, but it doesn't have to be your only goal.
Today's Stocks & Topics: Registered Investment Advisor, Equifax Breach, Bond Funds, Why Should You Stay Bullish, Retire Abroad, KMI - Kinder Morgan Inc., Sectors, GDP: Gross Domestic Product, 401k Portfolio, INTC - Intel Corp.


audio 12 Strategies to Generate Income in Retirement
Fri, 22 Sep 2017 23:53:54 +0000

When it comes to saving for retirement, maybe you've done everything right. But now comes the hard part: making sure you don't outlive your money.
Today's Stocks & Topics: Long Term Leap Options, LTC - LTC Properties Inc., Tesla, Sprint & T-Mobile, AKS - AK Steel Holding Corp., Capital Gain, GME - GameStop Corp., MB - Mindbody Inc., Insider Buying, Large Dividends Stocks, Universal Life Insurance.


audio The Frightening Passive Investing Trend
Thu, 21 Sep 2017 23:56:27 +0000

Passive funds charge lower fees than actively managed funds. But while this helps investors, it is problem for the wider market.
Today's Stocks & Topics: EBITA: Earnings before interest, taxes, and amortization, AGN - Allergan PLC, BBBY - Bed Bath & Beyond Inc., The Dow, PK - Park Hotels & Resorts Inc., Dividends, I-R-A, INTC - Intel Corp., GIS - General Mills Inc., K - Kellogg Co.


audio Wall Street's Hidden 6.5 Percent Income Secret
Wed, 20 Sep 2017 23:54:55 +0000

There’s a better way to bankroll your retirement that they won’t tell you about: municipal bonds.
Today's Stocks & Topics: Roth I-R-A, BBBY - Bed Bath & Beyond Inc., MU - Micron Technology Inc., The Fed, What is The Stock Market Missing, Retirement & Your Mental Health, NRZ - New Residential Investment Corp., PAC - Grupo Aeroportuario del Pacifico S.A.B. de C.V. ADR, Municipal Bonds, Puerto Rico Muni Bonds, ALB - Albemarle Corp., GIS - General Mills Inc., CWH - Camping World Holdings Inc. Cl A.


audio Arbitrage: Riskless Profit?
Tue, 19 Sep 2017 23:54:23 +0000

It's basically buying a security in one market and simultaneously selling it in another market, profiting from a temporary difference in prices.
Today's Stocks & Topics: Long Term Investing, ROIC - Retail Opportunity Investment Corp., ALB - Albemarle Corp., The Fed's Balance Sheet, Puerto Rico, STX - Seagate Technology PLC, MRVL - Marvell Technology Group Ltd., CY - Cypress Semiconductor Corp., Diversification, M - Macy's Inc., NVDA - NVIDIA Corp., CMG - Chipotle Mexican Grill Inc., International Mutual Funds.


audio The Best Ways to Invest in Foreign Markets
Mon, 18 Sep 2017 22:42:35 +0000

Most advisors recommend holding some foreign stocks in a diversified portfolio. Fortunately, there are several easy ways to invest there.
Today's Stocks & Topics: Industries to Invest In, The Euro, Cloud Computing, Roth I-R-A, College Savings, I-R-A, Equity Index Annuity, Roll Overs to I-R-As, Stock Limits, Caps, The Stock Market.


audio The Ins and Outs of Starting Up
Fri, 15 Sep 2017 23:51:37 +0000

Do you need to go through a broker to buy a mutual fund? What's the difference between a mutual fund and a brokerage account?
Today's Stocks & Topics: ETFs, SCHW - Charles Schwab Corp., Millenials & The Economy, Inflation, Dividends, STZ - Constellation Brands Inc. Cl A, Treasury Bond – T-Bonds, AMAT - Applied Materials Inc., Risks To Owning Municipal Bonds, Buying Apps, Municipal Bonds, BMY - Bristol-Myers Squibb Co., LYG - Lloyds Banking Group PLC ADR.


audio Does the U.S. Stock Exodus Make Sense?
Thu, 14 Sep 2017 23:51:35 +0000

In recent weeks $30 billion left U.S. stocks, the longest streak of outflows since 2004. Investors have turned to emerging markets, Europe and Japan.
Today's Stocks & Topics: I-R-A vs. Roth I-R-A, Millenials & Investments, Economic Recovery, Jamie Dimon: Bitcoin a Fraud, UNG - United States Natural Gas Fund L.P., BRKB - Berkshire Hathaway Inc., Leveraged Buyout – LBO, New Investor, SJM - J.M. Smucker Co., CWB - SPDR Bloomberg Barclays Convertible Securities ETF, Cold Hard Cash, Gold, LYB - LyondellBasell Industries N.V., Unit Investment Trust.


audio Buy-and-hold Strategy Could Unbalance Portfolio
Wed, 13 Sep 2017 23:54:16 +0000

This is a lazy person’s investing approach. It also works out pretty well because it’s hard to make many mistakes. But there is a downside.
Today's Stocks & Topics: Stock Evaluation, SYF - Synchrony Financial, SHPG - Shire PLC ADR, TIF - Tiffany & Co., GPM - Guggenheim Enhanced Equity Income Fund, COST - Costco Wholesale Corp., EFX - Equifax Inc., AAPL - Apple Inc., LC - LendingClub Corp., Social Security, BAC - Bank of America Corp.


More than any other concern that is especially critical for senior investors - protecting their life savings.
Today's Stocks & Topics: Buy & Sell, MU - Micron Technology Inc., CSCO - Cisco Systems Inc., TEVA - Teva Pharmaceutical Industries Ltd., AAOI - Applied Optoelectronics Inc., PYPL - PayPal Holdings Inc., UTX - United Technologies Corp., RDSA - Royal Dutch Shell PLC ADR Cl A, China vs. Bitcoin, Apple Inc., CAKE - Cheesecake Factory Inc., SYF - Synchrony Financial, SQ - Square Inc. Cl A, Retail Sector.


audio Should Your IRA Go Bitcoin?
Mon, 11 Sep 2017 23:53:03 +0000

Our world is more digital. More of our lives are online. It's no surprise that a digital currency option would be ready to change the landscape.
Today's Stocks & Topics: HBI - Hanesbrands Inc., Where to Invest, IBM - International Business Machines Corp., ABBV - AbbVie Inc., MAT - Mattel Inc., CBI - Chicago Bridge & Iron Co. N.V., GE - General Electric Co., UMC - United Microelectronics Corp.


audio Where to Put Your Portfolio When You Hit 60
Fri, 08 Sep 2017 23:53:28 +0000

Thinking has been you should shift your assets out of stocks. But, there are safer, smarter ways to enjoy the potential benefits of staying in stocks.
Today's Stocks & Topics: Compounding, AKAM - Akamai Technologies Inc., AMZN - Amazon.com Inc., TNK - Teekay Tankers Ltd., VCIT - Vanguard Intermediate-Term Corporate Bond, Equifax, SNP 500, V - VISA Inc., MA - Mastercard Inc., Social Security, MCY - Mercury General Corp., Parallel Investing.


audio How to Protect Your Profits
Thu, 07 Sep 2017 23:53:16 +0000

Stocks have rallied sharply, so many people will be sitting on gains and wondering whether to stay put or cash out. It is not an easy choice.
Today's Stocks & Topics: Bonds, BBX - BBX Capital Corp., NKE - Nike Inc., Debit Cards, Mario Draghi, The Stock Market, LUV - Southwest Airlines Co., STX - Seagate Technology PLC, QQQ - PowerShares QQQ Trust Series 1, DIS - Walt Disney Co., AMPH - Amphastar Pharmaceuticals Inc., ADRs – American Depository Receipts, NUE - Nucor Corp.


The fiduciary rule aims to protect retirement investors from financial adviser conflicts of interest, but consumers still must watch out for themselves.
Today's Stocks & Topics: Investing During Natural Disasters, Momentum Trades, ADBE - Adobe Systems Inc., KEM - Kemet Corp., College Savings, The Fed Beige Book, Cryptocurrencies, Hedging, AOBC - American Outdoor Brands Corp., Stocks Comparison Software, Mutual Funds, MU - Micron Technology Inc., FBALX - Fidelity Balanced Fund, SFM - Sprouts Farmers Market Inc., RWO - SPDR DJ Global Real Estate ETF.


audio Shopping for the Best Online Broker
Tue, 05 Sep 2017 23:50:53 +0000

Firms have been trimming commissions, expanding their online tools, offering more transaction-free mutual funds and enhancing their mobile apps.
Today's Stocks & Topics: OCLR - Oclaro Inc., UA - Under Armour Inc., Gold, College Savings Options, Industrial Sector & the Economy, M - Macy's Inc., PSA - Public Storage, Cash & Cash Equivalent, Retain Earnings, ABR - Arbor Realty Trust Inc.


Are alternative investments - currencies, commodities, real estate, private equity and even art or collectibles - right for your portfolio?
Today's Stocks & Topics: Dividend Income, Earnings, Technology Industry, Bond Ladder, Guggenheim BulletShares, Pro-Funds, Bonds, 401k vs. Roth IRA, Insider Trading, ETFs, Stock Evaluation.


audio How to Invest in Index Funds
Fri, 01 Sep 2017 23:51:38 +0000

Index funds are a low-fee, no-fuss way to invest money for retirement. It might be the smartest and easiest investment you ever make.
Today's Stocks & Topics: Entry Point, DVA - DaVita Inc., The Stock Market in September, Millennials & Money, Jobs Report, DHY - Credit Suisse High Yield Bond Fund, HCA - HCA Healthcare Inc., Wedding Fund, ADRs: American Depository Receipts, HIMX - Himax Technologies Inc., AAOI - Applied Optoelectronics Inc.


audio Retiring on Your Dividends
Thu, 31 Aug 2017 23:54:47 +0000

As daunting of a task as saving for a comfortable retirement is, living off of your investments once you finally do retire is equally as challenging.
Today's Stocks & Topics: I-R-A, AAPL - Apple Inc., EXPE - Expedia Inc., PCMI - PCM Inc., REITs, MBT - Mobile TeleSystems PJSC ADR, MSFT - Microsoft Corp., Oil, HTZ - Hertz Global Holdings Inc., GILD - Gilead Sciences Inc., Charting, CHK - Chesapeake Energy Corp.


audio Mixing It Up: Stocks vs. Bonds vs. Cash
Wed, 30 Aug 2017 23:55:31 +0000

There is no one-size-fits-all answer to the question of proper asset allocation. Deciding factors are age, risk tolerance, and time to retirement.

Today's Stocks & Topics: TEVA - Teva Pharmaceutical Industries Ltd., China, Jobs Report, AAPL - Apple Inc., HABT - Habit Restaurants Inc., GE - General Electric Co., CJNK - SPDR BofA Merrill Lynch Crossover Corporate Bond ETF, DOW - Dow Chemical Co., GT - Goodyear Tire & Rubber Co., AGN - Allergan PLC, ICPT - Intercept Pharmaceuticals Inc.


Time is no longer an ally. If you're behind at this point, it's still possible to reach a reasonable savings target.
Today's Stocks & Topics: Retirement, PHK - PIMCO High Income Fund, Financial Enable, QCOM - Qualcomm Inc., Investing, XOMA - XOMA Corp., Life Insurance for Kids, OPNT - Opiant Pharmaceuticals Inc.


audio The Best Ways to Invest in Foreign Markets
Mon, 28 Aug 2017 23:54:52 +0000

Most advisors recommend holding some foreign stocks in a diversified portfolio. Fortunately, there are several easy ways to invest there.
Today's Stocks & Topics: Industries to Invest In, BITCF - First Bitcoin Capital Corp., ULTA - Ulta Beauty Inc., The Euro. Cloud Computing, VEEV - Veeva Systems Inc., NTRI - Nutrisystem Inc.


audio U.S. Stocks Safer than Foreign Investments?
Fri, 25 Aug 2017 22:33:14 +0000

Researchers have long documented what’s known as "home bias," the tendency for investors to favor their own country’s financial markets.
Today's Stocks & Topics: Moving Averages, Technical Analysis, Diversification, Market Breadth, Credit Card Debt, 401k, Income, Trading, Annuities, Emerging Markets, How Not To Run Out of Money, Economic Value, New Investor.


audio What IS Portfolio Management?
Thu, 24 Aug 2017 23:57:25 +0000

We talk about evaluating stocks, scoping out mutual funds, picking and choosing bonds - buying and selling. Is that all there is to it?

Today's Stocks & Topics: Relative Strength Rating, SIRI - Sirius XM Holdings Inc., SQBG - Sequential Brands Group Inc., MDT - Medtronic PLC, GE - General Electric Co., Bio-Tech Stocks, VZ - Verizon Communications Inc., Existing Home Sales, TRUE - TrueCar Inc., DAL - Delta Air Lines Inc., OMI - Owens & Minor Inc.


audio Is Your ETF Battle Tested?
Wed, 23 Aug 2017 23:51:38 +0000

Smart investors place importance on history, not blue sky. An overwhelming majority of ETF assets are allocated to strategies with at least a 10-year track record.

Today's Stocks & Topics: REITs, LCI - Lannett Co. Inc., New Homes Sales, Bond Funds, MOMO - Momo Inc., TEVA - Teva Pharmaceutical Industries Ltd., BGS - B&G Foods Inc., Quantitative Easing, Target Price.


audio Your Portfolio Is a Mess. How to Tidy It Up
Tue, 22 Aug 2017 23:56:17 +0000

In addition to routinely checking to see if your mix of mutual funds is right, regularly ask yourself why you hold each fund. Is the reason still there?

Today's Stocks & Topics: New Financial Advisor, Cash, UNP - Union Pacific Corp., ADI - Analog Devices Inc., Life Insurance, The Fed, TGNA - TEGNA Inc., LPL - LG Display Co. Ltd. ADR, CAKE - Cheesecake Factory Inc., Stock Value.


audio The ETF Way to Hedge Against Volatility
Mon, 21 Aug 2017 23:54:37 +0000

A 5% correction has not been experienced is almost 18 months, bringing many to start investing in low-volatility funds. Is it time to put the hedge on?

Today's Stocks & Topics: CRTO - Criteo S.A., Portfolio Management, The Stock Market, PCLN - Priceline Group Inc., XOM - Exxon Mobil Corp., Russell 2000, Leverage vs. Margin, Limit Order, Book Value.


audio Is There's More To Consider Than Just Fees
Fri, 18 Aug 2017 23:57:46 +0000

Vanguard has rightly argued for decades that, "The less you pay for your funds, the more you keep in your pocket -- it’s that simple." Or is it?

Today's Stocks & Topics: Portfolio Management, AFSI - AmTrust Financial Services Inc., Retirement, NS - NuSTAR Energy L.P. , BTI - British American Tobacco, Holding Cash, Fiduciary, LCI - Lannett Co. Inc., 401k Plans.


audio Best Way To Reach Your Financial Goals: Stocks
Thu, 17 Aug 2017 23:51:49 +0000

Investing requires that potential investors understand that there are risks to doing nothing, essentially leaving your money in the bank.
Today's Stocks & Topics: Market Strategy, SPFF - Global X SuperIncome Preferred ETF, The Hindenburg Omen, Mortgage Rates, AG - First Majestic Silver Corp., SHAK - Shake Shack Inc., BABA - Alibaba Group Holding Ltd., Ex-Dividend, 401k Rollover.


audio 4 Benefits ETFs Bring To Your Portfolio
Thu, 17 Aug 2017 00:05:50 +0000

For the last 24 years, one investment vehicle has come to rule them all, at least in the eyes of many investors.
Today's Stocks & Topics: Equity Index Annuities, VHDYX - Vanguard High Dividend Yield Index Fund, AMLP - Alerian MLP ETF, GD - General Dynamics Corp., VCIT - Vanguard Intermediate-Term Corporate Bond, TEVA - Teva Pharmaceutical Industries Ltd., PSRAX - Pioneer Strategic Income Fund, TAHYX - Pioneer High Yield Fund, Technology Changes, CTL - CenturyLink Inc., The Fed & Interest Rates.


There are women who sense the risk they're taking by not knowing enough about how to protect their money.
Today's Stocks & Topics: Dividends, CHK - Chesapeake Energy Corp., Fireworks, Tesla Burning Cash, Chinese Trade, OHIOmega Healthcare Investors Inc., Alternative Minimum Tax, FBT - First Trust NYSE Arca Biotechnology Index Fund, IBB - iShares Nasdaq Biotechnology ETF, XBI - SPDR S&P Biotech ETF, Parity, Mutual Funds, OHI - Omega Healthcare Investors Inc.


Are alternative investments - currencies, commodities, real estate, private equity and even art or collectibles - right for your portfolio?
Today's Stocks & Topics: Dividend Income, AFL - AFLAC Inc., Earnings, Technology Industry, SHOP - Shopify Inc. Cl A, Bond Ladder, Guggenheim BulletShares, LB - L Brands Inc., PESPX - Dreyfus Midcap Index Fund.


audio What's Wrong With Mutual Funds?
Fri, 11 Aug 2017 23:51:27 +0000

They have their place, but should your portfolio size allow for sufficient diversification, consider the benefits of owning direct holdings of stocks and bonds.
Today's Stocks & Topics: COKE - Coca-Cola Bottling Co. Consolidated, 401k, Weakness in the Market, PPI & CPI, Corporate Bonds, Jobs Openings, ULTA - Ulta Beauty Inc., TEVA - Teva Pharmaceutical Industries Ltd. ADR, SNR - New Senior Investment Group Inc., WK - Workiva Inc., Tech Stocks, CERN - Cerner Corp., Market Cycle, SND - Smart Sand Inc., BTI - British American Tobacco PLC ADR.


audio Are Global Investors Sending Us a Signal?
Fri, 11 Aug 2017 00:01:51 +0000

With equity indexes at all-time highs, global mutual fund and ETF investors may be choosing now as the time to reverse a long-running move into bonds and out of equities.
Today's Stocks & Topics: The Wash Sale Rule, IBM - International Business Machines Corp., NYCB - New York Community Bancorp Inc., AAPL - Apple Inc., KTOS - Kratos Defense & Security Solutions Inc., NAFTA Re-negotiations, BCI - ETFS Bloomberg All Commodity Strategy K-1 Free ETF, Tesla, Gold, POGRX - PRIMECAP Odyssey Growth Fund, NVDA - NVIDIA Corp., MMSI - Merit Medical Systems Inc.


audio The Markets Are Doing That Thing Again
Wed, 09 Aug 2017 23:51:17 +0000

When the trends are picture perfect. When good stocks keep doing good things and bad stocks keep doing bad things.
Today's Stocks & Topics: Beta vs. Smart Beta, Return on Investments, CMC - Commercial Metals Co., Retirement Strategies, VIAB - Viacom Inc. Cl B, DIS - Walt Disney Co., The Fed & Interest Rates, SEP I-R-A, Stock Analysis, PDI - PIMCO Dynamic Income Fund, Productivity Numbers, Cash Flow, Charts.


audio Getting Your Money Priorities Straight
Tue, 08 Aug 2017 23:54:36 +0000

Pop quiz! What is the smartest move to make with your money: Betting on the stock market, investing in real estate or saving in a bank account?
Today's Stocks & Topics: SEP I-R-A, AAWW - Atlas Air Worldwide Holdings, PAYX - Paychex Inc., Options vs. Warrants, WYN - Wyndham Worldwide Corp., CAPE Ratio, Next Stock Sector, TEVA - Teva Pharmaceutical Industries Ltd. ADR, GNT- Gentex Corp., The Vix, VXX - Barclays Bank PLC iPath S&P 500 VIX Short-Term Futures ETN, Bond Funds, PONDX - PIMCO Income Fund, New Investor, GLAD - Gladstone Capital Corp.


audio As Retirement Nears - Risks Escalate
Mon, 07 Aug 2017 23:51:33 +0000

The retirement red zone – when you’re close to the goal line and every move counts, you and your team must work even harder to protect your money.
Today's Stocks & Topics: Student Loans, CAH - Cardinal Health Inc., SKT - Tanger Factory Outlet Centers Inc., Retail Sector vs. Amazon, Jobs Report, Stop Limits, VGHCX - Vanguard Health Care Fund, Home Sales & Taxes, LUV - Southwest Airlines Co., AAPL - Apple Inc.


audio U.S. Stocks Safer than Foreign Investments?
Fri, 04 Aug 2017 23:56:50 +0000

Researchers have long documented what’s known as "home bias," the tendency for investors to favor their own country’s financial markets.
Today's Stocks & Topics: Moving Averages, AMC - AMC Entertainment Holding Inc. Cl A, TEVA - Teva Pharmaceutical Industries Ltd., SNR - New Senior Investment Group Inc., ULTI - Ultimate Software Group Inc., AAOI - Applied Optoelectronics Inc., CIM - Chimera Investment Corp., VGHCX - Vanguard Health Care Fund Investor, BA - Boeing Co., VLKAY - Volkswagen AG ADR, BGS - B&G Foods Inc.


audio Can You Make a Case for Commodities?
Thu, 03 Aug 2017 23:53:56 +0000

There may be one alternative to stocks. They just got cheaper, knocked down to bargain prices. And ordinary investors can own them through funds.
Today's Stocks & Topics: Buying Stocks Directly from the Companies, TEVA - Teva Pharmaceutical Industries Ltd., Bitcoin, Saving Money for Retirement, KEYS - Keysight Technologies Inc., BK - Bank of New York Mellon Corp., BOFI - BofI Holding Inc., FE - FirstEnergy Corp., Corporate Bonds vs. Preferred Stocks, M - Macy's Inc., BCX - BlackRock Resources & Commodities Strategy Trust.


audio How to Avoid 'Young Investor' Mistakes
Wed, 02 Aug 2017 23:55:22 +0000

New research shows that young inexperienced investors tend to be overconfident when they first start buying and selling stocks, bonds, mutual funds, ETFs ...
Today's Stocks & Topics: Rollover a 401k, CAT - Caterpillar Inc., the DOW, Americans Might Be Spending More Than They Can Afford, MIC - Macquarie Infrastructure Corp., SNAP - Snap Inc., Gold, AUY - Yamana Gold Inc., TECD - Tech Data Corp., F - Ford Motor Co., 403B, AGNC - AGNC Investment Corp., DVA - DaVita Inc., KTOS - Kratos Defense & Security Solutions Inc., M - Macy's Inc.


The Nasdaq is 12 percent above its 200-day moving average. In the past that usually meant pull back.
Today's Stocks & Topics: Money Management, GLW - Corning Inc., OCLR - Oclaro Inc., Boeing, Greenspan, Market's Health, EPD - Enterprise Products Partners L.P., VTI - Vanguard Total Stock Market ETF, MO - Altria Group Inc., PSX - Phillips 66, 401k or Roth IRA, OMI - Owens & Minor Inc.


audio Clues That Reveal a Fragile Economy
Mon, 31 Jul 2017 23:50:44 +0000

Consumers are financially strained. Evidence? Card defaults rose from 2.81% back in November to 3.53% in May.
Today's Stocks & Topics: Platinum, PPLT - ETFS Physical Platinum Shares, SQM - Sociedad Quimica y Minera De Chile S.A. ADR, Oil Prices, Retirement, Millennials and the Market, Student Loans, Venezuela, DPZ - Domino's Pizza Inc., SBUX - Starbucks Corp., RH – Restoration Hardware Outlet, LB - L Brands Inc., TGT - Target Corp., Capital Gains, VIA - Viacom Inc. Cl A.


audio Should You Be Caught Holding Cash?
Fri, 28 Jul 2017 23:54:13 +0000

As markets reach record highs, investors have questioned whether it makes sense to continue holding cash.
Today's Stocks & Topics: Dodd Frank Act, DUK - Duke Energy Corp., BAC - Bank of America Corp., MO - Altria Group Inc., If Trump is Impeached, USB - U.S. Bancorp, The Fed & Interest Rates, RDFN - Redfin Corp., VCSH - Vanguard Short-Term Corporate Bond ETF, VMW - VMware Inc., ETFs, QLD - ProShares Ultra QQQ.


audio Important Trends to Track
Thu, 27 Jul 2017 23:54:23 +0000

While the pace of change is confounding what's gotten less attention is that the earth as been shifting beneath investors' feet.
Today's Stocks & Topics: SEP IRAs, EW - Edwards Lifesciences Corp., Durable Goods Report, S&P 500, ABBV - AbbVie Inc., AMZN - Amazon.com Inc., PYPL - PayPal Holdings Inc., ULTA - Ulta Beauty Inc., TLRD - Tailored Brands Inc., Biggest Risk to Our Economy.


Unless markets fall apart in the coming weeks, it's expected that the Fed’s balance sheet reduction will be made this September.
Today's Stocks & Topics: 401k & IRA, TGT - Target Corp., AOBC - American Outdoor Brands Corp., Junk Bonds, Alternative Investments, The Fed, STOR - STORE Capital Corp., TWO - Two Harbors Investment Corp., EWEAX - Wells Fargo Intrinsic World Equity Fund;A, STX - Seagate Technology PLC.


audio A Midyear Tax Audit for Your Portfolio
Tue, 25 Jul 2017 23:56:43 +0000

Future market returns may be muted. That makes tax-efficient investing even more important.
Today's Stocks & Topics: EBITDA - Earnings Before Interest, Taxes, Depreciation and Amortization, MCI - Barings Corporate Investors, NGG - National Grid PLC ADR, BAC - Bank of America Corp., The VIX, INTC - Intel Corp., GLW - Corning Inc., COST - Costco Wholesale Corp., AAWW - Atlas Air Worldwide Holdings.


audio The 'Animal Spirits' That Move The Market
Mon, 24 Jul 2017 23:54:55 +0000

What animates the market, even more than earnings and dividends?
Today's Stocks & Topics: Mortgage or 401k, The Fed & Interest Rates,
ORLY - O'Reilly Automotive Inc., Stock Screening Tools, BX - Blackstone Group L.P., Dividends & Taxes, T - AT&T Inc., YYY - YieldShares High Income ETF, SDIV - Global X SuperDividend ETF, Bonds & Interest Rates.


audio A Closer Look: 5 High-Yield Income Investments
Fri, 21 Jul 2017 07:00:00 +0000

Opportunities to enhance your income through stocks, funds, and other investment vehicles.
Today's Stocks & Topics: Minimum Distribution, Market Reaction, Commodities for 2017, Interest Rates, High-Tech Investing, Buying Stocks for Children, Oil, ETFs, The Dollar, Mutual Funds, Diversification, Technical Analysis, 200 Day Moving Average, Stock Market vs. Real Estate, Mutual Funds vs. ETFs, Comany Stocks.


audio What's a Good Gold Strategy for Today?
Thu, 20 Jul 2017 23:56:31 +0000

Gold has its own DNA of volatility. It's a non-event for gold to go up or down 20% in a rolling 12-month period.
Today's Stocks & Topics: QQQ - PowerShares QQQ Trust Series, SPY - SPDR S&P 500 ETF Trust, Short vs. Long Term Capital Gains, Leading Economic Indicators, Mario Draghi, the Dollar, BWLD - Buffalo Wild Wings Inc., VZ - Verizon Communications Inc., UTX - United Technologies Corp., Active ETFs vs. Mutual Funds, RAD - Rite Aid Corp., IRA to Roth IRA, Capital Gains, ETFs.


audio 5 Rules For Picking High-Yield Closed End Funds
Wed, 19 Jul 2017 23:54:18 +0000

While not as popular or trendy, closed-end funds (CEFs) were built specifically to maximize income.
Today's Stocks & Topics: 401k to IRA, Dollar Cost Average, Real Estate, Volatility, ALGN - Align Technology Inc., T - AT&T Inc., Real Estate Gains, GIS - General Mills Inc., 403B, WMT - Wal-Mart Stores Inc., SYY - Sysco Corp., Dividends.


audio There's No Investing Glass Ceiling for Women
Tue, 18 Jul 2017 23:50:48 +0000

It’s probably even more important for women than men that they harness their money to the power of these markets.
Today's Stocks & Topics: 401k to Roth IRA, Income Replacement, 20 Money Mistakes, WMT - Wal-Mart Stores Inc., FNG – AdvisorShares New Tech & Media ETF, Indexing, Retail Companies, Shorting, AMZN - Amazon.com Inc., AAPL - Apple Inc., Mutual Funds.


audio Should You Be Dialing Down The Risk Now?
Tue, 18 Jul 2017 00:09:15 +0000

Few predict that a recession is imminent, but on the flip side there are signs that a downturn could be near.
Today's Stocks & Topics: MSM - MSC Industrial Direct Co., Bitcoin, Stops, Price Target, CCI - Crown Castle International Corp., GILD - Gilead Sciences Inc., TGT - Target Corp., NVGS - Navigator Holdings Ltd., AZO - AutoZone Inc., SPY - SPDR S&P 500 ETF Trust.


You don’t have to follow the herd. You don’t have to lose your head. You need not chase the lemmings.
Today's Stocks & Topics: Margin Account, Digital Currency, Bio Tech, Pharmaceuticals, Invest in the Stock Market or Pay the Mortgage, Fixed Income, Asset Allocation, Roth I-R-A, Stocks: Level 2, 529-Plan, Retirement, In & Out of Stocks, Investing on Stocks.


audio 3 Ways To Mess Up Index Investing
Thu, 13 Jul 2017 23:51:31 +0000

Index funds and ETFs alone won't guarantee investing success. You'll also need to steer clear of these three all-too-common indexing mistakes.
Today's Stocks & Topics: Life Insurance, When to Sell, NLY - Annaly Capital Management Inc., ABX - Barrick Gold Corp., GDX - VanEck Vectors Gold Miners ETF, OXY - Occidental Petroleum Corp., 5 Things Rich People Confess To Sacrificing To Get Rich, NVDA - NVIDIA Corp., UVXY - ProShares Ultra VIX Short-Term Futures ETF.


audio Knowing Your Net Worth Helps Achieve Your Goals
Wed, 12 Jul 2017 23:51:00 +0000

Many people have a difficult time understanding a basic financial concept called net worth. It's important for your long-term planning.
Today's Stocks & Topics: Investing on CDs, Labor Report, Tax Reform, ZN - Zion Oil & Gas Inc., KMI - Kinder Morgan Inc., NFLX - Netflix Inc., TSM - Taiwan Semiconductor Manufacturing Co., FL - Foot Locker Inc., HRTG - Heritage Insurance Holdings Inc.


The traditional heavy bond mix may not be right for you.

Retirement, Buy & Rebalance, Retirement Contributions, 401k, I-R-As, Retirement Needs, Day Trading, Roth I-R-A.


audio Therapy for Market Peaking Anxiety
Mon, 10 Jul 2017 23:53:24 +0000

A high-flying market in record territory can make many first time investors worry. Here's a strategy that could reduce their anxiety.
Today's Stocks & Topics: New Investor, Investing Books, Labor Market, Tax Reform, ROIC - Retail Opportunity Investment Corp., BGS - B&G Foods Inc., CKH - SEACOR Holdings Inc., LB - L Brands Inc., DLTR - Dollar Tree Inc., Pay Student Loans or 401k, M - Macy's Inc.


audio 4 Types of Investments to Avoid
Fri, 07 Jul 2017 22:30:00 +0000

What the pundits typically ignore is where not to put your money. Which investments should you shun?

Today's Stocks & Topics: GM Jobs, Retail Sales, Retirement Beneficiaries, Portfolio Analysis, Bonds, Treasury Bonds, IRAs, Statistics, Preferred Stocks, Retirement, Book Value, New Investor, Financial Advisors vs. Planners, Mutual Funds.


audio How You Could Be Crippling Your 401(k)
Thu, 06 Jul 2017 23:55:17 +0000

A recent analysis showed that about half of the 1.5 million participants who use target-date funds spread their dollars across other investments in their plans. That's a problem.
Today's Stocks & Topics: 52-Week High/Low, TEVA - Teva Pharmaceutical Industries Ltd., VEEV - Veeva Systems Inc., Finances & Children, MELI - MercadoLibre Inc., GOOG - Alphabet Inc., ETFs, CM - Canadian Imperial Bank of Commerce.


Your kids will go to school and gain a wealth of knowledge in science, English, math, and other classes. But they won’t learn about money.
Today's Stocks & Topics: Roth 403B, Exchange Traded Funds, The Fed, Putin & the Russian Economy, Oil, Portfolio Management, KB - HKB Home, TWO - Two Harbors Investment Corp. , GDX - VanEck Vectors Gold Miners ETF, EQM - EQT Midstream Partners LP, HDGTX - Hartford Dividend & Growth Fund, ACLAX - American Century Mid Cap Value Fund, EQIX - Equinix Inc., Real Estate, AGX - Argan Inc.


The traditional heavy bond mix may not be right for you.

Retirement, Buy & Rebalance, Retirement Contributions, 401k, I-R-As, Retirement Needs, Day Trading, Roth I-R-A.


audio 4 Real Estate Investment Strategies
Mon, 03 Jul 2017 07:00:00 +0000

Real estate offers tremendous opportunities, and varying degrees of investment risk, based on your comfort level. That’s one of our talking points.
Today's Stocks & Topics: Mortgage, Stock Market vs. Real Estate, Buying Foreclosures, Retirement Home as an Asset, 401k & Mortgage, Investing for Kids, Annuities, Dollar Cost Average, Upgrading, Personal Finance.


audio 6 Ways to Use Mutual Funds
Fri, 30 Jun 2017 23:54:43 +0000

Before you start comparing mutual funds, it's important to choose the fund strategy that will best meet your investing goals.
Today's Stocks & Topics: Support & Resistance, Life Insurance, ULTA - Ulta Beauty Inc., FDIC vs. SPIC, Tech Bargains, The Federal Reserve Hike, Vesting, CTL - CenturyLink Inc., SNAP - Snap Inc., KR - Kroger Co., SBUX - Starbucks Corp., Stocks vs. Bonds.


audio A Closer Look: 5 High-Yield Income Investments
Thu, 29 Jun 2017 23:54:02 +0000

Opportunities to enhance your income through stocks, funds, and other investment vehicles.
Today's Stocks & Topics: Minimum Distribution, FDS - FactSet Research Systems Inc., Market Reaction, Commodities for 2017, Interest Rates, High-Tech Investing, Buying Stocks for Children, Oil, ETFs, CCJ - Cameco Corp., BABA - Alibaba Group Holding Ltd. ADR, The Dollar.


If you’re like many people, you want Uncle Sam to tell you the best age to claim Social Security. Well, that’s just not going to happen.

Today's Stocks & Topics: I-R-A, Financial Headlines, Goldman Sachs, TWOU - 2U Inc., CRNT - Ceragon Networks Ltd., HD - Home Depot Inc., CMP - Compass Minerals International Inc., WFC - Wells Fargo & Co., Investing in Natural Gas, Late Retirement, CSCO - Cisco Systems Inc.


audio When is a Fiduciary a Fiduciary
Tue, 27 Jun 2017 23:56:39 +0000

The word has been associated with financial matters of all kinds. How does it impact your investments?
Today's Stocks & Topics: Double & Triple Bottoms & Tops, Oil, Avoiding the Bear Market, Puerto Rico, GOOG - Alphabet Inc., AMZN - Amazon.com Inc., ITW - Illinois Tool Works Inc., IGT - International Game Technology PLC, CBI - Chicago Bridge & Iron Co. N.V., RAD - Rite Aid Corp., RM - Regional Management Corp., Roth IRA.


Saying no to stocks could do greater harm to their financial well-being than short-term volatility that accompanies equities.
Today's Stocks & Topics: COST - Costco Wholesale Corp., TGT - Target Corp., Cash Free Flow, Earnings, AOBC - American Outdoor Brands Corp., Emergency Funds, PM - Philip Morris International Inc., GDX - VanEck Vectors Gold Miners ETF.


audio Hello ETFs. Goodbye mutual funds.
Sat, 24 Jun 2017 00:01:15 +0000

88% of advisers say they currently use or recommend ETFs, one in two plan to increase their use of ETFs over the next 12 months.
Today's Stocks & Topics: 403b Plan, KR - Kroger Co, Indexes, Bitcoin, AAPL - Apple Inc., the Stock Market, UVXY - ProShares Ultra VIX Short-Term Futures ETF, BUD - Anheuser-Busch InBev S.A. ADR, COST - Costco Wholesale Corp., Broker's Account, Company's Statements, MRO - Marathon Oil Corp., FND - Floor & Decor Holdings Inc. Cl A.


audio Should Social Security Invest in Stocks?
Thu, 22 Jun 2017 23:54:02 +0000

Pension funds do it. Insurance companies. So, why doesn't our Social Security system -- and should it?
Today's Stocks & Topics: ETFs, Biotech, Americans & Retirement, Leading Economic Indicator - LEI, PPL - PPL Corp., OC - Owens Corning, COP – Conoco Phillips, Stops, SNR - New Senior Investment Group Inc., EPD - Enterprise Products Partners L.P.


You don’t have to follow the herd. You don’t have to lose your head. You need not chase the lemmings.
Today's Stocks & Topics: Margin Account, Digital Currency, XLE - Energy Select Sector, FL - Foot Locker Inc., Bio Tech, JD - JD.com Inc. ADR, Pharmaceuticals, BABA - Alibaba Group Holding Ltd. ADR, Invest in the Stock Market or Pay the Mortgage, Fixed Income, Asset Allocation.


Many would define it in terms of what it is able to do. An "ideal" plan is one that would meet the retiree’s financial needs until death.
Today's Stocks & Topics: ETFs, Mergers, Whole Foods, Payoff the Mortgage, 529 Plan, CTL – Century Link Inc., DLTH - Duluth Holdings Inc., Portfolio, SLB - Schlumberger Ltd.


audio When Housing Can Be A Bad Investment?
Mon, 19 Jun 2017 23:54:27 +0000

For a variety of people, and for a variety of reasons, buying a house may not be a sound investment decision.
Today's Stocks & Topics: BABY - Natus Medical Inc., Real Estate Market, Pensions & Lack of Money, Interest Payments, Capital Gains, APO - Apollo Global Management LLC Cl A, AMZN - Amazon.com Inc., WFM - Whole Foods Market Inc., Simple Moving Average – SMA, Stock Values, COST - Costco Wholesale Corp.


audio 4 Types of Investments to Avoid
Fri, 16 Jun 2017 23:54:45 +0000

What the pundits typically ignore is where not to put your money. Which investments should you shun?

Today's Stocks & Topics: WFM - Whole Foods Market Inc., GM Jobs, Retail Sales, Retirement Beneficiaries, Portfolio Analysis, C - Citigroup Inc., NKE - Nike Inc., TGT - Target Corp., AUY - Yamana Gold Inc., Bonds, BGS - B&G Foods Inc.


audio Mutual Funds: How Many is Too Many?
Thu, 15 Jun 2017 23:54:04 +0000

There's evidence that risk can be reduced only to a certain extent beyond which there is no material benefit from diversification.

Today's Stocks & Topics: Bonds & the Stock Market, Smart Money, Medical Marijuana, Costco & Amazon Online Service, After Hours Trading, Operating Cost, NXPI - NXP Semiconductors N.V., TSLA - Tesla Inc., IBM - International Business Machines Corp., Global Economy.


audio Navigating The Investing Complexities Of China
Wed, 14 Jun 2017 23:50:31 +0000

Investing success will require an understanding of long-range plans and politics, currency, and key trends and concerns.

Today's Stocks & Topics: Index Funds, Life Insurance, Oil Prices, SNAP - Snap Inc., SH - ProShares Short S&P 500, SDS - ProShares UltraShort S&P500, SPXU - ProShares UltraPro Short S&P 500, Dividend Paying Stocks, TSLA - Tesla Inc., WTW - Weight Watchers International Inc., Financial Terms.


audio Value Investing Isn’t What It Used To Be
Tue, 13 Jun 2017 23:51:30 +0000

Metrics are no longer following previous rules. So it’s less clear what’s really cheap or what’s truly expensive.

Today's Stocks & Topics: BGS - B&G Foods Inc., Overvalued Market, Economics, Computer Trading, CRZO - Carrizo Oil & Gas Inc., ADBE - Adobe Systems Inc., GDXJ - VanEck Vectors Junior Gold Miners ETF, Stock Certificates, CLH - Clean Harbors Inc., WIX - Wix.com Ltd., Capitalization Rate.


audio How to Pick the Right ETF for You
Mon, 12 Jun 2017 23:50:52 +0000

They enable investors to buy and hold a whole portfolio of stocks or bonds at low expense. But there are so many.

Today's Stocks & Topics: Real Estate, Tech Industry, Bonds & Auto-Lending, WDC - Western Digital Corp., MU - Micron Technology Inc., Companies Buying Other Companies, SAM - Boston Beer Co. Cl A, Selling Short & Taxes.


audio Bonds Are Not Risk Free
Fri, 09 Jun 2017 23:53:10 +0000

Investors who decide on bonds based solely on yield are "reaching for yield," one of the most common mistakes. And there are others.
Today's Stocks & Topics: AAPL - Apple Inc., KIM - Kimco Realty Corp., WPG - Washington Prime Group Inc., DY - Dycom Industries Inc., Closed-End Funds, KYE - Kayne Anderson Energy Total Return Fund Inc., PEO - Adams Natural Resources Fund Inc., SNR - New Senior Investment Group Inc., Retail, the Stock Market, Tesla, Real Estate Investments.


audio When Should You Retire?
Thu, 08 Jun 2017 23:58:24 +0000

The answer depends on a lot of factors, but it boils down to four main things that affect your financial, social, and emotional well-being.
Today's Stocks & Topics: Muni-Bonds, Inverted Yield Curve, Futures Market, European Central Market, the Mall, MGA - Magna International Inc., FFTWX - Fidelity Freedom 2025 Fund, Target Date Funds, ETFs vs. Mutual Funds, HAL - Halliburton Co., European Investing, PM - Philip Morris International Inc., ETN - Eaton Corp., Cash Out.


audio Robo Investing: Pros and Cons
Wed, 07 Jun 2017 23:54:29 +0000

Robo advisors are taking the emotion out of wealth management — but not everyone thinks that’s a good thing.
Today's Stocks & Topics: Real Estate, Inflation, Economic News, Looking for a Job, CETX - Cemtrex Inc., TEVA - Teva Pharmaceutical Industries Ltd., BAC - Bank of America Corp., Observing Trends in the Economy, Researching Stocks, ADT - AdEPT Telecom PLC.


audio A Warning for Index Fund Investors
Tue, 06 Jun 2017 23:51:44 +0000

Vanguard's John Bogle ignited the trend toward index investing four decades ago, but now sees hazards ahead.

Today's Stocks & Topics: Short Squeeze, Macy's, Apple Inc., PLAY - Dave & Buster's Entertainment Inc., IBM - International Business Machines Corp., DEO - Diageo PLC ADR, Hedging, Net Asset Value – NAV, BT - BT Group PLC ADR.


audio 15 Tips to Increase the Value of Your Property
Mon, 05 Jun 2017 23:55:11 +0000

There are low-cost ways to add value and there are more expensive and in-depth renovations that can be done.
Today's Stocks & Topics: Stop Order vs. Limit Order, Jobs Report, IRA Beneficiaries, Filling Goods vs. Making Money, Pension, RH – RH, RAD - Rite Aid Corp., HMC - Honda Motor Co., ULTA - Ulta Beauty Inc.


audio Get Your Head Out of the Sand Retirement Plan
Fri, 02 Jun 2017 23:54:13 +0000

An alarming number of retirees don't know how much they need. Here's how to fix that.
Today's Stocks & Topics: Jobs Report, Bonds, PFPT - Proofpoint Inc., GILD - Gilead Sciences Inc., Real Estate, Ex-Dividend, Real Estate, BX - Blackstone Group L.P., BABA - Alibaba Group Holding Ltd. ADR, AVGO - Broadcom Ltd., CLR - Continental Resources Inc.


audio How to Open Your First Brokerage Account
Thu, 01 Jun 2017 23:55:49 +0000

Just like ice cream, they vary greatly in quality, options and price, from the plain vanilla variety to a super sundae.
Today's Stocks & Topics: Oil Income Trust, Emerging Markets, Big Risks, Low Mortgage Rates, GS - Goldman Sachs Group Inc., DOG - ProShares Short Dow30, SH - ProShares Short S&P 500, Equity, Uni-bonds, UA - Under Armour Inc., Hedge Funds, HLT - Hilton Worldwide Holdings Inc., ATVI - Activision Blizzard Inc.


audio Relying on Growth AND Income in Retirement
Wed, 31 May 2017 23:56:48 +0000

Many retired investors find themselves with an asset base that may experience swings in values going forward.
Today's Stocks & Topics: SKT - Tanger Factory Outlet Centers Inc., Rich People Don't Make These Mistakes, Conflict of Interest, CMP - Compass Minerals International Inc., FIVE - Five Below Inc., Mortgage, TGT - Target Corp., KR - Kroger Co.


audio Cashing Out a 401k Early?
Wed, 31 May 2017 00:09:01 +0000

The penalties you incur will hurt, but the growth you'll miss are far worse. What you need to know.
Today's Stocks & Topics: Commodities, Goods Time for the Market for a Long Time, Retirement, PANW - Palo Alto Networks Inc., HRL - Hormel Foods Corp., CETX - Cemtrex Inc., KSU - Kansas City Southern, ALXN - Alexion Pharmaceuticals Inc., The Stock Market, 401k Rollover, Limited Order.


audio How to Choose - ETF vs ETN
Mon, 29 May 2017 07:00:00 +0000

It's easier to understand an ETF's stock-like characteristics, but don't count out the more efficient ETN.

Today's Stocks & Topics: Put & Call Options, Ponzi Schemes, Majority Shareholder, Exchange-Traded Notes – ETNs, Emerging Market, Pre-Tax Money, Life Insurance, New Investor, Natural Gas Index, Retirement.


audio What You Should Know About Hybrid Mutual Funds
Fri, 26 May 2017 23:54:12 +0000

A big plus with mutual funds is diversification - hybrid funds are a model of diversity.
Today's Stocks & Topics: GBT - CBitcoin Investment Trust, Bill Gates & Mark Suckerburger, Goods Report, PG - Procter & Gamble Co., JNJ - Johnson & Johnson, AMB - Ambra S.A., PANW - Palo Alto Networks Inc., TIF - Tiffany & Co., YYY - YieldShares High Income ETF, U.S. Has Half of the World Income, Ex-Dividend, NFLX - Netflix Inc., Convertible Note.


audio 8 Reasons To Dump A Mutual Fund
Thu, 25 May 2017 23:56:06 +0000

There are occasions when selling a mutual fund might be warranted; buy and hold is not forever.
Today's Stocks & Topics: Public Participation, Profit Growth, Shell Oil & OPEC, Costco vs. Amazon, HBI - Hanesbrands Inc., SLB - Schlumberger Ltd., EA - Electronic Arts Inc., HSY - Hershey Co., BFB - Brown-Forman Corp., Housing, VMW - VMware Inc., GBTC - Bitcoin Investment Trust, AQMS - Aqua Metals Inc.


It's not easy to ride out the volatility. But one strategy that can help is to focus on what you CAN control.

Today's Stocks & Topics: Roth IRA, China's Debt, Uber & Lyft Valuations, Ian Mask, MT - ArcelorMittal ADR, AMGN - Amgen Inc., Interest Rates, Labor Department, IRAs, TEVA - Teva Pharmaceutical Industries Ltd. ADR, GE - General Electric Co., Stock Split, AZO - AutoZone Inc.


audio 6 Dangerous Moves for First-Time Investors
Tue, 23 May 2017 23:55:12 +0000

Common mistakes first time investors have to be aware of before they try picking stocks like Warren Buffett.
Today's Stocks & Topics: Investing, 6 Best Investments Books, Sell on May Go Away, Retirement, F - Ford Motor Co., DSW - DSW Inc. Cl A, IAE - Voya Asia Pacific High Dividend Equity Income Fund, Shorting, BIIB - Biogen Inc., Digital Currency, SMG - Scotts Miracle-Gro Co., LULU - Lululemon Athletica Inc., FIVE - Five Below Inc.


How to fully-fund your retirement owning truly diversified investments, and invest in yourself.
Today's Stocks & Topics: Currency, Low & High Stocks Volume, PLCE - Children's Place Inc., Retirement, Valuation.


Amazon accounts for 43% of all U.S. e-commerce, and has changed the rules for brick-and-mortar retailers.
Today's Stocks & Topics: AAPL - Apple Inc., Marijuana Stocks, Job Hunting & Benefits, IRA & Roth Tax, Two Sides of a Trade, the Stock Market, Open Stock Price, TIS - Orchids Paper Products Inc., MELI – Mercado Libre Inc., IFN - India Fund Inc., AFSI - AmTrust Financial Services Inc.


audio Need-to-Know Terms For Beginning Investors
Thu, 18 May 2017 23:54:53 +0000

With little or no understanding of these terms, your chances for success are slim to none.
Today's Stocks & Topics: Income & Housing, Big Financial Mistake Millennials Are Doing, 5 Fastest Ways to Lose All your Money in the Stock Market, WMT - Wal-Mart Stores Inc., MKL - Markel Co., Where to Invest, Value Stock, GWW - W.W. Grainger Inc., TEVA - Teva Pharmaceutical Industries Ltd., HAL - Halliburton Co., S&P 500.


audio Using Volatility To Your Advantage with ETFs
Wed, 17 May 2017 23:56:27 +0000

Exchange traded funds make it easier for investors to not only survive episodes of market volatility but thrive as well.

Today's Stocks & Topics: When to Sell, Why the Market Won't Collapse, America Running by Seniors, Rent Your Home While You Travel, GDX - VanEck Vectors Gold Miners ETF, STX - Seagate Technology PLC, VRX - Valeant Pharmaceuticals International Inc., KO - Coca-Cola Co., XOM - Exxon Mobil Corp.


audio Don't Let These 4 Fears Keep You from Success
Wed, 17 May 2017 00:00:45 +0000

How you can overcome the fear factor - and even turn it to your advantage.

Today's Stocks & Topics: Investing, Holding Cash, Hedging, TAP - Molson Coors Brewing Co., Problems Facing the Market, College is Not Teaching Everything You Need to Lear, John Vogel on Index, CVA - Covanta Holding Corp., DIA - SPDR Dow Jones Industrial Average ETF Trust, Systematic Sampling, HACK - PureFunds ISE Cyber Security ETF, CIBR - First Trust NASDAQ Cybersecurity ETF, VIX - CBOE Volatility Index, EWU - iShares MSCI United Kingdom ETF.


audio Making the Best of Low Risk Investments
Mon, 15 May 2017 23:55:52 +0000

Selections include safe returns with government securities and insurance investments or low-risk returns on various stocks or bonds.

Today's Stocks & Topics: OCLR - Oclaro Inc., How to Avoid Costly Mistakes, Earnings Expectations, Mortgages, SOXX - iShares PHLX Semiconductor ETF, Options Trading, GE - General Electric Co., Trump & the Economy.


audio An ETF That Invests In ETFs
Fri, 12 May 2017 23:55:48 +0000

They target cyber security, solar power, even marijuana. Now a new index fund lets investors chase the growth of ETFs themselves.

Today's Stocks & Topics: Dividends, Successful Trading Methods, VRX - Valeant Pharmaceuticals International Inc., BRK.A - Berkshire Hathaway Inc. Cl A, NVR - NVR Inc., ARA - American Renal Associates Holdings Inc., Stock Evaluation, CLDR - Cloudera Inc., Fed Watch, Online Stock Brokers, Retail Sales, NTNX - Nutanix Inc., New Investor, JWN - Nordstrom Inc., M - Macy's Inc.


audio Liquid Alternatives: Look Under the Hood
Thu, 11 May 2017 23:55:01 +0000

These mutual funds are designed to generate returns exhibiting low correlations to traditional investments, including stocks and bonds.

Today's Stocks & Topics: New Investor, 401k, the Stock Market and President Trump’s Promises, Retirement, Morgan Stanley, SHOP - Shopify Inc. Cl A, Portfolio, BWEN - Broadwind Energy Inc., RAD - Rite Aid Corp., FSRBX - Fidelity Select Banking Portfolio, Gross Domestic Product: GDP, DIS - Walt Disney Co., NVDA - NVIDIA Corp., SIG - Signet Jewelers Ltd.


audio 9 Tips Beginning Investors Must Know
Thu, 11 May 2017 00:24:03 +0000

Today's Stocks & Topics: FMC - FMC Corp., Telecom Sector, QCOM - Qualcomm Inc., INTC - Intel Corp., CBI - Chicago Bridge & Iron Co. N.V., GILD - Gilead Sciences Inc., SIG - Signet Jewelers Ltd.


As a financial tool they can help achieve financial goals - long-term wealth creation or parking funds for short term.

Today's Stocks & Topics: Morningstar Moat Rating System, BGSB&G Foods Inc., Business Loans, Rates Growth, Retirement, PEP - PepsiCo Inc., KO - Coca-Cola Co., Fibonacci Retracements Numbers, TAP - Molson Coors Brewing Co., Bond ETFs, NSP - Insperity Inc., Defensive Marketing, Statistics.


audio How to Choose: ETF vs ETN
Mon, 08 May 2017 23:55:35 +0000

Today's Stocks & Topics: Put & Call Options, Jobs Report, Ponzi Schemes, O - Realty Income Corp., TEVA - Teva Pharmaceutical Industries Ltd., Majority Shareholder, Exchange-Traded Notes – ETNs, Emerging Market, SCHD - Schwab US Dividend Equity ETF, T - AT&T Inc.


You can speed up their learning curve. You can steer them away from potentially costly mistakes.
Today's Stocks & Topics: Dividends, GDX - VanEck Vectors Gold Miners ETF, Jobs Report, Consumer Credit Numbers, Bulls vs. Bears, Stop Loss, Universal Life Insurance, NLY - Annaly Capital Management Inc., T - AT&T Inc., Day Trading, TIS - Orchids Paper Products Inc., Stock Reinvestment, PRLB - Proto Labs Inc.


audio Decisions: How Much To Invest in Learning
Thu, 04 May 2017 23:55:07 +0000

DIY investors need to be interested enough to learn, gather information, review your investments, and stay calm.
Today's Stocks & Topics: Moving Average, ETFs, Options, CAP Ratio, Mortgage Rates, Economic Calendar, International Trading, Dividends, TGT - Target Corp., SWN - Southwestern Energy Co., 529 Plan, NVDA - NVIDIA Corp.


audio Powerful Ways to Boost 401(k) Returns In 2017
Wed, 03 May 2017 22:34:23 +0000

Today's Stocks & Topics: Fake Investing Schools, Technical Levels, Interest Rates, Game Stop, Derivative, 401k, I-R-A vs. the Stock Market, Trailing Stops, Stocks's Value, Load vs. Non-Load Mutual Funds, Over-The-Counter Stocks, Roth I-R-A, Life Insurance, Option Trading, Stock Evaluation.


audio A Critical Checklist for Retirees
Tue, 02 May 2017 23:53:05 +0000

Work your way through this retirement checklist and you will have a successful retirement.
Today's Stocks & Topics: Dividends, Buy Backs, Bond & Stocks, How to be Rich, PFF - iShares U.S. Preferred Stock ETF, GCI - Gannett Co. Inc., AMD - Advanced Micro Devices Inc., PSA - Public Storage, "Sell In May And Go Away", Par vs. Book Value, UTG - Reaves Utility Income Fund.


There’s a lot of focus on minimizing fees when investing, but investors should also pay attention to another harsh drag on returns: taxes.
Today's Stocks & Topics: Companies Debt, Universal Life Insurance, the Economy, Money Overseas, CMC - Commercial Metals Co., Roth IRA, S&P 500, QQQ - PowerShares QQQ Trust Series 1, NASDAQ, Fundamentals vs. Technicals, WETF - WisdomTree Investments Inc.


Accomplished, veteran investor Guy Hands says he’s seen nothing like the new trading atmosphere in the Trump era.
Today's Stocks & Topics: New Investor, Oil Prices, GDP Numbers for the First Quarter, Cities with Most Millionaire CEOs, HBI - Hanesbrands Inc., BA - Boeing Co., MMM - 3M Co., SIFY - Sify Technologies Ltd., Cash Back Into the Market, What is an Index, DLTR - Dollar Tree Inc.


audio Should You Borrow Money to Invest?
Thu, 27 Apr 2017 23:53:13 +0000

Does it ever make sense to take out a loan - say a second mortgage - to invest in stocks?
Today's Stocks & Topics: 403B, Bonds, Family Debt, Smart People & the Stock Market, the Travel Industry, JETS - U.S. Global Jets ETF, CVX - Chevron Corp., XOM - Exxon Mobil Corp., WFM - Whole Foods Market Inc., ACIA - Acacia Communications Inc., X - United States Steel Corp., MMP - Magellan Midstream Partners L.P.


audio Investing Tips for Beginners with Little Money
Wed, 26 Apr 2017 23:52:16 +0000

So you want to start investing, but you’re new to the game and don’t think you have enough cash on hand.
Today's Stocks & Topics: Rollover a 401k to I-R-A, Nasdaq, Overseas Companies & the Trump Tax Plan, Morgan Stanley, IHI - iShares U.S. Medical Devices ETF, the Wash-Sale Rule, IBM - International Business Machines Corp., QCOM - Qualcomm Inc., F - Ford Motor Co., Charts, Investing, TGT - Target Corp., TWTR - Twitter Inc.


audio Should You Invest in Dividend-Paying Funds?
Tue, 25 Apr 2017 23:53:44 +0000

What are the pros and cons of owning dividend paying ETFs?
Today's Stocks & Topics: Shorting vs. Put Option, Canadian Lumber Imports Tax, Roth I-R-A, TEVA - Teva Pharmaceutical Industries Ltd., KBWY - PowerShares KBW Premium Yield Equity REIT Portfolio, REITs, SPG - Simon Property Group Inc., KIM - Kimco Realty Corp.


audio The Best Funds for Your 401(k)
Tue, 25 Apr 2017 00:10:13 +0000

Avoid missteps or you could end up falling short of your retirement savings goals in the future.
Today's Stocks & Topics: WFM - Whole Foods Market Inc., RAD - Rite Aid Corp., Housing Market, Soft vs. Hard Data, MU - Micron Technology Inc., REITs.


Retirement, Buy & Rebalance, Retirement Contributions, 401k, I-R-As, Retirement Needs, Day Trading, Roth I-R-A.


audio "4 Real Estate Investment Strategies"
Thu, 20 Apr 2017 07:00:00 +0000

Real estate offers tremendous opportunities, and varying degrees of investment risk, based on your comfort level. That’s one of our talking points.
Today's Stocks & Topics: Mortgage, Stock Market vs. Real Estate, Buying Foreclosures, Retirement Home as an Asset, 401k & Mortgage, Investing for Kids, Annuities, Dollar Cost Average, Upgrading, Personal Finance.


audio Playing Investment Tricks on Yourself
Wed, 19 Apr 2017 23:50:49 +0000

Should you say goodbye to your beloved classic 60% stock and 40% bond portfolio?
Today's Stocks & Topics: Tax Reform, 401k & Taxes, FCX - Freeport-McMoRan Inc., CVX - Chevron Corp., Trading, TGT - Target Corp., Interest Rates, BP - BP PLC ADR.


audio Income: Should You Be Open To Closed End Funds?
Wed, 19 Apr 2017 00:16:25 +0000

Fixed-income investors are attracted to closed-end funds because many produce a steady stream of income.
Today's Stocks & Topics: Investing, Retirement, Gold, CMP - Compass Minerals International Inc., Earnings Per Share, SCHH - Schwab U.S. REIT ETF, LB - L Brands Inc., Taxes Mistakes.


Retirees are realizing that investing in stocks only for their cash flow carry significant risks.
Today's Stocks & Topics: TGLS - Tecnoglass Inc., Long vs. Short Investments, Inflation, Bottoms Up Investing, TEVA - Teva Pharmaceutical Industries Ltd., Gold, Banks & Car Sales.


audio Powerful Ways to Boost 401(k) Returns In 2017
Fri, 14 Apr 2017 07:00:00 +0000

There are more important things than chasing returns. There's a real power in having a plan and staying on course.
Today's Stocks & Topics: Fake Investing Schools, Technical Levels, Interest Rates, Game Stop, Derivative, 401k, I-R-A vs. the Stock Market, Trailing Stops, Stocks's Value, Load vs. Non-Load Mutual Funds, Over-The-Counter Stocks, Roth I-R-A, Life Insurance, Option Trading, Stock Evaluation.


audio Do You Know How you’re Invested?
Thu, 13 Apr 2017 23:55:07 +0000

Familiarity with the fundamentals is a key component to a successful strategy.
Today's Stocks & Topics: Mutual Funds vs. Individual Funds, One Hundred Days of President Trump, CCP - Care Capital Properties Inc., SBGL - Sibanye Gold Ltd. ADR, Dividends, Day Trading, MGM - MGM Resorts International, Roth I-R-A, F - Ford Motor Co., STI - SunTrust Banks Inc., WFC - Wells Fargo & Co., Retirement, Zero Coupon Bonds, 5 Things That Prove Rich People Are Cheap.


audio 7 Things You Need to Know About Mutual Funds
Wed, 12 Apr 2017 23:59:37 +0000

Do you know what dead money costs are? Have you read your prospectus? What you don’t know can cost you.
Today's Stocks & Topics: IPOs Shares, Earnings Season, Tesla, BMY - Bristol-Myers Squibb Co., LLY - Eli Lilly & Co., BABA - Alibaba Group Holding Ltd., Mutual Funds, TXMD - TherapeuticsMD Inc., Real Estate.


Prepaying your mortgage, while it can save you money on total interest, may not make sense for you in the long term.
Today's Stocks & Topics: Federal Revenue from the IRS, BSCM - Guggenheim Bullet Shares 2022 Corporate Bond ETF, 5 Things That Prove Rich People Are Cheap, Moving Average, JNJ - Johnson & Johnson, QCOM - Qualcomm Inc., SFM - Sprouts Farmers Market Inc., STX - Seagate Technology PLC, GME - GameStop Corp., 50 Day Moving Average, CBI - Chicago Bridge & Iron Co. N.V., Volatility, Investng in S&P 500.


audio How Safe is Your IRA?
Mon, 10 Apr 2017 23:54:07 +0000

In most ways when it comes to safety and security, IRAs are as safe as you make them.

Today's Stocks & Topics: The Dow Jones, Buy or Rent, Living Paycheck to Paycheck, BABA - Alibaba Group Holding Ltd., DPZ - Domino's Pizza Inc., Reverse Mortgage, SWN - Southwestern Energy Co., Hedging, MINDX - Matthews India Fund, QCOM - Qualcomm Inc., MRK - Merck & Co. Inc.


audio Adding Downside Protection
Fri, 07 Apr 2017 23:54:05 +0000

There are 'sell signals' from the DOW, but what if the Trump rally continues? Here's an inexpensive way to hedge market risk.
Today's Stocks & Topics: Jobs Report, Syria & the Stock Market, U.S. Credit Card Debt, TMUS - T-Mobile US Inc., Retire from First Career, ELY - Callaway Golf Co., When to Sell, BTI - British American Tobacco PLC ADR, Future Earnings Evaluation, AEE - Ameren Corp., CAB - Cabela's Inc.


The danger for millennial investors is emotion entering the decision-making process, being distracted by media.
Today's Stocks & Topics: Retirement & Investments, UA - Under Armour Inc., LULU - Lululemon Athletica Inc., Stop Orders, When Stocks Reach New High, GLD - SPDR Gold Trust, TSLX - TPG Specialty Lending Inc., Leverage, RGR - Sturm Ruger & Co.


Foreign stock funds are up on their domestic counterparts in seven of the last eight weeks.
Today's Stocks & Topics: Stopped Out, Investments Mistakes, Avoid Spending Problems, IPHS - Innophos Holdings Inc., DFS - Discover Financial Services, RH – Restoration Hardware Inc., New Investor, Stock Evaluation, NAII - Natural Alternatives International Inc.


audio What's at Stake When You Rebalance
Tue, 04 Apr 2017 23:53:35 +0000

If returns are lower going forward, the challenge will be increasing returns without taking adding undue risk.
Today's Stocks & Topics: Where to Invest, Emergency Funds, Tesla, Debt When You Die, TGT - Target Corp., TOT - Total S.A. ADR, MLPs: Master Limited Partnership, BEP - Brookfield Renewable Partners L.P., TEVA - Teva Pharmaceutical Industries Ltd., EPC - Edgewell Personal Care Co., CRZO - Carrizo Oil & Gas Inc., MA - Mastercard Inc., Companies with Cash.


audio 3 Investing Myths That Can Ruin Your Retirement
Mon, 03 Apr 2017 23:50:58 +0000

It’s easy to fall into retirement strategy beliefs that "seem" to be true.
Today's Stocks & Topics: Commodities, HOG - Harley-Davidson Inc., F - Ford Motor Co., Vehicles Sales, MYL - Mylan N.V., FL - Foot Locker Inc., Low Interest Rates & Retirement, Emerging Market.


audio Are Hedge Funds for the Average Investor?
Fri, 31 Mar 2017 23:53:49 +0000

The level of complexity is more than most investors have the time, desire or technology to dig into.
Today's Stocks & Topics: Core Holdings, Stock & Tax Time, Worst Commute in the Country, Retirement, ENB - Enbridge Inc., New ETFs, Short Term Capital Gains & New Investors, WPZ - Williams Partners L.P., Individual Stocks, What Exactly is a Mutual Fund, MO - Altria Group Inc., PAYX - Paychex Inc.


audio ETF vs. Mutual Fund: How to Choose
Thu, 30 Mar 2017 23:51:03 +0000

To determine which investments are right for you. Familiarize yourself with the differences.
Today's Stocks & Topics: REITs, ARI - Apollo Commercial Real Estate Finance Inc., ESS - Essex Property Trust Inc., Minimum Distribution, DIS - Walt Disney Co., Options, The Economy, Tech and Bio-Tech Companies.


audio Why Target-Date Funds Are Off-Target for Many
Wed, 29 Mar 2017 23:51:34 +0000

Target-date funds might be a bigger gamble than you're willing to take.
Today's Stocks & Topics: Changing Jobs, Too Old to Manage Your Money, Stronger Dollar, $500,000 Salary, NRZ - New Residential
Investment Corp., BXMT - Blackstone Mortgage Trust Inc., Working Capital, AKRX - Akorn Inc., Master Limited Partnership, ABX - Barrick Gold Corp., Shorting, GLW - Corning Inc., SEE - Sealed Air Corp.


audio Great Investment Mistakes: The Bear Trap
Tue, 28 Mar 2017 23:55:41 +0000

Getting out of the market is much easier than getting back in.
Today's Stocks & Topics: New Investor, the Federal Reserve, Economy Statistics, Goldman Sachs, BGS - B&G Foods Inc., TOL - Toll Brothers Inc., SEDG - SolarEdge Technologies Inc., ARI - Apollo Commercial Real Estate Finance Inc., Z - Zillow Group Inc., ADPT - Adeptus Health Inc.


audio Should You Just Buy an Index Fund?
Mon, 27 Mar 2017 23:54:44 +0000

It sounds like a simple "active versus passive" debate but there are deeper questions.
Today's Stocks & Topics: Investments, GIS - General Mills Inc., PBCT - People's United Financial Inc., WFM - Whole Foods Market Inc., SPWR – Sun Power Corp., Portfolio Analysis, NRZ - New Residential Investment Corp.


You can build a solid portfolio that allows you to succeed and (generally) avoid the stress.
Today's Stocks & Topics: REITs, the VIX vs. the Market, ISM Numbers, Reverse Mortgage, Costco, Emotions and Money, New Investor, Trailing Stops, Buy & Rebalance, Stock Value, Mutual Funds, Portfolio.


audio Powerful Ways to Boost 401(k) Returns In 2017
Thu, 23 Mar 2017 23:54:08 +0000

There are more important things than chasing returns. There's a real power in having a plan and staying on course.
Today's Stocks & Topics: Fake Investing Schools, Technical Levels, Interest Rates, Game Stop, CAN - Accenture PLC Cl A, ACIA - Acacia Communications Inc., Derivative, 401k, RCL - Royal Caribbean Cruises Ltd., I-R-A vs. the Stock Market, HACK - PureFunds ISE Cyber Security ETF.


Some investors view mutual fund cash levels as a contrarian indicator, as cash levels generally reach their peak at market bottoms.
Today's Stocks & Topics: ETFs, AXP - American Express Co., AMZN - Amazon.com Inc., TGT - Target Corp., After Hours Trading, MKL - Markel Corp., SLV - iShares Silver Trust, China's Money Policy, I-R-As.


audio What Do YOU Mean by a "Long Term" Investment?
Tue, 21 Mar 2017 23:50:55 +0000

One of the first things to do, planning your investment strategy, is determine your time horizon. That’s trickier than it sounds.
Today's Stocks & Topics: ETFs, Remote vs. Office Work, Interest Rates & the Dollar, PFF - iShares U.S. Preferred Stock ETF, TGT - Target Corp., CMI - Cummins Inc., ORCL - Oracle Corp., 401k & the Stock Market, CTL – Century Link Inc., Distribution & I-R-A, CNC - Centene Corp.


audio Can You Save Too Much in Your 401(k)?
Mon, 20 Mar 2017 23:51:08 +0000

Over-investing in your 401(k) can lead to a taxing retirement. It's one of the biggest mistakes investors make.
Today's Stocks & Topics: Fees, AMAT - Applied Materials Inc., MU - Micron Technology Inc., XLF - Financial Select Sector SPDR ETF, NU - ENucor Corp., FOGO - Fogo de Chao Inc., Required Minimum Distribution, INTC - Intel Corp.


audio A New President Calls for Classic Strategy
Fri, 17 Mar 2017 23:39:12 +0000

The market will go through some turbulence in the next four years, but long-term investors shouldn't stress.
Today's Stocks & Topics: When Stocks Go Down, Bonds to Maturity, RAD - Rite Aid Corp., the Stock Market, PSX - Phillips 66, VRX - Valeant Pharmaceuticals International Inc., CVX - Chevron Corp., Buy and Sell Real Estate with I-R-A Account, TWI - Titan International Inc. Annuities.


audio When Warren Buffet Breaks His Own Rule
Thu, 16 Mar 2017 23:50:47 +0000

It's OK to ignore it during times when a stock is purchased at a price that may seem high and make a short-term decline more likely.
Today's Stocks & Topics: Bonds Yield to Maturity, Annuities, Market Cycles, Goldman Sacks, EEM - iShares MSCI Emerging Markets ETF, Trump & His Policies, Debt/Equity Ratio, Commodities, VOO - Vanguard S&P500 ETF.


audio Choosing Funds: It's More than Low Fees
Wed, 15 Mar 2017 23:53:19 +0000

It's tempting to sort a list by expenses and pick the cheapest one. But that may not provide the best fit.
Today's Stocks & Topics: Investment Properties, FEYE - FireEye Inc., Five Money Secrets, Amazon & U.S. Jobs, Investors Timing, Inflation, PSEC - Prospect Capital Corp., Investing, Day Trading.


The right account types can reduce the drag of taxes and exert more control over taxable events.
Today's Stocks & Topics: Life Insurance, Traditional I-R-A Dateline on April 1st, the Stock Market Sentiment, NUS - Nu Skin Enterprises Inc., ETSY - Etsy Inc., AAPL - Apple Inc., OCLR - Oclaro Inc., SBUX - Starbucks Corp., CGNX - Cognex Corp., AMD - Advanced Micro Devices Inc., KPP Conference.


audio How to Invest in the Housing Market
Mon, 13 Mar 2017 23:55:02 +0000

Searching for alternatives that can help diversify stock and bond-laden portfolios
Today's Stocks & Topics: Treasury Bills, the DOW & Interest Rates, Refinancing, the Federal Reserve, High Yield Bonds, 10 Commandments of Personal Finance, Balance Sheets, Cash Flow, Margins, Goodwill, ADP - Automatic Data Processing Inc., the Housing Market, TNH - Terra Nitrogen Co., CPB - Campbell Soup Co.


audio 4 Things The Best 401(k)s Share
Sat, 11 Mar 2017 00:55:44 +0000

Scanning thousands of companies, research firm rates the best 401(k) plans.
Today's Stocks & Topics: Return on Equity, Jobs Report, Ohama Titanic Syndrome, Most Popular Places to Retire, Tax Scams, SHOP - Shopify Inc., X - United States Steel Corp., ESRX - Express Scripts Holding Co., CFRHF - Compagnie Financiere Richemont S.A., KR - Kroger Co., UNG - United States Natural Gas Fund L.P., NFLX - Netflix Inc., Stop-Limit Order, 401k.


audio A Better Way to Invest in Index Funds?
Fri, 10 Mar 2017 00:56:00 +0000

Almost all index funds simply own stocks in proportion to their size. Is there a better way?
Today's Stocks & Topics: GDX - VanEck Vectors Gold Miners ETF, Covered Account, Market Capitalization, UPS - United Parcel Service Inc., Retirement & Investments, REGN - Regeneron Pharmaceuticals Inc., GLPI - Gaming & Leisure Properties Inc., Oil Prices, VEIPX - Vanguard Equity Income Fund.


audio How to Get Ready For Retirement If you’re 50
Thu, 09 Mar 2017 00:59:59 +0000

Though you can’t expect to match someone who started planning in their 30s, your cause is far from lost.
Today's Stocks & Topics: China’s Trade Deficit, Oil Supplies, Retirement, Top 25 best Paying Jobs, ABBV - AbbVie Inc., CELG - Celgene Corp., LGND - Ligand Pharmaceuticals Inc., SEE - Sealed Air Corp., Buy Limit Order, O - Realty Income Corp., Dividends & Fees, HL - Hecla Mining Co., TEVA - Teva Pharmaceutical Industries Ltd., SNAP - Snap Inc.


audio Making Sense of Mixed Messages about Economy
Wed, 08 Mar 2017 00:51:10 +0000

Bonds and stock markets are sending conflicting signals about the outlook for the U.S. economy.
Today's Stocks & Topics: Gold & Interest Rates, GLD - SPDR Gold Trust, Rising Mortgage Rates, Malls, Richest Men in the World, JKHY - Jack Henry & Associates Inc., FB - Facebook Inc. Cl A, Indexes, VGT - Vanguard Information Technology ETF, IRA vs. Roth IRA, Dollar Price Average, GHL - Greenhill & Co. Inc., SO - Southern Co., UMC - United Microelectronics Corp.


audio Your Statements: Open Them Or Miss Out
Tue, 07 Mar 2017 00:54:55 +0000

Mutual funds send out annual statements the end of January, and you should have your 4th quarter report too.
Today's Stocks & Topics: Low Volume ETFs, MILN - Global X Millennials Thematic ETF, Snapchat, Can’t Sell Your Home, Savings the Key to Secure Your Retirement, SH - ProShares Short S&P 500, CLF - Cliffs Natural Resources Inc., SNAP - Snap Inc., Portfolio, Portfolio Hedging, CRM - Salesforce.com Inc., COST - Costco Wholesale Corp.


You can build a solid portfolio that allows you to succeed and (generally) avoid the stress.
Today's Stocks & Topics: REITs, the VIX vs. the Market, ISM Numbers, Reverse Mortgage, Costco, PRGO - Perrigo Co. PLC, PANW - Palo Alto Networks Inc., BXMT - Blackstone Mortgage Trust Inc., Emotions and Money, PBJ - PowerShares Dynamic Food & Beverage Portfolio, NUGT - Direxion Daily Gold Miners Index Bull 3x Shares, T - AT&T Inc.


One decision making aid is the "bucket strategy" breaking your portfolio into pools of money.
Today's Stocks & Topics: Stock Value, Inflation in Europe, Down 30 Thousand, Creative Destruction, VRX - Valeant Pharmaceuticals International Inc., AUY - Yamana Gold Inc., AER - AerCap Holdings N.V., IBM - International Business Machines Corp., BAC - Bank of America Corp.


audio Investing for Good: Passion vs. Profits
Thu, 02 Mar 2017 00:51:04 +0000

They're driven by a cause — like reducing waste — applying that desire to all investment types.
Today's Stocks & Topics: New Investor, the Dow, INTC - Intel Corp., LB - L Brands Inc., MELI - MercadoLibre Inc., WMT - Wal-Mart Stores Inc., Real Estate, TWTR - Twitter Inc., PANW - Palo Alto Networks Inc., FNMA - Fannie Mae, FMCC - Freddie Mac, TGT - Target Corp.


audio Rebalancing is All About Risk Management
Wed, 01 Mar 2017 00:56:17 +0000

Systematic portfolio rebalancing forces the ultimate investor axiom to hold true: Buy low, sell high.
Today's Stocks & Topics: Real Estate, DLTR - Dollar Tree Inc., Trustees, GDP, Hedge Funds, GDX - VanEck Vectors Gold Miners ETF, WWD - Woodward Inc., Small Cap Funds, OPHT - Ophthotech Corp., DHI - D.R. Horton Inc., Investing or Paying of the Mortgage.


audio Retirement Planning for the Retired
Tue, 28 Feb 2017 00:51:40 +0000

Once you hit retirement, it’s time to plan your income differently.
Today's Stocks & Topics: BBW - Build-A-Bear Workshop Inc., Hedging, Tesla, Snapchat IPO, GDX - VanEck Vectors Gold Miners ETF, NVO - Novo Nordisk A/S ADR, SBUX - Starbucks Corp., POT - Potash Corp. of Saskatchewan Inc., EBAY - eBay Inc.


audio Need To Know: Dividend Investing In 2017
Sat, 25 Feb 2017 01:06:42 +0000

Notoriously boring dividend investors may have reason to bust out a victory dance.
Today's Stocks & Topics: Buying ETFs, KND - Kindred Healthcare Inc., GE - General Electric Co., Oil Prices, Most Popular Places to Retire, UAA - Under Armour Inc., MON - Monsanto Co., AKAO - Achaogen Inc., SLF - Sun Life Financial Inc., MAPIX - Matthews Asia Dividend Fund, MINDX - Matthews India Fund, FNCL - Fidelity MSCI Financials Index ETF, IBNDX - Ivy Bond Fund, PONDX - PIMCO Income Fund.


audio 2016 Bad for Stock Picking. 2017 Better?
Fri, 24 Feb 2017 00:55:37 +0000

Weak results haven't stopped another pack of Wall Street pros from predicting 2017 to be a breakthrough year.
Today's Stocks & Topics: SWM - Schweitzer-Mauduit International Inc., When Companies Merge, Mutual Funds, 401k, Roth I-R-A, UL - Unilever PLC ADR, DISH - DISH Network Corp., RRD - R.R. Donnelley & Sons Co., FTR - Frontier Communications Corp., RDS.A - Royal Dutch Shell PLC ADR Cl A, CRZO - Carrizo Oil & Gas Inc., Saving for Retirement.


audio How Many Funds to Diversify Your Portfolio?
Thu, 23 Feb 2017 00:54:26 +0000

The answer to the question of how many mutual funds you should have in your portfolio is not just a number.
Today's Stocks & Topics: VOD - Vodafone Group PLC ADR, World Economies by GDP, Tax Scams, Home Sales Report, Investing, UN - Unilever N.V. ADR, Investing in the Market, Return Capital, CETX - Cemtrex Inc., I-R-A & Roth I-R-A, HBI - Hanesbrands Inc., CVX - Chevron Corp., XOM - Exxon Mobil Corp., TGT - Target Corp.


Value investing can be a journey of learning, ignorance removal and gradual wise-up.
Today's Stocks & Topics: ETFs vs. Mutual Funds, Annuities, KHC - Kraft Heinz Co., Perspectives, Tax Quiz, Snap Chat IPO, FIT - Fitbit Inc., GEO - GEO Group Inc., Maximize Your Credit Score, SH - ProShares Short S&P 500, VXX - Barclays Bank PLC iPath S&P 500 VIX Short-Term Futures ETN, Hedging, IPOs, ETFs, DAL - Delta Air Lines Inc.


audio New Investors Quiz
Mon, 20 Feb 2017 08:00:00 +0000

Ask yourself these blunt questions about your own investment knowledge and behavior before you invest.
Today's Stocks & Topics: GDP Numbers, Mortgages, the Stock Market, Creative Destruction, Spousal I-R-A, Manage Your Own Portfolio, GDP Numbers, Pre-Tax Money, 401k, Stock Investments, Stock Evaluation, New Investor, Income Production Vehicles, ETFs vs. Mutual Funds, 12 Month Cycle, Companies Buying Back Stocks, I-R-A.


audio How Smart Investors Buy Silver and Gold
Sat, 18 Feb 2017 01:26:22 +0000

There's metal bullion, funds, miner stocks, certificates and derivatives. Which is best?
Today's Stocks & Topics: Retirement Plan, P.E. Ratios, Snapchat, the Stock Market, Inflation vs. the Middle Class, IJR - iShares Core S&P Small-Cap ETF, DBC - PowerShares DB Commodity Index Tracking Fund, STMP - Stamps.com Inc., 401k, ARCC - Ares Capital Corp., IFGL - iShares International Developed Real Estate ETF, ETFs vs. Mutual Funds, CVX - Chevron Corp.


audio How to Steal A Successful Investor’s Style
Fri, 17 Feb 2017 00:58:24 +0000

To develop a style, it's often easiest to start by actively copying investors you admire most.
Today's Stocks & Topics: Roth IRA, Snap Chat IPO, Value Stocks vs. Growth Stocks, Cash Gifts to Grandchildren, the VIX, WFM - Whole Foods Market Inc., KEP - Korea Electric Power Corp., T - AT&T Inc., VOE - Vanguard Mid-Cap Value ETF, Starting a Business, AUY - Yamana Gold Inc., AIG - American International Group Inc., TGT - Target Corp.


audio How to Set Your Investing Priorities
Thu, 16 Feb 2017 00:55:22 +0000

Don't geek out about small-bore investment problems while giving short shrift to the game-changers.
Today's Stocks & Topics: Rental Property, Bonds, Mortgages in 2017, ETFs, GDX – Van Eck Vectors Gold Miners ETF, INFY - Infosys Ltd., GILD - Gilead Sciences Inc., Hedging, NVDA - NVIDIA Corp., GEO - GEO Group Inc., CBRL - Cracker Barrel Old Country Store Inc.


audio Predictions About Mutual Funds You May Not Like
Wed, 15 Feb 2017 00:52:55 +0000

A seasoned 'prognosticator' looks at the year for mutual funds and ETFs
Today's Stocks & Topics: FGP - Ferrellgas Partners L.P., ARNC - Arconic Inc., NFLX - Netflix Inc., GEO - GEO Group Inc., Janet Yellen, Inside Trading, DLTR - Dollar Tree Inc., VWINX - Vanguard Wellesley Income Fund, VIX - CBOE Volatility Index, TEVA - Teva Pharmaceutical Industries Ltd., Income Tax Returns, PM - Philip Morris International Inc.


audio Investing Apps Can Foil Financial Planning
Tue, 14 Feb 2017 01:09:02 +0000

They don’t always tell you about the other stuff you need to do.
Today's Stocks & Topics: Options Trading, Tesla, DTE - DTE Energy Co., MYN - Blackrock MuniYield New York Quality Fund Inc., RH
– RH, Consolidation.


audio 3 Clues for Finding Your 1st ETF
Sat, 11 Feb 2017 00:51:44 +0000

The list of options is overwhelming, prices vary wildly, and opinions from friends or family can be conflicting.
Today's Stocks & Topics: 401k, Best Industries for Job Seekers right now, Income, IRA & Roth IRA Taxes, Gold, UUP - PowerShares DB US Dollar Index Bullish Fund, TEVA - Teva Pharmaceutical Industries Ltd., New Investor, DPZ - Domino's Pizza Inc., MT - ArcelorMittal ADR.


It is possible to anticipate likely occurrences in 2017 and make investments taking these into account?
Today's Stocks & Topics: 401k & Roth I-R-A, Trade War with China, Retire Early, Investments Revolution, Stocks vs. Annuities, VZ - Verizon Communications Inc., ED - Consolidated Edison Inc., Marihuana Stocks, TEVA - Teva Pharmaceutical Industries Ltd.


The longer you wait the bigger your monthly check. But here are other factors you’ll want to consider.
Today's Stocks & Topics: Investing, Roth I-R-A, COST - Costco Wholesale Corp., GS - Goldman Sachs Group Inc., NFLX - Netflix Inc., BDCL - 2xLeveraged Long E-TRACS Linked to Wells Fargo Business Development Co. Index 052441, SPWH - Sportsman's Warehouse Holdings Inc., SEAS - SeaWorld Entertainment Inc., Young Investor, The Dollar.


audio Can Robo Advisors Replace Financial Planning?
Wed, 08 Feb 2017 00:57:27 +0000

Using some pre-set equations robo-advisors can provide an investing plan that’s meant to prepare for long-term goals. But . . .
Today's Stocks & Topics: Investing in Mexico, Lump Sum Payments vs. Monthly Payments, Consumer Credit, Inflation, Berkshire Hathaway & Warren Buffett, Geico, OXM - Oxford Industries Inc., O - Realty Income Corp., HAS - Hasbro Inc.


The short-term rate hike will be followed by several more rounds of increases in this year and next. How will this breakdown for the average home buyer?
Today's Stocks & Topics: I-P-E Investments, the Auto Industry, Snapchat, PRGO - Perrigo Co. PLC, ICLD - InterCloud Systems Inc., CVS - CVS Health Corp., BABY - Natus Medical Inc., Investing, HBI - Hanesbrands Inc., Real Estate.


Increased correlation between the U.S. and non-U.S. markets has called it into question
Today's Stocks & Topics: Day Trader, Risk in the Market, Health Insurance Cost in Retirement, Three Investors Revolutions, HBI - Hanesbrands Inc., UAA - Under Armour Inc., MTN - Vail Resorts Inc., BAM - Brookfield Asset Management Inc., INTU - Intuit Inc., I-R-A Distribution.


One of the biggest questions you'll face when you quit your job is what to do with your 401(k)
Today's Stocks & Topics: Mobile Payment Systems vs. Credit Cards, ADP Numbers, GoPro, Scams, UNH - UnitedHealth Group Inc., CXW - CoreCivic Inc., GEO - GEO Group Inc., Gold, KKR - KKR & Co. L.P., UA - Under Armour Inc., MFIN - Medallion Financial Corp., GPRO - GoPro Inc., POT - Potash Corp. of Saskatchewan Inc.


audio How to Cut Investment Fees: Follow These Steps
Thu, 02 Feb 2017 00:54:20 +0000

Some of the costs are patently obvious, but others can be quite well hidden.
Today's Stocks & Topics: Mutual Funds, Fed Meeting, Economic Statistics, Johnny Depp’s Extravagant Spending, AKRX - Akorn Inc., WMT - Wal-Mart Stores Inc., IEP - Icahn Enterprises L.P., ACIA - Acacia Communications Inc., FLO - Flowers Foods Inc., RRC - Range Resources Corp., BABY - Natus Medical Inc., FIT - Fitbit Inc.


audio What You Need To Know to Get a Mortgage in 2017
Wed, 01 Feb 2017 00:52:17 +0000

The mortgage industry has gone through some changes recently. Learn what the opportunities are and how to capitalize on them.
Today's Stocks & Topics: Investing in the Stock Market, Too Old to Manage Your Money, VRX - Valeant Pharmaceuticals International Inc., Retailers, UA - Under Armour Inc., Robinhood App., New Investor, Futures, BMY - Bristol-Myers Squibb Co., OPB - Opus Bank, PSX - Phillips 66, Oil, AZO - AutoZone Inc.


audio 4 Big Risks Hiding in Your 401(k)
Tue, 31 Jan 2017 00:50:51 +0000

Even the best savings plans can hide significant risks. Check that your own 401(k) doesn't contain these hidden dangers.
Today's Stocks & Topics: Uranium & Coal, Real Estate, TEVA - Teva Pharmaceutical Industries Ltd., High Interest Rates, Strong Dollar, RWM - ProShares Short Russell2000, VWO - Vanguard FTSE Emerging Markets ETF, VYMI - Vanguard International High Dividend Yield ETF, VIGI - Vanguard International Dividend Appreciation ETF, ABCB - Ameris Bancorp., SVU - SUPERVALU Inc., NUGT - Direxion Daily Gold Miners Index Bull 3x Shares.


audio New Investors Quiz
Sat, 28 Jan 2017 00:54:26 +0000

Ask yourself these blunt questions about your own investment knowledge and behavior before you invest.
Today's Stocks & Topics: CRR - CARBO Ceramics Inc., INTC - Intel Corp., AEG - Aegon N.V. ADR, GDP Numbers, Mortgage, the Stock Market, Creative Destruction, MDT - Medtronic PLC., TEVA - Teva Pharmaceutical Industries Ltd., Spousal I-R-A, NXP - INXP Semiconductors N.V., YHOO - Yahoo! Inc.


audio 4 Steps to Rebalance Your Investments
Fri, 27 Jan 2017 00:54:51 +0000

Allowing the stock portion of a portfolio to get much larger than intended means taking more risk, while too much in bonds could stunt growth.
Today's Stocks & Topics: Shorting, Gas Prices, Women CEOs Positions, At What Age Are You Too Old To Manage Your Money, CERN - Cerner Corp., UVXY - ProShares Ultra VIX Short-Term Futures ETF, JPM - JPMorgan Chase & Co., Rebalance, Bankruptcy.


audio A 'You Can' Plan to Retire Rich
Thu, 26 Jan 2017 00:52:58 +0000

It can be difficult saving for retirement, with bills and other prioritizes soaking up your earnings. But not you CAN get ahead.
Today's Stocks & Topics: BGS - B&G Foods Inc., Malls Going Bankrupt, Long Term Threat to American Jobs, Social Security, BUD - Anheuser-Busch InBev S.A., Earnings vs. Book Value, RSG - Republic Services Inc., Gold, Charts.


They could play a useful role for income investors even in what is expected to be a rising rate environment.
Today's Stocks & Topics: BABA - Alibaba Group Holding Ltd., the VIX, Malls, Existing Home Sales, Investors Business Daily, AUY - Yamana Gold Inc., Healthcare Sector, FCX - Freeport-McMoRan Inc., DIS - Walt Disney Co., LHO - LaSalle Hotel Properties, TEVA - Teva Pharmaceutical Industries Ltd., C - Citigroup Inc.


The idea is to have more flexibility in an effort to hedge portfolio positions.
Today's Stocks & Topics: College Savings, Trump & the Budget, Commodities, Financial Priorities, National Debt, MTUM - iShares Edge MSCI USA Momentum Factor ETF, ARNC - Arconic Inc., AA - Alcoa Corp., QCOM - Qualcomm Inc., AAPL - Apple Inc., 401k Savings.


audio Riding 4 Big Trends with ETFs
Sat, 21 Jan 2017 01:07:16 +0000

The real value in ETFs may be helping you take advantage of big, sweeping market trends that unfold over the coming years.
Today's Stocks & Topics: Not Enough Risk, Oil Prices, Investing in the Stock Market, GILD - Gilead Sciences Inc., Shorting, SHLD - Sears Holdings Corp., 529 Plan, TGT - Target Corp., TEVA - Teva Pharmaceutical Industries Ltd., C - Citigroup Inc., BMY - Bristol-Myers Squibb Co., LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF, INSYInsys Therapeutics Inc., LCI - Lannett Co. Inc.


audio How To Invest in Real Estate in Your IRA
Fri, 20 Jan 2017 00:54:21 +0000

The tax code allows you to invest IRA dollars in just about anything — but there are strict rules.
Today's Stocks & Topics: Bankruptcy, Puerto Rico, AMZN - Amazon.com Inc., George Soros, Steps to Save Money, Move Business Out of California, Volume Indicators, Getting Organized, WDC - Western Digital Corp., Retirement.


audio Bond Market Sputters: How to Respond
Thu, 19 Jan 2017 01:00:27 +0000

Is the bond bull market, which began in 1982, really dead meat? How should you invest in bonds?
Today's Stocks & Topics: Shorting, Home Builders Sentiment, Beige Book, Gold Prices, TREX - Trex Co. Inc., Health Savings Account (HSA), Sectors, Real Estate, GILD - Gilead Sciences Inc., IPOs, PFE - Pfizer Inc.


audio Uncovering the Risk in Your Portfolio
Wed, 18 Jan 2017 00:55:56 +0000

Returns aren't the only factor in determining whether your portfolio is allocated appropriately.
Today's Stocks & Topics: New Investor, the Organization of the Petroleum Exporting Countries (OPEC), Health Savings Account (HSA), Investments & Taxes, Interest Rates, NFLX - Netflix Inc., Profit & Loss Statement (P&L), LOCO - El Pollo Loco Holdings Inc., NASDA - QNASDAQ Composite Index, NKE - Nike Inc., WMT - Wal-Mart Stores Inc., TEVA - Teva Pharmaceutical Industries Ltd.


Millennials are on the savings bandwagon, but there are a few things they should know to make the most of their savings.
Today's Stocks & Topics: Dividends, Gas Prices Going Up, Earnings, Parity, Exchange Traded Funds, Roth I-R-A, Retirement, Mutual Funds, Young Investor, 529 Plan.


audio Fraud-busting Investing Tips for 2017
Sat, 14 Jan 2017 00:55:53 +0000

Help for investing rookies—and veterans— how to make better decisions and avoid scams as a new year rolls in.
Today's Stocks & Topics: Correction, Ways to Make Your Spouse to Save Money, Life Lessons Learn Too Late, AMX - America Movil S.A.B. de C.V., New Investor, EIVAX - Wells Fargo Intrinsic Value Fund, EVSAX - Wells Fargo Disciplined US Core Fund, Video Games Sales, Shorting JPM - JPMorgan Chase & Co., AXIIF - Alexium International Group Ltd, ETF Bubble.


audio The Problem with This Boomer "Retirement Plan"
Fri, 13 Jan 2017 00:55:19 +0000

If you're planning on working till you drop, here's something to think about.
Today's Stocks & Topics: S&P 500, Trump Rally, Biggest Global Risk for 2017, Real Estate, Investing At Young Age, NGG - National Grid PLC ADR, BMY - Bristol-Myers Squibb Co., NKE - Nike Inc., NUGT - Direxion Daily Gold Miners Index Bull 3x Shares, KO - Coca-Cola Co.


audio You Don't Need Big Bucks To get Rich Investing
Wed, 11 Jan 2017 23:40:12 +0000

You might assume that the stock market is mainly for wealthy people or that you can't get rich in it unless you're investing big dollars.
Today's Stocks & Topics: After Hours Trading, Stock Market & 2017, Consumer Confidence, Realistic Goals for 2017, 401k, First Time Investor, Equity, Buy & Rebalance, International Market, Bond Funds, How to Get Into the Stock Market, I-R-As, Ethical Investments, Uniform Gift to Minors Act.


audio Is The Money Your Bank Account Fully Insured?
Wed, 11 Jan 2017 00:53:32 +0000

Every American should make sure every cent in their bank and brokerage accounts is protected.
Today's Stocks & Topics: 401k, the World Bank, Federal Reserve, Lower Quality Stocks, PPA – Power Shares Exchange-Traded Fund Trust Aerospace & Defense Portfolio, Buying Volatility, WOOF - VCA Inc., Forward P.E., Rollover IRA.


audio How to Invest In a Time of Fake News
Tue, 10 Jan 2017 00:55:46 +0000

The basis of investment fake news is trying to build forecasts and outlooks on political pronouncements.
Today's Stocks & Topics: Gold, Limited Brands, Cost of Raising a Child, New Taxes, CL - Colgate-Palmolive Co., WSM - Williams-Sonoma Inc., DEO - Diageo PLC ADR, Dow vs. NASDAQ, the Stock Market.


$1 million sounds like a lot — and it is. But if they get started early, it's more attainable than they may think.
Today's Stocks & Topics: 529 Plan, UA - Under Armour Inc., FANG - Diamondback Energy Inc., PBI - Pitney Bowes Inc., Bearish Market, KSS - Kohl's Corp., 401k, Fair Value & Dow Futures, Baby Boomers, Taking Profits, ATVI - Activision Blizzard Inc. Mortgage, Children Moving Back Home.


audio How to Pay off a Mortgage Early
Fri, 06 Jan 2017 00:53:08 +0000

Making extra payments reduces your interest, but it's not always the best investment strategy.
Today's Stocks & Topics: 529 Plan, Mortgage Rates, Macy’s, Baby Boomers, the Dollar, 529 Taxes, POT - Potash Corp. of Saskatchewan Inc., STX - Seagate Technology PLC, DRQ - Dril-Quip Inc., Life Insurance & Index Funds, QCOM - Qualcomm Inc., GDX - VanEck Vectors Gold Miners ETF, the Stock Market.


After a strong and long gallop upward, markets have reasons to slow down, analysts and fund managers say.
Today's Stocks & Topics: 401k, the Fed, Bonds, Composite Indicator, SFL - Ship Finance International Ltd, HEDJ – Wisdom Tree Europe Hedged Equity Fund, NKE - Nike Inc. Cl B, SP - GSimon Property Group Inc., BP - BP PLC ADR, RDSA - Royal Dutch Shell PLC ADR Cl A, SIX - Six Flags Entertainment Corp., RGREX - Invesco Global Real Estate Fund.


audio Most Important Lessons Learned in 2016
Wed, 04 Jan 2017 00:54:18 +0000

The year began with the worst start on record as vague fears over economic growth in China had markets on edge.
Today's Stocks & Topics: Earnings Expectations, OIH - VanEck Vectors Oil Services ETF, Overprice Stock Market, Next Recession, Be and Stay Rich, CERN - Cerner Corp., MDT - Medtronic PLC, CR - Crane Co., Dividends, Gold, NFLX - Netflix Inc.


audio 5 Things You Likely Have Wrong About Investing
Mon, 02 Jan 2017 08:00:00 +0000

There is a mismatch between the complexity of financial decisions we have to make … and our own financial knowledge.
Today's Stocks & Topics: Consumer Confidence Index, Fed's Meeting, China, Tesla, Retirees Moving, Bio-Tech Stocks, Roth IRA, Investments, 401k, Trading, Hedge Funds, Stock Valuation, Dividends, Closed End Funds, Stock Split.


audio An Inexpensive Way to Hedge Market Risk
Sat, 31 Dec 2016 00:53:52 +0000

If you're worried about the market fading, but you also don't want to miss out on more gains if it continues its run up.
Today's Stocks & Topics: Preferred Shares, Best and Worst Assets of 2016, the Dow, Retire to Ecuador, YUM - Yum! Brands Inc., Penney Stocks, GS - Goldman Sachs Group Inc., Shorting, ABB - ABB Ltd. ADR, Mutual Funds, VZ - Verizon Communications Inc., T - AT&T Inc., BDCZ - ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041.


audio 13 Last-Minute Tips to Lower Your 2016 Taxes
Fri, 30 Dec 2016 00:50:55 +0000

Last chance to wrap up loose ends when it comes to taxes.
Today's Stocks & Topics: Small & Large Caps, Best Performing Stocks, TEVA - Teva Pharmaceutical Industries, KATE - Kate Spade & Co., VFIDX - Vanguard Intermediate-Term Investment-Grade Fund Admiral, VSC - Vanguard Canadian Short-Term Corporate Bond Index ETF, VZ - Verizon Communications Inc., Interest Rates.


Millennials are on the savings bandwagon, but there are a few things they should know to make the most of their savings.
Today's Stocks & Topics: Dividends, Tax Breaks, Gas Prices Going Up, KORS - Michael Kors Holdings Ltd., NVDA - NVIDIA Corp., NRG - NRG Energy Inc., GNC - GNC Holdings Inc., Earnings.


audio You Don't Need Big Bucks To get Rich Investing
Wed, 28 Dec 2016 00:51:08 +0000

You might assume that the stock market is mainly for wealthy people or that you can't get rich in it unless you're investing big dollars
Today's Stocks & Topics: After Hours Trading, Stock Market & 2017, Consumer Confidence, Realistic Goals, UNP - Union Pacific Corp., SEB - Seaboard Corp., NKE - Nike Inc. Cl B, SKYY - First Trust Cloud Computing ETF, 401k, EXPD - Expeditors International of Washington Inc.


After recent events investors are wondering whether the bond rally is over. There are signs, but no certainty.
Today's Stocks & Topics: Restaurants Traffic, Retailers Tricks, Asia, Earnings Forecasts, the Stock Market, Deferred Compensation Plan, Leverage, Investing for Kids, 401k, Gold, ETFs, IPOs, New Investor.


audio 6 Reasons the Rich Stay Rich
Sat, 24 Dec 2016 00:54:10 +0000

Studying the habits of the rich is not a bad idea. Inherited or earned many have figured out how to stay rich.
Today's Stocks & Topics: Closed End Funds, Dividends, Tax Cuts, Volatility in 2017, Financial Engineering, ABT - Abbott Laboratories, OLED - Universal Display Corp., UA - Under Armour Inc., O - Realty Income Corp., Portfolio Managements, Asset Allocation, IBM - International Business Machines Corp.


audio Sizing Up Closed-end Funds
Fri, 23 Dec 2016 00:53:18 +0000

You really can’t beat getting a dollar for 90 cents. Unless, of course, you manage to find one for 85 cents.
Today's Stocks & Topics: Price to Sales, DOW vs. S&P 500, the Fed, ABT - Abbott Laboratories, FL - Foot Locker Inc., S&P 500, TGT - Target Corp., Dividends, ARI - Apollo Commercial Real Estate Finance Inc.


Whether you manage your own money or hire a professional advisor, it is important to understand the plan.
Today's Stocks & Topics: Resistance, Hedge Funds, How to Save in 2017, Fake Day Trading, 3 Basic Stocks to Buy for Retirement, CCI - Crown Castle International Corp., FB - Facebook Inc. Cl A, Technology ETFs, Options Expiration, UNP - Union Pacific Corp., NVDA - NVIDIA Corp.


audio How Your 401(k) Plan Will Change in 2017
Wed, 21 Dec 2016 00:53:34 +0000

2017 promises to be a year of change for retirement accounts: more automation and regulation
Today's Stocks & Topics: Fundamentals, EVHC - Envision Healthcare Corp., Value vs. Growth, FCX - Freeport-McMoRan Inc., HOLI - Hollysys Automation Technologies Ltd., Surrender Periods, UAA - Under Armour Inc. Cl A, VMC - Vulcan Materials Co., ABT - Abbott Laboratories, SLYG - SPDR S&P 600 Small Cap Growth ETF.


audio 5 Tax Moves to Make Before 2017
Tue, 20 Dec 2016 00:50:34 +0000

There are many things you can do throughout and at the end of each year that can shrink your tax bill.
Today's Stocks & Topics: Limit Order vs. Stock Loss, Housing Permits, Mortgage Rates, Retirement Policies, 401k, POT - Potash Corp. of Saskatchewan Inc., HBI - Hanesbrands Inc., ABX - Barrick Gold Corp., KAR - KAR Auction Services Inc., AMAT - Applied Materials Inc., ITA - iShares U.S. Aerospace & Defense ETF.


audio How to Decide: Mutual Fund or ETF
Sat, 17 Dec 2016 00:54:35 +0000

Many financial professionals say to start by deciding if you want to active or passive management.
Today's Stocks & Topics: Market Pullback, Oracle, Black Swan Events, VBTLX - Vanguard Total Bond Market Index Fund, VFSUX - Vanguard Short-Term Investment-Grade Fund, NOW – Service Now Inc., HTZ - Hertz Global Holdings Inc., TSN - Tyson Foods Inc., WDC - Western Digital Corp., Portfolio Rebalance, Interest Rates & Gold, BBY - Best Buy Co. Inc., 401k, CARB - Carbonite Inc.


audio Is There an Annuity Hidden Inside Your 401(k)
Fri, 16 Dec 2016 00:51:56 +0000

One thing you can do right off the bat is certainly look at the names of the funds, but that's certainly not the end of the story.
Today's Stocks & Topics: Full Value, the Dollar, Economic Data, IRS Red Flags, FMCC - Freddie Mac, FMCC - Freddie Mac, FLO - Flowers Foods Inc., Student Loan, NTAP - NetApp Inc., Annuities.


audio How to Pick the Best Funds for Your 401(k)
Thu, 15 Dec 2016 00:56:08 +0000

It's critically important to make the best investment choices or you could end up falling short of your retirement savings goals in the future.
Today's Stocks & Topics: Dividends, Dow 2000, Yahoo, the Dollar, FIT - Fitbit Inc., Funds, MSFT - Microsoft Corp., SKX - Skechers USA Inc. Cl A, Bond Funds, JVA - Coffee Holding Co. Inc., TEVA - Teva Pharmaceutical Industries Ltd. ADR., SWKS - Skyworks Solutions Inc.


audio 5 Things You Likely Have Wrong About Investing
Wed, 14 Dec 2016 00:54:48 +0000

There is a mismatch between the complexity of financial decisions we have to make … and our own financial knowledge.
Today's Stocks & Topics: Consumer Confidence Index, Fed's Meeting, China, Tesla, Retirees Moving, GILD - Gilead Sciences Inc., ITOT - iShares Core S&P Total U.S. Stock Market ETF, OPHT - Ophthotech Corp., FB - Facebook Inc. Cl A, Bio-Tech Stocks, ABT - Abbott Laboratories, Roth IRA, TEVA - Teva Pharmaceutical Industries Ltd. ADR, Investments.


audio The Hidden Dangers of Index Funds
Tue, 13 Dec 2016 00:50:48 +0000

There are plenty of good reasons for owning passively managed funds. But that doesn’t mean index funds are flawless -- or harmless.
Today's Stocks & Topics: Mortgage, Low Volatility, School Pensions, AAPL - Apple Inc., CERN - Cerner Corp., PONDX - PIMCO Income Fund.


audio Gold - What's Next
Sat, 10 Dec 2016 00:54:23 +0000

An evaluation of the changing investment landscape for gold in the context of the election.
Today's Stocks & Topics: Target Point, China, Tapering The QE Program, Money Talk with Parents, NPK - National Presto Industries Inc., XPO - XPO Logistics Inc., Municipal Bonds, FTR - Frontier Communications Corp., Life Insurance, TWTR - Twitter Inc., VCSH - Vanguard Short-Term Corporate Bond ETF, UA - Under Armour Inc., NPK - National Presto Industries Inc.


audio 3 Possible Outcomes for Bonds - 2 Are Bad
Fri, 09 Dec 2016 00:50:30 +0000

Time for bond investors to face the realities of what that asset class has to offer.
Today's Stocks & Topics: Loaded Funds, Old Stocks Market Indicators, Rising Stocks, Buying a Home, AWK - American Water Works Co., SBS - Companhia de Saneamento Basico do Estado de Sao Paulo ADR, TEVA - Teva Pharmaceutical Industries Ltd. ADR, MPW - Medical Properties Trust Inc., Gold & Silver, GILD - Gilead Sciences Inc., C - Citigroup Inc., Stock Reports, NYCB - New York Community Bancorp Inc., AGN - Allergan PLC.


Here are four answers to millinnial's stated doubts and their objections to investing in the market.
Today's Stocks & Topics: Young Investor, Bill Gross on Trump Rally, Dollar Strength, SWHC - Smith & Wesson Holding Corp., Stocks Information, TASR - TASER International Inc., 529 Plan, VLKAY - Volkswagen AG ADR, Gold, Deflation, FSDIX - Fidelity Strategic Dividend & Income Fund.


After recent events investors are wondering whether the bond rally is over. There are signs, but no certainty.
Today's Stocks & Topics: KEP - Korea Electric Power Corp., Restaurants Traffic, Retailers Tricks, Asia, Earnings Forecasts, Robinhood Website, AVGO - Broadcom Ltd., the Stock Market, Deferred Compensation Plan, Leverage.


audio Lazy Investment Research Will Ruin Your 401K
Tue, 06 Dec 2016 00:56:40 +0000

Investors relying on the mainstream media for investment research better rethink their strategy, and quickly.
Today's Stocks & Topics: Healthcare Energy Sector, 401k Plan Changes, Buy or Lease a Car, the Apple Watch, GM - General Motors Co., UL - Unilever PLC ADR, EMR - Emerson Electric Co., Where to Invest, ADSK - Autodesk Inc., GILD - Gilead Sciences Inc., PM - Philip Morris International Inc., XLP - Consumer Staples Select Sector SPDR ETF.


audio No 401(k) at Work? What about MyRA
Sat, 03 Dec 2016 00:53:39 +0000

One popular choice for tax-free growth of retirement savings is a Roth IRA. Another option that new savers is a MyRA.
Today's Stocks & Topics: Annuities, 401k Changes, Jobless Rate, BA - Boeing Co., WDAY - Workday Inc., GSK - GlaxoSmithKline PLC ADR, BMY - Bristol-Myers Squibb Co., Refinancing, PANW - Palo Alto Networks Inc., Interest Rates, Elections in Italy, GPC - Genuine Parts Co.


audio Good News for Stocks and Gold?
Fri, 02 Dec 2016 00:54:16 +0000

$50 trillion of cash now on the sidelines - Are people that scared or are they just waiting for opportunities?
Today's Stocks & Topics: Fair Value, TSM - Taiwan Semiconductor Manufacturing Co., TREE – Lending Tree Inc., JO - iPath Bloomberg Coffee Subindex Total Return ETN, BMY - Bristol-Myers Squibb Co., TNK - Teekay Tankers Ltd., ETFs, 401k, LRCX - Lam Research Corp.


audio Increase or Decrease Stock Mix in Retirement?
Thu, 01 Dec 2016 00:55:15 +0000

Is there good reason to contradict the customary more conservative approach to your stocks vs. bonds mix?
Today's Stocks & Topics: Dollar Index, Oil Prices, the Beige Book, K - Kellogg Co., Stock Position, FNSR - Finisar Corp., Bond
Market, Consolidation, DUK - Duke Energy Corp., CVS - CVS Health Corp.


As we buy or sell we are effectively making an assumption about the future - even though few of us have a clue about it.
Today's Stocks & Topics: Investing for Kids, ABBV - AbbVie Inc., GDX - VanEck Vectors Gold Miners ETF, Compounding, Mutual Funds, GDX - VanEck Vectors Gold Miners ETF, TRIP - TripAdvisor Inc.


audio When to Invest In Real Estate and When Not To
Tue, 29 Nov 2016 00:53:50 +0000

In real estate, it often boils down to analyzing the market to determine whether interest rates and economic forecasts are favorable or not.
Today's Stocks & Topics: Dollar Strength, OAK - Oaktree Capital Group LLC Un, Italian Referendum, Global Bond Market, Bonds & Investment Terms, GILD - Gilead Sciences Inc., TEVA - Teva Pharmaceutical Industries Ltd., Real Estate.


audio 2017: Vanguard's Best Guesses
Fri, 25 Nov 2016 08:00:00 +0000

Interest rates are low, the stock market is at historic highs and a presidential election is making people skittish.
Today's Stocks & Topics: 401k, Why You’re Not Getting the Job, Why Smart People Make Mistakes, Extra Income, KPP Newsletter, Energy ETFs, Electric Cars, Type of Portfolios, Roll Over, Roth I-R-A, Retirement, Unusual Expectations, Trust Deeds, Brokers, Stocks, Level 2, Investments & Taxes.


audio The Case Against ETFs
Thu, 24 Nov 2016 08:00:00 +0000

What's wrong with ETFs? The founder of Vanguard and its former chief investment officer say that they're not as safe as they may seem.
Today's Stocks & Topics: Buying Second Half Position, Cash No Longer King, 10 Year Treasury Bonds, Tesla, Investing in Stocks, Wills, Bonds, Roth I-R-A vs. I-R-A, 401k, Technical Analysis, Selling Short.


Socially responsible investing isn't just for stocks anymore, the same principles can be applied to corporate bonds.
Today's Stocks & Topics: GDX - VanEck Vectors Gold Miners ETF, China’s Debt Problems, Tesla Solarcity, 403B, Roth I-R-A, GSK - GlaxoSmithKline PLC ADR, SPY - SPDR S&P 500 ETF Trust, On Balance Volume, SPH - Suburban Propane Partners L.P., HURN - Huron Consulting Group Inc.


audio Passive vs. Active Investing
Wed, 23 Nov 2016 01:43:07 +0000


Today's Stocks & Topics: NSRGY - Nestle S.A. ADR, the Dollar, Elections & Merging Markets, Trade Policy, How Couples Sabotage Own Retirement, DUK - Duke Energy Corp., ED - Consolidated Edison Inc., STLD - Steel Dynamics Inc., BHLB - Berkshire Hills Bancorp Inc., 401k, FCX - Freeport-McMoRan Inc., ADBE - Adobe Systems Inc., Portfolio management, BAC - Bank of America Corp.