Listen to the May 11th Show   Investors fail to focus on their most significant risk. Modern Portfolio risk assumptions often not connected to reality. Investor expectations being ...

Listen to the May 4th Show Gene from North Carolina called about Chuck Schwab’s personal story. Investor disappointment with market declines. Current market is in a bubble due to stock buyback ...

Listen to the April 27th Show What is going to happen to the high US debt? Skip called about the Iraqi dinar really a good bet on revaluation? Tiffany called regarding marijuana stocks. Junk ...

Listen to the April 20th Show Mutual funds increasingly unpopular as investors expect transparency. The Fed has made a U-Turn reporting miraculous economic growth. USA non-financial debt is at new ...

Listen to the April 13th Show Stock buyback programs have propped up the major indices. Jimmy from Seattle called regarding use of ETFs in an IRA Proposed Taxpayer First Act will prohibit ...

Listen to the April 6th Show Briefly covered auto manufacturer NIO due to mid-week caller’s inquiry. Remember the December concerns? Fed rate hikes and QT ECB terminating QE China trade ...

Listen to the March 30th Show Common assumptions about plumbing illustrate error in many portfolios. Yield curve is inverting but should be ignored for at least a quarter. It indicates a ...

Listen to the March 23rd Show “Buy the Dip” investment process when used in late stage economic cycles has negative results 2/3rds of the time. More than 60% of stocks are below the 200 day ...

Program download link Reviewed 10 year anniversary of the bottom of the last bear market John called from Chicago reporting the Stock Market Reality webinar was an eye opener. Human ...

Program download link Confessions from the Fed: Oops! Averages make investing look easy. Like life, investing is actually messy. Achieving “average” returns is difficult. “There are no physical ...

Program download link Market losses in 2018 & mutual funds distribute capital gains creating tax liability. Vanguard’s low fee morphed to no-fee morphed into no more sales. Fifteen trading days ...

Program download link Larry asked about the wisdom of holding inherited stocks – 3M and General Mills Gene called concerned about analyst recommendations Tammy called concerned that the steak ...

Program download link Call from Don in Gig Harbor questioning recommendations from his broker. Rob called about generating retirement income. Ken called with questions on IRA and real estate ...

Program download link We talked about some of the biggest mistakes investors make today. We answered questions about institutional buying and can investors track it at home. What does ETF stand for ...

Program download link Jeff called concerned about increasing debt for furloughed government employees. JP Morgan analyst considers falling revenues to already be reflected in prices. China’s debt ...

Program download link Investors exited the market in droves during December. Anxiety caused triggers for market fears. Forecasts for lower corporate revenues. Institutional participation remains ...

Program download link December joined the history making record book! Tesla faces additional challenges this year. Bear markets are difficult for “buy-the-dip” investors. Companies and countries ...

Program download link Digital lemmings chasing one headline after another. Christmas eve was the worst in history for the Dow. Sell-offs seem to generate their own gravity. Morningstar concedes ...

Program download link Fed Chairman Powell: Right or Wrong? Bear market territory: Ready or Not LeRoy called regarding year-end tax losses Barbara called about her 401k strategy Along with the ...

Program download link Topsy Turvy market. Is there any hope for higher prices? The number of stocks falling below 200 day moving average has collapsed. Cyclical bull market has flat-lined. Need ...

Program download link Yuan will not replace US Dollar as world’s reserve currency. Lloyd called with question on stock certificates. Guy called regarding cash reserves Jeff called regarding gold ...

Program download link Rallies in gold and Treasuries struggling Bitcoin continuing collapse Any value in karatcards? “The stock market doesn’t know you own it.” Adam Smith General Motors plant ...

Program download link North Carolina caller suggests tax loss selling may extend current downtrend Seattle caller asked about the catalyst for the next breakdown. Apple stock completes the ...

Program download link Lesson: Do not invest on rumors. Bonds as risk management tool at risk according to IMF as reported in Barrons. Protecting your accounts from fraud. Passive index business ...

Program download link Political gridlock – good or bad for the market? Is it time to switch from growth to value emphasis in portfolios? Since the 1990 Japan market peak, the Nikkei Index is ...

Program download link General question everyone wants to know: Why are stocks falling? Classic sell signal occurred this week from widely accepted indicator. Underpinnings of market possibly ...

Program download link October has wiped out all of this year’s gains in the S&P-500. Stocks lead the economy. Corporate CEOs are projecting lower sales next year and little room to raise profits. ...

Program download link Now, after 126 years of dominating retail sales, then being kicked out of the Dow Jones Average, Sears is no more. Last week, the NYSE new 52-week highs were 23 against 1,134 ...

Program download link S and P 500 had 20th negative 3% day since ’09. Winners and losers hammered hard. Stock buy-back programs suspended prior to earnings season. Without buy-backs, there have ...

Program download link Bear markets can move sideways for years. Don & Perry discussed ‘lesson learned’ in Brian Livingston’s book: Muscular Portfolios. Blinded by optimism. Difficulties of ...