Can an engineer make a good investment manager? When it comes to our guest Bob Killen, the answer is yes. In his early years, Bob worked as an aerospace engineer at Pratt & Whitney and later at GE. For family reasons, he went on to change careers and founded an investment firm, The Killen Group where he had great success for over 55 years as an investment manager. Bob discusses how his background as an engineer was an asset in his investing career by applying skills such as in-depth...

Maria Bartiromo made history in 1995 as the first journalist to report from the New York Stock Exchange - let alone the first female journalist to do so in a sea of suits. We are so happy to speak with her today on this episode 157 of Payne Points of Wealth.   Maria’s story is a classic American story. From an immigrant family that understood the value of hard work, this Brooklyn girl reached for the stars and made a name for herself as a top financial journalist.    Maria has covered...

Rotation from tech? It’s episode 156 and economic growth is expected to be close to 3% for the first quarter. Also, we’ve seen tech selling off a bit with areas like energy, materials, and commodity-based companies starting to do really well, especially with oil prices going up.“..small and mid-cap infrastructure stocks are blowing the doors off of technology in terms of performance...”  – Bob PayneOn the Tipping Point, we talked to our guest and colleague Jennifer Angell, CFA® who recently...

5 companies leading the rally It seems all market sentiment is driven by what AI companies are going to do. We recorded this episode right before the chipmaker Nvidia was to announce their quarterly earnings and the hype is strong. The top 5 tech giants that are involved in AI have been leading the rally.

In this episode, Ryan and Chris talk to Ryan’s good friend and entrepreneur, Scott Tantino, who owns two running stores just outside of Philadelphia - North Wales Running Company and All Kinds of Fast. The topics range from how Scott decided to invest in opening a running store to his work/life balance, the value of great service in retail, how he navigated the pandemic shutdown, hiring challenges, and much more. Join us for this episode of Payne Points of Wealth.

Stock Market Bubble Ready to Burst!? It’s episode 146 and the weighting of tech in the S&P 500 is starting to resemble the index back in ’99-2000 before the tech bubble burst. We'll talk about the red flags. On the Tipping Point, Ryan tests Bob's 55 years of experience with a financial planning "fill in the blank" quiz. Join us for this episode of Payne Points of Wealth.

It’s episode 145 and there’s a record $6 trillion of cash on the sidelines in money-market funds even though the odds are high the Fed will lower rates this year.  We’ll tell you why we think sitting in cash is a mistake.   On the Tipping Point, we discuss some of the most important questions you should be asking your financial professional to ensure you've got the right financial game plan for 2024 and beyond.

It’s episode 144, the Fed has become dovish and we have a Santa Claus rally. Some investors are trying to avoid risk by sitting in a money market but we'll talk about why that could be more risky, not less. On the Tipping Point today, we talk about common pitfalls in your path to financial independence. Join us for this episode of Payne Points of Wealth. 

It’s episode 143 and we’re very happy to have our guest Louis-Vincent Gave, the Founding Partner and Chief Executive Officer at Gavekal Research. Louis has written 7 books and many articles about the global economy and emerging markets, emphasizing Asia.

It’s episode 142 and inflation has continued to come down. The consumer is spending, the labor market is strong, earnings for the third quarter were the best in history and the Fed is likely to start cutting next year. On the Tipping Point, we discuss how working with a financial professional is like having a personal trainer for your health, but for your financial health. Join us for this episode of Payne Points of Wealth. 

It's episode 141 and we have many things to be optimistic about yet the stock market remains 5% off its all-time high from 2 years ago. Also, China has extended an olive branch, what does it mean? And, what Elon Musk proves about manufacturing in the US.On the Tipping Point, we talk about common shortcuts some take on their path to financial independence and why that's a bad idea. Join us for this episode of Payne Points of Wealth. 

It's episode 140 and the market has gained 10% in two weeks. We're going to talk about how emotional investing can be. Also, have investors missed the boat on long-term bonds? The market is pricing in rate cuts for next year.   On the Tipping Point, we discuss how overconfidence and ego can ruin your financial independence plan with our guest and colleague, Aaron Dessen, Certified Financial Planner.™ Join us for this episode of Payne Points of Wealth. 

It's episode 139. This week we talk about how timing the market is impossible and the importance of a balanced portfolio that includes high-quality bonds and dividends that increase over time to reach your goals. On the Tipping Point, we discuss where couples can go wrong regarding some important financial decisions, with our guest and colleague, Frankie Lagrotteria, Financial Advisor. Join us for this episode of Payne Points of Wealth. 

It's episode 137 and earnings season is off to a great start, we'll talk about it. We’ll also discuss why now is a great time to buy stocks and longer-term bonds. It’s the best time ever to not sit in cash. Also, are we getting the soft landing the Fed talked about?On the Tipping Point, we go over some of most scandalous financial planning mistakes we’ve seen and how you can avoid them. Join us for this episode of Payne Points of Wealth. 

In this episode we talk with Marianna Moliver, she is a super lawyer as voted by Super Lawyers magazine in the areas of estate planning and probate. Marianna has her own practice, Moliver Law and she has great insights and experience in the world of estate planning. It's a topic we get a lot of questions about. Estate planning is something that no one likes to do, but we know it's extremely important. Some of the other topics discussed in this episode are the market's reaction to chances...

This week the 3 Paynes talk shop with fellow wealth manager, Adam Johnson, founder of the Bullseye Brief newsletter. Previously, Adam anchored on Bloomberg Television, interviewing CEOs, heads of state, and prominent investors. He has decades of investing experience at Wall Street firms. If you watch Fox Business, you’ve probably seen Ryan and Adam discussing the market with Maria Bartiromo. Some of the other topics discussed in this episode are inflation, the Fed, how robotics are improving...