Episodes
UBS Thinks U.S. Economy is Headed Back to Clinton-Like Era: https://finance.yahoo.com/news/forget-gloom-1970s-ubs-thinks-123027482.html There's a Reason a Killer Money Saving App Still Doesn't Exist: https://www.wsj.com/personal-finance/theres-a-reason-a-killer-money-saving-appstill-doesntexist-24558f8c?st=e8ammlevxt876we&reflink=article_email_share 529 to Roth Rollovers: https://www.schwab.com/learn/story/529-to-roth-ira-rollovers-what-to-know Refrigeration:...
Published 11/17/23
S&P 500 clinches best week since November 2022: https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-11-03-2023-8110321c A generational way to play the stock market: https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-11-03-2023-8110321c Alger mutual fund: https://www.alger.com/Pages/Products.aspx?productCode=2084  
Published 11/10/23
Biden's Junk Fee Crackdown Comes for Retirement Advice: https://www.wsj.com/personal-finance/retirement/bidens-junk-fee-crackdown-comes-for-retirement-advice-20ce1b2c How this year's hottest investment could end up costing you: https://www.wsj.com/finance/investing/how-this-years-hottest-investment-could-end-up-costing-you-a4717f20?reflink=integratedwebview_share Why Quality in Small caps matters:...
Published 11/03/23
Trading Stocks Loses Its Thrill: https://www.wsj.com/finance/stocks/trading-stocks-loses-its-thrill-i-would-get-burned-43bab615 Long Term Investors Should Be Plowing 80% of Their Portfolios into Stocks: https://finance.yahoo.com/news/long-term-investors-plowing-80-003109291.html#:~:text=Investors%20should%20be%20putting%20at,portfolios%20in%20equities%2C%20he%20added.  
Published 10/20/23
Higher Bond Yields Likely to Extend Fed Rate Pause: https://www.wsj.com/economy/central-banking/higher-bond-yields-likely-to-extend-fed-rate-pause-53aa56fc 77 Year Old Widow Loses $ 661,000 in tech scam: https://www.cnbc.com/2023/10/08/how-one-retired-woman-lost-her-life-savings-in-a-common-elder-fraud-scheme.html#:~:text=Marjorie%20Bloom%2C%20a%20retired%20civil,fraud%20that%20targets%20older%20adults. With 5% Returns, Financial Advisors Fight Irrelevance:...
Published 10/13/23
Millenials are on track for retirement: https://www.wsj.com/personal-finance/retirement/millennials-on-better-track-for-retirement-than-boomers-and-gen-x-1aebf00 Buy Shrek Music Royalties: https://www.wsj.com/finance/you-can-now-invest-in-shrek-music-rights-the-same-place-you-buy-stocks-2798a41f WeWork shares plunge:...
Published 10/06/23
Cash Flow Podcaster makes off with millions: https://www.cnbc.com/2023/09/25/cash-flow-podcaster-made-off-with-millions-in-ponzi-scheme-sec.html Should I take a $ 44,000 lump sum or keep a $ 423 monthly pension?: https://www.wsj.com/personal-finance/retirement/pension-lump-sum-monthly-payment-retirement-f94ad69b?reflink=integratedwebview_share The Hedge Fund Meltdown that rescued your stock portfolio:...
Published 09/29/23
You might be be paying too much for that index fund: https://www.wsj.com/finance/investing/you-might-be-paying-too-much-for-that-index-fund-a2458f24 Goldman's pitch to rich clients: https://www.wsj.com/finance/banking/goldmans-pitch-to-rich-clients-hey-buy-a-piece-of-this-sports-team-5a58746b Higher interest rates not just for longer, but maybe forever: https://www.wsj.com/economy/central-banking/higher-interest-rates-not-just-for-longer-but-maybe-forever-d5891964  
Published 09/22/23
Indexing Is Still the Best Bet for Investors: https://www.wsj.com/articles/indexing-is-still-the-best-bet-for-investors-stock-market-portfolio-managers-finance-overpriced-returns-ff67fd72?st=xx7y7bhtj2m19q3&reflink=article_email_share The Secret to Saving for Retirement: Start Before You're 20: https://www.wsj.com/personal-finance/retirement/these-teens-opened-roth-iras-before-they-could-even-vote-ad2b2a9d?reflink=integratedwebview_share The 11% Yield That Isn't in Your Mutual Fund:...
Published 09/15/23
Active Investing Company: https://www.harborcapital.com/products/etfs/overview/ Why are mortgage rates so high: https://www.nytimes.com/2023/08/26/business/mortgage-rates-housing-market.html Cellphone plan idea: redpocket.com Electricity search: powertochoose.org  
Published 09/08/23
The exact age when you make your best financial decisions: https://www.wsj.com/personal-finance/the-exact-age-when-you-make-your-best-financial-decisions-2a8163bb?reflink=integratedwebview_share Super-rich Americans are giving up on the stock market: https://finance.yahoo.com/news/super-rich-americans-giving-stock-130000070.html
Published 09/01/23
How to get famous from stock market crash: https://www.wsj.com/finance/investing/how-to-get-rich-and-famous-from-a-stock-market-crash-6914580a New EU rules threaten US tech giants: https://www.wsj.com/tech/americas-tech-giants-rush-to-comply-with-new-curbs-in-europe-2076ade9 Are at&t and verizon's dividends safe?: https://www.barrons.com/articles/at-t-verizon-dividends-safe-c0977fe1  
Published 08/25/23
When Markets Get Scary, Mom and Pop Buy Gold: https://www.wsj.com/articles/when-markets-get-scary-mom-and-pop-buy-gold-77cf7df3 Michael Burry, of 'Big Short' fame, just bet 1.6 Billion on Stock Market Crash: https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash?cid=external-feeds_iluminar_yahoo Billionaire investor Bill Ackman says he's shorting 30 year Treasury Bills:...
Published 08/18/23
Bad timing cost investors: https://www.morningstar.com/funds/bad-timing-cost-investors-one-fifth-their-funds-returns William Bernstein's biggest risk: https://www.wsj.com/articles/william-bernstein-investor-advice-risk-pillars-db0c0ca1 Beer billionaire randomly buys stocks: https://mail.google.com/mail/u/0/#search/altitude/FMfcgzGtwWJvQjZvPvZWxzrQPdJvkgCQ  
Published 08/11/23
1.) At&t jumps after Elliot takes 3 billion stake, sees stock at $ 60: https://www.cnbc.com/2019/09/09/att-shares-jump-after-activist-elliot-management-takes-stake-sees-shares-nearly-doubling.html 2.)Investors are feeling bold again: https://www.wsj.com/articles/tech-stocks-meme-stocks-crypto-investors-are-feeling-bold-again-f158812b 3.) Bank of America ordered to pay 250 million over wrongful...
Published 07/21/23
Financial storm bears down on US commercial real estate: https://www.ft.com/content/658d937f-f804-4656-a9d8-428b9c2c917d Dividend-Paying Stocks Spurned as AI Booms: https://www.wsj.com/articles/investors-spurn-dividend-paying-stocks-as-ai-booms-344f431d Complex Fund Names May be a Warning Sign for Investors: https://www.wsj.com/articles/complex-fund-names-warning-sign-investors-ac49cc2d Are Airline Credit Cards Worth It?...
Published 07/07/23
Boomers Got Hooked on Stocks: https://www.wsj.com/livecoverage/stock-market-today-dow-jones-06-20-2023/card/boomers-got-hooked-on-stocks-now-they-can-t-let-go--WBfwsJSkJGxjhIEAeOek Short Sellers have lost $ 120...
Published 06/30/23
When SVB and First Republic Collapes, So Did Their Employees Investments: https://www.wsj.com/articles/when-svb-and-first-republic-collapsed-so-did-their-employees-investments-59ce4715 Cramer Says Trim your portfolio: https://www.cnbc.com/2023/06/21/jim-cramer-says-trim-your-portfolio-and-take-something-off-the-table.html  
Published 06/23/23
Wealth Management's $ 1 Trillion Conflict: https://www.financial-planning.com/digital-edition/june-2023 Calpers ups VC allocation: https://pitchbook.com/news/articles/calpers-venture-asset-class-tiger-lightspeed Stock-Market bulls see room to run: https://www.wsj.com/articles/stock-market-bulls-see-room-to-run-e71a2fdd  
Published 06/16/23
Nowhere for Investors to Hide From AI Hype: https://www.wsj.com/articles/nowhere-for-investors-to-hide-from-ai-hype-7cb52fd7 Retirement-Savings Changes You Should Know About for 2023: https://www.wsj.com/articles/retirement-savings-changes-2023-1b2e99f0 Ex-Morgan Stanley Broker Pleads Guilty to Stealing from Mom: https://www.advisorhub.com/ex-morgan-stanley-broker-in-texas-pleads-guilty-to-stealing-from-mom/  
Published 06/09/23
JP Morgan Builds Unit for World's Richest Families: https://www.advisorhub.com/jpmorgan-builds-unit-for-worlds-richest-families-in-wealth-bet/ Ex-Morgan Stanley Broker Gets 7.25 years over 7.25 million fraud: https://www.advisorhub.com/ex-morgan-stanley-broker-in-north-carolina-gets-7-25-years-over-7-25-mln-fraud/  
Published 06/02/23
Housing Bust Comes for Small Time Investors: https://www.wsj.com/articles/a-housing-bust-comes-for-thousands-of-small-time-investors-3934beb3 How a Debt-Ceiling Crisis Could Play Out on Wall Street: https://www.wsj.com/articles/debt-ceiling-crisis-wall-street-acc4b5a7  
Published 05/26/23
Scott Burns: Investment paralysis isn't to be lamented. It deserves praise. https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=9a5817a5-0bb1-4cc5-827d-4efe4214a9ee&appcode=DMNUAT&eguid=046dba80-c707-4a3e-b26b-5a17d9c415b2&pnum=118# Foreign Investors are back: Japan stocks surge to their highest since 1990. https://www.cnbc.com/2023/05/17/stocks-in-tokyo-highest-since-1990.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail  
Published 05/19/23
Berkshire Hathaway Latest Investor Letter: https://www.berkshirehathaway.com/letters/2022ltr.pdf ChatGPT Is Causing a Stock-Market Ruckus: https://www.wsj.com/articles/chatgpt-is-causing-a-stock-market-ruckus-4b7cc008  
Published 05/12/23
WSJ: Investors are piling into active ETFs https://www.wsj.com/articles/investors-are-piling-into-actively-managed-etfs-c9729056 WSJ Getting the Sharp End of the Investing Stick: https://www.wsj.com/articles/private-credit-funds-sharpe-ratio-65b86495  
Published 05/05/23