Archive for April, 2020

SURPRISING RETIREMENT PLANNING ESSENTIALS FROM DIET TO ADVISOR CREDENTIALS FROM TWO RETIREMENT PROS

April 10, 2020

Retirees and near-retirees have suffered a punch to the gut and their portfolios with the coronavirus induced shutdown of the economy and the massive and precipitous market decline. After a decade which resulted in longevity records being set by both the economic recovery and bull market this black swan event was a stunner which requires a reassessment and regrouping of life plans, particularly for seniors.
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Staggering Numbers

April 4, 2020

This page is here for technical reasons. Please click here for the episode page.

FLOWS INTO ETFS AND LONG TERM RETURNS ON BITCOIN ARE STAGGERING. MATT HOUGAN IS AN EXPERT ON BOTH

April 3, 2020

One of the biggest trends in investing in recent years has been the migration of investment dollars into exchange-traded funds and out of traditional mutual funds. The numbers are staggering.

This week’s guest had the foresight and guts to get involved in ETFs in their early stages and more recently cryptocurrencies which are still in their development phase. We are going to get his update on both. He is Matt Hougan, Global Head of Research at Bitwise Asset Management, a cryptocurrency asset manager. Hougan describes it as the “crypto equivalent of an S&P 500 fund.”
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HAVE AT LEAST ONE ASSET THAT IS NOT CORRELATED TO THE STOCK MARKET

April 3, 2020

HAVE AT LEAST ONE ASSET THAT IS NOT CORRELATED TO THE STOCK MARKET

ADD SOME GOLD TO YOUR PORTFOLIO

    LARGE AND ESTABLISHED GOLD ETFS:

  • SPDR GOLD SHARES ETF (GLD)
  • ISHARES GOLD TRUST ETF (IAU)

    CASH AND CASH EQUIVALENTS

  • 3 MONTH TREASURY BILLS AND OTHER TREASURY SECURITIES
  • CAN PURCHASE TREASURY SECURITIES DIRECTLY FROM U.S. TREASURY AT TREASURYDIRECT.GOV

Watch the related WEALTHTRACK episode.

HOUGAN: ETF FAILURE

April 3, 2020

ETF FAILURE

ETF expert Matt Hougan says ETFs have failed investors in one notable area, socially responsible investing. He says we now have the technology to solve the problem.

Watch the related WEALTHTRACK episode.

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