RECENT PROGRAMS

AVOIDING COSTLY MEDICARE MISTAKES WITH MEDICARE EXPERT DR. KATY VOTAVA

October 4, 2019

Medicare is a benefit that can’t start soon enough for many older adults. Health care costs are skyrocketing and they hit seniors particularly hard because many are on a fixed income and they utilize health care more.

But Medicare is not a slam dunk, anything but. Continue Reading »

SMALL COMPANY EXECUTIVES ARE NOT WORRIED ABOUT RECESSION & THEIR STOCKS ARE MAKING A COMEBACK

September 27, 2019

Two investment tenets have been upended in recent years: one that value stocks, considered cheap by traditional metrics outperform growth stocks, the other that small companies outperform large ones.

Over the last decade, the opposite has been true. Growth stocks have dramatically outdistanced value stocks and large caps have significantly outperformed small company ones.

If you happen to be a value-oriented, small-cap investor it’s been a tough combination which is why contrarian minded observers think now might be a good time to revisit the space.

Chuck Royce, Founder, Chairman and Portfolio Manager of Royce & Associates joins us to discuss how some of his funds have outperformed benchmarks for multiple periods, with below-average market volatility.

THE IMPORTANCE OF GOLD IN DE-RISKING PORTFOLIOS

September 20, 2019

Financial risks are adding up. Trade battles with China, the surprising vulnerability of Middle East oil supplies, the duration of Hong Kong protests, the drawn-out Brexit dilemma are all drags on business confidence and economic growth. In recognition, the Federal Reserve just cut interest rates for the second time this summer and remains on alert.
Continue Reading »

ALTERNATIVE STRATEGIES TO MAKE MONEY IN DOWN MARKETS: WHAT’S BOB DOLL DOING?

September 13, 2019

One dominant market observation of the last decade has been that we have been experiencing the least believed bull market in history.
As of August of 2018 the market’s advance, in large-cap stocks at least, had indeed become the longest bull market in history.
But the experience of investors has been anything but a straight shot. If you look at indexes outside the largest U.S. company stocks it has been a much more perilous ride with several major corrections along the way.
Continue Reading »

TRADE WAR IMPACT: THE MARKETS & ECONOMY

August 25, 2019

NEW:
Volatile U.S trade relations with China are immediately reflected in the financial markets but what about the economic impact? Could they push the U.S. into recession? Leading global economist and strategist Nick Sargen weighs in.

SARGEN: “Number one is don’t add to risk. That’s the simple message. Number two is, is it a good time to d begin to do some reduction of risk in the portfolio? And I think the warning signs are Yes.”

SARGEN: “What I’m concerned with today is that I think there is no solution in sight. We are at a complete standoff. We are playing brinksmanship. And just today, the president makes a statement. I never thought I’d hear that U.S. businesses should stop doing business with China.”

SARGEN: “In my view, the upside for the stock market is limited because if the economy slowing, profits are slowing, they’re not going to be robust as they have been. And then the real risk to the downside. I think the Fed tries to provide support. But if the trade war keeps going the wrong direction, I see the risk is basically a replay of what happened in the fourth quarter of last year.”