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CORONAVIRUS & THE MARKETS

February 28, 2020

The heat is on investors. Global markets are erupting, the coronavirus is spreading and an outlier presidential candidate, this time from the left is gaining steam. Nicholas Bohnsack from top-rated macro research firm, Strategas explains the firm’s long-term optimism about the economy and markets despite its short term caution.
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Filling in the Retirement Income Gap With Insurance Expert Kim Lankford

February 22, 2020

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

CHECK YOUR ALLOCATION TO STOCKS

February 21, 2020

CHECK YOUR ALLOCATION TO STOCKS A big risk for pre-retirees and retirees is a major decline in retirement funds Lack of time to make it up More than one- third of baby boomers’ 401(k)s: +70% in stocks Almost one-tenth of baby boomers’ 401(k)s:100% in stocks Watch the related WEALTHTRACK episode.

LANKFORD: PARENTS’ LONG-TERM CARE

February 21, 2020

PARENTS’ LONG-TERM CARE Over the years many of personal finance journalist Kim Lankford’s readers have told her they never knew about their parents’ long-term care policies. Watch the related WEALTHTRACK episode.

FILLING IN THE RETIREMENT INCOME GAP WITH INSURANCE EXPERT KIM LANKFORD

February 21, 2020

The reality is most Americans have not met their retirement goals. We want to change this dynamic starting right now. And we have the right guest to help us. Kim Lankford is an award-winning personal finance journalist, now working freelance. She was a long time contributing editor and columnist for Kiplinger’s. One of the first steps she recommends to plan for retirement or manage it is to understand our monthly cash flows.

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Non-consensus Value Investing With Ariel Investments’ Rupal Bhansali

February 15, 2020

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

GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW

February 15, 2020

GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW Where Most Vulnerable To Declines: Highest Risk Areas = Most Appreciation With Lagging Fundamentals Appreciation Vs. Fundamentals (2019 Performance) S&P 500 +29% capital appreciation S&P 500 +2% earnings per share Watch the related WEALTHTRACK episode.

BHANSALI: NON-CONSENSUS INVESTMENT EDUCATION

February 15, 2020

NON-CONSENSUS INVESTMENT EDUCATION Global value investor Rupal Bhansali explains her two strong motivations for writing Non-Consensus Investing… Watch the related WEALTHTRACK episode.

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