Contributors

The general goal of investing is to buy low and sell high sometime in the future.  So how should we handle it when the markets make new all time highs?  Should we wait for the market to fall before …

The general goal of …

The general goal of investing is to buy low and sell high sometime in the future.  So how should we handle it when the markets make new all time highs?  Should we wait for the market to fall before investing new money?  Should we invest it all now to catch upward momentum?  The reality is that markets make new all time highs pretty frequently.  Since our economy continues to grow, the size of the pie that drives corporate profits and stock returns simply tends to get bigger and bigger.  And even if you invest at a new all time high today, you’re still likely positioned for positive lon…

Tony Matheson joins us on the show this week.  Tony worked as a wholesaler in the investment industry for 20 years before departing to launch a financial advisory firm, Slalom Wealth.  Wholesaling i…

Tony Matheson joins …

Tony Matheson joins us on the show this week.  Tony worked as a wholesaler in the investment industry for 20 years before departing to launch a financial advisory firm, Slalom Wealth.  Wholesaling is a sector of the industry we haven’t discussed much on the podcast to date, and Tony joins us to share the inside scoop.  We cover how wholesalers work with and influence financial advisory offices, what his path to starting a financial advisory office has been like, and what it’s really like to study and sit for the CFA exams.   Resources Connect with Tony: Website - slalomwealth.com/ Link…

I’m asked pretty frequently what I think of the market, and what themes I’m paying attention to.  While I don’t think there’s any one theme, event, or headline that should impact your investm…

I’m asked pretty f…

I’m asked pretty frequently what I think of the market, and what themes I’m paying attention to.  While I don’t think there’s any one theme, event, or headline that should impact your investment allocation, there are certainly some themes I’m tracking more than others.  In this episode I cover the top four I’m paying attention to right now: the “Magnificent 7” and the impact on market returns, commercial real estate, the Fed’s dot plot, and the Chinese economy.   Resources  Links: https://www.bankrate.com/banking/federal-reserve/how-to-read-fed-dot-plot-explained/ https…

Vince Shorb joins us this week to discuss the state of financial literacy.  Vince is the founder and CEO of the National Financial Educators Council, which provides financial literacy resources to ed…

Vince Shorb joins us…

Vince Shorb joins us this week to discuss the state of financial literacy.  Vince is the founder and CEO of the National Financial Educators Council, which provides financial literacy resources to educators and organizations nationwide.  He shares why basic financial concepts are not being taught in public schools across America, as well as what parents need to teach their kids about money to set them up for long term success.   Resources: https://www.financialeducatorscouncil.org/ https://www.linkedin.com/in/vinceshorb/

When politicians draft tax reform bills I usually try not to pay attention until they become law, since so few actually do.  This tax reform bill is a little different.  The Tax Relief for American …

When politicians dra…

When politicians draft tax reform bills I usually try not to pay attention until they become law, since so few actually do.  This tax reform bill is a little different.  The Tax Relief for American Families and Workers Act of 2024 is a bipartisan bill that got through the Ways & Means Committee with a vote of 40-3.  And since some of the tax changes would be retroactive to 2023, I figured it warranted some coverage.  You might want not want to file your tax return quite yet if any of these changes apply to you.   Links: https://www.wolterskluwer.com/en/expert-insights/tax-relief-for-…