Money Wise
By Davidson Capital Management, Inc.
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Category: Investing
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Episodes: 253
Description
Jeff and Kyle Davidson are joined weekly by Joe Rust as they discuss current investment trends, the truth behind prudent investing strategies, and how you can build wealth for the long term with a solid plan in place.
| Episode | Date |
|---|---|
|
Technical Selloffs, Active Management, & What Wall Street Won’t Tell You
|
Aug 01, 2026 |
|
Roth Conversions, Portfolio Liquidity, & RIA vs Broker
|
Jul 25, 2026 |
|
Managing Risk, Semiconductor Opportunities, & The Best Investment Advice Ever
|
Jul 18, 2026 |
|
Estate Planning Matters, AI's Growth Continues, & Equity Indexed Annuities
|
Jul 11, 2026 |
|
Market Breadth Improves, SpaceX Hype Fades, & What Wall Street Won't Tell You
|
Jun 27, 2026 |
|
SpaceX IPO Fuels Excitement, Fundamentals Still Matter, & 401(k) Rollovers
|
Jun 13, 2026 |
|
Good News Becomes Bad News, Investing vs Gambling, & RIA vs. Broker
|
Jun 06, 2026 |
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Fundamentals Win Again, Opportunity in Overlooked Sectors, & Best Investment Advice Ever
|
May 16, 2026 |
|
Earnings Growth Stays Strong, Inflation Remains in Focus, & Equity Index Annuities
|
May 09, 2026 |
|
Markets Hit New Highs, Earnings Strength Leads the Way, & What Wall Street Won’t Tell You
|
May 02, 2026 |
|
Earnings Take Center Stage, Institutional Buying Leads, & RIA vs. Broker
|
Apr 25, 2026 |
|
V-Shaped Recovery Continues, Speculation Concerns Rise, & The Best Investment Advice Ever
|
Apr 18, 2026 |
|
Markets Rally on Ceasefire, Oil Prices Remain in Focus, & Equity Index Annuities
|
Apr 11, 2026 |
|
Dow in Correction, Media Noise & What Wall Street Won’t Tell You
|
Mar 28, 2026 |
|
Markets Break Key Levels, Indiscriminate Selling Spreads, & RIA vs Broker
|
Mar 21, 2026 |
|
Market Volatility Continues, Private Credit Concerns & Best Investment Advice Ever
|
Mar 14, 2026 |
|
Markets React to Middle East Tensions, Oil Prices Rise, & Equity Index Annuities
|
Mar 07, 2026 |
|
AI Speculation Sparks Volatility, Treasury Yields Dip Below 4%, & What Wall Street Won’t Tell You
|
Feb 28, 2026 |
|
Market Resilience During Policy Shifts, Consolidation Continues, & RIA vs Broker
|
Feb 21, 2026 |
|
Artificial Intelligence Headlines, Volatility Returns in a News-Driven Market, & Best Investment Advice Ever
|
Feb 14, 2026 |
|
Dow Strength, NASDAQ Pressure, & Equity Index Annuities
|
Feb 07, 2026 |
|
When Markets Pause, Precious Metals in Focus, & What Wall Street Won’t Tell You
|
Jan 31, 2026 |
|
Algorithmic Trading vs Human Judgement, Political Headlines, & RIA vs. Broker
|
Jan 24, 2026 |
|
Short-Term Volatility, Long-Term Investor Behavior, & The Best Investment Advice Ever
|
Jan 17, 2026 |
|
A Strong January Start, Why Rebalancing Matters, & Equity Index Annuities
|
Jan 10, 2026 |
|
Another Solid Year for Stocks, How History Frames Expectations, & What Wall Street Won’t Tell You
|
Jan 03, 2026 |
|
The Santa Claus Rally, Looking Ahead to 2026, & RIA vs Broker
|
Dec 27, 2025 |
|
Volatility in AI Stocks, Thoughtful Portfolio Construction, & The Best Investment Advice Ever
|
Dec 20, 2025 |
|
AI Panic, Predictive Markets, & Equity Index Annuities
|
Dec 13, 2025 |
|
The AI Bubble Myth, Dangers of Media Hype, & What Wall Street Won’t Tell You
|
Nov 22, 2025 |
|
The 50-Day Test, When Momentum Meets Resistance, & 401(K) Rollovers
|
Nov 08, 2025 |
|
A Goldilocks Market, Washington Gridlock, & RIA vs. Broker
|
Nov 01, 2025 |
|
All-Time Highs, a Government Shutdown, & The Best Investment Advice Ever
|
Oct 25, 2025 |
|
Climbing the Market Mountain, When Negativity Meets a Bull Market & 401(K) Rollovers
|
Oct 19, 2025 |
|
Politics Heat Up, Markets Stay Cool, & Equity Index Annuities
|
Oct 04, 2025 |
|
PCE Data, Sticky Inflation, & 401(K) Rollovers
|
Sep 27, 2025 |
|
Fed Moves, Markets Soar, & What Wall Street Won’t Tell You
|
Sep 21, 2025 |
|
Markets Eye Fed’s Next Move, Bad News vs. Good News, & RIA vs Broker
|
Sep 13, 2025 |
|
Record Cash on the Sidelines, GDP Surprise, & The Best Investment Advice Ever
|
Aug 30, 2025 |
|
Jackson Hole Shifts the Tone, Small-Cap Momentum, & Equity Index Annuities
|
Aug 23, 2025 |
|
The True Driver of Inflation, Market Momentum & What Wall Street Won’t Tell You
|
Aug 17, 2025 |
|
Apple’s Big Investment, Market Momentum and RIA vs. Broker
|
Aug 09, 2025 |
|
Markets Slip, Economic Confusion Grows & The Best Investment Advice Ever
|
Aug 02, 2025 |
|
“The Big Beautiful Bill,” Wall Street Records & Equity Index Annuities
|
Jul 27, 2025 |
|
Wall Street’s Uneasy Summer, Tariff Drama, & What Wall Street Won’t Tell You
|
Jul 19, 2025 |
|
Tariff Fears Fade, Markets Take a Breather & RIA vs. Broker
|
Jul 12, 2025 |
|
Markets Surge into Q3, Supreme Court Shake-Ups & The Best Investment Advice Ever
|
Jul 05, 2025 |
|
A Market Rally on Fed Hints, Fading Geopolitical Risks & Equity Index Annuities
|
Jun 28, 2025 |
|
Sideways Markets, Product Pitches, & What Wall Street Won’t Tell You
|
Jun 21, 2025 |
|
Geopolitical Risk Sparks a Pullback, Insurance-Based Investments, & RIA vs Broker
|
Jun 14, 2025 |
|
A Surprisingly Steady U.S. Market, Global Economic Warnings & The Best Investment Advice Ever
|
Jun 07, 2025 |
|
May Market Momentum, A Gloomy Wall Street, & Equity Index Annuities
|
May 31, 2025 |
|
Markets Drop Before the Holiday, Tech Takes the Spotlight, and What Wall Street Won’t Tell You
|
May 25, 2025 |
|
Tariff Tantrum Ends, Recovery Takes Shape, & RIA vs Broker
|
May 17, 2025 |
|
Sideways Markets, Trade Deal Hopes, & The Best Investment Advice Ever
|
May 11, 2025 |
|
Market Resilience, the 90-Day Tariff Countdown, & Equity Index Annuities
|
May 03, 2025 |
|
Earnings Season Kicks Off, Managing the Noise & What Wall Street Won’t Tell You
|
Apr 27, 2025 |
|
Market Holds in Uncertainty, The L-Shaped Recovery Debate, & RIA vs. Broker
|
Apr 19, 2025 |
|
Markets Rebound, Emotional Investing, & The Best Investment Advice Ever
|
Apr 12, 2025 |
|
Historic Market Drop, Tariff Tantrums & Equity Index Annuities
|
Apr 06, 2025 |
|
Market Dips Amid Sentiment Swings, ‘Liberation Day’ Anticipation, & What Wall Street Won’t Tell You
|
Mar 29, 2025 |
|
Fed Signals Support, Triple Witching Volatility, & RIA vs Broker
|
Mar 22, 2025 |
|
A Wary Market, Trump’s Trade Strategy & The Best Investment Advice Ever
|
Mar 15, 2025 |
|
Tariff Turmoil, The Fear-Driven Selloff & The Best Investment Advice Ever
|
Mar 08, 2025 |
|
Traders Gonna Trade, A Year of Heightened Swings & Equity Index Annuities
|
Mar 01, 2025 |
|
A Cacophony of Mixed Signals, Negative News, & What Wall Street Won’t Tell You
|
Feb 22, 2025 |
|
Tariff Tantrums, The Fed’s Next Move & RIA vs. Broker
|
Feb 15, 2025 |
|
The Broader Economic Impact of Tariffs, Media-Driven Sentiment, & The Best Investment Advice Ever
|
Feb 09, 2025 |
|
Algorithmic Trading, AI and Market Volatility & Equity Index Annuities
|
Feb 01, 2025 |
|
Equally Weighted Strategies vs. Market-Cap-Weighted Indices, A Shift From the ‘Magnificent 7’ & What Wall Street Won’t Tell You
|
Jan 25, 2025 |
|
A Portfolio Rebalance, Shifting Fed Expectations, and RIA vs. Broke
|
Jan 19, 2025 |
|
A Surprisingly Strong Jobs Report, A Perversion of the Markets, & The Best Investment Advice Ever
|
Jan 11, 2025 |
|
Saying Goodbye to 2024, The Impact of Rising Bond Yields, & Equity Index Annuities
|
Jan 04, 2025 |
|
The Powell That Stole Christmas, Predicted Volatility, & What Wall Street Won’t Tell You
|
Dec 21, 2024 |
|
A Sideways Moving Market, The Santa Claus Rally, & RIA vs. Broker
|
Dec 14, 2024 |
|
Dow’s November Surge, The Trump Bump Continues & The Best Investment Advice Ever
|
Dec 07, 2024 |
|
Nvidia Joins the Dow, What’s Fueling the Bull Market & Warnings About Equity Index Annuities
|
Nov 23, 2024 |
|
Pullback After the ‘Trump Bump’, Fed Chatter & What Wall Street Won’t Tell You
|
Nov 16, 2024 |
|
Conviction Buying, Market Spikes, & RIA vs. Broker
|
Nov 09, 2024 |
|
The Numbers Don’t Lie, Political Talk & Equity Index Annuities
|
Nov 02, 2024 |
|
A Market Cha-Cha, Technical Charts & The Best Investment Advice Ever
|
Oct 26, 2024 |
|
Why You Can’t Let Politics Drive Your Strategy, Market Seasonality & 10 Myths of Retirement Planning
|
Oct 19, 2024 |
|
Market Breadth, Yield Curves & A Retirement Readiness Quiz
|
Oct 12, 2024 |
|
A September to Remember, Real Talk on Current Market Valuations & 401(k) Rollovers
|
Sep 28, 2024 |
|
The Dow Outperforms NASDAQ in Q3, We Get a 0.5% Interest Rate Cut & RIA vs. Broker
|
Sep 21, 2024 |
|
The NASDAQ Corrects Itself, Federal Reserve’s Upcoming Interest Rate Cut, & 401(K) Rollovers
|
Sep 14, 2024 |
|
Market Divergence, NVIDIA, & 5 Things Every Retirement Portfolio Should Have
|
Aug 31, 2024 |
|
Falling Interest Rates and the Housing Market, A Soft Landing for the Economy & Retiree Spending Rules
|
Aug 24, 2024 |
|
The Volatility Index, Federal Reserve Policy Outlook, & Equity Index Annuities
|
Aug 18, 2024 |
|
Market Seasonality, Leaving Politics Out of It, & The Best Investment Advice Ever
|
Aug 10, 2024 |
|
Earnings Reports, Federal Reserve Announcements, & The 10 Myths of Retirement Planning
|
Aug 03, 2024 |
|
The Impact of Tech Earnings and Algorithmic Trading, Chat GPT, & The ‘Are You Ready for Retirement’ Quiz
|
Jul 27, 2024 |
|
Market Seasonality, Tech Stock Concentration, & RIA vs Broker
|
Jul 20, 2024 |
|
Tech Dominance Continues, Small Cap Surges, & Investor Psychology
|
Jul 13, 2024 |
|
AI’s Impact on the Markets, Q2 Reflections, & 5 Things Every Portfolio Should Have
|
Jun 29, 2024 |
|
Tech Sector Dominance, Apple’s Resurgence, & Retiree Spending Rules
|
Jun 15, 2024 |
|
Investor Sentiment, Market Participation, & Equity Index Annuities
|
Jun 11, 2024 |
|
Unpredictability in the Market, Unknown Factors, & The Best Investment Advice Ever
|
Jun 01, 2024 |
|
Fluctuations in the Market, The Upcoming Personal Consumption Expenditures Index & The 10 Myths of Retirement Planning
|
May 25, 2024 |
|
Economic Reports Impact on the Markets, A Cooling of Inflation, & Are You Ready for Retirement Quiz
|
May 18, 2024 |
|
Friday’s Big Gains, The Future of Apple, & RIA vs. Broker
|
May 04, 2024 |
|
A Stressed Housing Market, An Upcoming Election, & Investor Psychology
|
Apr 20, 2024 |
|
Inflation’s Bite, the Consumer Price Index & 5 Things Every Retirement Portfolio Should Have
|
Apr 13, 2024 |
|
The Fed Speaks, Consequences for the Markets & Retiree Spending Rules
|
Apr 06, 2024 |
|
Economic Indicators, The Personal Consumption Expenditures Index & Equity Index Annuities
|
Mar 30, 2024 |
|
Market Milestones, Federal Reserve Forecasts & Best Investment Advice Ever
|
Mar 23, 2024 |
|
Another Case of the Fridays, Interest Rate Cuts & The 10 Myths of Retirement Planning
|
Mar 09, 2024 |
|
Balancing Risk and Reward, The 5% Rule of Investment & The ‘Are You Ready for Retirement’ Quiz
|
Mar 03, 2024 |
|
Contradictory Fed-Speak, Annualized Returns & RIA vs. Broker
|
Feb 24, 2024 |
|
Economic Data, Shallow Recession Talk & Investor Psychology
|
Feb 17, 2024 |
|
Historic Valuations, Moving Averages & Five Things Every Portfolio Should Have
|
Feb 10, 2024 |
|
Meta’s Classic Short Squeeze, Congressional Testimony & Retiree Spending Rules
|
Feb 03, 2024 |
|
Interest Rate Cuts, The ‘Magnificent 6’ & All About Equity Index Annuities
|
Jan 27, 2024 |
|
Housing Market Stats, Treasury Yields & The Best Investment Advice Ever
|
Jan 20, 2024 |
|
The Bitcoin Casino, An SEC Social Hack & 10 Myths of Retirement Planning
|
Jan 13, 2024 |
|
A 2023 Recap, The 90 Days That Made the Dow & A Quiz on Retirement Readiness
|
Dec 30, 2023 |
|
Nothing to See Here, Market Drivers & RIA vs. Broker
|
Dec 23, 2023 |
|
A Something Burger, When Doves Fly & Understanding Investor Psychology
|
Dec 16, 2023 |
|
A Big Nothing Burger, Technical Weeds & The U6 Unemployment Report
|
Dec 12, 2023 |
|
The Tech Growth Engine, An Impressive November & 5 Things Every Portfolio Should Have
|
Dec 02, 2023 |
|
A Market Microcosm, A Rip-Your-Face-Off Rally & Retiree Spending Rules to Know
|
Nov 11, 2023 |
|
A No-Landing Scenario, Weak Market Fundamentals & Understanding the Dangers of Equity Index Annuities
|
Oct 21, 2023 |
|
Earnings Season, Muted Market Reactions & A Primer on 401(k) Rollovers
|
Oct 14, 2023 |
|
A JOLTS Report Jolt, Continued Perversion of the Markets & 401(k) Rollovers
|
Oct 07, 2023 |
|
Algorithms, Interest Rates, 0 DTE Options & The Best Investment Advice Ever
|
Sep 16, 2023 |
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The September Slog, Apple in China & 401(k) Rollovers
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Sep 09, 2023 |
|
Performance Differentials, Active Asset Management & 10 Myths of Retirement Planning
|
Sep 02, 2023 |
|
A Continued Summer Correction, The Fed Meeting & An ‘Are You Ready for Retirement’ Quiz
|
Aug 26, 2023 |
|
The Dog Days of Summer, Bond Yields, Economic Indicators & RIA vs. Broker
|
Aug 19, 2023 |
|
Summer Malaise, Forthcoming Fed-Speak & Investor Psychology
|
Aug 12, 2023 |
|
Market Burn-Off, Earnings Outlooks & What Wall Street Won’t Tell You
|
Aug 05, 2023 |
|
A Narrowly Missed Record, Algorithmic Trading & 5 Things Every Portfolio Should Have
|
Jul 29, 2023 |
|
The Week of the Rotation, Earnings Reports & Retiree Spending Rules
|
Jul 22, 2023 |
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No Recession in Sight, Distorted Economic Indicators & Equity Indexed Annuities
|
Jul 15, 2023 |
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Ain’t No Fun ‘Til The Fed is Done, The ADP Jobs Report & The Best Investment Advice Ever
|
Jul 08, 2023 |
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The June Swoon, Profit-Taking in the AI Halo & 10 Myths of Retirement Planning
|
Jun 24, 2023 |
|
A Triple Witching Day, Increased Volume & An ‘Are You Ready for Retirement’ Quiz
|
Jun 17, 2023 |
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The $64,000 Question, Talking Heads & RIA vs. Broker
|
Jun 10, 2023 |
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A Brief History of NASDAQ, Utilizing Undervalued Stocks, & Investor Psychology
|
Jun 03, 2023 |
|
The AI Steam Engine, Investor FOMO & What Wall Street Won’t Tell You
|
May 27, 2023 |
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NASDAQ Rising, The S&P 500 Equal Weight Index & 5 Things Every Retirement Portfolio Should Have
|
May 20, 2023 |
|
Debt Ceiling Drama, AI Fear-Mongering & Retiree Spending Rules
|
May 13, 2023 |
|
More Regional Bank Drama, Short Selling Concerns & The Dangers of EIAs
|
May 06, 2023 |
|
A Perplexing Market, Examining Relative Strength & The Best Investment Advice Ever
|
Apr 29, 2023 |
|
A Snoozer of a Week, The Market Cha-Cha & 10 Myths of Retirement Planning
|
Apr 22, 2023 |
|
Inflation News, Banking Shifts, Quantitative Tightening & A Retirement Readiness Quiz
|
Apr 15, 2023 |
|
Q1 in Review, A Possible Reflex Rally & Registered Investment Advisor vs. Broker
|
Apr 08, 2023 |
|
The Attack of the Yellen, A Credit Contraction & Investor Psychology
|
Mar 25, 2023 |
|
More on Regional and Super-Regional Banks, Unnecessary Fear-Mongering & What Wall Street Won’t Tell You
|
Mar 18, 2023 |
|
Interest Rate Fantasies, A Bank Failure & 5 Things Every Retirement Portfolio Should Have
|
Mar 11, 2023 |
|
No New Bull Market Yet, Moving Averages & Retiree Spending Rules
|
Mar 04, 2023 |
|
The Bears Are Mauling & The Dangers of Equity Indexed Annuities
|
Feb 25, 2023 |
|
The Fed Invents ‘Supercore Inflation’ & The Best Investment Advice Ever
|
Feb 18, 2023 |
|
Still Stuck in a Trading Range & 10 Myths of Retirement Planning
|
Feb 11, 2023 |
|
An Unsustainable NASDAQ, Confusing Fed Verbiage & Your Retirement Readiness Quiz
|
Feb 04, 2023 |
|
Why All the Buying, A Fed in the 9th Inning & RIA vs. Broker
|
Jan 28, 2023 |
|
Caught in a Trading Range, an Earnings Salad & Investor Psychology
|
Jan 21, 2023 |
|
Fed Up with the Fed, Silver Linings from 2022 & What Wall Street Won’t Tell You
|
Jan 14, 2023 |
|
The First Trading Days of 2023, An Attack of the Fridays & 5 Things Every Portfolio Should Have
|
Jan 07, 2023 |
|
Putting 2022 in the Rearview & Retiree Spending Rules
|
Dec 31, 2022 |
|
Market Algorithms, Coal in the Stocking & 10 Myths of Retirement Planning
|
Dec 24, 2022 |
|
Approaching the Bear, No Santa Claus Rally This Year & A Retirement Readiness Quiz
|
Dec 17, 2022 |
|
Back in Trading Range & The Best Investment Advice Ever
|
Dec 10, 2022 |
|
An Emotional Market, a Davidson Cap Anniversary & Equity Indexed Annuities
|
Dec 03, 2022 |
|
Digesting the Elephant One Bite at a Time & Understanding RIAs vs. Brokers
|
Nov 12, 2022 |
|
The Dogs of the Dow are Biting & Investor Psychology
|
Oct 29, 2022 |
|
Friday Gains, Fed-Speak & What Wall Street Won’t Tell You
|
Oct 22, 2022 |
|
A Wild Reversal, Tax-Loss Harvesting & 5 Things Every Portfolio Should Have
|
Oct 15, 2022 |
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A Short Covering Rally, Lower Unemployment & Retiree Spending Rules
|
Oct 08, 2022 |
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How September Ruined the Quarter & 10 Myths of Retirement Planning
|
Oct 01, 2022 |
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TINA is Dead, the Bear Market Continues & How to Know You’re Retirement Ready
|
Sep 24, 2022 |
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The Chickens Are Coming Home to Roost & The Best Investment Advice Ever
|
Sep 17, 2022 |
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A Short Trading Week, a Churning Market & Fed-Speak That Won’t Quit
|
Sep 10, 2022 |
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The Word of the Week is ‘Pain’ & The Skinny On Equity Indexed Annuities
|
Aug 27, 2022 |
|
A Rollover on the Summer Rally & What Wall Street Won’t Tell You
|
Aug 20, 2022 |
|
Pre-Pandemic Unemployment, A Perversion of the Markets & RIA vs. Broker
|
Aug 06, 2022 |
|
The Prime Rib of Earnings, Another Fed Meeting & Investor Psychology
|
Jul 30, 2022 |
|
Stop Calling the Bottom & 5 Things Every Portfolio Should Have
|
Jul 23, 2022 |
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Friday Optimism, Fed Cause and Effect, & Retiree Spending Rules
|
Jul 16, 2022 |
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A Bit of Relief in This ‘Grizzly’ Market & 10 Myths of Retirement Planning
|
Jul 09, 2022 |
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A Brutal Second Quarter, Playing Defense & How To Know You’re Ready for Retirement
|
Jul 02, 2022 |
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A Tranquilizer Dart for the Bear & The Best Investment Advice Ever
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Jun 25, 2022 |
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A Big, Hairy, Smelly Bear, Base Case Predictions & Equity Index Annuities
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Jun 18, 2022 |
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The Continued ‘Market Cha-Cha’, CPI Numbers & Registered Investment Advisor vs. Broker
|
Jun 11, 2022 |
|
‘No Fun Until the Fed’s Done’ & Understanding Investor Psychology
|
Jun 04, 2022 |
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A Rally to Break the Downward Trend & Lower Rates Take High Toll on Retirement
|
May 28, 2022 |
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A Tough Week with a Ray of Sunshine & Five Things Every Portfolio Should Have
|
May 21, 2022 |
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Fed Transparency, Somber Numbers & Retiree Spending Rules
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May 14, 2022 |
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No Rest for the (Market) Weary & 10 Myths of Retirement Planning
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May 07, 2022 |
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Low Closes, Potential Capitulations & The ‘Are You Ready for Retirement?’ Quiz
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Apr 30, 2022 |
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Attack of the Fed Governors’ Rhetoric & The Best Investment Advice Ever
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Apr 23, 2022 |
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Troughs and Peaks, Quantitative Tightening & the Dangers of Equity Indexed Annuities
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Apr 15, 2022 |
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Making Decisions in Real-Time Market Conditions, Inverted Yield Curves & RIA vs. Broker
|
Apr 03, 2022 |
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Retracement from a Corrective Low & Understanding Your Investor Psychology
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Mar 26, 2022 |
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Markets as Murky as the Corpus Christi Bay & Lower Rates Take High Toll on Retirement
|
Mar 19, 2022 |
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Making the Most of Market Volatility & 5 Things Every Portfolio Should Have
|
Mar 14, 2022 |
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Russia, Oil & The Fed + "Retiree Spending Rules”
|
Mar 05, 2022 |
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The Wild Ride We Call Wall Street & 10 Myths of Retirement Planning
|
Feb 26, 2022 |
|
Geopolitical Risk & The ‘Are Your Ready for Retirement’ Quiz
|
Feb 19, 2022 |
|
Another Attack of the ‘Fridays’ & The Best Investment Advice Ever
|
Feb 12, 2022 |
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The Market’s Fits and Starts & Equity Indexed Annuities
|
Feb 05, 2022 |
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A Very Volatile Week & The Difference Between an RIA and a Stockbroker
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Jan 29, 2022 |
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Keeping a Long-Term Perspective & Investor Psychology
|
Jan 22, 2022 |
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Another Churning Week for Wall Street & Lower Rates Take High Toll on Retirement
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Jan 15, 2022 |
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A Volatile Start to the Year & Five Things Every Portfolio Should Have
|
Jan 08, 2022 |
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A Spectacular Year for the Markets & Retiree Spending Rules
|
Jan 01, 2022 |
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Selling the Rumor, Buying On the News & 10 Myths of Retirement Planning
|
Dec 18, 2021 |
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A Strong Week of Recovery & Your Retirement Readiness Quiz
|
Dec 11, 2021 |
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Volatility in Spades & Registered Investment Advisor vs. Broker
|
Dec 05, 2021 |
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Pulling Back the Curtain: What Wall Street Won’t Tell You & Investor Psychology
|
Nov 27, 2021 |
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What Wall Street Won't Tell You
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Nov 20, 2021 |
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Inflation, Market Hurdles & The Best Investment Advice Ever
|
Nov 13, 2021 |
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A 4th Quarter Rally, The Taper Begins & 401(k) Rollovers
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Nov 07, 2021 |
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A Big Week for Earnings, Taper Expectations & Equity Index Annuities
|
Oct 30, 2021 |
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The Crux of Earnings Season & Lower Rates Take High Toll on Retirement
|
Oct 23, 2021 |
|
Market Schizophrenia & Five Things Every Retirement Portfolio Should Have
|
Oct 16, 2021 |
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Political Theatre, Interest Rate Head-Fakes & Retiree Spending Rules
|
Oct 09, 2021 |
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Q3 Recap, Buckling Your Seatbelt for October & Busting Retirement Planning Myths
|
Oct 02, 2021 |
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Market Seasonality & 401(k) Rollovers
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Sep 25, 2021 |
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Reflecting on 9/11, Will Inflation Force the Fed's Hand?, Tax Policy Problems, and Your 401(k) Rollover
|
Sep 11, 2021 |
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August Recap & The ‘Are You Ready for Retirement’ Quiz
|
Sep 05, 2021 |
|
Geopolitical Risk & The RIA vs. Broker Debate
|
Aug 28, 2021 |
|
Staying Out of the ‘Feelings Corner’ & Examining Investor Psychology
|
Aug 21, 2021 |
|
The Market’s Summer Slog & The Best Investment Advice Ever
|
Aug 15, 2021 |
|
Barbell Portfolios & Equity Index Annuities
|
Aug 07, 2021 |
|
Correction Questions & Lower Returns Take High Toll on Retirement
|
Jul 31, 2021 |
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A Wild Wall Street Week & 5 Things Every Portfolio Should Have
|
Jul 24, 2021 |
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Inflation Frustration & Retiree Spending Rules
|
Jul 14, 2021 |
|
The Week of the Treasury Market & Ten Retirement Myths
|
Jul 11, 2021 |
|
Growth’s Comeback & Your Retirement Readiness Quiz
|
Jul 03, 2021 |
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Quantitative Easing, Tapering & RIAs vs. Stock Brokers
|
Jun 26, 2021 |
|
Never Count the NASDAQ Out & Improving Investor Behavior
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Jun 19, 2021 |
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Continued Market Rotation & The Best Investment Advice Ever
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Jun 12, 2021 |
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A Perversion of the Markets & Annuity Concerns
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Jun 05, 2021 |
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Meme Stock Warnings and the Toll of Lower Returns on Retirement Funds
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May 29, 2021 |
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Cryptocurrency Shows its Volatility & Five Things Every Portfolio Should Have
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May 22, 2021 |
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You Never Go Broke Taking a Profit & Retiree Spending Rules
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May 16, 2021 |
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Selling the Rumor vs. Selling the News and 10 Myths of Retirement Planning
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May 09, 2021 |
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Sell in May, Go Away?
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May 02, 2021 |
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The Difference Between a Registered Investment Advisor and Broker
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Apr 24, 2021 |
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Market Performance, Earnings Season, and Investor Psychology
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Apr 18, 2021 |
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Long Term Investing and the Best Investment Advice Ever
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Apr 10, 2021 |
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2021 First Quarter Recap, Growth vs. Value, and the Biden Infrastructure Proposal
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Apr 04, 2021 |
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Lower Returns Take High Toll On Retirement
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Mar 28, 2021 |
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Value Stocks Have Become Momentum Stocks
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Mar 22, 2021 |
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Retiree Spending Rules
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Mar 14, 2021 |
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10 Myths of Retirement Planning
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Mar 07, 2021 |
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Higher Interest Rates Effect on Stocks
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Mar 01, 2021 |
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Registered Investment Adviser vs. Stock Broker
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Feb 16, 2021 |
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Investor Psychology
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Feb 08, 2021 |
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Best Investment Advice Ever
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Jan 31, 2021 |
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Equity Index Annuities
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Jan 24, 2021 |
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Portfolio Changes
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Jan 16, 2021 |