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The dollar has held a monopoly in the U.S. for hundreds of years, and everyone has benefited. The state backs the dollar, it has no competition, and its value is well understood. Today, Paul talks about what is deeply troubling about cryptocurrency and what happens when you have a currency that has no enforcement body and is subject to a wildly unpredictable currency market.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
This week, Elon Musk sold 8 million shares of Tesla for $8.8 billion, driving the shares price down 7%. Today, a listener asks the Investor Coach: “Why would he do this? What is his tax exposure? Was this a smart move?” Listen along to hear how CEOs get paid, the details of the Elon Musk story, and why he made this move. Later in the episode, Paul explains how low fee companies hide their fees from investors.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Many stories were in the news this past week, but the trial of Kyle Rittenhouse overshadowed them all. Paul relates this to investing by diving into topics such as narrative bias, decision making, and why the brain overlooks or rejects facts to try to make complicated situations simpler. Listen along to hear why we usually decide with our emotions and then justify our decisions. This can hurt not only in the court of public opinion, but also in your investments. Later in the episode, Paul talks about issues retirees can have finding their “forever” home.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Join Paul in a two-part episode as he walks through the fundamentals of investing. Grab a pen and paper as Paul asks you to write out what you know about investing and to reevaluate if it’s true or the result of incessant marketing tactics. Listen along as the Investor Coach unpacks decades of investment trends and messaging and helps you find a path forward where you can tune out the noise.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Join Paul in a two-part episode as he walks through the fundamentals of investing. Grab a pen and paper as Paul asks you to write out what you know about investing and to reevaluate if it’s true or the result of incessant marketing tactics. Listen along as the Investor Coach unpacks decades of investment trends and messaging and helps you find a path forward where you can tune out the noise.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Most of the financial industry runs off a standard of “suitability.” In short, as long as the solution someone offers suits your needs, it is acceptable. Today, Paul and Ira talk about the differences between suitability and fiduciary standards and how both of them can be used to hurt investors.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Today, Paul dives into a recent WSJ article: “Bond Investors Aren’t Buying Crypto Craze.” Listen along to hear some of the struggles crypto brings to more conservative investors and why the volatility of cryptocurrencies makes them more risky than valuable.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Investors have saved their working lives and plan on a future income that is 4% of their portfolio, but will this income strategy still work in the current market? With inflation this high and interest rates so low, is this the right way to take an income on your investments? Having researched the issue, Paul explains how these market forces affect the 4% rule. Later in the episode, Paul talks about an issue with Bitcoin mining.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Investors are always afraid of market drops, but not all portfolios are created equal. Today, the Investor Coach asks how a 20% drop would affect your portfolio. Listen along as Paul and Jim talk about how downturns are a natural part of the market and why downturns are so challenging for investors. Later in the episode, the SEC finds widespread deficiencies among robo-investors.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Some of the most popular companies in the investment market have gotten extra help from long-term low interest rates. Today, Paul and Jim do a deep dive into how low interest rates help these companies more than others and how inflation could hurt growth stocks in a unique way. Later in the episode, Paul answers the question: Are top-heavy markets unusual?
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
