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China found most of its economic success from creating a wealthy business class and using its people for cheap labor. Listen along to hear what might happen as China tightens its grip on its businesses. Later in the episode, Paul and Arlene talk about how commitment in a relationship promotes building wealth.
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Paul shares an article about why inflation doesn’t fundamentally change the consumer and company relationship. Arlene talks about why inflation is different for each person. Listen along to hear these advisors explain why consumers aren’t the only ones struggling with inflation.
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Ever wonder what other investors are asking their advisors? Today, Arlene brings some strategies and products that have shown up recently in her office. Listen along as Paul and Arlene find out whether they see eye to eye on these investment topics.
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The 2022 Midterm Elections left some voters discouraged after the anticipated red wave failed to materialize. Paul and Arlene talk about why the stock market has never proven to thrive under any particular political party and how confident investors continue to succeed regardless of who is in Washington.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
The 2022 Midterm Elections left some voters discouraged after the anticipated red wave failed to materialize. Paul and Arlene talk about why the stock market has never proven to thrive under any particular political party and how confident investors continue to succeed regardless of who is in Washington.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul, Evan, and Ira talk about why making changes to your investment at the end of the year requires planning and is complex. Today they cover dividend payments, the wash rule, and how different tax brackets are affected by making changes late in the year. Paul treads lightly, informing investors of the risks and benefits, and encourages investors not to try to market time at the end of the year.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Did you know that if the lottery winner chooses a one-time payment on a $1.6B lottery that they would receive only around $800M? Then after taxes the lottery winner has around $450M. Today, Paul, Evan and Ira talk about how the lottery value is calculated and how a rise in interest rates creates a bigger prize. Later in the show, the team covers some of the shake up at Twitter now that Elon Musk is the owner.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul, Evan, and Ira talk about Bert Malkiel and the 50th anniversary of the book *A Random Walk Down Wall Street*, which leads into a discussion about how the investing industry has grown away from actively managed funds and turned toward index funds over the last fifty years. After some research, Paul shares why there is a better alternative to both. Later in the episode, Paul talks about how a school ban on smartphones highlights how phones are making less productive students and employees.
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When you’re investing, you want to own things that aren’t always going to move together. If two different investments move together, then one of them is redundant. Today, Paul talks about the Goal Post Effect and why other investment companies too often focus on the same areas of the market, only in different funds. Later, Paul shares a chart that shows reasons investors could have left the market since March of 2009 and talks about how there is always a reason to sell and why the educated investor stays the course.
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Paul recently worked with an investor through an annuity product they purchased that promised them an income for life on a subaccount with a substantial account balance. Paul has to pry to answer one simple question: how much income can actually be taken out of the account? Listen along as Paul educates investors on the smoke and mirrors of annuity products. Later in the episode, Paul talks about how the Inflation Reduction Act and electric vehicles are causing problems with our allies overseas.
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