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Today, Paul talks about why a diversified portfolio is great for capturing market returns and also for taking an income in retirement. Listen along as Paul explains why you hold stocks, bonds, and cash in a portfolio and how they work together in retirement to help you relax about money.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
2024 is an election year and with that comes a lot of rhetoric, fear, and optimism. Today, Paul talks about Harris’ Unrealized Capital Gains Tax plan and why taxing the wealthy has not proven to be an effective strategy to fund government spending. Listen along as Paul explains why wealthy Americans utilize their ability to hire tax lawyers and why tax laws like these create unanticipated tax strategies. Paul wants you to know that this plan does not seem likely and is not a major cause for concern right now.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
This week, Paul was reading MarketWatch and finds an investor whose advisor put them in a “10 year double guarantee” investment. Listen along to hear why there is no such thing as a guarantee in the investment industry, what happened to this investor who got sold the product, and what we can all learn from this kind of experience. Later in the episode, Paul talks about the FED adjusting interest rates and how interest rates affect inflation and stock markets.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Investing can feel unnatural and confusing leading investors to make all kinds of mistakes that seem like smart decisions at the time. Throw in the uncertainty of an election year and almost everyone feels anxiety from not knowing what the future will hold. Today, Paul shares the most common mistake investors are making in 2024 along with others to help you become a more confident and educated investor. Later in the episode, Paul wants you to know about sector investing because it is actually just an industry term for stock picking and market timing.
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Paul walks through some of the traps and concerns around purchasing long-term insurance. Listen along to hear about why it’s important to think through how long you receive benefits, how long it takes for benefits to kick in, and how to use the other aspects of your financial plan to determine how much you might actually need.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul walks through what a style box is and it is used. Listen along to learn about a foundational investing concept that helps you understand what kind of investments you have and where some of your diversification blindspots may be.
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The financial media loves to talk about record highs in markets because it makes investors feel like something important is happening. Today, Paul talks about a MarketWatch article called, “Gold prices keep breaking records in 2024. Central banks are driving the rally.” and explains two important investing concepts around this topic: market timing and investing in commodities vs. equities. Listen along as Paul looks back at almost 100 years of investing and confirms that it doesn’t matter how many records gold breaks. Gold just cannot keep up with stock returns.
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Do you know what “yield curves” are? Today, Paul gets a question about them and explains what they are, what yield curve inversions are in the economy, and why they aren’t really an indication of specific market movements. Later in the episode, Paul says that the industry wants you to be stuck between market timing and indexing, but that there is another way forward called diversification.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Today, Paul and Jim talk about how boring it would be for everyone to have PWI take over the daily market updates on national TV programs. The reality is that Paul and Jim would make just about the same market update everyday. Listen along as the two advisors talk about how the financial media creates fear to increase engagement and the industry responds by creating products to sell fearful investors. Paul admits that educated investors aren’t interested in minute-by-minute updates on their investments and that educated investors don’t fall for the hype around market updates.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul has Mark Matson on the show to talk about his experience on national television as a trusted source regarding market movement and investing principles. The two talk about why the financial media doesn’t have enough accountability and share an exciting opportunity for Mark and Paul to share some of the principles, give out copies of Mark’s new book, and generally show appreciation for clients at a workshop on October 11th.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
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