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. 

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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.

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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.

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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?

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In the age of the internet, we are inundated with videos and photos that have been heavily edited and only show the greatest moments of someone’s life. This is one of the reasons companies like Facebook have been under scrutiny and the study of internet addiction is rising.

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One of Paul’s friends recently received an email from Chuck Norris because Chuck was concerned about Paul’s friend losing his whole retirement savings and wanted to help. Listen along to understand how companies and celebrities work together to undermine your trust in your investments and sell you different products. Paul later shares a grave warning from the SEC about investment newsletters.

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