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People have an uncanny ability to see patterns where they don’t exist. The ingenuity of people and free markets find solutions to problems in unlikely places. Markets respond instantly to events, policies, and news. Today, Paul, Anne, and Ira talk about what changed this week and why responding to the news is a losing strategy.
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Many Americans lined up to purchase lottery tickets last week in attempts to claim the $1.337 billion lottery prize. Paul talks about a correlation between economic stress and lottery ticket sales. Paul shares about his first job servicing lottery computers, why economic stress leads to gambling behavior, and why investors who are trying to work the market or get out of it during economic downturns are actually gambling with their retirement and life savings. Later in the episode, Paul shares some positive trends that new outlets love to overlook.
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A listener wants to know why 2-year bonds having higher yields than 10-year bonds is considered a recession indicator. Listen along as Paul explains how bond yields connect to interest rates and why becoming fixated on a recession may lead to market timing and other investment traps. Later in the episode, Paul and Ira revisit an earlier conversation about building portfolios with blue-chip stocks and IPOs.
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Imagine if someone brought their portfolio in and discovered that their advisor had picked blue chip stocks and IPOs, which left the client with big losses. Paul explains why you shouldn’t choose the individual companies you want to invest in, even if you believe in the business. Later in the episode, Paul talks about a Wealth Management article titled “Long-Term Care Coverage Is Trending in the Wrong Direction.”
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Today, Paul talks about a meeting he had with an investor who had a very common concern. Are his investments underperforming or doing what they’re supposed to? How can someone tell? Paul then tells listeners what questions to ask about their portfolios to make sure their investments are doing what they’re supposed to do.
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Today, Paul talks about a trend of many investors looking for income from their investments: high-yield dividends. Listen along as Paul talks about what’s happening when a company offers you a dividend and how educated investors diversify their opportunities for income. Later in the episode, Paul talks about the many troubles in the auto industry and the expansion of computer chip manufacturing around the world as two chip companies consider a factory in France.
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Why do we expect stocks to go up? Why are actively managed portfolios at a disadvantage to passively managed ones? Many people find that they’ve gotten into adulthood with any education about investing or personal finance. Today, Paul and Jim cover an article that answers nine fundamental questions for investors to serve as a quick introduction to important investment concepts. Later in the episode, Jim discusses an article titled “Are Kids Worth the Cost?”
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Paul recaps a letter written to investors about the most common myths Paul has seen so far in 2022. Paul covers topics such as annuities vs. bonds, safe long-term investments, and taking an income on your portfolio. Later in the episode, Jim brings up the tension between investors being able to trust the claims of investment companies and companies remaining competitive and earning profit. Paul and Jim talk about regulations and how the industry could improve.
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Roger Ibbotson, financial researcher and co-author of one the standard references for capital market returns, now claims that annuities could beat out bonds going forward. Today, Paul and Jim pump the breaks and explain why the kinds of bonds and annuities being compared make these claims misleading and dangerous for investors. Paul provides some of his own research to fill in the gaps. Later in the episode, Jim talks about how much money is flowing into ESG and what people are doing to get a piece of it.
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The 60/40 portfolio is a common mix for investors and is the mix of choice for most pensions. A listener shares an article with the increasingly common notion that the 60/40 mix just doesn’t work in 2022. Jim and Paul break down the article to help you understand what this portfolio is designed to do and why these kinds of messages push investors to buy bad investment products or products they don’t need.
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