All Episodes
Episodes
***Special Interview with Estate Planning Attorney Nelson Hunt***
We go back to the well and interview Nelson Hunt regarding all things estate planning with a special focus on the changes to expect in the new administration. We also delve into the commonly asked questions that come...
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Investment advice for election inflation, is Trump the best thing for the stock market, and Robert's Corner, where we focus on what matters in investing
What to buy if the election has you worried about inflation: https://www.wsj.com/finance/investing/tips-inflation-protected-securities-4f7db9c5?st=GDHxZ2&reflink=article_email_share
Trump is the most pro-stock...
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Knowing the election results beforehand may not have helped you, Trump administration investment expectations, and some Morgan Housel wisdom to keep us sane.
Sam Bankman Fried Election Bet: https://www.businessinsider.com/sam-bankman-fried-called-trump-victory-system-lost-300-million-2023-10
The Republican Tax Cut Gamble That is About to Pay Off:...
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Morgan Housel discusses the personalization of investing, the fog of financial nostalgia, and the Wall Street Journal highlights an index hero.
Do it your way: https://collabfund.com/blog/your-way-is-the-only-way/
A message from the past (thoughts on nostalgia): https://collabfund.com/blog/a-message-from-the-past-thoughts-on-nostalgia/
John McQuown, index...
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Bill Ackman lost 400 million on his Netflix bet, Goldman predicts 3% returns for the next decade, and a private equity firm has a 79 times return on their oil and gas investment.
Bill Ackman loses 400 million on Netflix: https://variety.com/2022/digital/news/bill-ackman-sells-netflix-stake-loss-1235237715/
Goldman Sachs predicts 3% returns for the next decade:...
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Vanguard's market predictions from 2019 revisited, a retirement expert models humility, and endowment funds lag.
Vanguard 2019 Predictions: https://www.prnewswire.com/news-releases/vanguard-unveils-2019-economic-and-market-outlook-report-300761301.html
A retirement authority still makes mistakes:...
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Warren Buffet's million dollar bet revisited, Scott Burns assuages our retirement fears and a JP Morgan client loses 50 Million and doesn't get it back
Warren Buffett's bet paid off:...
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When a crystal ball is not enough, the fastest growing economies may be duds as investments, and UBS predicts the roaring 20's.
Which countries have the highest returns, guess again: https://www.wsj.com/finance/investing/stock-market-returns-gdp-growth-548a387e
When a crystal ball isn't enough: https://elmwealth.com/crystal-ball/
U.S....
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Scott Burns best article ever, solving the 'why' of investment fraud, and an investment idea you are sure to love
Scott Burns thoughts on index investing, the long haul and your life:...
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Young investors learn the hard way, the number one way Americans are becoming millionaires and what to do with a Fed interest rate cut
Young, rich investors are making 2 key mistakes:...
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High dividend yield funds can deceive, another investment fraud to learn from, and bonds probably deserve a second look
When chasing more dividends leaves you with less: https://www.wsj.com/finance/investing/dividend-stock-etf-1f481e82?st=tp3wm0lvezk9j65&reflink=article_email_share
SEC charges Alabama private fund manager with...
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Beware of hucksters in a low interest rate environment, AI bots can do anything, and Americans are VERY bullish on stocks
When Interest Rates Go Down, the Hucksters Spring Up: https://www.wsj.com/finance/investing/kenneth-boyle-paul-regan-next-level-yield-wealth-903910f9?st=1iu9ltsxsczildw&reflink=article_email_share
These New AI...
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