So…what’s the REAL secret to stock market success? We’d all love to think that there is just one secret but in the real world it comes down to avoiding big mistakes, avoiding hunches, having a logical strategy, and buying stocks that the big institutional investors have their eyes on. The more you listen to experienced investment managers who have attained a high level of success, the one common thread is that they keep most of their money in stocks being considered or bought by the big “institutional investors.” The big mutual funds, pensions, and insurance companies are the institutional investors considered to be the “BIG FISH” or even the killer WHALES on Wall Street. They DRIVE demand. Today, we'll show you how and why to build your investment strategy around the Killer Whales. An important show you don't want to miss, MASTERING MONEY is on the air!!
For more than eight decades, the Social Security program has played a critical role in providing a financial foundation for our nation's retired workers. Most people build their long term retirement plan around the certainty of a steady check from Social Security. According to the Centers for Budget and Policy Priorities, the system singlehandedly pulls more than 15 million retirees out of poverty every year. It’s safe to say that without it, our nation would be in a constant state of recession. Which is why it is alarming that the program faces serious financial hurdles in the years ahead. In fact, due to the COVID 19 Pandemic, the Social Security retirement fund could face depletion as early as 2030, jut ten short years from now. Steve and I will review the details and the facts. Then Medicare and Health insurance expert Shelley Grandidge joins us for the Q & A. A truly fact-filled show today that you don't want to miss...MASTERING MONEY is on the air!!!
As more and more companies crumble inside the S & P 500, like JC Penney’s and Macy’s, the notion that you can blindly buy the S & P 500 and fall asleep at the wheel on your investments no longer holds water. Fewer than ten large technology companies are now driving the S & P. Some say that four hundred of the S & P stocks are dragging down the others. And the volatility on the S & P 500 is greater than it once was. Today’s crazy markets and low interest rates are leaving many folks wondering where and how to allocate their money. Today, learn how to get systematic with your investment strategy, zeroing in on high quality dividend growth and technology stocks alongside guaranteed fixed income solutions. Learn the proper way to diversify your portfolio in these very volatile times. Don't miss it! MASTERING MONEY is on the air!!!
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking financial news and get a read on all the indexes, THEN, we'll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON'T want to miss! -- A jam-packed show --and we're READY TO ROLL ! ... MASTERING MONEY IS ON THE AIR!!!
The smart way to build retirement wealth going into 2020 and beyond, is with a smarter financial bucketing plan to segment and sequester your capital into clear and distinct financial buckets, each with its own specific task and time deadline. Each dollar should have a job to do, and be good at doing it. Traditionally, bonds were the tool of choice for protecting a portfolio from market loss while providing competitive income. That is no longer the case. Bonds today are paying in the range of eight tenths of one percent for ten years. In other words with a half million in the safest bond fund at Vanguard, you will make about four thousand dollars for an entire YEAR. Steve will tell you about a new solution that you won't want to miss. Then, health insurance and Medicare expert Shelley Grandidge joins us for the Q & A. MASTERING MONEY is on the air!!
Researchers at Yale and MIT have completed Nobel Laureate research on potential retirement outcomes for today's retirees. The reason the picture is not pretty for many Baby Boomers, even those with million dollar portfolios, is just what you might expect: bond interest rates are too low to live on and relying on the stock market for income withdrawals simply is not mathematically sustainable. They point out you could need your money MOST when markets are down, causing accelerated depletion of your savings. Face it, stocks are not for income--but can anyone seriously consider retiring on a BOND paying less than one or two percent, with inflation headed to three or four percent one day? Coming up, we'll review a simple three step plan for getting your retirement income locked in so you can retire and STAY retired once and for all! ..an important show today you don't want to miss...MASTERING MONEY is on the air!!!
Most investors, especially in or nearing retirement, seek to reduce risk while growing capital prudently in the stock market. Gains are nice, but large drawdowns are sickening, especially in retirement when you don't have an income stream from a full-time job and time is no longer on your side.
When time IS on your side, and because most bear markets tend to last only six months to two years at the most, you are able to rebuild the value of your account simply by staying put, and not rushing for the exit. FACT: The only people who lost in 2008 and 2009 were those who sold at the bottom. The market has some room to run according to experts, but we all want to keep a good share of money OUT of harm's way. But are bonds the answer for the safe money side of your plan? Today, we'll examine why Warren Buffett says that bonds are a terrible investment. Then health insurance and Medicare Specialist Shelley Grandidge joins us. You don't want to miss today's show...MASTERING MONEY is on the air!!
The millennial generation--and a growing number of mature investors--have begun to see the world a different way. They want to invest to match their world view--even if it is not the most profitable way to invest. Socially responsible investments (aka SRIs) are an area of the financial world that is rapidly expanding. In fact, a report by Morgan Stanley's Institute for Sustainable Investing suggests that Americans in their 20s and 30s are now twice as likely as the general investor population to focus on Socially Responsible investments. This is no small trend--there are now trillions of dollars invested in this arena. The REAL question is, should YOU invest here? Today, we'll park in front of socially responsible and ethical investing to let you know what's REALLY going on. Don't miss it....MASTERING MONEY is on the air!!!
Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking financial news and get a read on all the indexes, THEN, we'll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON'T want to miss! -- A jam-packed show --and we're READY TO ROLL ! ... MASTERING MONEY IS ON THE AIR!!!
One of the most impactful--but least discussed parts-- of the recently released Joe Biden tax plan is the elimination of the "step-up-in-basis" upon death. Many American families have enjoyed the ability to pass on appreciated assets like the family home, real estate, and stocks held at brokerages to the next generation without any capital gains tax. Whether you have built up a nice stock portfolio or paid off your home and hope to leave it to your kids, Biden’s plan would eliminate that privilege and impose a capital gains tax upon. But wait, there's more! His plan also makes gains taxable at the ordinary income rate, rather than the lower capital gains rate. We'll review the Tax Foundation's analysis. Then Medicare expert Shelley Grandidge joins us. A really important show you don't want to miss....MASTERING MONEY is on the air!!!