The A-Team reviews a Forbes-featured start-up company, Rebellion Photonics, which holds patents in a new technology that uncovers methane gas leaks for the oil industry. Jim Gentrup, CFA with Val Vista Capital Management joins the guys talk about Micro Cap and Small Cap opportunities.
The A-Team analyzes investments in timber and timberland--is it viable in a deflationary world that is lowering interest rates just to keep the economies moving? A close look at Plum Creek Timber and others. Steve reviews effective income and wealth creation strategies in spite of the lowest interest rates since 1946.
Sinclair reviews the Wall Street Journal's report on the trouble and pitfalls in the world of bonds and bond funds now facing investors in 2015. Call risk and reinvestment risk are at a high point due to Fed's interest rate hike on the horizon. Steve reviews the surprise winners and losers in 2014 and which categories experts say have the most potential for 2015.
Sinclair reviews FINRA's 2015 letter to broker dealers regarding increased scrutiny on improper marketing of variable annuities, bond funds, alt funds, and floating rate bank notes. Dan Shaffer, a regular on Fox Business, joins the A-Team for the Mastering Money Q & A session.
Steve and Sinclair delve into dividend paying stocks and how wealth is created by reinvesting and compounding dividends. Sinclair points out the danger of what is known as a dividend value trap. In the Q & A segment, Steve reveals how to avoid income failure in retirement, while creating wealth with dividend stocks.
Morningstar points out that the last fifteen years for stocks have been anything but stellar: Bond funds have outperformed stock funds. Bond funds averaged 5.7% before fees over the past 15, while the S & P 500 fund averaged only 4.28%. With stocks now at all time high's and interest rates at all time lows, how secure should retired investors feel with the tradional 50-50 portflio. Jim Gentrup, CFA, joins Steve and Sinclair for the Q and A
Sinclair and Steve review the 15 year track records of the S&P, bonds, and the NASDAQ (less than 5% over those years) and comments from Chuck Jaffe of MarketWatch.com. In the Q & A, Steve reviews wealth building strategies based on the research of Mass Mutual.
The A Team broadcasts live from the Income Property Management Expo at Westworld! SInclair reviews the 5 rules for getting rich by Warren Buffet and how it led to the company that is now Berkadia, a nationally renowned commercial lending and servicing company. Berkshire Hathaway joined with Leucadia to form the company. In the Q & A segment, senior loan officers from Berkadia, Tom Sigrist and Aaron Cardwell answer questions on how much more viable commercial lending now is for apartments, hospitals, and assisted living facilities.using HUD, Fannie, and Freddie lending from $1million to $30million plus... a fact filled fast paced interview
Sinclair and Steve discuss the jobless recovery in segment 2 and have a look at what industries could create jobs for Americans in the future. Larry Kudlow joins the A Team for the Mastering Money Q and A segment. Don’t miss it! Mike Freeman of Amerifirst Financial delivers information on the Mastering Money 2 Minute Mortgage Drill.
Sinclair and Steve review why small and micro-cap mutual funds lag the performance of the actual stocks themselves. They look at well known analyst Rick Ferri's research about 4 top microcap funds that lagged against their indexes. In segment 3, Steve reviews how to create wealth in retirement by buying reliable income at a 40% to 50% discount to bonds, while maintaining ample liquidity.