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Mastering Money

Mastering Money is hosted by Certified Income Specialist™ Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strategies, estate planning, annuities, life insurance and more!
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Now displaying: January, 2017

Jan 31, 2017

Carefully selected dividend stocks have outperformed the market over many decades, and have not fallen as far during extreme bear markets. This is due to a market function known as "Yield Support."  In addition, investors who reinvest dividends accumulate more shares over time automatically. Those shares, in turn, pay more dividends and eventually, the new ever growing number of shares may significantly increase wealth!  There are three primary reasons that dividend stocks, as a whole, tend to do better than their non-dividend-paying counterparts. Today, Steve and Sinclair take an in-depth look at all three...

Jan 30, 2017

There have been some horror stories about the way that some churches, monasteries, and nunneries invest their money in the hopes of making donations grow. But others are doing quite well!  Steve and Sinclair have the Wall Street Journal report on what happens after some churches pass the hat!

Jan 27, 2017

Once upon a time, the so-called Endowment Model of investing--mimicking the endowment funds of Harvard, Yale, and other Ivy League schools regularly outperformed the indexes. Things have changed:  according to data from Harvard, which tracks 812 schools, the average endowment earned only 6.3% a year over the last 10 years before fees, compared with 6.8% for a passive 60%/40% blend of U.S. stocks and bonds. Steve and Sinclair examine the Wall Street Journal report.

Jan 26, 2017
Amazon is building a "full-service logistics and transportation network effectively from the ground up" according to the Wall Street Journal. They’ve recently hired an Uber executive as part of the team to help coordinate trucks, trailers, and even ocean-going vessels. Should Fed Ex and UPS be worried? Steve and Sinclair have the timely Wall Street Journal report. Then, CPA Nick Stefaniak is in the house to talk about LLC taxation and tips.

 

Jan 25, 2017

Back in the 2008 real estate crash, a term called "jingle mail" developed. It was a nickname for the homeowner in mortgage default mailing the keys back to the bank, and walking away. Suddenly jingle mail is back, but this time it is the landlords and developers of large shopping malls mailing the keys back to the bank as large anchor tenants move out. It's also affecting property values around the malls. Steve and Sinclair have the Wall Street Journal report...

Jan 24, 2017

An $8,175 investment in Berkshire Hathaway in January 1990 was worth more than $165,000 by September 2013, while $8,175 in the S&P 500 would have grown to $42,000 in the same timeframe.  Warren Buffett knows something you and I don't know about investing in stocks. Steve and Sinclair break down his approach and then professional tax preparer and Enrolled Agent, Doris Milton with H & R Block is here with tax tips for getting your taxes won, not just done!

Jan 23, 2017

The Luxury Home market is hot--or cold--depending on where you live. Steve and Sinclair have the Wall Street Journal update on where big dollars can be made flipping luxury homes. 

Jan 20, 2017

It's been described as stale, greasy, spicy, crunchy, saucy and just plain strange--but Jack In The Box has become a three point five billion dollar company with its biggest selling item--deep fried tacos--leading the way!  (and you thought it was the onion rings!) Over five hundred and fifty million tacos were sold at Jack in the Box last year as its stock rose 20%.  Even some celebrities admit they're hooked on these tacos made with genuine American cheese! Steve and Sinclair have the hard-hitting Wall Street Journal report, plus a whole lot more on a fast moving Friday!

Jan 19, 2017

Investors are piling money into real-estate funds according to the Wall Street Journal—but fund managers are now finding it a challenge to spend it all. Excess cash is watering down returns.
Global fund managers had a record $237 billion dollars left over and available to invest in commercial property that didn’t get put to work by the end of 2016. Steve and Sinclair have the surprising report on why it's happening.

Jan 18, 2017

Many of the greatest stock investors of all time have focused on dividends, including Warren Buffett. Over time, companies that consistently grow their dividends year after year, even during market crashes, have shown an ability to outperform. Today, Steve and Sinclair get into the basics of dividend investing and discuss how money is really made using dividends as a measuring tool.

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