2016 marks the 100 year anniversary of the Estate Tax! The tax first got started to help fund World War I. Learn the history and the possible futures of the estate tax and how it could affect you. Steve and Sinclair review a Wall Street Journal report. Then estate planning attorney Richard Dwornik reviews several cases where husband and wife have separate trusts--is it a good idea or a bad one. Hear one story that may surprise you.
The electric car revolution has begun, and it is causing a rise in price of an important metal. Which metal other than gold is on the rise? Try lithium!! It is the lightest metal on earth, and now Elon Musk wants more of it. Steve and Sinclair have the report. Then CFP Murray Titterington is here to discuss the IQ Wealth Black Diamond Dividend Portfolio. Steve then breaks down important details on the difference between simple and compounded interest in an income rider.
Is the Tech Bubble crash, "Part 2" on the horizon? Silicon Valley venture capitalists are starting to think so. Uber, Zenefits, and other instant billionaire companies (that don't make a profit) are showing signs of decline. The Wall Street Journal reports that top venture capitalists are getting worried and see parallels to the 2000 tech crash. In the Q & A, Steve reveals what you need to know about annuity income riders that many agents typically don't explain well, or simply don't understand! Then in segment 4, we look at research that working longer statistically leads to living longer (bummer, eh?)
Worldwide, the dollar keeps getting stronger--even with nearly $20 trillion in debt. All of us want a strong dollar, but in the global economy, is it a good thing or a bad thing for U.S. stocks. Steve and Sinclair review a Wall Street Journal report on who wins and who loses with a strong dollar. Then Steve reviews the difference between the various types of annuities and zeroes in on annuity fallacies that every person considering an annuity should know.
Steve and Sinclair review a Wall Street Journal report on how apps are tracking you and your shopping behavior, then CFP Murray Titterington with IQ Wealth joins the A-Team to examine dividend paying stock selection. Steve then has a special "guest": Siri, the voice of the iPhone.
The Wall Street Journal reports that online retailing is driving business away from shopping malls at a very fast pace. Greenstreet Advisors analyzes that Sears Holdings Corp would need to close up to 43% of its stores to regain the sales per square foot they had in 2006, adjusted for inflation. Penney, Macy's and other retailers will also need to be closing a large number of stores. Sears is tapping into the fortune of Bill Gates for some relief but the writing is on the wall: Here comes Amazon. In the Q & A, CPA Nick Stefaniak joins the A-Team to talk about what happens when you are collecting social security AND earning income from work.
It's being referred to as an "earnings recession". Earnings have now fallen farther than any time since the 2008 crisis. Revenues have declined for five quarters in a row. What's next for stocks? Steve and Sinclair review a Wall Street Journal report. Then CFP Murray Titterington joins the A-Team to discuss his selection process for the IQ Wealth Black Diamond Dividend Portfolio. Learn the difference between Dividend Aristocrats, Dividend Achievers, and Dividend Kings--and why many stocks do not qualify for the portfolio. Learn how to grow capital with dividends.
Our listeners know that Smart Is The New Rich, but can it be true that BEEF is the new Chocolate?! Hershey Company is moving into selling beef bars to beef up its sales as health and eating habits change. Steve AND Sinclair review the Wall Street Journal scoop. Then, whatever happened to BlackBerry? Steve and Sinclair welcome the author of LOSING THE SIGNAL, Wall Street columnist Jacquie McNish. Losing The Signal was a Forbes top 15 business book about the rise and fall of Blackberry. Find out about the rise and fall from a person who was near the action.
Gold is up nearly 20% this year--will the trend continue? What is the most tax efficient and private way to own gold? Does itreally belong in your IRA? Precious metals expert Nick Grovichjoins Steve and Sinclair to dig into the tough questions your goldbroker hopes you never ask. Then Steve has an interestingWall Street Journal report on how airlines may be charging youmore for multi-city flights this summer, i.e., the multi-citypackage on major airlines suddenly costs twice as much as bookingindividual flights. Here's why travel agents say that paying extracould end up saving your vacation.
Are you planning to travel or retire overseas? Before packing your bags, it’s important to know just how portable your health insurance is—including your Medicare insurance. Newer forms of short term medical insurance are available that can give you medical evacuation benefits to fill gaps when you are out of the country. Some cover a heart attack, but not the flu or food poisoning. In the Q & A segment, Steve answers some key questions on annuities--which types cost the least, pay the most, and offer more security.