CFP Harold Evensky is considered by many the "Father of Financial Planning" and the originator of bucket planning back in the early 1980s. For years, his buckets did not include annuities. At a recent advisor conference he announced he has changed his views, and that annuities are the "most important investment of the next ten years." Steve and Sinclair review his points for success. In the Q & A segment, Tom Sigrist, Senior Vice President and commercial loan officer with Berkadia, joins the A-Team.
Steve and Sinclair review the "famous last words" of highly touted talking heads just before market crashes, predicting the Dow to reach 35,000. They review Larry Swedroe's assessment of Harry Dent, whose bold predictions (both up and down) failed to materialize. Randy Swan of Swan Global Investments joins the A Team in the Q & A segment.
Steve and Sinclair give a seminar on stock splits in the Getting Smart Segment, then in Segment 3, Neil MacNeal, one of the top stock split guru's in the country, who has doubled the return of the Wilshire 5000 over the past 14 years, joins the A Team to reveal his secrets to success
Steve and Sinclair cover the markets and the Fed, then delve into the story behind the comeback and rise of Domino's Pizza. The stock was selling at $13 in 2010, and is now over $100. In the Q & A segment, the one and only John Bogle joins the A-Team for a classic interview.
Do you feel lucky? Happy St. Pat's day! Sinclair and Steve review the slide in worldwide steel prices due to possible dumping by China. China is now the world's leading steel exporter. In the Q & A segment, Hedge fund manager Jim Gentrup, CFA Charter holder, joins the A-Team or insights into stock selection.
Steve and Sinclair discuss the global oil surplus created by shale drillers. Will it lead to $30 oil? In the Q & A segment, Steve reviews the risks in bond funds with interest rates at all time lows.
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.