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.
The A Team digs into net neutrality--what it is, what the issues are, who wins, who loses in segment 2. In the Q & A, segment 3, hedgefund manager Jim Gentrup, CFA Charterholder, joins Steve and Sinclair to discuss his stock screening tools and methodology. Steve Jurich and Jim Gentrup will be presenting together at the IQ Wealth financial event at the Tempe Town Lake Center for the Arts. Reserve your tickets at IQWealth.com..
Steve and Sinclair delve into the rise of automation and the effect it is having on job loss. While unimagined jobs may be out there "one day", the Wall Street Journal reports on the trend that driverless cars, trucks, and trains will result in thousands of job losses that will not be coming back. This could affect investors over the long run. Steve reviews the essentials of the IQ Wealth Safer Buckets Retirement System.
Sinclair and Steve review the billion dollar investment into Apartments.com, a consumer multiple listing service for apartments, being made by CoStar. In the Q & A, the A Team welcomes Ed Easterling, MBA, author of two books on the Wiley label and co-author of Bulls Eye Investing with John Mauldin. Ed is the editor of the website www.CrestmontResearch.com. In segment 4 Steve reviews features and fundamentals of callable bonds
Sinclair and Steve review a Forbes report on stunning advancements in neuroscience and biotechnology. New drugs are coming in the fight against Multiple Sclerosis and Alzheimers. Dan Shaffer of Shaffer Asset Management joins the A Team in segment 3 to point out current cycles and chart patterns. Shaffer joins Neil Cavuto later today on Fox Business. Contact IQ Wealth for Shaffer's 24 page newsletter.
The A-Team reviews the effects of lower oil prices on Canadian real estate and the corresponding effect on Canadian banks who are on the hook for billions in uninsured mortgages. The Calgary real estate market skyrocketed as oil prices rose after 2008. Now listings far exceed offers to buy. Matt Griffin of Payson Petroleum join Steve and Sinclair for segment 3 for insights on investing in oil and gas, the risks, the potential tax breaks, and the potential opportunities.
Sinclair discusses opportunities in small cap stocks and the "7 Deadly Sins" of attempting to cash in on them. CFA Jim Gentrup of Val Vista Capital Management joins the A Team in Segment 3 to discuss screening methods for small caps stocks that he has worked with for 28 years. Steve, Sinclair, and Mr. Gentrup will be appearing in the IQ Wealth-Val Vista Capital Management Retirement Workshop at the Tempe Center for The Arts. Reservations required. More details available at IQWealth.com or call 480-902-3333
Sinclair reviews the top five triggers for income tax audits as reported on Fox Business and the National Association for Enrolled Agents. CPA Nick Stefaniak joins the A Team for the Mastering Money Q and A in segment 3 discussing the home office and home equity loan tax deductions. Senior Loan Officer for AmeriFirst Financial, Michael Freeman. The company funded over $1 billion in mortgages in 2014. Michael brings us up to date on what's really happening in the mortgage world right now as rates creep upward. There are still some excellent programs at exceptional rates.
Sinclair examines the growing margin debt on the New York Stock Exchange (nearly a half trillion dollars) which is now at an all time high.The debt is now higher in relative terms than 1929, 2000, or 2008. In the Q and A segment, a listener emails the A Team regarding the inaccuracies and lack of accountability of many stock picking guru's. Steve discusses the phenomenon of shrinking world population due to declining birth rates--another contributing factor to world wide deflation.
Steve and Sinclair dissect the rules of Inerited IRAs in segment 2, while Dan Shaffer of Shaffer Asset Management joins the A Team for segment . In segment 4, Steve points how a SWOT analysis can help organize and formalize your retirement strategy.