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Mar 31, 2015

The A-Team explores research by Wall Street Journal columnist Jason Zweig. Mr. Zweig uses calculations provided by Yale Professor Robert Shiller, whose research shows the probable return for the S & P 500 over the next 10 years is only 2.5% annually. Dan Shaffer of Shaffer Asset Management joins Steve and Sinclair for...


Mar 27, 2015

The A-Team reviews a Wall Street Journal article covering "Zombie"  REITs-- large REITs, like Inland,  that have gone into a mode of illiquidity and zero dividends, and have fallen in share value by up to fifty percent. Find out what to look for in a good REIT. In the Q & A, financial analyst and fund manager...


Mar 26, 2015

To get the right answers, you need to be asking the right questions. Steve and Sinclair review the question:  "Do I need an annuity?" and "what about the annuities now being used in some 401k plans?" Estate planning attorney Julie LaBenz joins the A-Team for the Q & A...


Mar 25, 2015

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...


Mar 24, 2015

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...