Episode #64-More Coronavirus Updates The speed of the stock market decline over the past month has been breathtaking. Dave and Steve offer their latest thoughts on the Cornavirus market decline. How can we use bonds to help us ride out the decline? How …
Events & Seminars
Episode #63 – Coronavirus Update
The last five days have certainly been an interesting time to be an investor in the stock market. After an initially muted reaction to the coronavirus reports, stocks are now down 13% from their high. In this special coronavirus podcast Dave and …
Episode #62-What We Don’t Know About Stocks
Have equities become too risky? How much longer will the decade-long bull market last? Is a stock crash or a recession coming? Should I sell? In this month’s podcast Dave and Steve look for insight and wisdom from the words of legendary author and …
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Episode #61 – SECURE Act and 2020 Outlook
https://soundcloud.com/user-992484600/episode-61-secure-act-and-2020-outlook In the first podcast of the new year Dave and Steve talk about passage of the SECURE act. What does this mean for RMDs and inherited IRAs going forward? After that they discuss …
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Episode #60-Secure Act and Dave’s Friend
https://soundcloud.com/user-992484600/2019-12-18-secure-act-and-daves-friend Dave and Steve start this episode by discussing the changes proposed in the SECURE Act. In particular they discuss the impact on RMDs and inherited IRAs. After that Dave tells …
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Episode #59-Late Cycle Investor Overconfidence
https://soundcloud.com/user-992484600/2019-11-18-late-cycle-investor-overconfidence The stock market has been going up for over 10 years, and some investors have gotten complacent. Are you making some of the classic late cycle investor mistakes? Listen to …
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Episode #58-Politics and a Guide to an Uncertain Market
https://soundcloud.com/user-992484600/episode-58-politics-and-a-guide-to-uncertain-markets In this month’s episode Dave and Steve start (1:10) by recapping the market over the past year. After that the discussion turns (2:45) to politics, and what effect …
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Episode #57-Retirement Grab Bag
In this episode Dave and Steve have a grab bag of topics to discuss. They start (2:30) by discussing how people think differently about investing in estate compared to investing in stocks. Next (7:18) they take a look back at the economy 10 …
