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  • Crypto advocates point out that Bitcoin has fallen by more than 50% eight times since its 2009 launch, and three times since 2018, and it’s recovered every time. And it’s been a top-performing asset class with better than 35% annualized returns over…
  • How do you manage through a cycle of rising interest rates and higher inflation? There aren’t too many money managers who have that experience and have a track record of excellence through many different types of markets. This week’s guest does. She…
  • VYM is paying a 2.72% dividend. SPY is paying 1.38%. Not sure if ETFs of mutual funds adjust the dividend daily like a stock does so this dividend payout percentages may be stale.
    in 10-Year CDs @ 4% Comment by bee June 14
  • Another avenue would be stocks at 4% (in the form of a dividend). For example TROW is at 4.16% https://finance.yahoo.com/quote/TROW?p=TROW
    in 10-Year CDs @ 4% Comment by bee June 14
  • June 9th exclusive: n a WEALTHTRACK exclusive legendary financial thought leader, Charles Ellis explains why after decades of searching for outstanding money managers he has become a big believer in indexing. Indexing interview
  • June 9 Episode In part 2 of our interview with industry pioneer Steve Liberatore, we explore both ESG fixed income investing, as well as the relatively new area of impact investing where bond proceeds are directed to a specific project or goal and t…
  • Wonder if VTMFX handles this a little differently since its bond side is mostly tax free munis...USBLX is built similarly. Boglehead conversation on the topic: bogleheads.org/forum General Topic of Taxes on Mutual Funds: when-bad-taxes-happen-to-g…
  • June 2nd Episode: In an article titled “In Praise of Target-Date Funds,” one of our favorite WEALTHTRACK guests, Morningstar’s Director of Personal Finance, Christine Benz described them as “…nothing short of the biggest positive development for inv…
  • Thanks @msf and @yogibearbull...first time I needed to create a log-in to access this feature.
  • May 27th Episode The investment opportunities surfacing in the volatile stock, bond, and real estate markets. Causeway Capital’s Sarah Ketterer, Capital Group’s Karen Choi, and Canyon Partner’s Robin Potts share their perspectives.
  • May 20th Episode The vast majority of funds in ETFs are in passive strategies, but there’s an interesting divergence occurring. One of the fastest growing segments in the ETF universe is actively managed ETFs. This week’s guest is involved in both…
  • May 13th Episode: What is happening with U.S. energy independence? After decades of decline, U.S. oil production picked up significantly in the last decade and a half, largely thanks to the shale oil revolution, to the point where it surpassed Russi…
  • Thanks @msf, great clarification and important information for those with self employment income.
  • Nice article on SS Claiming Strategies: how-to-determine-when-to-claim-social-security/
  • Rule of 40 : ruleof40 rule-of-40 Return Hurdle Rate: hurdlerate
  • April 23, 2022 What do you do when your flagship fund goes from the top of its class to close to the bottom in a matter of weeks? From market trouncing to market lagging? That is the challenge facing this week’s guest. Alex Umansky, Portfolio Mana…
  • Related Article: To keep the IRS from moving in on its business, Intuit amped up its lobbying machine. One line of argument was that the IRS shouldn’t be in the business of being both the tax collector and the tax preparer, and Intuit seemed to offe…
  • Related Article: zero-neutral-9-months-marks-defining-pivot-fed-powell
  • Maybe a side note to this thread, but HSA contributions adjust gross income. Further, if one has earned income through self employment, Health insurance premiums (including ACA Insurance premiums) are deductible against self employment income which …
  • 4/15/22 Episode: We are in a new era of higher inflation and the pressure is on the Fed! Inflation is running at 40-year highs and it’s coming from every angle: food, energy, services, goods, rents, and wages which are all increasing. Is the Fed …
  • Linked below is commentary on the survey and some interesting "conditions" the sentiment presents investors. Some analysts criticize the AAII’s survey methodology, and with good reason. The participants in the survey volunteer themselves, as oppos…
  • @yogibearbull...thank you...that was well written...article worthy.
  • Cars in neutral can roll backwards if you don't apply the brakes...add market neutral mutual funds to the list.
  • $1.5 billion in assets X 1% expense ratio = $15 million annually. And in bad years, like 2020, when his fund dropped (47%)...Bruce still collected 1% in fees...$7.5 million-ish. But that's true with every fund manager. They get paid in both up and …
  • If you Can...by William Bernstein: Would you believe me if I told you that there’s an investment strategy that a seven-year-old could understand, will take you fifteen minutes of work per year, outperform 90 percent of finance professionals in the l…
  • April 9th Episode: The new era of higher inflation and interest rates is already proving to be a challenging one for investors. The first quarter of 2022 was the worst one in two years for the stock market. Inflation reached 40 year highs, and in re…
  • @BaluBalu Here's the intro to both: As bonds suffer the worst quarter in more than four decades we are exploring one of the fastest-growing segments in the fixed income markets where demand is still accelerating. It’s in ESG, environmental, social,…
  • April 2, 2022 Episode:
  • Thank you @ LewisBraham That brought an anger tear to my eye. Soon after that airing Hurricane Maria Struck the island in Sept 2017. Another look at where the island is still struggling: puerto-rico-has-not-recovered-from-hurricane-maria
  • Do any of these PR bonds convert to ocean front property? If so, I am in!
  • Regarding Puts & Calls, there is the Put/Call Ratio commented on by McClellan Financial: When the market changes its mood, indicators can sometimes change theirs to match. That is the message of this week’s chart. Traders and analysts have be…
  • Explainer: Why an inverted yield curve may not be all bad for U.S. banks Yields on the 2-year Treasury rose higher than those of the 10-year Treasury for the first time since 2019. That is unusual because investors typically expect more compensatio…
  • March 25th Episode:
  • On the mutual fund side there is GASFX, The last 10 years it has either been one of the best or one of the worst in its category.
  • Yes to social programs that act as safety nets catching us when we fall so that we can once again climb off the net and return to the higher place we came from. No to social programs that place us in pools that barely have enough water to swim in …
  • Another laugh...who will get prosecuted for COVID Relief Fraud? Maybe a few: long-island-physician-sentenced-to-51-months-in-prison-for-covid-19-loan-fraud justice-dept-names-prosecutor-pandemic-fraud
  • March 18th Episode: