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New ETF Strategy Sparks Immediate Interest

New ETF Strategy Sparks Immediate Interest

New ETF Strategy Sparks Immediate Interest Key Take-aways: These new actively managed ETFs use derivatives to create extra income or protect against losses, but didn't exist 4 years ago Over $31 billion has been raised for these new ETFs in the past year Some analysts...

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Tax Underpayment Penalties: Podcast #480

Tax Underpayment Penalties: Podcast #480

Tax Underpayment Penalties: Podcast #480 Key Take-aways: The podcast discusses the rise in tax underpayment penalties, with the number of filers impacted increasing from twelve million to fourteen million and the amount owed rising from $1.8 billion to $7 billion. The...

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Diversification: always having to say sorry #479

Diversification: always having to say sorry #479

Diversification: always having to say "sorry" Key Take-aways: Diversification is crucial in investing and prevents over-reliance on any single asset class. The 60-40 portfolio (60% stocks, 40% bonds) has been declared "dead," multiple times - but continues to be a...

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How Do You Calculate Household Cash Flow?

How Do You Calculate Household Cash Flow?

How Do You Calculate Household Cash Flow: Expenses are Critical Key takeaways: 1. Understanding net household cash flow, which includes income and expenses, is crucial for financial planning and investment advising. 2. The ability to save significantly affects...

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Social Security Break Even – Podcast 475

Social Security Break Even – Podcast 475

Social Security Break Even - Podcast 475 Casey, Brendan and Tom discuss social security break even analysis in podcast episode 475.  The guys also discuss a flow-chart to help folks decide on social security break even points.  This is an exercise many people ought to...

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The Great Crash of 1979 – Podcast 474

The Great Crash of 1979 – Podcast 474

The Great Crash of 1979 Key Take-aways from the Great Crash of 1979: 1. Paul Volcker dramatically changed the direction of the US economy by focusing on controlling inflation, rather than maintaining full employment. 2. Volcker's secret Federal Reserve meeting on...

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Keeping Things Simple – Podcast Episode 473

Keeping Things Simple – Podcast Episode 473

Keeping Things Simple - Podcast Episode 473 Key Take-aways: Charlie Munger convinced Warren Buffett to shift from "buying fair businesses at wonderful prices" to "buying wonderful businesses at fair prices," significantly impacting Berkshire Hathaway's success. Munger...

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New York Community Bank & the Federal Reserve

New York Community Bank & the Federal Reserve

New York Community Bank and the Federal Reserve, podcast episode 470 Key takeaways from podcast episode #470: The Federal Reserve decided to hold interest rates steady after their meeting on January 30th and 31st, 2024. The Fed's policy statement suggested that the...

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Direct File Online – File Taxes for Free

Direct File Online – File Taxes for Free

Direct File Online - File Taxes for Free Key take-aways: 1. High tax payments may not be the fault of the accountant but could be due to insufficient withholding or estimated payments by the taxpayer. 2. Accountants are not infallible; consistent mistakes or IRS...

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Mortgage Rate Mirage – Podcast Episode #467

Mortgage Rate Mirage – Podcast Episode #467

Mortgage Rate Mirage - Podcast Episode #467 - People often brag on social media about their low mortgage rate.  But there's a thread on Twitter about someone who might lose their house for taking a lower mortgage rate. - The mortgage payment for these folks every...

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401k Loan – Podcast Episode 466

401k Loan – Podcast Episode 466

401k Loan - Podcast Episode 466 Key Takeaways: - The podcast episode discusses an article from 401(k) Specialist, and sponsored by Principal Financial Group, which aims to debunk myths about 401k loans, suggesting that they may not be as negative as commonly...

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Podcast Episode 465

Podcast Episode 465

Podcast Episode 465 Economic Data - December 2023 - Are you ready to dissect the economy's vital signs? In this podcast, episode #465, we take you on a deep dive into the economy's pulse.  We examine economic indicators that shape the current landscape. The recent...

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Financial Vortex: What Is it?  Podcast #464

Financial Vortex: What Is it? Podcast #464

  Financial Vortex: What Is it? A recent study from Goldman Sachs describes a financial vortex.  We call it "life in America, 2023." Soon-to-be retirees, and recent retirees are discovering they may need to navigate their own way with limited financial resources,...

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Medicaid and Long Term Care in New Jersey

Medicaid and Long Term Care in New Jersey

Medicaid and Long Term Planning, Episode 463 Medicaid, and the Medicaid application is a nightmare to try and navigate on your own. What if you could shield your hard-earned assets from the costly implications of long-term care? Is that relaistic? The dreaded...

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T-bills at 5%, why look at stocks?

T-bills at 5%, why look at stocks?

With T-bills at 5%, why look at stocks? T-bills:  why not?  One of the most frequently asked questions we have heard over recent weeks is: with T-bills (Treasury Bill) rates at (or around) five percent, why should we even bother looking at putting money into stocks?...

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