Sticking with the March Madness college basketball theme, Greg explains the four brackets you need to a good investment strategy. Consider all four as you make your way to you very own Retirement Championship.
In this episode, Greg addresses the college and high school boys basketball fury better known as March Madness. He makes sure you are not "boxed-out" regarding your finances and invest wisely with a strict discipline to not leave your retirement up to a last second buzzer beater.
Return to the Business Cycle: Greg discusses the keys to market returns and growth for companies throughout the world in 2018. He discusses four keys to making this happen: 1) Fiscal Coordination 2) Business Investment 3) Earnings Growth and 4) Active Management. Tune in to learn how 2018 will shape up!
Greg tackles the recent market move to the sky and what if anything could trip it up. Will government shutdown possibilities, lower US dollar and geopolitical angst knock this Santa Claus rally from its sleigh? Or will the goods be delivered on time for everyone to celebrate a great year end? Listen in to find out!
Listen to Greg as he discusses MLPS!
Municipal bonds are subject to availability, price, and to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rate rise. Interest income may be subject to the alternative minimum tax. Federally tax-free but other state and local taxes may apply. High-yield/junk bonds are not investment-grade securities, involve substantial risks, and generally should be part of the diversified portfolio of sophisticated investors.
Investing in real estate/REITs involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.
Investing in MLPs involves additional risks as compared with the risks of investing in common stock, including risks related to cash flow, dilution, and voting rights.
MLPs may trade less frequently than larger companies due to their smaller capitalizations, which may result in erratic price movement or difficulty in buying or selling. MLPs are subject to significant regulation and may be adversely affected by changes in the regulatory environment, including the risk that an MLP could lose its tax status as a partnership. Additional management fees and other expenses are associated with investing in MLP funds.
Happy Mother’s Day episode! Hope every awesome Mom had a great day! What is sustainable investing? Greg explains this investment philosophy that is here to stay. At the halfway mark he tackles the biggest cliché in stock market history, “Sell in May and go away.” Lists 5 reasons why you might want to reconsider. Show dedicated to a great man we will all miss very much, Robert H. Ledbetter.
An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.