Does Sitting on the Sidelines Make Sense?

Investing: When Does Sitting on the Sidelines Make Sense?

Let’s get this out of the way upfront: I have no idea what the stock market is going to do tomorrow, next week, or next year. I also freely acknowledge that by many measures, markets are relatively expensive. Nevertheless, here are several reasons why I think sitting on the sidelines does not make a whole lot of sense.

1. Let Read more

Brian PerryBrian Perry
How Diversification Won the “Lost Decade”

How Diversification Won the “Lost Decade”

The first decade of the 2000s was a difficult one for investors.

As the new millennium dawned, the ebullience of the dot.com boom turned into a sharp market sell-off, highlighted by the collapse of many previously high-flying tech stocks. By the middle of the decade, markets recovered, but a credit crisis soon ensued, followed by the Great Recession. Newspapers referred … Read more

Brian PerryBrian Perry

3 Dimensions of Expected Returns: Size, Price and Profitability

Apollo Lupescu of Dimensional Fund Advisors explains how risk and expected returns are affected by size, price, and profitability of a company, why the latest from President Trump shouldn’t affect our investing choices, how diversification can protect us from market downturns, and how our fear and greed have us tripping over our portfolios. Also, emails and phone calls on timing … Read more

Guest:  Apollo D. Lupescu Apollo D. Lupescu

Podcast #132 :
financial fears

Financial Fears: “I’m afraid of outliving my money”

Ready for a quick Jeopardy pop quiz?

Question:

Studies have shown that three out of four Americans fear “this” more than death.

Answer:

What is “running out of money in retirement.1

This statistic saddens me, but it also reinforces my belief that while money can’t buy happiness, not having money can make people miserable. So, what exactly can … Read more

Brian PerryBrian Perry

How to Turn $3,000 into $50 Million

Investing authority Paul Merriman explains how to turn $3,000 into $50 million and talks to Joe and Big Al about value vs. growth companies, market timing, choosing the right mix of stocks, bonds and other investments, and which stocks don’t beat even Treasuries in the long term. Plus, The 10 Best – and Worst – Places to Retire, Ways to … Read more

Guest:  Paul Merriman Paul Merriman

Podcast #130 :
Value Stocks: An idea whose time has passed?

Value Stocks: An idea whose time has passed?

An unusual phenomenon has been taking place in the stock market the last several years. You see, the high-flying stocks of popular “growth” companies have been outperforming those of beaten down “value stocks.”

The fact is, value stocks have historically outperformed growth stocks, both in the U.S. and abroad, and they have done so on a pretty consistent basis and … Read more

Brian PerryBrian Perry

Exposing Wall Street Marketing BS

Alliance Director of Research and author, Larry Swedroe, exposes what he calls “Wall Street marketing BS” about active management, dollar cost averaging – which he says is a dumb strategy – and more. Plus, 5 Mistakes to Avoid in Retirement, an update on the Department of Labor Fiduciary Rule, and… Pikachu eggs.

Show Notes

  • (00:58) Department of
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Guest:  Larry Swedroe Larry Swedroe

Podcast #128 :

Finance for Normal People

Meir Statman, professor of finance at Santa Clara University and author of Finance For Normal People: How Investors and Markets Behave tells Joe and Big Al how smart people can avoid doing stupid things when it comes to investing. Also, are you house rich but cash poor as you approach retirement? The fellas have some strategies for making use of … Read more

Guest:  Meir Statman Meir Statman

Podcast #125 :

Want To Be Stacking Benjamins? Do Nothing

Guest Joe Saul-Sehy of the Stacking Benjamins podcast explains the value of having a financial planner (while avoiding his stalker, Your Money, Your Wealth host Joe Anderson.) Joe and Big Al discuss what the Department of Labor fiduciary ruling means to you, and 10 steps to get ready for retirement. They also answer questions about saving for retirement as a … Read more

Guest:  Joe Saul-Sehy joe saul-sehy

Podcast #119 :

7 Mistakes New Real Estate Investors Make

Alex Goldstein, the author of “No Nonsense Real Estate,” offers 7 Mistakes New Real Estate Investors Make. Joe and Big Al discuss 3 ways to sell your real estate, Social Security taxation, and 7 Social Security mistakes to avoid. Plus, potential ways to fund Trump tax reform, and who pays for weddings these days?

Show Notes

  • Trump Tax Reform: How
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Guest:  Alex Goldstein Alex Goldstein

Podcast #118 :