Investing Sense

Investing Sense continues the series of interviewing recent retirees, sharing success stories and advice, both as celebration of reaching the goal and inspiration for investors who are not quite there. This week, Andy sits down with Jamie and Mary, who share a story of how they discovered it was time to retire, and the personal and financial freedom they now enjoy! Also, Bill Tracy is back to share his latest charts, this time with a focus on emerging markets.

Our Washington D.C. insider JT Taylor returns as our special guest this week, with his straight-forward, unbiased approach to the news and stories from Capitol Hill, including a second round of tax cuts and a look forward to the mid-term elections, while Andy breaks down the potential impact for investors and the stock market. Plus, a look at the rise of Apple, as the tech giant recently became the first $1 trillion company!

Facebook recently endured the largest single-day loss of market value by any company in the history of the market. It was quite a news story, and a great example of the many stresses involved in retirement planning. Plus, Bob and Andy dive into the ever-growing email inbox and loads of listener questions, with plenty more lessons to be learned from each other!

Maybe, just maybe, things aren’t as bad as they seem. Despite all the bad press in newspapers, radio, cable news, and the internet, the stock market continues to hold near its all-time highs. Bob and Andy explore the effect this discrepancy can have on investors’ psychology. Plus, our resident Washington D.C. insider JT Taylor is back again with plenty to talk about, including a possible under-looked risk posed by the trade wars.

The temperature isn’t the only thing rising this summer. So are stocks! Despite perceived fears over a trade war with China and the crazy political climate in the U.S., as Andy explains, the stock market just keeps pushing higher. Friends Bill Tracy and Don Luskin join the guys this week for deep discussions on these stories and other trends unfolding across the markets and economy. Plus, Andy helps a caller with a question about finding her right Social Security claiming strategy.

Amazon is probably the grand-daddy of disruptors, and they continue to do so in the healthcare sector with their recent acquisition of Pill Pack. Bob and Andy discuss how this could affect both small-cap AND health care, two big themes on the show this year. Also, Olympian and author Alex Allred joins the show to talk about taking care of aging parents. Plus, is elderly identity theft a new public health crisis, and what can we do about it?

Bob is feeling a little melancholy over the news of GE getting kicked out of the Dow Jones Industrials. After all, the stock has been one of the Dow 30 for over 100 years, and represents more old-school, industrial American business. However, there are plenty of new-school, emerging sectors that are leading the economy forward. Plus, as we’ve reached the mid-way point of the year, Andy breaks down the second-quarter and year-to-date market performance…with charts!

Bob and Andy tackle email and caller questions, covering topics from the complex ways to take pensions, whether or not to move money from investments to help with home improvements or paying off debt, to a portfolio review for a 100-year-old mother-in-law. Plus, a conversation with writer and Social Security claiming strategy expert Mary Beth Franklin, who offers important insights and advice to help maximize your benefits.

Investing Sense celebrated our 300th show a few weeks ago, and over the years, so many listeners and callers asked: ”How can I get started saving for retirement?” Andy’s most common answer: “Max out your 401(k)!” But there are some common, costly mistakes that many Americans are making and could result in leaving $10,000’s on the table! The guys reveal an easy step to take in making sure YOU aren’t making these same mistakes.

Happy Father’s Day weekend! The amount of wealth generated in this country keeps growing to record highs, from returns on stocks and bonds, to rising home values, to the job market… but statistics show that tens of millions of Americans are still missing out on this amazing opportunity. Bob and Andy dig into the reasons why from an historical perspective. Plus, more from Don Luskin and JT Taylor, along with the weekly visit and charts from Bill Tracy.

The show rolls on into summer and as the guys explain, with Q1 earnings season over, this is historically a quiet time of year. But could the market knee-jerk react to news, especially ahead of the up-coming mid-term elections? Bob and Andy turn to JT Taylor, our resident Capitol Hill insider, to help keep you on the right side of headlines. Plus, Bill Tracy is back to share his latest chart pack and insights from the Financial Engines Research Center.

A strange turn of events in the market this week after an abrupt shift in sentiment in the bond market. Bob and Andy, along with listeners, focus on the ups and downs in interest rates and discuss what it means for portfolios. Plus, with so many rules and regulations to follow, every retiree needs help when it comes to Social Security. Writer and claiming strategy expert Mary Beth Franklin joins the show to offer important insights and advice to help maximize your benefits!

Happy Memorial Day weekend from the entire Investing Sense pit crew! Today, the guys take a look at the market, and even though stocks are in bloom, there are very human reactions, such as loss aversion and recency bias, that could potentially derail your retirement plan. Also, our resident D.C. insider JT Taylor joins the show to discuss what you need to know about the upcoming mid-term elections, and Andy will explain what it means for the market.

Bob and Andy celebrate the men and women who serve because it’s Armed Forces Day in America! In the investing world, there’s much to celebrate, including positive news so far this earnings season and rebound in the stock market. Bill Tracy from the Financial Engines Research Center sits down to discuss Q1 earnings and their impact on the market. Also, with the help of Duke University professor Dan Ariely, the guys explore the concept of ”loss aversion” and how it can impact financial...

Andy may have been on vacation, but that doesn’t mean the market took any days off! Back from breathtaking Scotland, Andy gives his take on recent market activity, the start of earnings season, and of course interest rates. Also, the guys dive deep into a well of topics with Don Luskin, CIO of Trend Macrolytics. Plus, are you avoiding the doctor simply to skip the bill? Be careful because this could end up costing even more.

As the calendar turns from winter to springtime, take a listen to some of the best segments from Investing Sense in what has been a wild 2018. From a very bullish start to the beginning of the year, to the recent rise in interest rates and stock market volatility, Andy and Bob have nailed the market action so far this year. Plus, hear some of the best listener conversations covering everything from target-date funds, company stock, and angry annuity salesmen!

It’s important for investors to avoid emotional reactions to political headlines, but it’s helpful to stay informed of what’s happening, why it’s happening, and what it means for YOU. To these ends, the guys welcome back Washington D.C. insider JT Taylor and Trend Macrolytics CIO Don Luskin, covering a wide range of topics from FANG stocks to the recent trade skirmish with China, and much more!

The goal of this show is to help hard-working Americans get to and through retirement. Due to the remarkable run of the market over the last 9 years, many investors are now ready to take the plunge into retirement, but may still need help taking that next step. Andy has an easy way for you to get started today! Plus, special guest Kyle Bingham joins the show to share how he helped his mother optimize her Social Security benefits.

Investing can be emotional, especially when there’s a non-stop flow of news stories that directly affect the markets. Andy re-assures listeners that there ARE positive trends around the globe, and you don’t need to ride this roller-coaster alone. Plus, Senior Investment Analyst Bill Tracy shares his charts and trends that the Research Center is following, including rising oil prices and sector performance.

If you’ve felt some queasiness due to all the market’s ups and downs, consider this show as medicine for the market’s ills. Financial Engines Senior Financial Analyst Bill Tracy is back to help the guys understand what is causing all this motion and decipher what the latest market trends and activity actually mean. Plus, Andy talks with author and New York Times critic Dwight Garner about his unusual relationship with money. 484399