In this episode, Karl Eggerss reflects on another successful year for the stock market. As we close the books on 2024, he turns his attention to what lies ahead in 2025. Karl delves into the various pros and cons of the current economic environment, offering his insights for the upcoming year. He also shares practical strategies for navigating the markets amidst potential challenges and opportunities.

Topics Covered:

• 2024 Wrapped: A comprehensive review of the past year's market performance and key events.
• 2025 Outlook: Expectations for the new year, including potential market trends and economic factors to watch.

Join Karl for an in-depth discussion on how to approach investing in 2025, ensuring you're well-prepared for whatever the market may bring.

#2024 #2025 #investing #money

For topic suggestions or questions, e-mail [email protected]

This week, the Dow Jones continued its downward trend, marking a 10-day losing streak—the longest since 1974. However, as Karl Eggerss explains, the severity of the decline is not as alarming as it might seem. Tune in to this episode as Karl delves into the current state of the stock market, uncovers the true reasons behind the recent sell-off, and discusses what might lie ahead for investors.

Topics Covered:

• The Dow Jones
• 1974
• Inflation
• Feelings

#dowjones #1974 #interestrates #investing #money

For topic suggestions or questions, e-mail [email protected]

This week, the stock market experienced a bit of a stall, with the Dow Jones falling for seven consecutive days. Is this just a temporary pause before another surge, or are investors starting to worry about factors like rising interest rates? Interestingly, not all stocks are following this downward trend. Large technology stocks continue their impressive run. However, caution is advised. Karl Eggerss discusses why a prudent approach is always wise. Additionally, he explores why U.S. stocks continue to outperform international stocks.

Topics Covered:

• The Dow Jones
• Technology Stocks
• U.S. Stocks vs. International Stocks
• Federal Reserve
• Interest Rates

#techstocks #dowjones #interestrates #investing #money

For topic suggestions or questions, e-mail [email protected]

In this episode, Karl Eggerss delves into the complexities of achieving financial goals. He emphasizes the importance of a comprehensive financial plan and discusses how preconceived notions, shaped by our upbringing and past experiences, can hinder sound financial decision-making. Karl offers insights on how individuals and families can stay on track despite these challenges.

Additionally, Karl analyzes the current stock market rally, questioning its sustainability as we approach the new year. He notes that much of the good news has already been factored into stock prices and highlights the importance of how a new administration needs to execute on the many ideas and promises that have been made.

Topics covered:

• Financial Planning
• Fallacies
• Stock Market Rally

For topic suggestions or questions, e-mail [email protected]

#financialplanning #stocks #fallacies #captrust @CAPTRUST

In the wake of the recent election, the world of cryptocurrencies has seen a significant surge, capturing the attention of investors everywhere. With this newfound interest, many are left wondering if now is the opportune moment to dive into the cryptocurrency market. In this insightful episode, Karl Eggerss takes a deep dive into the realm of cryptocurrencies, offering a comprehensive breakdown of what they are, how they function, and their potential as a viable investment option.

Topics covered in this episode include:

• Cryptocurrencies
• Asset Allocation
• Diversification

For topic suggestions or questions, e-mail [email protected]

#cryptocurrency #captrust @CAPTRUST

Join Karl Eggerss as he uncovers the investment advice of one of the world’s wealthiest individuals. This billionaire believes his widow should invest nearly all their fortune in a single type of investment. Tune in to find out who this influential figure is and what his recommendation entails. Remember, what works for a billionaire might not be the best choice for you and your family.

Topics covered in this episode include:

• Warren Buffett
• Asset Allocation
• Stocks

For topic suggestions or questions, e-mail [email protected]

#warrenbuffett #assetallocation #stocks #captrust @CAPTRUST

With the election behind us, the stock market has soared to new record highs. But can this momentum continue? In this episode, Karl Eggerss delves into the reasons behind the market rally, what might happen next, and how you should approach your portfolio moving forward.

Additionally, Karl provides a comprehensive update on the recent changes to retirement plan contribution limits.

Topics covered in this episode include:

• Election
• Investments
• Tax Changes

For topic suggestions or questions, e-mail [email protected]

#election #investments #taxchanges #captrust @CAPTRUST

In this podcast, Karl Eggerss discusses the complexities and potential pitfalls of annuities. He shares his experiences of seeing many people pushed into these products without fully understanding them, only to later discover high annual fees and significant surrender penalties. Eggerss also highlights the issue of insurance salesmen encouraging clients to switch annuities for higher commissions. However, he emphasizes that not all insurance salesmen or annuities are bad; there are situations where annuities can be appropriate. He advises listeners to be cautious and ensure they fully understand annuities before committing.

Topics covered in this episode include:

• Annuities
• TCJA
• Election
• Living Trusts

For topic suggestions or questions, e-mail [email protected]

#annuities #election #livingtrusts #TCJA #captrust @CAPTRUST

American stock investors have enjoyed exceptional returns in recent years. However, a major investment firm has issued a cautionary forecast this week. In this episode, Karl Eggerss breaks down the warning and its potential implications for you. Additionally, Karl shares valuable strategies to help you steer through these uncertain times.

The subjects covered in this podcast are:

• Stock Market
• Diversification
• Financial Planning
• Asset Allocation

For more information, go to https://www.creatingricherlives.com

 #stocks #financialplanning #diversification #captrust @CAPTRUST

Tax minimization is a key aspect of financial planning, yet reducing capital gains can be particularly challenging due to limited strategies. Recently, Opportunity Zone Investing has emerged as an effective method to address this issue. In this episode, Karl Eggerss delves into how these investments function and when they might be the right choice for you.

The subjects covered in this podcast are:

• Taxes
• Capital Gains
• Opportunity Zones
• Real Estate

For more information, go to https://www.creatingricherlives.com

 #taxes #realestate #opportunityzones #captrust @CAPTRUST