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On this week's podcast, Karl discusses the tough decision of when to sell a stock. Karl gives 3 simple things to consider to help make that decision.
As the stock market continues to push higher, more and more people believe it must fall. But, does it? Karl answers that plus explains some of the reasons the stock market is making all-time highs.
On the first podcast of 2021, Karl discusses the numerous changes in the economy, tax law, and politics that will drive planning and investment decisions. Plus, a fiscal stimulus deal is done. Was it needed?
On this week's podcast, Karl looks back at 2020 and reveals some key things we learned as investors. Plus, what all was in that COVID-19 relief package?
The Federal Reserve spoke this week. What did they say and how will it affect your portfolio? Plus, Oliver Norman joins Karl to discuss your financial reality.
IPOs, the next hot stock, and doom and gloom. These are all things that can lead to not achieving your financial goals. Karl explains how to prevent common errors with your portfolio.
On this podcast, Karl welcomes Oliver Norman & Casey Keller to discuss their favorite books that would be great Christmas gifts for adults, kids, and grandkids.
On this podcast, Karl discusses open enrollment season and what it means to you. Don't rush through it. Take the time to really make any necessary adjustments. You might need the help of a financial advisor.
On this week's podcast, Karl discusses the big news from Pfizer and how a vaccine caused certain areas of the stock market to skyrocket while others were down after the news.
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