Portfolio manager shares why you should ditch bonds and own more stocks, why they're bullish on small caps, investment thesis for Amazon ahead of earnings, a great investment stock on the S&P, and markets that do well when an incumbent runs for reelction.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Wealth is hosted by Brad Smith.

Learn more about your ad choices. Visit megaphone.fm/adchoices