Dollars & Sensibilities

This past week we all mourned the passing of Queen Elizabeth II, the longest reigning monarch in British history. In today’s episode, Andrew and Bill reflect on her life and her choices while they discuss the royal fortune and how it will transition the next generation. Listen to apply some royal wisdom to your financial plan!

This week we take a look at 4 of the stocks that were popular for people to buy during the beginning of the pandemic and ask the question: what do I do with them now?  Spoiler alert - we take you back to fundamental investment philosophy!

This week, Bill and Andrew discuss the hotshot college kid that made $110MM on a Bed Bath and Beyond trade, Jim Cramer's track record and how your brain hears his bells and whistles, and lastly another lesson in how to line up your beneficiaries correctly. Hint: celebrities won't get your IRA.

Description: High inflation and low returns have created the perfect storm for new retirees.  This week Andrew and Bill look at the math of retiring into a bear market and how they think about the 60/40 portfolio model and give you the insights most “experts” miss. Take a look at this week’s articles below:

The Tricky Math of Retiring Into a Downturn

The 60/40 Strategy Will Beat Inflation Eventually, Survey Shows

In today’s episode, Bill and Andrew dissect a media clip as an example of how what you’re hearing “by the numbers” may be just tugging at your emotions. Math, people!

Last week, when the latest U.S. GDP numbers were announced, talk about the dreaded R-word — recession — got a little louder. Regardless of the “are we or aren’t we” discussion, you may be feeling the pressure of economic forces. Today Andrew & Bill discuss articles published recently which will help you navigate the current economy regardless of whether you're ready to use the "R Word" or not.

Are We Ready to Start Saying the R-Word? (Bloomberg)

3 Ways the Fed’s Interest Rate Increases Affect You (Barron's)

Investors need to stay away from the herd to outperform (Financial Times)

How to Ride Out a Murky Economy (New York Times)

Is 2022 over yet? That’s what most investors have been asking themselves. In this week’s From the Feed episode, Andrew and Bill get tough and address the MOST pressing issues facing the average Americans today and offer practical steps to address, overcome and not just survive but thrive in today’s economy.

There are two rules in the Investment Club...let's talk about them! Today we discuss an outdated, but still viable, way to invest your money and socialize while you are doing it.

The Blame, The Tipping Point and The Remedy.  In today's episode, Bill and Andrew discuss the recent market volatility, and jumping in and out of a bear market.  Whose fault is it?  Where are we in the cycle? Most importantly, how do we adjust for it?  Listen for answers, comment for input!

This week in From the Feed, Andrew & Bill discuss articles written about "Bear Markets" and their impact on investments, retirement & taxes.

(New York Times) Bear Markets and Recessions Happen More Often Than You Think