Investing Sense™

As soon as we got used to all-time highs in the markets almost every single week, now we’re once again fighting a familiar foe: market volatility. Bob and Andy discuss the always-changing market conditions, and the importance of having a personalized, long-term financial plan. The one thing that’s still the same, however, is this can’t happen until you simply get started, and they offer a way for you to do that RIGHT now!

Today’s show is full of in-depth conversations as two of our favorite guests stop by! First, Andy sits down with JT Taylor, who gives his unfiltered, insider’s perspective on the world of politics, including the after effect of the Kavanaugh hearing and the midterm elections. Then, Don Luskin joins in, to discuss his unique perspective on interest rates, the trade wars, and more!

The Barron’s list of the top independent financial advisors was recently released, and there’s a familiar name that made its debut ranking! Bob and Andy talk about how the growth of this list mirrors the growth and changes in the industry and how it’s good news for investors and clients. Also, Don Luskin joins the show to give his valuable perspective and insights on the current big stories in the financial world, including the latest on the Fed and interest rates.

As autumn colors unfold and the calendar flips to October, many people look forward to upcoming holidays, college football and the World Series, or simpler pleasures like cooler weather. Buried in the busyness of the season is an important announcement from the Social Security Administration: the annual Cost of Living Adjustment. It’s estimated to be the largest increase in recent years, so Bob and Andy take a look at how it could impact retirees. Plus, Bill Tracy is in-studio to talk about the rate hike, and his outlook on the 4th quarter.

The markets are moving fast, surging to new all-time highs again this week. But uncertainty is also on the rise, with news about interest rate hikes, talks about trade wars, and so many other political and social issues heating up. So, how can smart investors turn these variables into opportunities? Bob and Andy have an easy course of action to take RIGHT now, to get much-needed clarity and focus.

Bob and Andy explore one of the ways that investors could be accidentally hurting themselves: loss aversion. Recalling their conversation with Dan Ariely, a leading expert on psychology and finance, this is just one example of irrational investor behavior. Plus, a caller asks a frustrated, yet important question: Why pay fees for bad investment advice?

Andy continues his series of talking with recent retirees about achieving the goal of retirement. Today, Bob, who is a long-time family friend, opens up and shares some of the hardest lessons he learned while transitioning into retirement and growing older. Plus, Senior Analyst Bill Tracy is back to talk about the latest trends from the Financial Engines Research Center, including a forecast for a sector “shake-up” and other events making for a busy September!

Happy Labor Day weekend! Small cap stocks have been leading the way over the summer, rising just like the temperatures, and once again reaching all-time highs. Strong runs like these are ripe for recency bias, as it’s tempting for investors to only look at the most recent past when considering an investment. Bob and Andy break down why it’s all about diversification and asset allocation! Also, special guests Rick and Joyce sit down with Andy to share their story about achieving retirement.

Andy continues his series of sitting down with friends who have recently retired, sharing how they navigated their journey and what they’ve learned along the way. These conversations fit right in with the many questions, calls and emails this week: from the impact supplemental income could have on Social Security benefits, to the idea of using retirement savings to help pay for long-term health care. Plus, Bill Tracy is in-studio to shed more light on recent changes to client portfolios.

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.