Dave and Steve discuss the return of volatility. The stock market has been historically calm over the past few years. Is this latest downturn the start of a bigger sell off? Or just a natural market correction?

In this episode Dave and Steve discuss the 10 year anniversary of Lehman Brothers failing and the financial crisis. They also take time to discuss a seminar that they recently attended. In this seminar economist Fritz Meyer offered his thoughts on the economy and stock market. Is the market overvalued? Are we “overdue” for a recession? And is the media reporting on the market accurate?

In this episode Dave and Steve provide a quick update on the current state of the stock market. Then they discuss the way that investment ideas change and evolve over time. How does the “half-life” of an investment idea impact the way you invest?

Most people look to their financial advisor for sound investment recommendations. However, a good financial advisor should be able to add value through a host of other recommendations. In this episode Dave and Steve talk about helping clients structure withdrawals to minimize their Medicare premiums, completing Roth conversions, and realizing capital gains.

In this episode Dave and Steve tackle two very different topics. First, they discuss how the new tax laws may favor making charitable contributions directly from your IRA. After that, they discuss corporate debt and stock buybacks. Will this be the cause of the next bubble and stock market crash?

Beware the ‘mother of all credit bubbles’

Mortgage debt fueled the last bubble. Corporate debt is fueling this one.

In this episode Dave and Steve talk about the White House proposal to change the Federal Employee Retirement System. What changes are being recommended and what are the chances that these recommendations become law?

Dave and Steve discuss a popular internet strategy known as F.I.R.E. Financial independence retire early. Who doesn't like the sound of that? But is it really a new idea?

Episode 39: Long Term Care Insurance by Capitol Retirement Strategies

In the latest episode Dave and Steve discuss the four horseman of the coming retirement apocalypse. High stock valuations, low bond returns, increased longevity and the risk of long term care. All of these risks combined make planning for a successful retirement even more difficult than it has been in the past.

In this episode Dave and Steve tackle the market volatility of the past two weeks. What does this mean for investors, and should you be worried?