Simon encourages investors to see the "forest through the trees" and to understand the base case for stock market optimism. He fades the likelihood of a "crash" during an economic boom and suggests that corrections and market skittishness are to be bought. He also highlights the latest from STZ and LH. 

To mark April as Financial Literacy Month Ann provides an overview of the fundamentals of financial planning: saving, investing, and guarding against the consequences of unexpected events.

The burgeoning spring is bringing with it the reopening and accelerating economy in the US and abroad. Today we focus on a cyclical name poised to take advantage of the business cycle, what we're seeing in the European recovery and an update on the Life Sciences sector.

Simon discusses the current backdrop and increasing likelihood of a frustrating transition period in the markets. However, this should be a period that ultimately yields to higher prices. He also places the impact of inflation on stocks in some historical context and then discusses how best to position your portfolio. He highlights the buy cases for MGA and FISV, the latest additions to the WIG Equity Portfolio.

One good turn deserves another. It's amazing what benefits you and your family can enjoy by benefitting others. If you were extra charitably inclined this year, Greg provides 4 ideas for resultant portfolio moves you can make, as a result of a larger than usual deductibility of cash donation to charity this year that might not otherwise come readily to mind. Enjoy!

On this week's show, Chase reviews some of the short-term dynamics stirring the markets this year and gives a primer for the upcoming earnings season. Also a sell of a former bet and new name on the speculative front.

Financial Planner Matt Anderson discusses estimated taxes.  In particular, he looks at some of the causes of tax underpayment and how to think through calculating your estimated tax payments. 

Simon discusses what could be a sideways transition period for the market.  Within the market, he discusses the rotation from the "stay at home" into "out and about" as well as growth into value stocks and how investors should maintain portfolio balance. Simon also examines the case for inflation and how investors need not panic.  He makes the case for COST as a solid addition to the portfolio at levels well below all-time highs.

Today Chase discusses the expectations for treasury auctions and what they're doing to interest rates this week, and what that means for the stock market. Then, a look back at recent history and a target for where rates are headed.