Simon discusses the current trading mania affecting certain stocks and how it is symptomatic of an overall rise in speculative appetite. He places current conditions in historical context and argues that while a correction is likely, a major downturn is not. He also references the numerous markets that are not even close to being in "bubble" territory. He comments on the recent positive earnings reports from Apple and Facebook.

This week, Chase looks at the bull case for the stock market, led by the liquidity in the capital markets, but also the threat of inflation. What would inflation do to your portfolio, your plan, and what should you do? We start to explore this topic here today.

Welcome to the New Year! 2020 is in the books and it's time to look forward. The new year brings with it a fresh set of circumstances and dynamics and asset values and multitudes of factors that may have changed all around us. In today's show, Greg Smith highlights the top ten action items worth pursuing early on in the year to make sure you and your family are on the most solid of financial footing.

Financial Planner Matthew Anderson talks about the importance of understanding one's time horizon for investing.

Simon offers five reasons why, even though expensive by most metrics, this stock market environment still does not remind him of the Tech bubble in 1999. He discusses how the potential for higher taxes and inflation have replaced election outcome anxiety as investors' primary worries, places in context, and helps to clear up some misperceptions.

Financial Planner Matt Anderson talks about the Marginal Tax Rate. What it is and why it is important to know when making financial decisions that involve whether to recognize income now or defer it to the future.

Simon discusses the lay of the land and how there is much to make investors anxious: stretched valuations, all-time market highs, political changeover, and market rotations. He frames the backdrop and argues that investors should still have a positive outlook but should be prepared for both volatility and a more selective market. Simon also discusses how the Financials are attractive as is Defense from a contrarian perspective. He updates on the latest positive news flow from STZ and CAT.

Welcome to the new year! Now that the calendar has turned, you can now know to the penny how much needs to come out this year from your inherited IRAs and IRAs that you might have to take Required Distributions from if you're 72 years of age or beyond. How will you remove what needs to come out this year? I have several ideas for you to consider and invite you to discuss with me!

Simon discusses how all-time stock market highs have ushered in some greed, but maybe anxiety and nervousness for most investors. He places the current highs and improved market breadth in historical context and argues that we should expect more positive returns over the next 12-18 months (although it could be a circuitous path). He also offers five reasons why the Financials should be owned going into 2021.

Today Chase makes the case to be prepared for a January sell-off in the markets and how to handle it but also puts a focus on another economic measure that benefited from the pandemic and may push the markets higher into 2022.