Simon discusses how panic selling and never selling clearly are not good investment strategies, but there are legitimate reasons to sell. He considers this in terms of individual stocks and at the portfolio level. He also examines why so many investors balk at buying great companies that are going up. Lastly, he discusses the breakout of Japanese stocks from a multi-decade trading range and how a strong buying opportunity may be emerging there.

Financial Planner Matt Anderson looks at gifting through a little different lens. He presents some ideas to gift in the most tax-efficient way to children/grandchildren. Ideas include 529s, Roth 401ks, Roth Conversions, HSAs, After-Tax 401ks, and good old fashioned Roth IRAs.

We're in the final weeks before election day, with millions of votes already cast and many investors worried about what the markets will do. On this week's show, Chase tells us what the markets are going to do and what you should do about it. Plus, thoughts on STZ, MCD, AAPL, AMZN, FB, and REGN.

Sometimes, having too much cash can feel like a 900-pound lead weight in the middle of your portfolio. Sometimes, it can feel like it's providing the buoyancy of half a blimp's worth of helium. Not having enough cash on hand can prove costly too and force you to have to sell at inopportune times. How much cash do you need to have on hand to make sure your portfolio is running smoothly and efficiently while allowing you to sleep at night?

Simon encourages investors to not be as chaotic as the world around them. He makes the case that the earnings outlook for S&P 500 companies may not be anywhere near as bad as some might think in a Democratic sweep scenario. He also provides statistics to show how problematic both market timing and panicking into cash can be. He then reviews the investment rationale for LH and BABA.

Simon examines the historical performance of stocks during periods of high government debt levels. He encourages investors to think of any potential risks over decades, not as reasons to anticipate sudden market crashes. Simon also discusses the investment cases for two of the most recent additions to the WIG Equity Portfolio: FTV and GNRC.

Financial Planner, Matt Anderson speaks to those investors currently stuck in cash and not knowing what to do. He highlights the cognitive biases that can wreak havoc on investor behavior while in such a position. He also analyzes some of the most popular objections to moving money out of cash and how these strategies have fared throughout history, hopefully giving you ammunition to overcome your fear and get off the sidelines.

Corporate results and economic data is showing the resiliency of the consumer. Volatility is for the near term, but if we picture the consumer next summer, it's of them back on the beach.

Simon shares some of the most common questions he is receiving from investors. He talks about the historical performance of stocks during Democratic and Republican administrations, what the market is currently telling us and how investors should not conflate political leanings with investment positioning. He also discusses how the markets are shifting away from Technology, how to think about stock portfolio balance, and some new names to consider.

This week David discusses ways to help teach your children strong financial habits by age group and reviews the latest economic news we are following.