Sign up to save your podcasts
Or
Share Your Most Important Year-End Checklist Item
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Your Most Important Year-End Checklist Item
1) And the Rally Resumes
The “Trump bump” in domestic markets resumed with a vengeance this week, as stocks were up big over the past five trading sessions. This week, the rally also spread to European stocks, as well as emerging market equites. The U.S. dollar also rallied, and eventually that will have a negative influence on markets… but that hasn’t happened yet. Find out how all the markets performed this week in today’s leadoff segment. Plus, why this market isn’t providing investors a very good trade location.
2) What the Fund Flows are Saying
Money flows are important data points, as they reveal the aggregate behavior of investors. Many times, investors are behind the curve when it comes to moving money into various sectors. In today’s second segment, I look at investor sentiment through money flows that are both telling, and cautionary. If you want to glean a thought on what you should be doing with your money right now, then this segment is a must listen. Plus, why most investors are over-invested in bonds, and under-invested in stocks.
3) Your Most Important Year-End Checklist Item
What’s the most important thing to assess when going over your year-end financial checklist? By far, it’s your asset allocation. How much money do you have in bonds, stocks and cash? What is the specific percentage you have in each asset class in your overall financial picture? Until you know that, you can’t make good decisions about your future. In today’s final segment, we dig into the details on asset allocation and to position yourself to get where you want to be in 2017.
View all episodes
By Doug Fabian: Fabian Wealth Strategies | Fee-Only Asset Management Specializing in Exchange Traded Funds1) And the Rally Resumes
The “Trump bump” in domestic markets resumed with a vengeance this week, as stocks were up big over the past five trading sessions. This week, the rally also spread to European stocks, as well as emerging market equites. The U.S. dollar also rallied, and eventually that will have a negative influence on markets… but that hasn’t happened yet. Find out how all the markets performed this week in today’s leadoff segment. Plus, why this market isn’t providing investors a very good trade location.
2) What the Fund Flows are Saying
Money flows are important data points, as they reveal the aggregate behavior of investors. Many times, investors are behind the curve when it comes to moving money into various sectors. In today’s second segment, I look at investor sentiment through money flows that are both telling, and cautionary. If you want to glean a thought on what you should be doing with your money right now, then this segment is a must listen. Plus, why most investors are over-invested in bonds, and under-invested in stocks.
3) Your Most Important Year-End Checklist Item
What’s the most important thing to assess when going over your year-end financial checklist? By far, it’s your asset allocation. How much money do you have in bonds, stocks and cash? What is the specific percentage you have in each asset class in your overall financial picture? Until you know that, you can’t make good decisions about your future. In today’s final segment, we dig into the details on asset allocation and to position yourself to get where you want to be in 2017.