This recent market analysis by Capital Group got our attention:
Over the last couple of years, the gap in both returns and valuations between small cap and large cap stocks has expanded against the backdrop of tighter monetary policy.
To further summarize, a well-known index is trading near a 20-year low on a relative basis versus large caps. Limiting your exposure to these assets will limit your risk, but it is always interesting to see where the opportunities might lie in our allocation strategies for the future. We believe you, too, will find it interesting as we discuss why this information could be helpful to your portfolio. Next, Heidi will discuss what retirees can do right now to reduce next year’s taxes, backed by some great quotes from our IRA tax consultant, Ed Slott. Finally, Deann will share stats that better illustrate the subject at hand.
Tune in and take control!
Amidst all the blather about an election (you remember, right?), where are the opportunities? Today, we’ll discuss the realities markets have historically experienced during an election year, how investors have responded, and the mistakes investors made. Long-time money manager, The Capital Group, will provide us stats going all the way back to 1933. We’ll also discuss recent moves in the gold market … so hold on to your hats on this one! Also, Nathan will discuss some very interesting findings from LPL Group that, we found, should be particularly helpful. And Heidi will discuss the rules of engagement for Roth IRAs and 529 plan conversions SECURE 2.0 Act. Deann will bring the stats to add to the conversation. So much to talk about! We truly appreciate you, our listeners, and we’re glad to be back live this Thursday!
Tune in and take control!
On today’s show, we’ll hear about the changes that the Marsh brothers at Bill Marsh Automotive Group are experiencing as they sell their long-held business to Serra Motors. About three years ago, in 2021, the Marsh brothers came on the New Retirement Radio Show to share their experience and knowledge gained over the years with their joint management of the business. They return today to discuss their transition out of Marsh Auto and shed light on this period – what they are learning from it from a business standpoint, and what they hope to personally accomplish in this next phase of their lives. As with all our shows, we hope to provide all our listeners a learning experience, whether you’re a business owner, thinking of retirement or are newly retired. We are very excited to hear from them, and hope you’ll tune in for a very active conversation with Bill Jr., Jamie and Mike Marsh.
Tune in and take control!
Around the turn of the previous century, Alan Greenspan made the following famous and prescient comment regarding the dot-com bubble:
“A decline in perceived risk is often self-reinforcing in that it encourages presumptions of prolonged stability and thus a willingness to reach for risk over an ever-more extended time period. History cautions that extended periods of low concern about risk have invariably been followed by reversal, with an attendant fall in the prices of risky assets.”
On today’s show, we’ll ponder and discuss several sources that we think you’ll find helpful in considering these issues as they relate to your own well-being and retirement. Next, Heidi will discuss the importance of getting good Social Security advice as well as explore some of the problems others have encountered in getting that guidance. Lastly, Deann will provide all of us stats of the day to help us all gain perspective.
Tune in and take control!
Market volatility can easily occur in an election year, which could affect your personal investments. On today’s show, we will review the Guide to investing in an election year, published by Capitol Group, in order help us all gain a better perspective. We’ll then discuss investors’ biggest questions like, “How can we invest with confidence in an election year?” “Which political party is better for investors?” “What typically happens to the stock market during election years?” “What have been the best ways to invest in election years?” Next, Heidi will discuss the 10 tax forms retirees receive and what they mean. Lastly, Deann will bring the stats to add to the discussion and help us all navigate what looks like a very interesting year.
Tune in and take control!