12-8-2022 – Lessons of the 'Nifty Fifty' Phenomena
The 'Nifty Fifty' refers to the fifty most popular large-cap stocks in the 1960s and 70s. Today's Stocks & Topics: YouTube Business, FSLR - First Solar Inc., AVUV - Avantis U.S. Small-Cap Value ETF, J...
9 Des 202246min
12-7-2022 – Is It Time for You to Consider Small Cap Stocks?
While many investors are wondering whether it’s safe to start buying those mega-size companies that led the last bull market, it’s actually small-cap stocks that may be the biggest bargains. Today's S...
8 Des 202246min
12-6-2022 – IRS Warns: New Rules for Side Income Could Increase Audit Risk
People who earn money through "side hustles" and get paid via apps including Venmo, PayPal, and Cash App should file tax form 1099-K.Today's Stocks & Topics: JP Morgan, Metals, Buy and sell Individual...
7 Des 202245min
12-5-2022 – What Are the Odds the FED Is Doing 'Too Little too Late'?
Some economists say the latest jobs report is evidence that the Fed’s policies haven’t done enough to balance the labor market as intended—which means inflation could be sticky. Today's Stocks & Topic...
6 Des 202245min
12-2-2022 – Start Your Estate Plan with 8 Key Steps
It’s helpful to think of estate planning as a process, rather than something that’s one and done and begins and ends in an attorney’s office. Today's Stocks & Topics: Buying a House in Los Angeles, Re...
3 Des 202245min
12-1-2022 – Be Sure to Avoid Mistakes with Required Minimum Distributions from Retirement Accounts
You’ve got until year's end to make sure you get it right when it comes to mandatory withdrawals from retirement accounts. Today's Stocks & Topics: Collateralized Fund Obligations, Retailer’s Inventor...
2 Des 202245min
11-30-2022 – 4 Practical Steps to Control Your Overspending Habit
For some, money represents freedom, opportunity, security, or peace of mind-- but financial success requires that you tame an 'urge to splurge.' Today's Stocks & Topics: Stock Market Performance, Blac...
1 Des 202246min
11-29-2022 – SEC Strikes Again on 12b-1 Fees, Fining Another RIA
An SEC complaint highlights what can happen if an advisor breaches their duty to seek 'best execution' for transactions of its advisory clients. Today's Stocks & Topics: Private Equity Industry, Tech ...
30 Nov 202245min
