Investor Insights

Taking action is tough after market gyrations - but history suggests this is where we get our better deals over the long-run.

This episode helps the listener visualize the very beneficial model currently defining the US economy's demographics. The two largest generations of all time bracket us - providing significant tailwind to many sectors.

In this episode we cover the underlying reasons for what is often described as our "subpar" recovery? It is not the economy - it is people, emotions and inaction. Listen in and let us know what you think!

In this episode we catch the listener up on the mess in the headlines. We highlight how we need to look beyond these events, like we did for Greece, the Bird Flu and Ebola patients. It is all about "what's next"

In this episode we review what is likely being set for markets as the masses once again become irrational. History suggests these periods are to be embraced as opportunity - not something to run from! We hope you enjoy.

In this episode we cover the review of where we started the summer - and how the "correction" has un folded right on time. We also cover the foolishness of fretting over China - it is a benefit not a curse. Enjoy.

Here we speak of underlying themes that repeat throughout the processes of building real wealth over time. You will recognize some of the greats.

In this episode we speak of emotions and what the tough trade is all about - more importantly why the tough trade is most valuable.

In this episode we cover how vital it is for the investor to stay focused on the BIGGER WAVES unfolding in our economic future. The little waves serve only to keep you off track...or worse. We hope you enjoy. Let us know - text "biggerwaves" (all one word) to 33444. Thanks!

In this episode we review the important aspects of the "Greek Tragedy", sarcasm intended. The listener will hear why this is actually a good thing. Let us know what you think, we always love to hear from you.

In this episode we cover the on-going trade range and the important tailwinds we want to focus upon as the usual summer doldrums unfold. Once we get past summer the tailwinds we note will become more prevalent and beneficial for long-term investors. Listen in--and let us know what you think. We hope you enjoy.

In this episode - we cover "G-Day"...the day Greece missed their payments. The world will not end. Ignore the hype and further ignore the garbage associated with same. Nothing in Greece will change the fact that millions and millions of new households will form here in the US for the next 3, 5 or even 10 years. The surprises to the upside are set to be significant. Pray for a summer swoon to take advantage of....

In this episode we cover the summer market expectations as well as market rotation underway while the trade range continues. We highlight the outflows driven by investor fear as well...matching the already paltry sentiment. Listen in and let us know what you think.

In this episode we cover the latest staggering information released on investor sentiment. Seems the crowd feels as bad now as they did in March of 2009 - 11,000 DOW points ago! That's a lot of dog years by the way. Listen in - we hope you find value as always. May your journey be grand and your legacy significant.

In this episode we cover the good news being missed by the mainstream press - after all, good news does not sell well. The focus is on the federal deficit and how rapidly it is falling as revenues are at record highs. The good news? As the presidential race gets into swing after the summer break, we can expect new chapter about cutting taxes and regulation. We think business - and markets - will like that chatter. Listen in and we hope you enjoy.

In this episode we remind the listener how trade ranges work, what their purpose is and what history tells us about them. We also highlight the fact that the trade range we have been hemmed in by for the last 7 months is having its proper effect as market/investor sentiment falls to levels not seen for years. These are supportive for surprising upsides in the future given historical evidence.

This episode covers the reality behind the idea that Faith and Fear have many common traits - mostly that they both ask us to believe something we cannot yet see. Will you continue to participate in the end of the world chatter? Remember - it is elective. One can choose not to partake.

This episode covers just a few of the many myths which cloud the horizon for too many investors. Listen in for clues on what to ignore ahead.

We are so accustomed to hearing scary headlines these days, we have gone numb to the term "A Perfect Storm." In this episode we review just how many perfect storms there have been recently - and how useless (and expensive) it has been to fret over them.

This episode covers the emotional sensation present in all bull markets, especially those that hit all-time new highs. That feeling of stepping off the edge of a cliff at new highs has been present since 1982 - when the DOW hit 1050 for the first time. Imagine fearing all-time new highs at, say DOW 2,000. Listen in and let us know what you think.