Retirement and Investment Literacy

Value Investing and Sector Rotation (audio)

With this episode, I discuss how to broaden your parameters for looking at opportunities outside the tech sector. I include the use of fundamental analysis and specifically income statements to determine the worthiness of a good value investment. I also discuss the numbers from Microsoft and Google as they announced their earnings today.

Value Investing and Sector Rotation (video)

With this episode, I discuss how to broaden your parameters for looking at opportunities outside the tech sector. I include the use of fundamental analysis and specifically income statements to determine the worthiness of a good value investment. I also discuss the numbers from Microsoft and Google as they announced their earnings today.

Tech Follow Up and Value Investing Intro (audio)

Today we finish up with the tech trade and discuss the cyclical slowdown in trading that occurs during the summer.  The summer malaise.  This is an opportunity to do some homework.  The markets are still in good shape YTD.  Also discuss the energy sector - specifically oil.  The Saudi's have decided to reduce production and what type of impact will that have in the second half of the year on that sector.  Buying opportunity?  Lastly, discuss different metrics used for trading vs. investing.  
 
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Tech Follow Up and Value Investing Intro (video)

Today we finish up with the tech trade and discuss the cyclical slowdown in trading that occurs during the summer.  The summer malaise.  This is an opportunity to do some homework.  The markets are still in good shape YTD.  Also discuss the energy sector - specifically oil.  The Saudi's have decided to reduce production and what type of impact will that have in the second half of the year on that sector.  Buying opportunity?  Lastly, discuss different metrics used for trading vs. investing.  

Tech Trading and Investing

Today I discuss the momentum behind tech stocks and how you can benefit, whether it be a short-term hold or a long-term investment.  I also review how to find these positions using your investment platform and evaluate which stock or ETF is right for you.  The difference between a trade and an investment is also included.

Asset Allocation: What It Is and How to Implement

This is a follow-up from our last Podcast, How to Pick Investments: Funds.  Once the investments are chosen how do we figure out what percentage of our resources belongs to which fund?  That is asset allocation.  Age and distance to goals like retirement are the biggest determinants in this process.  I share some ways of how to look up asset allocation models using your investment/retirement platform as well as tools outside of your platform.  

How to Pick Investments: Funds

How to pick the investments that are right for you.  Whether it be in your retirement plan at work or investing on your own.  We utilize the tools of our investment platforms as well as other sources we can Google: such as etfdb.com and U.S. News and World Report.  

Investing: How to Get Started

Today we discuss the mechanics of investing - how to choose a platform that is right for you based on your experience as an investor.  I review which pages each platform has that you will use to invest your money, such as the Opening Account screen, the Trade screen, Activity page, and how to find your Tax Documents.  

Options Continued: Puts and Shorts

Today's Podcast is a continuation of our Options discussion.  We cover Put options and strategies on how to use them.  To help understand options trading we discuss shorting the markets and how that can be used in lieu of bearish Put strategies.  This is the last in the series on Options.  We will be returning to basic investing and retirement strategies going forward.  We love the feedback we receive on our website as well as the suggestions made on future topics.

Options II - Intro to Call Strategies, Options Chains, Trading, and Leveraged ETFs

This Podcast covers bull and bear strategies for Call options, how to find options chains on your investment platform, and how volatility lends itself to profitable options trading. We also discuss leveraged ETFs - what they are and how to use them as opposed to options trading.