Where Are The Bargains! Real Year End Tax Loss Selling Strategies? 2019 Performance: High Points Low Points Lessons! Trade Wars vs Institutionalized Ongoing Negotiations? 2019 Recession NOT! 2020 Recession or Boring with Scattered Surprises? Building for 2030 Success! What is a “Negative Interest Rate?” U.S. Energy Independence! Dow Jones Industrial Average Index (Year to Date) – Courtesy of Bloomberg LP …

What’s Ahead for 2020? The MGAM 2020 Portfolio Strategies! Building for 2030 Success! *The Greatest Dangers in 2020! European interest rates have gone below zero for a large part of their markets. Consequently, the U.S. enjoys artificially low rates as well. What could happen in a rate spike and what does it mean for 2020 investment strategy? *U.S. Energy Independence! …

This Long Steady Boom The 2020 Portfolio Building for 2030 Success Dow Jones Industrial Average Index (Approx. 3 Years) – Courtesy of Bloomberg LP Global Economy Watch – Multinational including U.S. for GDP, Surplus, CPI and Jobs  (Various Dates – U.S. September & October 2019) – Courtesy of Bloomberg LP Treasury and Money Market Rates – United States (As of …

Thus spoke Jamie Dimon, CEO of JP Morgan on the most recent episode of 60 Minutes. As the leader of one of the world’s most successful banks, the perspective is worth factoring into guidance for 2020 and beyond. Too often investors get sidetracked with overly pessimistic viewpoints resulting in missed opportunities. Dow Jones Industrial Average Index (3 Years) – Courtesy …

One important headline can shift mass psychology in an extraordinary way. In fact, a change in perspective for leaders and investors often ripples through the possible outcomes changing the outcomes irreversibly. 2020 just shifted dramatically this week, and we are here to show you how. This week’s NetWorth radio program will, in our opinion, weave a tapestry of strategy for …

Fed Funds Rate Probability -Courtesy of Bloomberg L.P. World Bond Markets 10 Year Maturity Yields -Courtesy of Bloomberg L.P. CBOE 10 Year T-Note Yield vs 30 Year T-Bond Yield (15 Years) -Courtesy of Bloomberg L.P. iShares iBoxx High Yield Corporate Bond ETF (Approx. 14 Years) -Courtesy of Bloomberg L.P. Alerian MLP Index (Approx. 24 Years) -Courtesy of Bloomberg L.P. Headline …

Dallas Morning News May 30th, 1927! What can we learn from the most important headlines of 1927? Special thanks to the late Lee Allen, a great friend of mine, who passed away about 10 years ago. His wife Bev was kind enough to send his memorabilia from early Dallas history over the past few years. Babe Ruth? Financial Markets? Investor …

As promised, this week’s program will deliver a boots on the ground intelligence report from the flood of earnings reports this week. The initial conclusions from reports indicate steady, but weaker progress than 2018. In addition, the most recent economic numbers provide the foundation for 2020 forecasts. Dow Jones Industrial Average Index (Approx. 5 Years) – Courtesy of Bloomberg LP …

Next week’s most important numbers for investors will include the initial Q3 Earnings Reports for U.S. companies. The reason Earnings Reports can have a dramatic impact on the markets is recalculations of NET PRESENT VALUE OF FUTURE CASH FLOWS. Overall, The S&P 500 Index Q3 Earnings are EXPECTED at: Standard and Poor’s 500 Index – Quarterly Earnings Estimates (10/11/2016 –  …

What’s a “Looming Recession?” Sounds creepy and dangerous. Well, there is not an official definition of “Looming Recession.” But, apparently we have had it there looming for over two years based on the headlines. In fact, it has been scaring people since 2010.   Should I worry? What happens in a “Looming Recession?” What does it do after it “Looms?” …