I founded NetWorth Radio in 2001, nearly two decades ago, with 2 clear missions for Investors: Present the important Financial News with meaningful Research for Investment strategy to increase listener performance and understanding. Highlight and advance the extraordinary Business Leadership skills of North Texas’s Entrepreneurs and Executives. Each week our team of 10 dives into the News and Research to …

Our last client update was January and pardon me for leaving it up so long. I just wanted to remind you of what we were doing through last year’s mini panic. We bought high cash flow bargains with our excess cash flow. Range Bound Equity Markets Rebound! In early 2018, Alex and I covered on the program that equity appeared …

The “inversion” of the longer U.S. Treasury Bond yields BELOW the short term T-Bill yields does not make sense because of the Duration Risk unless yields are actually expected to FALL from current levels over time. The condition has, many times, preceded Recessions as The Federal Reserve Board (The Fed) policy lags economic conditions as it arguably did in 2007 …

Summer Planning Season Arrives. To bring substantial importance to examining this week’s market activity, we begin by discussing setting 5 year and 10 year objectives. Too often investors are sidetracked with current events instead of the foundations of clear objectives. This week’s profit report answers a key question from one of our valued clients where the key variable actually resides …

In a drama repeated often over the past 18 months, the week opened with salacious headlines of Trade War escalations. The Dow dutifully responded with a triple digit sell off and financial media predictions of Armageddon because prices at Target could rise. Repeat the process of dropping from the top end of the established Equity Market ceiling and then dropping …

The Waterfall of Capital Flows The Reversals of Capital Flows One high point this week, it was great pleasure to be invited for a live interview on WFAA Channel 8 Good Morning Texas. Here is the interview with planning and education tips! Our program this week will guide investors through the cascade of Capital Flows and Asset Class pricing during …

Why is this date significant for the Markets? This is the time of year we update allocations for 401k plans and 529 plans. The reason is clearly spelled out in the study by The Stock Traders Almanac in the section “sell in May and go away”.  Two insights are detailed: The returns on the Dow from May 1st to November …

Do Texans have an advantage in the current market cycle!? Think back to Christmas Eve last year, the bottom in the Dow. Our broadcast then and up to that point during 2018 focused on 2 key potential advantages: The Federal Reserve tightening cycle was spring loading forward returns in well managed, Global High Yield Bond funds by driving them to …

2 powerful interviews this week with founders of successful Texas companies! Insights into business leadership from NetWorth Radio include Houston’s Recurrent portfolio manager Brad Olsen and Dallas’s own Horatio Londsdale-Hands, founder of Buda Juice an amazing and healthy story of growth. Rebalancing the 401k! We cover our process for updating 401k allocations with the recommendation of a semi annual process …

Part of our planning process calls up a client’s original plan to review progress towards goals. By defining the outcomes desired, decision making and corrective actions are guided by the objective instead of emotions. This week’s program dives deep into the victories and mistakes of real investors. Questions for this week: What is your intended outcome for the portfolio? What …