This week’s NetWorth Radio fresh report covers market impact from the epidemic headlines. For investors, relative strength matters. Who are the biggest gainers so far this year? Who are the biggest losers? What does it mean for investors? Dow Jones Industrial Average Index (Year to Date) – Courtesy of Bloomberg LP Western Asset Emerging Markets Debt Fund, Inc. (Year to …

U.S. Equity Indexes celebrated completion of the initial Trade Deal signing with a hat trick of new highs. The clouds of trade war driven Global Slowdowns have been blown away for now. By definition, if the Chinese cheat (not shocking?) Trump slapping tariffs back on would likely mark the first 2020 correction in the Dow. Dow Jones Industrial Average Index …

The Stock Traders Almanac published this quote to underscore a significant statistical correlation with January and the calendar year. The discussion progresses to note that the “First 5 days” are often correlated with January, and the rest of the calendar year. What have the first 7 trading sessions potentially forecasted? First, volatility and second a possible continued uptrend for equity. …

*The Biggest Financial Story of the Decade Most Media Missed! The Texas Energy Gold Rush. *Congress Attacked Your IRA Plan In Between Impeachment Meetings! “SECURE Act” Negates the Stretch IRA Forcing Closure in 10 Years. *2019 Performance Superstars and New Segment “Coulda, Woulda, Shoulda.” Dow Jones Industrial Average Index (Last 5 Days) – Courtesy of Bloomberg LP West Texas Intermediate …

Deep research and steadfast commitment to great high cash flow assets led your humble co-hosts to highlight the bargain status of Global High Yield bonds and Dividend companies especially in Energy Infrastructure. Capital calls went out to clients and listeners to capture the discounts at year end. 2019 brings Santa Claus to investors who remained strong and added to bargains. …

To underscore the key lessons of 2019, we hearken back to the Christmas Grinch of 2018. The Dow had declined to 22,000 from 27,000 defining an official quick Bear Market cycle. Deep research and steadfast commitment to great high cash flow assets led your humble co-hosts to highlight the bargain status of Global High Yield bonds and Dividend companies especially …

The tech wreck of 2001 and the crisis of 2008 caused many investors to assume success was contingent on being IN or OUT of the market. The fallacy of that digit logic is contrary to the Buffett approach of owning great assets with dedication that benefits from cycles. What is a gradualist investor’s approach to protection? Wharton Financial Humor! Indexing …

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 …