What do “trade war” headlines really mean for investors? What are the biggest dangers to investment portfolios right now? Is your fixed income strategy mathematically correct? What likely math mistake is present in most portfolios? What should investors be doing this summer before October? Hint: call your cpa and estate planning attorney. Do Goldman and Soros really issue public service …

What happens after the Federal Reserve declares that they have finished, at least for the near future, raising short term interest rates. The likelihood of that announcement is detailed in the grid below by Bloomberg.  This week’s program will discuss the possible impacts of second half Federal Reserve policy on the fixed income and equity markets. The implications for investors …

As of this writing, our client portfolios stand at or near record cash flow from interest and dividends net after costs. The sources of the dramatic increases in forward net cash flow include discounted bond funds as well as energy infrastructure holdings. These two categories also provide significant capital gain potential over the next 5 years based upon our extensive …

This week’s program will provide a tour of year to date performances in the major asset classes as well as highlights from around the globe.   Headline Round Up! *Oil Spikes Over $73 Per Barrel! Syncrude Canadian Oil Sands Production of 350,000 Shut Down for a Month, Over 3% of North American Production. *Energy Companies Overtake Tech as Top Sector! …

Sir John Templeton often referred to searching the world for the “best bargains.” A pioneer in global investing, Sir John compounded one of the greatest 30 year track records between 1960 and 1990. His contrarian legacy continues with this week’s program exploring the best bargains from a global perspective.   Headline Round Up! *Paying Someone to Borrow Your Money? Global Money …

As we approach the half way point of 2018, this week’s NetWorth Radio program examines the biggest surprises for the year for investors and the strategy implications for the second half as well as 2019: Fed keeps raising short rates, BUT . . . Long interest rates did NOT go up! Little Kim’s big adventure to Singapore! Trade war Armageddon …

This week’s program provides a fast paced tour and discussion of the financial services industry’s applied technology platforms that can benefit you the investor: Automated Performance Tracking Client Portal Evolution The Modestspark Miracle Secure Cloud Based Access Secure Document Vaults Paperless Data Mastery Charts and Graphs Research Sources and Decision Dashboards Bloomberg and Applications for Profit Advanced Communication Platforms Secure …

This week’s program includes a special feature from the CIA Fact Book on the size of economies around the world as well as updated growth rates. The message for investors is one of the strongest and most consistent environments for global growth. NetWorth Radio delivers a fast paced tour of global financial headlines designed to provide investors with unique strategy …

As investors, 4 primary objectives guide decisions and asset selection: Reliability, Growth, Income, and Total Return. This week’s program explores each of the objectives in light of the current global financial market conditions. Designed to improve decision making, our headline roundup explores the major news reports of the week and dives into strategy implications for real investors. Headline Round Up! *Home …

U.S. 2 Year Treasury Yield (Approx. 10 Years) -Courtesy of Bloomberg LP NetWorth Radio’s Dallas Business Leadership Series: Spencer McGowan Interviews Dr. W. Michael Cox W. Michael Cox is the founding director of the O’Neil Center for Global Markets and Freedom at the Southern Methodist University Cox School of Business.  The focus of the O’Neil Center is the study of …