Advance Report

Radio Show

Each year there are scores of analysts that provide important research foundations for improving investor profits. There are also prognosticators who often lead investors to bad decisions. This week’s program highlights first the contributors to our research platform:

Sir John Templeton

Bob Doll

Scott Minerd

And, then the Bozo’s often guided by the need to scare people into buying something, or have led people in the wrong direction:

Ron Paul

Stansberry Research

Harry Dent

Ray Dalio

Headline Roundup!

*Fed Leader: Hawkish Kevin Warsh Rumored to Be Named.

*Cryptocurrency: Goldman Sachs Working to Deliver Bitcoin and Blockchain to Financial Firms.

*Tesla Burns $10 Billion Never Having Made Even 10 Cents! Competition Joining the Fray. Could This End Badly?

*Needless Markup Express? Struggling Neimans Plans Kiosk Type Stores Starting in Soho.

*Tax Reform Update: 10% to Bring it Back But Watch Out For the Adjustable Punitive Global Rate.

*Exploding! LNG, Liquid Natural Gas, Chenier Now the Biggest Buyer of Natural Gas for Export.

J.P. Morgan Guide to the Markets – September 2017

JPMorgan-19

Download (PDF, 2.58MB)

J.P. Morgan Guide to the Markets – September 2017

JPMorgan-40

Download (PDF, 2.36MB)

Eaton Vance Monthly Market Monitor – September 2017

EV-37

Download (PDF, 2.17MB)

Eaton Vance Monthly Market Monitor – September 2017

EV-31

Download (PDF, 2.22MB)

The Common Sense Financial Plan

*IPO – Investment Plan Outline

*Know Your Rules (The Rule of 72 and Total Return)

*Performance Tracking – How have you done?

*Budgeting – Spend less than you make

*Reinvest the Rest

*Review Discipline

Allocation Strategies

Three Categories – Safety and Income, High Cash Flow, Growth and Income

Buy Discounts and Get Real Cash Flow

Lessons from Bear Markets and Bull Markets

Bear Market

* Increase maturity value under control with discounts.
* Bonds generally recover faster than stocks.
* Forward return in bonds goes up when prices are down.

Bull Market

* Low forward earnings yield equals low long term performance.
* Don’t chase performance.
* There is no “new way” to value companies (i.e. tech wreck).
* Use targets and alerts for harvesting gains and protecting portfolio.
* Empower the Fixed Income and safety Allocations with selective harvests.
* Get the cash you will need in the bank before the next bear.

Questions That You Should Ask and Questions Your Advisor Should Ask

Trustee BootCamp

-What it means to be a trustee/executor – it’s a Fiduciary duty

-List of important functions

-Family dynamics

-Making the money last- no “shirtsleeves to shirtsleeves” please (or the windfall trap)

-Also, tips and advice

Why Should I Retain The McGowanGroup?

From your initial visit to the office to each interaction with our team, you will find us devoted to the sacred missions of excellence in service and superior client profits.

The Differences from other Advisors:
Automated Performance Tracking

Disciplined Review Cycles

Portfolio Strategy Updates

The Ability to Delegate as well as Improve Education

Investment Committee Research

Devotion to High Cash Flow Assets

Access to All Team Members

Advanced Financial Planning, Estate Planning Coordination and Execution, and Tax Planning Coordination with your CPA.

Featured Research Solutions:

Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.

*WHAT DOES A SHRINKING BALANCE SHEET MEAN?

Start the Process Today! Be sure to indicate what size portfolio sample you would like to see. A link will arrive when we receive your questionnaire.

Start the process of updating your investment plan today.