Advance Report

Radio Show

*Nasdaq 100 QQQ’s Another All Time High.
*Black Gold Rush: $10 Billion in 2 days! This Week acquisitions of Permian Basin Land ran as high as $50,000 per acre.
*Obama Capital Call: $20 Billion in Fines During Final Week.
*UBS Slams Exxon Mobil on Overvalution: Sell!?
*Housing Starts Spike 11.3% in December!
*“If I Had a Hammer!” Major Shortage of Construction Workers.
*Jobless Claims Drop to a 43 Year Low!
*Year Over Year Inflation Hits 2.1%, Fed Target.
*Chuck E Cheese Plans to Go Public Again. Valuation Proposed at $1 Billion.
*Municipal Bond Insurance Providers Spike to 52 Week Highs Signaling Potential Upgrades in Ratings.

PROFIT REPORT: Trumped!

New Administration Takes Office with Deregulation Zeal. What does it means for investors?
Nasdaq 100 Rally to New Highs! Who are the big winners?
IRA Planning: Required Minimum Distributions
Roth Conversions
Beneficiary Designations: The Importance of Contingent Beneficiaries

9 Big Dangers to Your Portfolio!

  • Lack of Real Cash Flow
  • Over-Spending
  • Bear Market Cycles
  • Taxes
  • Fear: Excessive Pessimism
  • Excessive Optimism
  • Over-Diversification
  • Under-Diversification
  • Performance Chasing/Over-Paying

12 Long Term Solutions!

  • Draft a long term plan.
  • Get big checks!
  • Earn more than you spend.
  • Prepare for the next market downturn through tactical allocation.
  • Own assets that can increase in value by more than inflation.
  • Make special purchases after record capital gains.
  • Review annual expenses using a spreadsheet download.
  • Calculate the likely forward return of available asset class choices.
  • Use at least 3 competing, distinct asset categories.
  • Buffet therapy?
  • Tactically increase maturity value under control when possible.
  • Tactically increase forward income when possible.

Featured Research Solutions:

Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.
*2017: The Real Story on Inflation by Scott Minerd
*Blackrock 2017 Investment Outlook
*Oppenheimer’s 2017 Outlook with Risk Warning

Trustee Boot Camp Recommendation: Send the Link to Your Parents and Heirs Today.


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