NetWorth Radio Advance Report - May 7, 2018

In this NetWorth Radio Advance Report, Spencer McGowan, President of McGowanGroup Asset Management, delivers financial news and intelligence with insights you can act on for May 7, 2018

Advance Report

Radio Show

This Week’s Radar:

*Allocation Map
*Dow Jones Smackdown and Range
*Interest Rates
*Energy Infrastructure and Oil
*Permian Basin Royalty Trusts?
*Blue Chips or Cow Chips? AT&T and GE
After 32 years of guiding families to retirement success, the simple time tested principle of spending less than your earnings remains the key answer to a secure retirement. The experience of enjoying thousands of performance reviews with our client families underscores the success in building wealth with surplus cash flow earnings.
This week’s program explores case studies of successful avocation phases for retirees as a catalyst for prosperity and warnings for those that retire too early. The program will include important insights into actual spending patterns for clients in their 50’s, 60’s, 70’s, 80’s and even 90’s.
What were the principles guiding clients to success in their 90’s even with large medical expenses?
How powerful are the “Empty Nester” years for building wealth?
Can you spend extra during your 60’s while it is more fun to travel? How should financial planning build in a more active lifestyle while it is most fun?
What are the best examples of avocation phases for our successful clients: training consulting, contracting, construction, and charitable work.
*How big are the dangers of inflation? Historically, what have been the best inflation hedges? How should we prepare for the 2020’s?
MGAM Ideal Allocation Model
Ideal Allocation Model 042015 UPDATE
Tesla Inc. (1 Year)

-Courtesy of Bloomberg LP

Dow Jones Industrial Index (Approx. 5 Months)

-Courtesy of Bloomberg LP

C.B.O.E. 10 Year Treasury Note Index and 30 Year Treasury Bond Index (Approx. 5 Years)

-Courtesy of Bloomberg LP

AT&T, Inc. and General Electric Co. (Approx. 20 Years)

-Courtesy of Bloomberg LP

Alerian M.L.P. Index and West Texas Intermediate Crude (Approx. 5 Years)

-Courtesy of Bloomberg LP

 

Headline Round Up!


*Bone Head! Elon Musk’s Very Bad Horrible Day! Beats up and insults “bonehead” analysts during conference call. Stock pounded instantly and all day long.
*More Jobs! And HUGE drop in Layoffs!
*Wage Push Inflation? How should investors prepare?
*Labor Shortages Result in Big Signing Bonuses!
*Pioneer Resources Focuses on Texas Permian Basin
*HUGE GAS!
*What the Fed Said! Tradable event?
*Factories! Strained Capacity: A Good Problem to Have?
*Earnings Season Flash Updates and High Points.
*Profit Growth Estimated at over 17%?
*Big Mergers! Marathon Buys Andeavor.
*Cyber Hacking Terrorism Hitting New Industries.
*Speaking of China, Chinese Trade Talks Updates.

 

Profit Report:


*Summer Planning Season!
*Financial Plan and Cash Flow
*CPA: Proactive Summer Tax Planning
*Tax Law Changes
*Estate: Your 2018 recommended updates
*Tax and Legal Conference Call Reviews.

 

Featured Research Solutions:


Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.
*Clearbridge on Pipelines and MLP’s
*Cohen and Steers Updates on Energy Infrastructure.
*Q2 Outlook!

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