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Jan 29, 2020

Ann drills down on the changes brought about by the new SECURE act including new IRA distribution rules and the elimination of the Stretch IRA.


Jan 27, 2020

While WIG still maintains a relatively optimistic outlook for 2020, Simon reflects on what could go wrong for the equity markets. He notes how it will be important to distinguish between transient risks and those with a lasting impact. He identifies some potential candidates for both. He also reviews the Buy case for C...


Jan 22, 2020

Looking back on 2019, Chase reflects on a big market signal from 6 months ago that was historically an 18-month trigger or next year's inauguration day. Also, results from the last quarter may trigger some short term selloffs. These two stocks could be bought into weakness.


Jan 22, 2020

The conditions are right for the stock market rally to keep going, but the stage is set for a stumble if we miss a beat. However, there's been a stronger rally going on overseas, and it's better positioned to continue. Also, a new company for us to consider on the show.


Jan 16, 2020

Renting and buying largely depends on your stage of life. For many young professionals and retirees, renting might make the most sense. In this episode, David shares some other things to consider before making the move.