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Feb 28, 2021

With taxes on everyone's mind, Financial Planner Matt Anderson talks about the items of ordinary income and capital gain income and uses examples of specific financial planning strategies to illustrate the interplay between the two different tax schedules.


Feb 24, 2021

The market has seen a bit of a pullback, with some of the most widely held names falling the most. Are you thinking of buying the dip? Lets look at their various valuations first. Also mentioned on the show: AAPL, AMZN, GOOGL, FB, NFLX, TSLA, MSFT.


Feb 21, 2021

This week, we look at the end of multiple expansion and discuss why the markets will still continue higher. We also evaluate the value case for ANT group and what's transpired there.


Feb 17, 2021

Simon discusses how so many investors make a stock market crash their base case expectation. He details the current collection of market signals suggesting an economic upturn, rather than a significant decline in corporate profits. He also looks at the modern history of corrections and bear markets and how...


Feb 14, 2021

Simon discusses how successful investing is more about avoiding mistakes than being a genius. He offers some detrimental investor traits at work in today's market. He also argues that better than expected corporate earnings are a somewhat under the radar driver of recent market strength. He highlights recent stellar...