A Wealth of Common Sense

Bill Sweet came on again to discuss mega backdoor Roth conversions, how to account for a pension in your financial plan, Roth 401ks, how your job should impact your risk profile and where to save for a down payment. Further Reading: My Evolution on Asset Allocation Investing in Momentum The post A Short History of Trend-Following and Momentum appeared first on A Wealth of Commo...

Today’s Animal Spirits is brought to you by CME Group: This episode is sponsored by CME Group. To learn more about E-nano futures, visit: https://www.cmegroup.com/enano On today’s show, we discuss: Exhibit A for Advice  Eye on The Market – Rear Window What Does a Bond Selloff Mean for American Consumers? There Are Four Forces Pressuring Bonds: War Is No. 1 Rich Dad...

Here’s a story from Bloomberg: That doesn’t sound good. Here’s the main argument: Turning 30 just got a lot scarier. A coming collapse in investment returns means that people that age today will have to work seven years longer or save almost twice as much to end up with the same nest egg as those of roughly a generation ago. So says the research arm of McKinsey & Co. in a n...

Today’s Talk Your Book is brought to you by Alger: To learn more about Alger click here: http://www.alger.com/ATFV On today’s show, we discuss: Why today’s AI leaders differ from the internet startups of the 1990s Alger’s concentrated growth ETF, Alger 35 (ATFV) The case for Google as a winner in the AI trade How fundamental analysis led to an early investment in N...

The top 10 stocks in the S&P 500 make up almost 40% of the index. Each of the companies in the top 10 sport a market cap of $1 trillion or more. In fact, as of this writing, the 12 biggest companies all have market caps of $1 trillion or more.1 As recently at 2015, the top 10 made up just 17% of the S&P 500. This feels like a scary proposition for index investors because...