|
June 11, 2013 04:50 PM PDT
Aired on 6/09/13 - Topics discussed by host Ron DeLegge: 1) What will QE Tapering by the Federal Reserve mean for Gold? Bonds? 2) Japan's Nikkei is trading like a penny stock 3) 10-Yr US Treasury Yields Hit a 52-Week High near 2.2% 4) The June Profit Strategy Newsletter @ ETFguide.com has just been published! Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
June 06, 2013 11:17 AM PDT
Aired on 6/02/13 - Topics discussed by host Ron DeLegge: 1) Is the writing on the wall? Too much debt has led to severe market downturns, is this time different? 2) Is the Housing Recovery Real or a Deadcat Bounce? 3) Why Japan's faltering stock market could spell trouble. 4) The June Profit Strategy Newsletter @ ETFguide.com has just been published! Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
May 29, 2013 07:00 PM PDT
Aired on 5/26/13 - Topics discussed by host Ron DeLegge: 1) The June Profit Strategy Newsletter has just been published! (go to ETFguide.com to get it) 2) Japanese stocks crash 7.3% last week, is it a warning sign for the US stock market? 3) Interview w/Andy O'Rourke @ DirexionShares 4) Is the S&P 500 cheap? 5) This ETF has MORE ZIP than Tesla. 6) Ron explains the difference between prognosticators and procrastinators. Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
May 21, 2013 03:39 PM PDT
Aired on 5/19/13 - Topics discussed by host Ron DeLegge: 1) Gold & Silver have CRASHED! And despite collapsing prices, all of the gold experts continue to mislead the public. 2) All 9 S&P 500 Industry Sectors are up double digits! Thank you Ben BernanQE. 3) This ETF has MORE ZIP than Tesla. 4) If you've still got long positions in gold, Ron shows you how to hedge.
Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
May 15, 2013 04:47 PM PDT
Aired on 5/12/13 - Topics discussed by host Ron DeLegge: 1) A bull market in lunacy! 2) Have gold prices bottomed? Daryl Montgomery (program guest) says yes, Ron says no. They face off! 3) Three ways conservative income investors get themselves into trouble. Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
May 08, 2013 02:56 PM PDT
Aired on 5/05/13 - Topics discussed by host Ron DeLegge: 1) Ron does rocket surgery on bond mutual funds, 2) NYSE margin debt is at pre-credit crisis levels, 3) GUEST INTERVIEW: What are technicals saying about the market? Ron talks with Chad Karnes @ ETFguide.com 4) Why Warren Buffett has turned into Warren Buffoon. Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
May 02, 2013 06:00 AM PDT
Aired on 4/28/13 - Topics discussed by host Ron DeLegge: 1) Ten-Year Report: Equal Weighted vs. Market Cap Weighted Index, 2) GUEST INTERVIEW: How do leveraged and inverse ETFs work? Ron talks with Andy O'RourkeThe 3) Why the Prevent Congress from Insider Trading STOCK Act is a Total Farce. Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
April 24, 2013 04:00 AM PDT
Aired on 4/21/13 - Topics discussed by host Ron DeLegge: 1) Wall Street told you to buy Apple @ $700 and now it's worth 40% less 2) Dr. Copper is sick and why it's a problem 3) Ron's three secrets for executing winning trades (good for both long and short-term investors) 4) Memo to gold investors/traders: "The final delusion is that one has lost all delusions." Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
April 18, 2013 12:26 PM PDT
Aired on 4/14/13 - Topics discussed by host Ron DeLegge: 1) Gold has been in a bear market since mid-2011 and continues to fall, is it time to buy? 2) Ron talks sector investing strategies with Dan Dolan, of SectorSPDR.com 3) Memo to Apple investors/traders: "The final delusion is that one has lost all delusions." Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
April 09, 2013 03:51 PM PDT
Aired on 3/31/13 - Topics discussed by host Ron DeLegge: 1) Hedging & profiting during a stock market decline, interview w/Dave Pinsen of @PortfolioArmor 2) Does the sagging performance of emerging market stocks signal broader problems for global stocks? 3) "The final delusion is that one has lost all delusions." Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
April 04, 2013 04:33 PM PDT
Aired on 3/31/13 - Topics discussed by host Ron DeLegge: 1) U.S. stock market hits all-time highs, thank you Ben BernanQE! 2) Four Ways to Hedge Against a Stock Market Correction 3) Tax Tips for Dealing with the IRS; Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
March 27, 2013 06:00 AM PDT
Aired on 3/24/13 - Topics discussed by host Ron DeLegge: 1) Tidbits from the just released April 2013 ETF Profit Strategy Newsletter; 2) NEW WORLD DISORDER: Since 1970, there have been 147 banking crisis and not a single one has inflicted bank depositors losses like Cyprus; 3) Equal weighted ETFs vs. Market Cap Weighted ETFs; 4) The Stats that show why you're not the great stock picker you may think you are. Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
March 21, 2013 01:01 PM PDT
Aired on 3/17/13 - Topics discussed by host Ron DeLegge: 1) New BOOK: Late Bloomer Millionaires, Authors Steve Schullo & Dan Robertson join Ron; 2) Fidelity's commission free ETF offering is weak compared to other brokerage platforms. $7.95 short term fee applies to ETFs sold before 30-day holding period; 3) Direxion Shares ETFs going thru reverse share splits; 4) Bearish trades that are working: Shorting gold mining stocks. Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
March 15, 2013 01:54 PM PDT
Aired on 3/10/13 - Topics discussed by host Ron DeLegge: 1) Top commission free ETF platforms 2) Dow Jones Industrial Average hits all time highs & Nasdaq is at 12-yr highs, time to buy or sell? 3) Why nationwide jobless rate is worse than reported. Ron debunks the phony theory of "jobless recovery." Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
March 07, 2013 12:40 PM PST
Aired on 3/3/13 - Topics discussed: 1) March is National Sequester Month. 2) Apple's 40% stock price decline from its 2012 peak is a lesson in the madness of crowds. 3) Portfolio Report Card for Cole in Visilia, CA. 4) Stocks still trending higher: Since 1954, the 26 times when S&P 500 gains in months of Jan & Feb stocks have been +24% higher on average, according to S&P. Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
February 26, 2013 06:43 PM PST
Aired on 2/24/13 - Sequester update: Maybe spending cuts aren't so bad: Government entitlements have surged from 28% to almost 70% over the past 50 years. S&P 500 still in positive territory, led by energy (XLE) and healthcare (XLV). Ron interviews Chad Tennant, Author of 8 HR Investor: A Practical Guide to Do-it-Yourself Investing. Also, 3 Behavioral Traits that Get Investors in Trouble. Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
February 21, 2013 02:34 PM PST
Aired on 2/17/13 - What makes investors tick? Why are people so prone to making the wrong investments? Ron interviews Michael Pompian, author of "Behavioral Finance and Investor Types" about how to make better financial decisions. Also: Wal-Mart has its worst start in sales in 7-years, are consumers spending less? Why John Bogle is Wrong about ETFs. Find out which rapper owes the IRS $546,000 in back taxes. Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
February 12, 2013 06:08 PM PST
Aired on 2/10/13 - S&P 500 gained +5.2% in January, best start since 1997. Can it continue? Also, Ron interviews Kenny Feng, President & CEO of Alerian about dividend income opportunities in the MLP market. Charles Schwab announces commission free online ETF trading on 105 ETFs! Quote of the week: "When the dumb money realizes how dumb it is and buys an index fund, it becomes smarter than the smartest money." Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
February 08, 2013 04:38 PM PST
Aired on 2/03/13 - Has the stock market become too frothy? Ron talks with program Guest: Chad Karnes, Chief Market Strategist @ ETFguide.com Homebuilding ETFs are +77% over the past year, is the worst over? U.S. Treasury yields are approaching the dividend yield of the S&P 500. Time to jump into Treasuries? Also: Why are Target Dated Mutual Funds so off target? Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
January 24, 2013 05:54 PM PST
Aired on 1/20/13 The most hated stock market rally in the history mankind, continues. VIX hits pre-crisis lows, what does it mean? Q4 corporate earnings looking good so far, but Q1 2013 EPS estimates are coming down. Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
January 30, 2013 01:00 PM PST
Aired on 1/27/13 - Apple craters just as the S&P 500 crosses above 1,500. Are 2007 highs for the S&P (1,565) the next stop? Current streak of 480 days without a 10% correction is on pace to break a 56-year record of 650 days. Program Guest is Dan Dolan, Director of Wealth Management Strategies at SectorSPDR.com Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
January 17, 2013 05:11 PM PST
Aired on 1/13/13 US Treasury is using "emergency funds" to keep the government afloat. Will 2013 be the year that gold (GLD) disappoints? 61% of mutual fund managers failed to beat the brainless S&P 500 in 2012. Portfolio Report Card for Heidi in Henderson, NV $42,000 ROTH IRA Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
January 03, 2013 05:12 PM PST
Aired on 12/30/12 What does the January Barometer tell us about the market's future? FYI, Stock market volatlity for the final month of 2012 matched the entire yearly gain for the S&P 500! Is a higher VIX (market volatility) here to stay? Fess up: What was the worst investment you made in 2012? Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
December 29, 2012 04:29 PM PST
Aired on 12/23/12 Fess up: What was the worst investment you made in 2012? After you confess, Ron confesses. Also: Milk Cliff Alert: Are you ready for $8 milk? Interview with Martin Pring, Technical Analysis Guru and Author of "Investing in the 2nd Lost Decade." Follow Ron's investment articles and newsletter @ http://www.etfguide.com
December 20, 2012 09:02 AM PST
Aired 12/16/12
***Fiscal Cliff (Clifmas)
***Wall Street Coloring Book give away...http://www.amazon.com/Wall-Street- Coloring-Book-ebook/dp/B008N3RLIA
***plus phone calls and emails
December 12, 2012 10:31 AM PST
Aired 12/09/12
***Fiscal Cliff (Clifmas)
***Greece Junk Grade
***Wall Street Coloring Book give away...http://www.amazon.com/Wall-Street-Coloring-Book-ebook/dp/B008N3RLIA
***plus phone calls and emails
December 04, 2012 01:35 PM PST
Aired 12/02/12
Daryl Montgomery is the organizer of the New York Investing meetup, a group of 3000+ independent investors and traders that provides the public with unbiased economic and market information. Montgomery... More writes the popular Helicopter Economics Investing Guide and is one of the originators of the term 'Helicopter Economics'. He is a former professor and is now uses his research as a full time trader. Montgomery has never worked for, nor has any association with the securities industry and this allows him to bring a fresh perspective to market analysis. The slogan for his group is "A profitable alternative to Wall Street hype". Daryl Montgomery is the author of "Inflation Investing - A Guide for the 2010s, Volume 1"
November 28, 2012 04:33 PM PST
Aired 11/25/12
The Wall Street Journal in October 2011 called Squared Away “a new blog worth following.” Squared Away: Frontiers in Financial Literacy is not a personal finance blog – there are dozens of those. This blog is for practitioners in the field of financial literacy, including financial advisers, employers, government and foundation officials, and researchers. Squared Away will cover anything that might help them do a better job of helping Americans of all ages act in their own financial best interest – and help them get their all-important financial matters “squared away.” But this topic is so interesting and important that we hope everyone will want to read Squared Away. http://fsp.bc.edu/squared-away-blog/about-the-blog/
November 22, 2012 07:27 AM PST
Aired 11/18/12
Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent the S&P 500 as a whole. However, each Select Sector SPDR can also be bought individually, providing you with undiluted exposure to a particular sector or industry group. Select Sector SPDRs let you achieve the security of investing in the well-known, large cap stocks of the S&P 500, with the ability to over-weight or under-weight particular sectors based on your own investment goals and strategies.
November 14, 2012 09:43 AM PST
Aired 11/11/12
* Jurassic Cliff
* Apple Stock in Bear Market
* Higher Taxes for all especially Dividend Investors
November 08, 2012 06:02 AM PST
Aired 11/04/12
* Birds and the Bee's of Successful Investing
* Unemployment figures
* Global numbers
* President Election
* Year end TAX Tip's !!!!
---Phone calls and Email's---
October 31, 2012 04:57 PM PDT
Aired 11/28/12
GDP,
SPAIN,
WALL STREET,
ECB,
YIELD,
October 24, 2012 11:42 AM PDT
Aired 10/21/12
The 2012 ETF Investor Study by Charles Schwab is an online survey of more than 1,000 U.S. individual investors between the ages of 25-75 with at least $25,000 in investable assets and some familiarity with ETFs. The study was designed to assess attitudes toward and understanding of ETFs. Sixty-three percent of survey respondents own ETFs, holding on average 16 percent of their total portfolios in ETFs. The remaining respondents do not own ETFs, but are considering purchasing one in the next two years.
Conducted by Koski Research in August 2012, the study has approximately a three percent margin of error. Survey respondents were not asked to indicate whether they had accounts with Charles Schwab. All data is self-reported by study participants and is not verified or validated. Detailed findings can be found at www.aboutschwab.com/press/research/.
October 17, 2012 08:23 AM PDT
Aired 10/14/12
David Mazza is a principal of State Street Global Advisors (SSgA) and the head of exchange traded fund (ETF) investment strategy for the Americas within the SPDR® ETF Strategy and Consulting Group. In this capacity, he manages a team of investment and product strategists who generate strategic and tactical investment opportunities for the ETF marketplace. In addition, Mr. Mazza develops market outlooks and investment themes that integrate SSgA's thought leadership from across different investment disciplines. He also authors whitepapers on various market and ETF-related topics.
http://www.statestreet.com/
October 11, 2012 06:59 AM PDT
Aired 10/07/12
Stock Bond's and ETFs
Also Presidential Election, PBS (Big Bird), IPO'S???? and Chicago and the unemployment rate
October 03, 2012 04:04 PM PDT
Aired 09/30/12
Find out the top 2012 investment trends and how to profit. This week, we interview Edward Egilinsky, Managing Director of Alternative Investments @ Direxion Funds. The investment firm offers a lineup of alternative strategy mutual funds and leveraged long/short ETFs. The Boston, MA-based firm has more than $7 billion of assets under management. Go to DirexionShares.com to learn more
September 26, 2012 05:31 PM PDT
Aired 09/23/12
*Federal Reserve announced plans to unleash more stimulus, known as quantitative easing and often abbreviated as QE3, on longer-term interest rates, support mortgage markets.
*2% difference bottom line.
*Ted who is single and 51 years old from Henderson Nevada with a $600,500 inheritance who is a conservative investor gets his portfolio evaluated A,B,C,D or F...
http://etfguide.com
http://indexshow.com
September 19, 2012 01:37 PM PDT
Aired 09/16/12
Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent the S&P 500 as a whole. However, each Select Sector SPDR can also be bought individually, providing you with undiluted exposure to a particular sector or industry group. Select Sector SPDRs let you achieve the security of investing in the well-known, large cap stocks of the S&P 500, with the ability to over-weight or under-weight particular sectors based on your own investment goals and strategies.
September 11, 2012 09:57 AM PDT
Aired 09/09/12
Will QE3 Really Improve the Economy? Ron tackles the myth
that QE has helped lower the unemployment rate. Also, covered: Why is Ron
drinking his coffee from a golden chalice? And finally, memo to bears:
Short this market to your own detriment.
Interview with Chad Karnes, Chief Market Strategist at
http://www.etfguide.com about the latest trend in the S&P 500, euro, and
gold.
September 04, 2012 10:18 AM PDT
Aired 09/02/12
Topics: Fed Reserve 2.3 Trillion spent, National unemployment rate, Gold (GLD) up 8% and still under performing, Euro stocks suck.
Get your mind right and money right plus your phone calls and emails.
August 28, 2012 11:37 AM PDT
Aired 08/26/12
Nevin Adams
Director, Education and External Relations
Director, American Savings Education Program (ASEC)
Co-Director, EBRI Center for Research on Retirement Income (CRI)
Nevin Adams has extensive experience in the retirement industry, having served in a series of senior management positions in both the defined benefit and defined contribution plan fields at Wachovia Bank and Northern Trust Corporation.
http://www.ebri.org/about/team/
August 08, 2012 10:18 AM PDT
Aired 08/05/12
Chad is the Chief Market Strategist at ETFguide.com and has worked in corporate finance, hedge funds, and in M&A. He holds a Finance degree, an MBA, and a CMT.
August 01, 2012 02:31 PM PDT
Aired 07/29/12
On the show: 5 tricky withdrawal traps, Your emails (Gold Stocks), Phone calls and a S&P Trivia Question...Tune in and don't let your money drop out!
July 24, 2012 03:09 PM PDT
Aired 07/22/12
How can you make better investment and financial decisions? A new book called, "The Behavior Gap" by Carl Richards explores this. After more than 10 years working in the brokerage industry, Richards, a CERTIFIED FINANCIAL PLANNER™, formed Prasada Capital Management (previously Clearwater Asset Management). In addition to encouraging smart financial behavior, Carl also explores how our relationship with money impacts the quality of our lives at BehaviorGap.com. Carl’s knowledge and expertise has led to a contributor role on the New York Times, Morningstar’s Advisor blog, publication in Financial Planning, and speaking engagements, including fi360. Carl received a Bachelor of Science degree in Finance from the University of Utah.
July 18, 2012 02:53 PM PDT
Aired 07/15/12
Jeremy Held joined ALPS in 1996 and is currently director of research for ALPS Advisers. He is responsible for research, product development, consulting and distribution services for the ALPS ETF, closed-end fund and advisory business. Held is a frequent speaker at investment conferences and his work has appeared in such publications as the Journal of Indexes, Research magazine and Institutional Investor. Held is a Certified Financial Planner and currently a candidate for the Certified Financial Analyst designation.
July 04, 2012 10:03 AM PDT
Aired 07/01/12
Robert Murphy is an adjunct scholar of the Ludwig von Mises Institute, runs the blog Free Advice, and is the author of The Politically Incorrect Guide to the Great Depression.
http://en.wikipedia.org/wiki/Robert_P._Murphy
June 26, 2012 11:34 PM PDT
Aired 06/24/12
On today's show we do a Portfolio Report Card: For David in Los Angeles, CA. He is a automotive marketing veteran and has accumulated $1.3 million in four investment accounts. Ron grades his investment portfolio on today's show. Will David's portfolio pass or fail? A or B is good, C, D and F means he needs to improve. Also: What's your investment time horizon and how long do you have to go before reaching your goals?
June 20, 2012 12:11 PM PDT
Aired 06/17/12
Find out the top 2012 investment trends and how to profit. This week, we interview Edward Egilinsky, Managing Director of Alternative Investments @ Direxion Funds. The investment firm offers a lineup of alternative strategy mutual funds and leveraged long/short ETFs. The Boston, MA-based firm has more than $7 billion of assets under management. Go to DirexionShares.com to learn more
June 13, 2012 08:34 AM PDT
Aired 06/10/12
Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent the S&P 500 as a whole. However, each Select Sector SPDR can also be bought individually, providing you with undiluted exposure to a particular sector or industry group. Select Sector SPDRs let you achieve the security of investing in the well-known, large cap stocks of the S&P 500, with the ability to over-weight or under-weight particular sectors based on your own investment goals and strategies.
June 07, 2012 09:09 AM PDT
Aired 06/03/12
Is QE3 from the Federal Reserve on the Horizon? Which investment
categories will get a boost? Ron covers this and more. Get your investment
portfolio on track and stay on track.
May 30, 2012 01:14 PM PDT
Aired 05/27/12
Gail MarksJarvis is one of the nation's most respected personal finance columnists. Her Chicago Tribune columns reach millions of readers in leading metropolitan newspapers throughout the U.S.
She has been named "Best Financial Columnist" by Northwestern University's Medill School of Journalism, and has received 17 other journalism awards for her work, including a National Clarion Award for human rights reporting.
In addition to writing weekly columns, Gail delivers advice on personal finance, investing, business and financial markets in speeches and on television and radio. She has been a reporter for National Public Radio's "Marketplace," and has provided analysis on "Talk of the Nation," "Sound Money," public television, and ABC, NBC, and CBS affiliates. In Chicago, she is heard regularly on CLTV and is a guest on WGN radio.
Gail's latest book is "Saving for Retirement without Living Like a Pauper or Winning the Lottery."
http://www.gailmarksjarvis.com/
May 23, 2012 10:33 AM PDT
Aired 05/20/12
Daryl Montgomery is the organizer of the New York Investing meetup, a group of 3000+ independent investors and traders that provides the public with unbiased economic and market information. Montgomery ...More writes the popular Helicopter Economics Investing Guide and is one of the originators of the term 'Helicopter Economics'. He is a former professor and is now uses his research as a full time trader. Montgomery has never worked for, nor has any association with the securities industry and this allows him to bring a fresh perspective to market analysis. The slogan for his group is "A profitable alternative to Wall Street hype". Daryl Montgomery is the author of "Inflation Investing - A Guide for the 2010s, Volume 1"
May 16, 2012 11:26 AM PDT
Aired 05/13/12
Topics covered: To buy or not to buy?...What you should know about Facebook's IPO. A brief survey of JPMorgan Chase and Wall Street's madmen. Are you a flunkout? Portfolio Report Card for Freddy in Los Angeles, CA. Ron looks at the design and performance of Freddy's $70,000 SIMPLE IRA account and gives it a grade of A, B, C, D, or F.
Get YOUR Grade
http://www.indexshow.com/
Get News
http://www.etfguide.com/
May 09, 2012 09:06 PM PDT
Aired 05/06/12
Josh is a New York City-based financial adviser at Fusion Analysts. He helps people invest and manage portfolios for them. His clients range from individuals to corporations to retirement plans to charitable foundations. He is the author of the book Backstage Wall Street, new from publisher McGraw-Hill. In March of 2012 Josh joined the advisory board of Brightscope, where I hope to help usher in a new era of transparency for the financial advisory industry.
http://www.thereformedbroker.com
May 03, 2012 03:42 PM PDT
Aired 04/29/12
Why ETFs are better than ETNs. Interview with: Gary Gastineau, Author of "The Exchange-Traded Funds Manual Edition II."
Also: Meet Ron and get a signed copy of "Gents with No Cents: A Closer Look at Wall Street" May 3 @ 6PM at the Westwood Public Library in L.A.
April 25, 2012 11:48 PM PDT
Aired 04/22/12
Meet Ron and get a signed copy of "Gents with No Cents: A Closer Look at Wall Street" on Saturday April 28 @ 3PM at the Brentwood Public Library in L.A. or on May 3 @ 6PM at the Westwood Public Library in L.A.
April 18, 2012 11:16 AM PDT
Aired 04/15/12
Jeff is President of the Hirsch Organization and Editor-In-Chief of Stock Trader’s Almanac. He appears frequently on CNBC, CNN, Bloomberg, Fox Business, and many other national and international media outlets. Stock Trader’s Almanac is a perennial bestseller offering insights into seasonality and historical trends. He’s also the author of a recent bestseller “Super Boom: Why The Dow Will Hit 38,820 And How You Can Profit From It.”
Published every year since 1968, the Stock Trader's Almanac is a practical investment tool with a wealth of information organized in calendar format. Everyone from well-known money managers to savvy traders and investors relies upon this annual resource for its in-depth analyses and insights. The Stock Trader's Almanac 2012 contains essential historical price information on the stock market, provides monthly and daily reminders, and highlights seasonal trading opportunities and dangers.
The Stock Trader's Almanac 2012 is packed with timely insights and targeted analysis to help you navigate turbulent markets and beat the odds in the year ahead. This trusted guide combines over a century's worth of data, statistics, and trends along with vital analysis you won't get anywhere else. The 2012 edition includes a revision of the Seasonal Switching Strategy that significantly boosts returns as well as new information on the coming Super Boom. Other key seasonal and cyclical updates include pre-presidential election year cycles and perspectives, how the government manipulates the economy to stay in power, incumbent victories vs. incumbent defeats, and the market impact of the lame duck year.
http://www.stocktradersalmanac.com
April 11, 2012 09:36 AM PDT
Aired 04/08/12
Find out the top 2012 investment trends and how to profit. This week, we interview Edward Egilinsky, Managing Director of Alternative Investments @ Direxion Funds. The investment firm offers a lineup of alternative strategy mutual funds and leveraged long/short ETFs. The Boston, MA-based firm has more than $7 billion of assets under management.
Go to DirexionShares.com to learn more
April 04, 2012 02:33 PM PDT
Aired 04/01/12
Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent the S&P 500 as a whole. However, each Select Sector SPDR can also be bought individually, providing you with undiluted exposure to a particular sector or industry group. Select Sector SPDRs let you achieve the security of investing in the well-known, large cap stocks of the S&P 500, with the ability to over-weight or under-weight particular sectors based on your own investment goals and strategies.
March 15, 2012 04:00 AM PDT
Aired 03/11/12
Michael Dever has been on the front line of investment innovation and trading for more than 30 years. After three years of private research and trading he founded Brandywine Asset Management in 1982. For the past three decades, Mr. Dever and Brandywine have been entrusted to manage the money of global banks, major corporations and high net worth individuals who have been attracted to Mr. Dever's innovative investment philosophy.
His out-of-the-box thinking and investment success have also made him a featured subject of three books, Bulls, Bears and Millionaires, Market Beaters and The Investor's Guide to Hedge Funds.
In addition to his investment management background, Mr. Dever is also a technology entrepreneur. He founded spree.com, one of the first ecommerce communities, in 1996. Spree grew to being the 7th most trafficked ecommerce web site by 1998. Following a venture funding round in 1999, Mr. Dever left spree and founded Mind Drivers, a venture development company that has launched and grown Internet-based technology companies such as Internetseer (sold in 2007 to Landmark Communications, the founders of The Weather Channel) and marine.com.
Today, Mr. Dever devotes his time to running Brandywine Asset Management, which follows Mr. Dever's Return Driver based methodology to trade broadly diversified portfolios in the global currency, interest rate, stock index, metals, energy and agricultural cash, futures and options markets.
Mr. Dever lives near Philadelphia, Pennsylvania with his wife Kim and three sons, Mitchell, Matthew and Charley. He has a bachelor degree in business from West Chester University (1981) and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1985.
More information can be found at www.brandywine.com.
March 07, 2012 11:13 AM PST
Aired 03/04/12
Murphy completed his Bachelor of Arts in economics at Hillsdale College in 1998. He then moved back to his home state of New York to continue his studies at New York University. Murphy earned his Ph.D. in economics from NYU in 2003 after successfully defending a dissertation on Unanticipated Intertemporal Change in Theories of Interest.
After earning his doctoral degree, Murphy served as Visiting Assistant Professor of Economics at Hillsdale College in Michigan, U.S., a role he relinquished in the summer of 2006 when he moved back to New York City. From 2006 until early 2007, Murphy was employed as a research and portfolio analyst with Laffer Associates,[3][4] an economic and investment consultancy firm.
* Chaos Theory (2002) - A short, self-published work composed of two essays on market anarchy; one discussing the production of defense services, and one describing the provision of private criminal and civil justice.
* The Politically Incorrect Guide to Capitalism (April 2007) - A volume in the best-selling "Politically Incorrect Guide" series published by Regnery Publishing.
* The Politically Incorrect Guide to the Great Depression and the New Deal (April 2009)
* Lessons for the Young Economist (2010)
* How Privatized Banking Really Works - Integrating Austrian Economics with the Infinite Banking Concept (2010) co-written with L. Carlos Lara
Murphy has also designed a home study course in Austrian economics (2005), and has written a study guide for Murray Rothbard's Man, Economy and State (with Power and Market) and Ludwig von Mises' Human Action, both published and distributed by the Mises Institute.
February 29, 2012 03:57 PM PST
Aired 02/26/12
Rick Ferri, CEO of PortfolioSolutions.com and Author of "THE ETF BOOK," and "All about Asset Allocation" and his great book, "The Power of Passive Investing: More Wealth with Less Work."
February 10, 2012 10:14 AM PST
Aired 02/05/12
The Wall Street Journal in October 2011 called Squared Away “a new blog worth following.”
Squared Away: Frontiers in Financial Literacy is not a personal finance blog – there are dozens of those. This blog is for practitioners in the field of financial literacy, including financial advisers, employers, government and foundation officials, and researchers. Squared Away will cover anything that might help them do a better job of helping Americans of all ages act in their own financial best interest – and help them get their all-important financial matters “squared away.” But this topic is so interesting and important that we hope everyone will want to read Squared Away.
http://fsp.bc.edu/squared-away-blog/about-the-blog/
February 01, 2012 10:39 PM PST
Aired 01/29/12
Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent the S&P 500 as a whole. However, each Select Sector SPDR can also be bought individually, providing you with undiluted exposure to a particular sector or industry group. Select Sector SPDRs let you achieve the security of investing in the well-known, large cap stocks of the S&P 500, with the ability to over-weight or under-weight particular sectors based on your own investment goals and strategies.
January 25, 2012 09:50 AM PST
Aired 01/22/12
Carl’s first book, Behavior Gap: Simple Ways to Stop Doing Dumb Things With Money.
It all started when Carl noticed something interesting: the real life return of the AVERAGE INVESTOR was dramatically lower than the return of the AVERAGE MUTUAL FUND. In theory, this gap shouldn’t exist, but investors were leaving money on the table and didn’t understand why it happened. Carl named this phenomenon the Behavior Gap.
A CERTIFIED FINANCIAL PLANNER, Carl is also the founder of Prasada Capital Management (previously Clearwater Wealth Management). A portfolio design firm, Prasada serves a select group of individuals and families. Prasada’s clients share two objectives: to not lose money and to enjoy their lives to the fullest.
http://www.behaviorgap.com
January 20, 2012 12:11 PM PST
Aired 01/15/12
Find out the top 2012 investment trends and how to profit. This week, we
interview Edward Egilinsky, Managing Director of Alternative Investments @
Direxion Funds. The investment firm offers a lineup of alternative
strategy mutual funds and leveraged long/short ETFs. The Boston, MA-based
firm has more than $7 billion of assets under management. Go to
DirexionShares.com to learn more
January 07, 2012 09:07 AM PST
Aired 01/01/12
John Stephenson is an award-winning portfolio manager specializing in commoditiies and equities. In his books and free investment newsletter, John shows you where the stock, bond, currency and commodity markets are going. John is the author of The Little Book of Commodity Investing and Shell Shocked: How Canadians Can Invest After the Collapse.
December 30, 2011 09:40 PM PST
Aired 12/25/11
In the wake of the worst financial turmoil since the Great Depression, millions of Americans have spent the past year asking how the economy actually works. The answers have finally arrived--in a most unconventional form. After spending two years in the midst of the housing market hurricane, Jimmy Adams was laid off from a hedge fund in early 2009. Wearied by eight years in the bond market and disillusioned by the financial services profession, he decides to get an "honest job" for a change. Before he knows what hit him, Jimmy finds himself waiting on tables of barflies at his local Waffle House. Many colorful characters soon emerge: man-hungry female patrons, a stonemason who carves his own teeth, and a man seeking refuge from the ghost in his apartment. Amidst the glorious chaos of the night shift, the 24-hour diner affords a bevy of comedic experiences as the author struggles to ingratiate himself with a motley crew of waiters and cooks. Unexpectedly, the restaurant also becomes a font of insight into financial markets and the human condition. In a uniquely hilarious and thought-provoking narrative, Waffle Street unravels the enigmas of money, banking, economics, and grits once and for all. As they laugh heartily at the author's expense, readers will develop a profound appreciation for the first principle of economics: there really is no such thing as a free lunch.
December 24, 2011 12:29 AM PST
Aired 12/18/11
Alan Grigoletto, Director of Education at the Options Industry Council
(OIC). He educates retail investors, their financial advisors and
institutional investors on the risks and benefits of exchange-listed
options. Prior to joining OIC, Mr. Grigoletto served as the head of all
Business Development and was responsible for maintaining client
relationships and making business recommendations at the Boston Options
Exchange (BOX).
December 14, 2011 09:02 AM PST
Aired 12/11/11
Rick Ferri, CEO of PortfolioSolutions.com and Author of "THE ETF BOOK," and "All about Asset Allocation" and his new book "The Power of Passive Investing: More Wealth with Less Work."
December 07, 2011 08:03 PM PST
Aired 12/04/11
Jackass Investing systematically rips apart the conventional investment wisdom - myth by myth - then replaces it with a "return driver" based methodology that results in a 'Free Lunch' portfolio - one that produces both greater returns and lower risk. More than ten years in the making, and supported by the twin pillars of extensive research and more than 30 years of trading experience, this book finally lays to rest the traditional investment paradigm.
As you might have guessed, this is not your typical investment book. "Controversial" and "ground-breaking" are two words that have been used to describe it. Jackass Investing presents an entirely new, and eminently logical, process for investing - all of it supported by numerous relevant facts and studies. But Jackass Investing is not a dense financial tome. It is extremely readable and includes entertaining and relevant references to popular culture - such as Criss Angel's magic, George Costanza on Seinfeld, the rock band Rush and heavyweight boxing contender "Fast" Eddie Chambers - to help describe investment concepts in a truly approachable way.
Perhaps most importantly, the book is also highly practical, as this web site includes specific actions you can take to turn your "Poor-folio" into a truly diversified portfolio that can make you money in even the harshest environments. This is certainly the one book that will transform your way of thinking about money and how you invest it.
Michael Dever has been on the front line of investment innovation and trading for more than 30 years. After three years of private research and trading he founded Brandywine Asset Management in 1982. For the past three decades, Mr. Dever and Brandywine have been entrusted to manage the money of global banks, major corporations and high net worth individuals who have been attracted to Mr. Dever's innovative investment philosophy.
His out-of-the-box thinking and investment success have also made him a featured subject of three books, Bulls, Bears and Millionaires, Market Beaters and The Investor's Guide to Hedge Funds.
In addition to his investment management background, Mr. Dever is also a technology entrepreneur. He founded spree.com, one of the first ecommerce communities, in 1996. Spree grew to being the 7th most trafficked ecommerce web site by 1998. Following a venture funding round in 1999, Mr. Dever left spree and founded Mind Drivers, a venture development company that has launched and grown Internet-based technology companies such as Internetseer (sold in 2007 to Landmark Communications, the founders of The Weather Channel) and marine.com.
Today, Mr. Dever devotes his time to running Brandywine Asset Management, which follows Mr. Dever's Return Driver based methodology to trade broadly diversified portfolios in the global currency, interest rate, stock index, metals, energy and agricultural cash, futures and options markets.
Mr. Dever lives near Philadelphia, Pennsylvania with his wife Kim and three sons, Mitchell, Matthew and Charley. He has a bachelor degree in business from West Chester University (1981) and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1985.
More information can be found at www.brandywine.com.
http://jackassinvesting.com/home/
November 30, 2011 11:04 AM PST
Aired 11/27/11
Daryl Montgomery is the organizer of the New York Investing meetup, a group of 3000+ independent investors and traders that provides the public with unbiased economic and market information. Montgomery ...More writes the popular Helicopter Economics Investing Guide and is one of the originators of the term 'Helicopter Economics'. He is a former professor and is now uses his research as a full time trader. Montgomery has never worked for, nor has any association with the securities industry and this allows him to bring a fresh perspective to market analysis. The slogan for his group is "A profitable alternative to Wall Street hype". Daryl Montgomery is the author of "Inflation Investing - A Guide for the 2010s, Volume 1"
November 22, 2011 08:39 PM PST
Aired 11/20/11
John Stephenson is an award-winning portfolio manager specializing in commodities and Canadian equities. He is the author of Shell Shocked: How Canadians Can Invest After the Collapse and The Little Book of Commodity Investing. He writes a free investment newsletter, Money Focus and he also writes on the economy, commodities and the stock market for Canadian MoneySaver magazine and the MoneyLetter.
November 17, 2011 06:59 AM PST
Aired 11/13/11
In the wake of the worst financial turmoil since the Great Depression, millions of Americans have spent the past year asking how the economy actually works. The answers have finally arrived--in a most unconventional form. After spending two years in the midst of the housing market hurricane, Jimmy Adams was laid off from a hedge fund in early 2009. Wearied by eight years in the bond market and disillusioned by the financial services profession, he decides to get an "honest job" for a change. Before he knows what hit him, Jimmy finds himself waiting on tables of barflies at his local Waffle House. Many colorful characters soon emerge: man-hungry female patrons, a stonemason who carves his own teeth, and a man seeking refuge from the ghost in his apartment. Amidst the glorious chaos of the night shift, the 24-hour diner affords a bevy of comedic experiences as the author struggles to ingratiate himself with a motley crew of waiters and cooks. Unexpectedly, the restaurant also becomes a font of insight into financial markets and the human condition. In a uniquely hilarious and thought-provoking narrative, Waffle Street unravels the enigmas of money, banking, economics, and grits once and for all. As they laugh heartily at the author's expense, readers will develop a profound appreciation for the first principle of economics: there really is no such thing as a free lunch.
November 09, 2011 05:32 PM PST
Aired 11/06/11
Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent the S&P 500 as a whole. However, each Select Sector SPDR can also be bought individually, providing you with undiluted exposure to a particular sector or industry group. Select Sector SPDRs let you achieve the security of investing in the well-known, large cap stocks of the S&P 500, with the ability to over-weight or under-weight particular sectors based on your own investment goals and strategies
November 02, 2011 07:38 PM PDT
Aired 10/30/11
James Picerno writes the popular blog The Capital Spectator. One of his main topics is asset allocation. He has a book that came out in February called Dynamic Asset Allocation: Modern Portfolio Theory Updated for the Smart Investor. Asset allocation is important. It determines much of the returns investors will receive. This book goes into a long discussion of modern portfolio theory, and the author finds MPT to be valuable, but needs to be supplemented by other factors other than the market portfolio. Market capitalization, individual stock valuation, and overall market cheapness/dearness plays a role in asset allocation. This rectifies the main complaint of value investors regarding asset allocation, in that relatively lower prices should lead investors to allocate more to an asset class.
October 05, 2011 06:10 PM PDT
Aired 10/02/11
Crane Data collects and distributes money market and mutual fund news, information. and data. Crane Data's main offerings, from Web Access through Wisdom, offer increasing service levels. A license at any level gives access to everything included in all offerings up to that level. http://www.cranedata.us
September 15, 2011 09:28 AM PDT
Aired 09/11/11
Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent the S&P 500 as a whole. However, each Select Sector SPDR can also be bought individually, providing you with undiluted exposure to a particular sector or industry group. Select Sector SPDRs let you achieve the security of investing in the well-known, large cap stocks of the S&P 500, with the ability to over-weight or under-weight particular sectors based on your own investment goals and strategies
September 10, 2011 12:41 PM PDT
Aired 09/04/11
Rick Ferri, CEO of PortfolioSolutions.com and Author of "THE ETF BOOK," and "All about Asset Allocation" and his new book "The Power of Passive Investing: More Wealth with Less Work."
September 03, 2011 11:28 AM PDT
Aired 08/28/11
The Centsables initiative was conceived and developed by the award winning companies, Norm Hill Entertainment and DNA Creative, whose creative vision has resulted in a ground-breaking approach to financial literacy: “edu-tainment.” While financial institutions and government organizations do a good job of teaching money management skills, only The Centsables uses a multi-media kid-friendly platform to reach – and teach – children in all the ways they enjoy most. With a record of results-oriented success among distinguished financial and entertainment clients, we provide the perfect synergy to support this first-of-its-kind program. See the working site at www.centsables.com
August 20, 2011 02:11 PM PDT
Aired 08/14/11
Alicia Munnell was co-founder and first president of the National Academy of Social Insurance and is currently a member of the American Academy of Arts and Sciences, Institute of Medicine, and the Pension Research Council at Wharton. She is a member of the board of The Century Foundation, the National Bureau of Economic Research, and the Pension Rights Center. In 2007, she was awarded the International INA Prize for Insurance Sciences by the Accademia Nazionale dei Lincei in Rome. In 2009, she received the Robert M. Ball Award for Outstanding Achievements in Social Insurance from the National Academy of Social Insurance.
August 13, 2011 10:57 AM PDT
Aired 08/07/11
Wherever you are in your ability as a trader, there is always room to grow. Adrienne Toghraie has seen this firsthand during her twenty-one years in the business of working on trader discipline. With her book, Trading on Target: How to Cultivate a Winner's State of Mind, she'll help you develop a winning trading mindset and put you in a better position to break through the barriers that have been holding you back
August 06, 2011 01:37 PM PDT
Aired 07/30/11
The Ryan Index was the 1st Daily Bond Index created in March 1983. The Ryan Index is the Treasury yield curve as an index for every Auction maturity. It is the most accurate Treasury Index as data starts from Auction Date not Settlement Date. Ryan ALM, Inc. was founded by Ronald J. Ryan on July 12, 2004. Ryan ALM is unique as an Asset Manager being totally focused on Asset/Liability Management (ALM).
http://www.ryanalm.com
July 23, 2011 11:30 AM PDT
Aired 07/17/11
Mr. Grigoletto manages the education efforts of the three areas of outreach for OIC: retail investors, financial advisors and institutions. Based in Chicago, he assist the marketing team in evaluating outreach strategies; collaborate on options curriculum, collateral development and web content for the OIC websites; and works with the media to promote options education. Mr. Grigoletto participates in conferences, trade shows and panel discussions.
OIC is an industry cooperative funded by BATS Options, Boston Options Exchange, Chicago Board Options Exchange, C2, International Securities Exchange, NASDAQ OMX PHLX, NASDAQ Options Market, NYSE Amex Options, NYSE Arca Options and OCC. OIC was formed in 1992 to educate investors and their financial advisors about the benefits and risks of exchange-traded equity options. OIC's resources include: The Options Industry Services Help Desk at 1-888-OPTIONS, educational websites at www.OptionsEducation.org, www.OptionsEducation.org/advisor and www.OptionsEducation.org/institutional, live seminars throughout the continental United States and Canada, instructional DVDs and educational literature.
***NOTE: SPECIAL APOLOGY @ INTRO OF SHOW FOR TECHNICAL PROBLEMS***
July 09, 2011 11:00 AM PDT
Aired 07/03/11
Dr. Wilder is CEO & Founder of Wildershares, LLC; he is the Manager of the WilderHill Clean Energy Index. He holds a Ph.D. from University of California at Santa Barbara and a Law Degree from University of San Diego School of Law. Rob is author of the 1998 Book, 'Listening to the Sea,' that links marine biodiversity to smart and cost-effective energy technologies that prevent pollution in the first place. His book chapters and articles have appeared in Nature, National Academy of Sciences Press, Engineering News-Record, UCLA Journal of Environmental Law & Policy, University of Chicago Press, the Journal of Alternative Investments, and elsewhere. http://www.wildershares.com/
June 03, 2011 12:06 PM PDT
Aired 05/29/11
Jonathan Clements is Director of Financial Guidance for myFi (myFi.com), a new financial service from banking giant Citicorp. Before joining myFi, he spent eighteen years at the Wall Street Journal, where he was the newspaper's award-winning personal finance columnist. He has appeared on ABC's Good Morning America, CNBC, CNN, Fox News Channel, MSNBC, NBC's Today show, and Consuelo Mack WealthTrack, and is an occasional guest on public radio. In a financial world gone mad, you still need to manage your money, put your kids through college, and save for retirement. To the rescue comes Jonathan Clements with 21 easy-to-follow rules to help you secure your financial future. Clements has spent a quarter century demystifying Wall Street for ordinary, real people on Main Street, including more than thirteen years as the Wall Street Journal's hugely popular personal-finance columnist. In The Little Book of Main Street Money, Clements brings us back to basics, with commonsense suggestions for intelligent money management. Chock-full of financial guidance that will stand up in any market, the book also reflects a financial philosophy that Clements has developed over a lifetime of watching Wall Street and writing about money-and that is even more important in the current volatile market. From the big picture (home, retirement, financial happiness) to the micro (taxes, inflation, investment costs), he offers clear-cut advice for taking control of your financial life, detailing the strategies needed to thrive in today's tough economic times. The 21 truths outlined throughout this book are a guiding light for everyone, young and old, whether starting out or soon retiring. Each chapter reads like a Clements column-clear, pithy, and feisty. From the obvious to the counterintuitive, the truths will bolster your returns, cut your costs, and give you financial peace of mind. Collectively, the 21 truths show you how to think about your entire financial life-not just stocks and bonds, but your home, your debts, your financial promises to your children, your income-earning ability, and so much more. They will help you not only survive today's treacherous financial terrain, but also prepare you for success tomorrow.
May 21, 2011 09:28 AM PDT
Aired 05/15/11
David Cowen Named President and CEO of Museum of American Finance
New York, NY – The Museum of American Finance has named hedge fund manager and financial historian David Cowen its new president and CEO. Cowen has over 20 years experience as a trader on Wall Street, including in the foreign exchange groups at Bankers Trust and Deutsche Bank. The founder of Quasar Capital Partners, a macro hedge fund, Cowen holds a BA in American history from Columbia College, an MBA from the Wharton School of Business, as well as an MA and Ph.D. in American history from NYU. He has written extensively on U.S. financial history, and is co-author of Financial Founding Fathers: The Men Who Made America Rich, published by the University of Chicago Press in 2006.
http://www.moaf.org
April 30, 2011 08:11 AM PDT
Aired 04/24/10
Meir Statman, one of the nation's leading experts in behavioral finance (the study of why people do irrational things with their money), has written a new book that shows investors how their mistakes are usually caused by their own deep-seated emotions. "What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions"
http://www.amazon.com/gp/product/0071741658?ie=UTF8&tag=thalbl-20&link_code=as3&camp=211189&creative=373489&creativeASIN=0071741658
March 19, 2011 11:50 AM PDT
Aired 03/13/11
The Centsables initiative was conceived and developed by the award winning companies, Norm Hill Entertainment and DNA Creative, whose creative vision has resulted in a ground-breaking approach to financial literacy: “edu-tainment.” While financial institutions and government organizations do a good job of teaching money management skills, only The Centsables uses a multi-media kid-friendly platform to reach – and teach – children in all the ways they enjoy most. With a record of results-oriented success among distinguished financial and entertainment clients, we provide the perfect synergy to support this first-of-its-kind program.
See the working site at www.centsables.com
March 13, 2011 12:41 PM PDT
Aired 03/08/11
Steve Meizinger, Director of Education at the International Securities Exchange (ISE), is a leading expert in Forex, equity, and index options trading. As a top rated instructor for ISE and the Options Industry Council, Steve has led thousands of seminars, helping investors navigate the market and identify the most appropriate trading strategies. Steve has over twenty years experience as an Options Specialist at several leading exchanges, including the NYSE, PHLX and AMEX. Steve holds a Bachelors Degree in Finance from Rider University.
March 02, 2011 12:27 PM PST
Aired 02/27/11
She is a contributing editor for Newsweek, where she writes a monthly column. She also writes a bimonthly column for Bloomberg.com. Her twice-weekly, syndicated Washington Post Writers Group column, “Staying Ahead”, ran for 27 years in over 250 newspapers and is considered one of the most successful newspaper columns. Quinn was co-founder, editor and general manager of McGraw-Hill's "Personal Finance Letter." She was a reporter, then a co-editor of the consumer publication, "The Insider's Newsletter," formerly published by Look magazine. For ten years, she worked for CBS News, first on "The CBS Morning News", then on "The Evening News with Dan Rather." She has been a regular on ABC's "The Home Show" as well as a guest on "Good Morning America, "Nightline" and many other programs. Books * 1978 Everyone’s Money Book (Delacorte Press) * 1991 Making the Most of Your Money (Simon & Schuster) * 1994 A Hole in the Market (The Whittle Company) * 1997 Making the Most of Your Money (2nd edition) * 2006 Smart and Simple Financial Strategies for Busy People (Simon & Schuster) * 2009 Making the Most of Your Money – Completely Revised (3rd edition)
http://www.newsweek.com/id/32827
February 23, 2011 07:28 PM PST
Aired 02/22/11
Daniel D. O’Neill is the President and Chief Investment Officer at Direxion Shares. Dan is responsible for all investment management and trading operations at the firm. Direxion Shares are 20 short and leveraged ETFs with around $4.5 billion in assets. Dan joined Direxion in 1999 and plays a leading role in the development and launch of new products. Dan earned a J.D. from the University of Virginia School of Law, where he served on the editorial board for Virginia Law Review. He holds a BA in English and Economics from the University of Virginia in Charlottesville, where he was a Jefferson Scholar. Learnmore about short and leveraged ETF's
www.DirexionShares.com
February 18, 2011 12:41 PM PST
Aired 02/13/11
ETFguide is the information leader on exchange-traded funds because of its vendor neutral approach and its progressive reporting style. Unique features include an ETF bookstore, a monthly e-mail newsletter, and subscription based ETF portfolios. ETFguide is independently owned and began publishing in 2003. The site reaches an affluent audience of individual investors, financial advisors, and financial institutions that invest and work with ETFs.
http://www.etfguide.com
February 12, 2011 09:39 AM PST
Aired 02/06/11
Darwin Abrahamson founded Invest n Retire‚ LLC (INR) in 2004. Since 1982 Darwin has worked with fiduciaries and pension administrators of qualified plans. Darwin has written articles for several financial publications; including Financial Planning Magazine‚ Financial Advisors Magazine, and the Journal of Indexes. His articles have been syndicated by Universal Press Syndicate. In 2005‚ Darwin wrote an article‚ Avoiding Redemption Fees in 401(k) Plans‚ for Financial Advisors Magazine. In response to a white paper published in the Journal of Indexes‚ June 2008‚ Darwin wrote a rebuttal‚ Debunking the Myth That ETFs Have No Place in 401(k)s. Darwin is recognized as a pioneer in the retirement industry and he is often quoted in financial and retirement publications; including‚ Human Resource Executives‚ The Wall Street Journal‚ Exchange-Traded Funds Report‚ PlanSponsor‚ InvestmentNews‚ Defined Contribution & Savings Plan Alert‚ Financial Week‚ and IdexUniverse. Retirement Planning Challenging the Status Quo‚ a conversation with Invest n Retire® CEO Darwin Abrahamson‚ published in suite101.com‚ Nov 4‚ 2009‚ “Invest n Retire’s system for managing tax deferred retirement plans was designed specifically for trading ETFs‚” said INR’s founder and CEO Darwin Abrahamson. As a pioneer in the retirement market‚ INR designed a system which cost-effectively trades ETFs. In addition to lowering costs and thereby increasing retirement savings‚ INR seeks to decrease the plan sponsor’s fiduciary responsibility by transferring the fiduciary duties of selecting and managing the plan’s investment options to prudent experts. INR is meeting this goal by adding the services of ERISA §3(38) investment fiduciaries as independent service providers to the plans on INR’s system.
http://www.investnretire.com
February 04, 2011 02:49 PM PST
Aired 01/30/11
The Ryan Index was the 1st Daily Bond Index created in March 1983. The Ryan Index is the Treasury yield curve as an index for every Auction maturity. It is the most accurate Treasury Index as data starts from Auction Date not Settlement Date. Ryan ALM, Inc. was founded by Ronald J. Ryan on July 12, 2004. Ryan ALM is unique as an Asset Manager being totally focused on Asset/Liability Management (ALM). http://www.ryanalm.com
January 29, 2011 08:49 AM PST
Aired 01/23/11
Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent the S&P 500 as a whole. However, each Select Sector SPDR can also be bought individually, providing you with undiluted exposure to a particular sector or industry group. Select Sector SPDRs let you achieve the security of investing in the well-known, large cap stocks of the S&P 500, with the ability to over-weight or under-weight particular sectors based on your own investment goals and strategies.
January 21, 2011 09:19 AM PST
Aired 01/16/11
Rick Ferri, CEO of PortfolioSolutions.com and Author of "THE ETF BOOK," and "All about Asset Allocation" and his new book "The Power of Passive Investing: More Wealth with Less Work."
January 15, 2011 07:56 AM PST
Aired 01/09/11
Jack Ablin is Executive Vice
President and Chief Investment
Officer with Harris Private Bank.
He is responsible for establishing
investment policy and strategy
within the Personal Investment
Management Group of Harris
Private Bank. Mr. Ablin also
chairs the Harris Private Bank
Asset Allocation Committee,
which determines the strategy for
investment portfolios for Harris
Private Bank. Mr. Ablin joined
Harris in 2001 and has more than
25 years of experience in money management.
Harris Private Bank offers a comprehensive range of
wealth management strategies to meet the unique
financial needs of individuals and families of wealth. Our
experienced professionals take an advisory approach to
help you realize your financial and lifestyle goals with
solutions that are custom tailored and delivered with the
highest level of personalized service. With a long history
of serving affluent individuals and wealthy families, today
we are capable of serving a wider range of client needs
than ever before. Harris Private Bank is ready to help you
accumulate, preserve and enhance your wealth.
January 06, 2011 11:46 AM PST
Aired 01/04/11
John Clifton "Jack" Bogle is the founder and retired CEO of The Vanguard Group. The answer to the conundrum of 2008 lies in John Bogle's book, "Enough," which is the punch line from a delightful Kurt Vonnegut/Joseph Heller story. Simply put, our nation has been suffering from decades of unchecked financial excess, for which we are now paying the piper: excess in investment company fees; excess in financial speculation masquerading as diversification and innovation; excess in the salaries of top executives; excess in salesmanship; and most importantly, excess in the role played by the financial industry in our national economy and national life.
December 30, 2010 12:39 PM PST
Aired 12/26/10
Richard Kang is Chief Investment Officer and Director of Research at Emerging Global Advisors LLC, an investment fund and research advisory firm specializing in emerging markets. Their initial product line will be the first comprehensive family of emerging market sector exchange traded funds. Richard, who formerly blogged at The Beta Brief http://www.thebetabrief.com/, was also recently involved in investment and risk consultation for a variety of fund management companies and asset allocators. Previous to that, he was president & CIO of a Toronto based boutique discretionary investment counseling firm that advised both private individual clients as well as institutions (primarily hedge funds). He first started in ...More the industry with a small firm trading index derivatives and managing long-short US equity portfolios that applied the use of the earliest ETFs.
December 25, 2010 12:47 PM PST
Aired 12/19/10
Meir Statman, one of the nation's leading experts in behavioral finance (the study of why people do irrational things with their money), has written a new book that shows investors how their mistakes are usually caused by their own deep-seated emotions.
"What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions"
http://www.amazon.com/gp/product/0071741658?ie=UTF8&tag=thalbl-20&link_code=as3&camp=211189&creative=373489&creativeASIN=0071741658
December 18, 2010 12:28 PM PST
Aired 12/12/10
Mr.Zuckoff is a former special projects reporter at The Boston Globe who was a Pulitzer Prize finalist for investigative reporting. He received the Distinguished Writing Award from the American Society of Newspaper Editors, the Livingston Award for International Reporting, the Heywood Broun Award, and the Associated Press Managing Editors' Public Service Award, among others. He is the author of Ponzi’s Scheme: The True Story of a Financial Legend, a New York Times Editors’ Choice book; and Choosing Naia: A Family's Journey, which received the Christopher Award and was named a Massachusetts Honor Book; and co-author of Judgment Ridge: The True Story Behind the Dartmouth Murders, which was a finalist for the Edgar Award. He is at work on a biography of P.T. Barnum.
December 11, 2010 12:59 PM PST
Aired 12/05/10
"John Williams' Shadow Government Statistics" is an electronic newsletter service that exposes and analyzes flaws in current U.S. government economic data and reporting, as well as in certain private-sector numbers, and provides an assessment of underlying economic and financial conditions, net of financial-market and political hype.
http://www.shadowstats.com/
December 04, 2010 11:00 AM PST
Aired 11/28/10
Fred Jheon is responsible for business strategy and product development efforts for the ETF Securities group of companies. Prior to this, he spent 8 years with Barclays Global Investors (BGI) in its exchange-traded funds business in San Francisco. During his tenure at BGI, Fred held leadership positions in portfolio management, product development and finance for BGI, iShares. Prior to joining BGI, Fred was a senior at PricewaterhouseCoopers in the financial services practice. He holds an MBA from the University of Toronto and B.A. from the University of Alberta and is a CPA.
http://www.etfsecurities.com
November 27, 2010 07:59 AM PST
Aired 11/21/10
Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent the S&P 500 as a whole. However, each Select Sector SPDR can also be bought individually, providing you with undiluted exposure to a particular sector or industry group. Select Sector SPDRs let you achieve the security of investing in the well-known, large cap stocks of the S&P 500, with the ability to over-weight or under-weight particular sectors based on your own investment goals and strategies.
November 19, 2010 10:54 AM PST
Aired 11/13/10
The explosion of exchange-traded funds (ETFs) isn't just changing the way investors manage their money, but the way they evaluate funds. Up until recently, ETF focused investment research was hard to come by, but not anymore. A new wave of companies have targeted the emerging business of ETF data services and one such company has been quietly producing much needed research. Michael Krause, the President of New York-based AltaVista Independent Research visits with us. http://www.altavista-research.com/
November 12, 2010 12:06 PM PST
Aired 11/07/10
John Stephenson is a senior vice president and portfolio manager with First Asset Investment Management Inc., where he is responsible for a wide range of Canadian equity mandates with a particular focus on energy and resource investing. John was recently recognized by Brendan Wood International (BWI) as one of Canada's 50 best portfolio managers (read the press release). John is also the editor of Money Focus (www.reportonmoney.com), a free bi-weekly publication on the economy and the stock market, which shows where the best opportunities are for your investment dollar. He is a frequent guest on Business News Network (BNN) and the CBC where he comments on the economy, stock market and company-specific issues. John holds a degree in Mechanical Engineering from the University of Waterloo, an MBA with a concentration in finance from INSEAD as well as the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations. He lives in Toronto.
November 06, 2010 06:13 PM PDT
Aired 10/31/10
Alicia Munnell was co-founder and first president of the National Academy of Social Insurance and is currently a member of the American Academy of Arts and Sciences, Institute of Medicine, and the Pension Research Council at Wharton. She is a member of the board of The Century Foundation, the National Bureau of Economic Research, and the Pension Rights Center. In 2007, she was awarded the International INA Prize for Insurance Sciences by the Accademia Nazionale dei Lincei in Rome. In 2009, she received the Robert M. Ball Award for Outstanding Achievements in Social Insurance from the National Academy of Social Insurance.
October 30, 2010 08:02 AM PDT
Aired 10/24/10
John Nyaradi, Publisher of Wall Street Sector Selector and author of Super Sectors: How to Outsmart the Market Using Sector Rotation and ETFs.
Included in “Year’s Top Investment Books” in the 2011 Stock Trader’s Almanac, Super Sectors identifies 5 super sectors that will likely advance far faster and higher than the general indexes due to several economic and social megatrends on the horizon.
October 23, 2010 10:24 AM PDT
Aired 10/17/10
Daniel D. O’Neill is the President and Chief Investment Officer at Direxion Shares. Dan is responsible for all investment management and trading operations at the firm. Direxion Shares are 20 short and leveraged ETFs with around $4.5 billion in assets. Dan joined Direxion in 1999 and plays a leading role in the development and launch of new products. Dan earned a J.D. from the University of Virginia School of Law, where he served on the editorial board for Virginia Law Review. He holds a BA in English and Economics from the University of Virginia in Charlottesville, where he was a Jefferson Scholar. Learnmore about short and leveraged ETF's at
www.DirexionShares.com
October 16, 2010 12:59 AM PDT
Aired 10/10/10
Tom is a Vice President of State Street Global Advisors and Head of the Strategy and Research Group for the Intermediary Business Group. He is responsible for developing research content for the ETF marketplace, as well as developing and maintaining key relationships within the research, investment and intermediary communities. State Street Global Advisors (SSgA), the investment management arm of State Street Corporation (NYSE: STT) State Street Global Advisors, the investment management arm of State Street Corporation, delivers investment strategies and integrated solutions to clients worldwide across every asset class,investment approach and style. With $1.9 trillion in assets under management as of June 30, 2008, State Street Global Advisors has investment centers in Boston, Hong Kong, London, Toronto, Montreal, Munich, Paris, Singapore, Sydney, Tokyo and Zurich, and offices in 27 cities worldwide. For more information, visit State Street Global Advisors at www.ssga.com or http://statestreetspdrs.com
October 07, 2010 11:34 AM PDT
Aired 10/03/10
Russell Wild is the author or co-author of nearly two dozen nonfiction books, including most recently, One Year to An Organized Financial Life (Da Capo, 2010, co-authored with professional organizer Regina Leeds), Index Investing for Dummies (Wiley, 2009), Bond Investing for Dummies (Wiley, 2007), Exchange-Traded Funds For Dummies (Wiley, 2006) and The Unofficial Guide to Getting a Divorce (Wiley, 2005; co-authored with ex-wife attorney Susan Ellis Wild). Wild is also a prolific magazine writer with more than 300 articles in major national magazines, including AARP The Magazine; AARP Bulletin; Consumer Reports, Details, The Huffington Post, Kiplinger’s, Maxim, Men's Journal, Health, Cosmopolitan, Real Simple, and The Saturday Evening Post. Wild's books and magazine articles have been reprinted or excerpted in Reader's Digest (on several occasions), Men's Health, New Woman, and in countless newspapers and websites. Most of his articles for consumer magazines have offered snappy, practical advice on personal finance, especially investing. He also contributes regularly to professional financial journals, such as Financial Planning, Financial Advisor, The NAPFA Advisor, and Wealth Manager, and on occasion to custom publications, such as investor newsletters for Fidelity and Charles Schwab. Prior to becoming a fulltime freelance writer, Wild was a senior editor in the book division of Rodale Press, and the founding editor of Men's Health Books. Way back when, he worked as a credit analyst at a large bank. In college, he studied economics, graduated magna cum laude, and went on to get a master's degree in business administration (MBA) in international management. In addition to his work as a writer and author, Wild is also a fee-only financial planner and investment advisor registered with the Pennsylvania Securities Commission. He is a long-standing member and immediate past president of the American Society of Journalists and Authors (ASJA), as well as a member of the National Association of Personal Financial Advisors (NAPFA).
http://www.russellwild.com/books.html
September 30, 2010 05:08 PM PDT
Aired 09/26/10
Gary L. Gastineau is principal of ETF Consultants LLC, which provides specialized exchange-traded fund consulting services to ETF issuers, exchanges, and investors. He is also a managing member and cofounder of Managed ETFs LLC, a firm that has developed new ETF trading systems and new actively managed ETFs. Preceding a position as managing director for ETF product development at Nuveen Investments, Gastineau directed product development at the American Stock Exchange for approximately five years. He is also the author of the first edition of The Exchange-Traded Funds Manual and Someone Will Make Money on Your Funds—Why Not You? (both published by Wiley) and The Options Manual, as well as coauthor of the Dictionary of Financial Risk Management. Gastineau is an honors graduate of Harvard College and Harvard Business School.
With this new edition, Gastineau provides comprehensive information on the latest developments in ETF structures, new portfolio variety, and new trading methods. With a realistic evaluation of today's indexes, Gastineau offers insights on actively managed ETFs, improved index funds, and fund and advisor selection.
September 25, 2010 10:59 AM PDT
Aired 09/19/10
Tom manages the research efforts for the United States and Latin America. He is the editor and an author of Lipper’s U.S. Research Studies, FundFlow Insight Reports, and FundIndustry Insight Reports. In addition, Tom is the author of “Taxes in the Mutual Fund Industry.” He is involved in fund analysis and research, and contributes to the monthly and quarterly equity and fixed income FundMarket Insight reports, webcasts, and podcasts, where he focuses on domestic and world fund performance and attribution. His areas of expertise include closed-end fund analysis, portfolio evaluation, equity and fixed income fund research, fund flows analysis, after-tax performance, and Lipper Leaders. Tom has appeared on TV and on various radio programs and has been cited in many of the industry’s leading financial publications.
September 21, 2010 08:26 AM PDT
Aired 09/12/10
Phil Gocke with the Options Industry Council.
http://www.OptionsEducation.com
September 11, 2010 12:41 PM PDT
Aired 09/05/10
ETFguide is the information leader on exchange-traded funds because of its vendor neutral approach and its progressive reporting style. Unique features include an ETF bookstore, a monthly e-mail newsletter, and subscription based ETF portfolios. ETFguide is independently owned and began publishing in 2003. The site reaches an affluent audience of individual investors, financial advisors, and financial institutions that invest and work with ETFs.
http://www.etfguide.com
September 04, 2010 09:03 PM PDT
Aired 08/28/10
Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent the S&P 500 as a whole. However, each Select Sector SPDR can also be bought individually, providing you with undiluted exposure to a particular sector or industry group. Select Sector SPDRs let you achieve the security of investing in the well-known, large cap stocks of the S&P 500, with the ability to over-weight or under-weight particular sectors based on your own investment goals and strategies.
August 29, 2010 08:34 AM PDT
Aired 08/21/10
John Clifton "Jack" Bogle is the founder and retired CEO of The Vanguard Group. The answer to the conundrum of 2008 lies in John Bogle's book, "Enough," which is the punch line from a delightful Kurt Vonnegut/Joseph Heller story. Simply put, our nation has been suffering from decades of unchecked financial excess, for which we are now paying the piper: excess in investment company fees; excess in financial speculation masquerading as diversification and innovation; excess in the salaries of top executives; excess in salesmanship; and most importantly, excess in the role played by the financial industry in our national economy and national life.
August 21, 2010 11:31 AM PDT
Aired 08/14/10
The explosion of exchange-traded funds (ETFs) isn't just changing the way investors manage their money, but the way they evaluate funds. Up until recently, ETF focused investment research was hard to come by, but not anymore. A new wave of companies have targeted the emerging business of ETF data services and one such company has been quietly producing much needed research. Michael Krause, the President of New York-based AltaVista Independent Research visits with us.
http://www.altavista-research.com/
August 14, 2010 06:39 AM PDT
Aired 08/07/10
Daryl Montgomery is the organizer of the 2500+ member New York Investing meet up and was previously an academic, but am now a full-time trader, market strategist and financial blogger.
http://www.meetup.com/nyinvestingmeetup/
August 09, 2010 09:43 PM PDT
Aired 07/31/10
Rolf Agather is the director of business development for Russell indexes. He oversees product development and management, and the implementation of strategic initiatives for the index business globally.
http://www.russell.com
July 31, 2010 12:36 PM PDT
Aired 07/24/10
Lawrence Carrel is a financial journalist and served as a staff writer at TheWallStreetJournal.com, SmartMoney.com, and TheStreet.com. He is the author of ETFs for the Long Run: What They Are, How They Work, and Simple Strategies for Successful Long-Term Investing (Wiley).
According to Fortune magazine, investing in dividends is one of the top five ways to survive market instability. Dividend Stocks For Dummies gives you the expert information and advice you need to successfully add dividends to your investment portfolio, revealing how to make the most out of dividend stock investing-no matter the type of market.
July 24, 2010 11:10 AM PDT
Aired 07/17/10
Russell Wild is the author or co-author of nearly two dozen nonfiction books, including most recently, One Year to An Organized Financial Life (Da Capo, 2010, co-authored with professional organizer Regina Leeds), Index Investing for Dummies (Wiley, 2009), Bond Investing for Dummies (Wiley, 2007), Exchange-Traded Funds For Dummies (Wiley, 2006) and The Unofficial Guide to Getting a Divorce (Wiley, 2005; co-authored with ex-wife attorney Susan Ellis Wild). Wild is also a prolific magazine writer with more than 300 articles in major national magazines, including AARP The Magazine; AARP Bulletin; Consumer Reports, Details, The Huffington Post, Kiplinger’s, Maxim, Men's Journal, Health, Cosmopolitan, Real Simple, and The Saturday Evening Post. Wild's books and magazine articles have been reprinted or excerpted in Reader's Digest (on several occasions), Men's Health, New Woman, and in countless newspapers and websites. Most of his articles for consumer magazines have offered snappy, practical advice on personal finance, especially investing. He also contributes regularly to professional financial journals, such as Financial Planning, Financial Advisor, The NAPFA Advisor, and Wealth Manager, and on occasion to custom publications, such as investor newsletters for Fidelity and Charles Schwab. Prior to becoming a fulltime freelance writer, Wild was a senior editor in the book division of Rodale Press, and the founding editor of Men's Health Books. Way back when, he worked as a credit analyst at a large bank. In college, he studied economics, graduated magna cum laude, and went on to get a master's degree in business administration (MBA) in international management. In addition to his work as a writer and author, Wild is also a fee-only financial planner and investment advisor registered with the Pennsylvania Securities Commission. He is a long-standing member and immediate past president of the American Society of Journalists and Authors (ASJA), as well as a member of the National Association of Personal Financial Advisors (NAPFA).
http://www.russellwild.com/books.html
July 18, 2010 06:49 AM PDT
Aired 07/10/10
Allan is the founder of Wealth Logic, LLC. He has been working in the investment world with 25 years of corporate finance. He has been finance officers of two multi-billion dollar corporations and consulted with many others while at McKinsey & Company. As part of this work and as a current honorarium finance faculty member of the University of Colorado, Allan has studied financial markets and the behavioral aspects of investing. He notes that large corporations tend to invest their assets in a much more logical, non-emotional manner and believes that those same techniques are just as applicable to individual investors.
Allan is now taking the lessons learned from this wealth of experience and applying it to educating investors who want to maximize their chances for building wealth, whether it be for retirement or other shorter term needs. Allan practices what he preaches and has reaped the financial rewards of “Decades of Dullness!”
Alan wrote: "How A Second Grader Beats Wall Street"
http://secondgraderportfolio.com/
http://www.daretobedull.com/index.asp
July 09, 2010 09:01 AM PDT
Aired 07/03/10
The Ryan Index was the 1st Daily Bond Index created in March 1983. The Ryan Index is the Treasury yield curve as an index for every Auction maturity. It is the most accurate Treasury Index as data starts from Auction Date not Settlement Date. Ryan ALM, Inc. was founded by Ronald J. Ryan on July 12, 2004. Ryan ALM is unique as an Asset Manager being totally focused on Asset/Liability Management (ALM).
http://www.ryanalm.com
July 04, 2010 06:18 AM PDT
Aired 06/26/10
Darwin Abrahamson founded Invest n Retire‚ LLC (INR) in 2004. Since 1982 Darwin has worked with fiduciaries and pension administrators of qualified plans.
Darwin has written articles for several financial publications; including Financial Planning Magazine‚ Financial Advisors Magazine, and the Journal of Indexes. His articles have been syndicated by Universal Press Syndicate.
In 2005‚ Darwin wrote an article‚ Avoiding Redemption Fees in 401(k) Plans‚ for Financial Advisors Magazine.
In response to a white paper published in the Journal of Indexes‚ June 2008‚ Darwin wrote a rebuttal‚ Debunking the Myth That ETFs Have No Place in 401(k)s.
Darwin is recognized as a pioneer in the retirement industry and he is often quoted in financial and retirement publications; including‚ Human Resource Executives‚ The Wall Street Journal‚ Exchange-Traded Funds Report‚ PlanSponsor‚ InvestmentNews‚ Defined Contribution & Savings Plan Alert‚ Financial Week‚ and IdexUniverse.
Retirement Planning Challenging the Status Quo‚ a conversation with Invest n Retire® CEO Darwin Abrahamson‚ published in suite101.com‚ Nov 4‚ 2009‚ “Invest n Retire’s system for managing tax deferred retirement plans was designed specifically for trading ETFs‚” said INR’s founder and CEO Darwin Abrahamson.
As a pioneer in the retirement market‚ INR designed a system which cost-effectively trades ETFs. In addition to lowering costs and thereby increasing retirement savings‚ INR seeks to decrease the plan sponsor’s fiduciary responsibility by transferring the fiduciary duties of selecting and managing the plan’s investment options to prudent experts. INR is meeting this goal by adding the services of ERISA §3(38) investment fiduciaries as independent service providers to the plans on INR’s system.
http://www.investnretire.com
June 26, 2010 06:21 AM PDT
Aired 06/19/10
"John Williams' Shadow Government Statistics" is an electronic newsletter service that exposes and analyzes flaws in current U.S. government economic data and reporting, as well as in certain private-sector numbers, and provides an assessment of underlying economic and financial conditions, net of financial-market and political hype.
http://www.shadowstats.com/
June 20, 2010 06:58 AM PDT
Aired 06/12/10
Daniel D. O’Neill is the President and Chief Investment Officer at Direxion Shares. Dan is responsible for all investment management and trading operations at the firm. Direxion Shares are 20 short and leveraged ETFs with around $4.5 billion in assets. Dan joined Direxion in 1999 and plays a leading role in the development and launch of new products. Dan earned a J.D. from the University of Virginia School of Law, where he served on the editorial board for Virginia Law Review. He holds a BA in English and Economics from the University of Virginia in Charlottesville, where he was a Jefferson Scholar. Learnmore about short and leveraged ETF's at www.DirexionShares.com
June 11, 2010 02:39 PM PDT
Aired 06/05/10
Hersh Shefrin holds the Mario Belotti Chair in the Department of Finance
at Santa Clara University's Leavey School of Business. Professor Shefrin
is a pioneer of behavioral finance. He has published widely in the area
and writes for both academics and practitioners.
In 1999, Professor Shefrin’s book, Beyond Greed and Fear: Understanding
Behavioral Finance and the Psychology of Investing, was published by
Harvard Business School Press. BG&F is the first comprehensive treatment
of behavioral finance written specifically for practitioners. In 2002,
Oxford University Press, who assumed publication of the book, released an
edition with a revised preface to reflect recent events and developments.
BG&F was the top recommendation on the J.P. Morgan Private Banking 2003
Summer Reading List. The book is also used around the world as a textbook
in courses in behavioral finance. The book is available for purchase
through this website.
|
Podcast Summary
Hosted by Ron DeLegge
It is the only weekly program dedicated to the key market indexes and the financial products that track them.
Ron DeLegge is the weekly voice of the Index Investing Radio Show. He teaches listeners the birds and the bees of successful investing.
Ron is the Author of Gents with No Cents: A Closer Look at Wall Street, its Customers, Financial Regulators, and the Media. Ron also serves as the Editor of ETFguide.com, a
popular destination for its ETF newsletter and portfolios. He
is also a contributing writer to a monthly column on ETFs for Research
Magazine (ResearchMag.com), an industry trade journal for financial
advisors.
He believes the formula for beating Wall Street starts with trusting the
indexes, not the money managers that try to beat them and fail.
 Share Podcast
Followers
Favorite Links
Profit like the Pros using ETFs!
Yes, I want to have my investment portfolio graded!
Build Your Very Own Low Cost ETF Portfolio Today
Help! I just changed jobs and I need to rollover my 401k plan.
YouTube - ETFguide
YouTube - The Index Investing Show
Ron delegge's
Friends
more...
Contact Me
Join my mailing list
Subscribe to this Podcast
RSS Feed
Archive Feed
|
