47 min

TDI Podcast: Back to Basics Series – Estate Planning (#739‪)‬ The Disciplined Investor

    • Investing

The Fed says do not dread – Rates low for long time baby!



Markets – more new highs on earnings and cheap money – jobs report is impressive.  Buybacks hitting a record this quarter, plenty of downside protection or just overconfidence?



And – we are getting Back to Basics. This week we are talking about Estate Planning. Wills, trusts, power of attorney and Living Wills. Plus some ways to avoid probate without all the legal effort.













Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com

Learn More at http://www.ibkr.com/







Follow @andrewhorowitz









Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY Info - https://envestology.com/

Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/







Stocks mentioned in this episode: (PTON), (AAPL), (MRNA), (PFE), (QQQ)

The Fed says do not dread – Rates low for long time baby!



Markets – more new highs on earnings and cheap money – jobs report is impressive.  Buybacks hitting a record this quarter, plenty of downside protection or just overconfidence?



And – we are getting Back to Basics. This week we are talking about Estate Planning. Wills, trusts, power of attorney and Living Wills. Plus some ways to avoid probate without all the legal effort.













Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com

Learn More at http://www.ibkr.com/







Follow @andrewhorowitz









Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY Info - https://envestology.com/

Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/







Stocks mentioned in this episode: (PTON), (AAPL), (MRNA), (PFE), (QQQ)

47 min