The Investopedia Express with Caleb Silver Investopedia

A four-week run for the stock market has a few strategists calling for a time out, just in time for one of the seasonally strongest two week periods for the market. Amid this year's recovery, and following last year's plunge, retirement investors have mostly maintained their composure, according to Anne Ackerley, the Head of Retirement at Blackrock. She joins The Express to talk about how we have been behaving inside the $8.5 Trillion Asset Managers retirement plans and ETFs, and how those in or nearing retirement need to consider additional asset classes to make their money last.

LINKS FOR SHOW NOTES:

https://www.investopedia.com/terms/r/russell_3000.asp
https://www.bespokepremium.com/interactive/posts/think-big-blog/happy-thanksgiving-2023-ytd-winners
https://sentimentrader.com/company
https://www.blackrock.com/us/individual/biographies/anne-ackerley
https://www.blackrock.com/us/individual/insights/retirement/2023-read-on-retirement-survey
https://www.investopedia.com/terms/o/okunslaw.asp

The past couple of years have warped many of our perceptions about retirement, and the reasons why we save and invest. Doug Boneparth, Jamie Hopkins and Peter Lazaroff climb back aboard The Express to share their views about what the words "retirement" and "wealth" mean today, and how investors should approach their goals given higher interest rates and the end of easy money. Plus, the S&P Technology sector hits an all-time high as mutual fund managers are warming back up to stocks and planning for a soft landing. What could go wrong?

links for show notes:

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://s201.q4cdn.com/262069030/files/doc_earnings/2024/q3/transcript/Q3-2024-Earnings-Call.pdf
https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772
https://www.investopedia.com/terms/d/deflation.asp
https://www.investopedia.com/terms/d/disinflation.asp
https://bonefidewealth.com/
https://www.bmt.com/wealth/bryn-mawr-capital-management/meet-the-team/
https://peterlazaroff.com/
https://thejointaccount.beehiiv.com/
https://www.investopedia.com/thanksgiving-dinner-will-cost-less-this-year-compared-to-2022-8403840

While most people agree that teaching financial literacy in high school is the right thing to do, only 23 states require at least one semester of financial education or personal finance curriculum in order to graduate. But progress is being made, and the path is being forged by leaders like Tim Ranzetta of Next Gen Personal Finance, and public school teachers across the country. Get to know a few of them and how they are delivering personal finance education into their classrooms. Plus, the stock market is doing its "November" thing, again, but only a few stocks are carrying the load. That's been a hallmark of 2023, which has provided us with another critical lesson in why we don't market time.

LINKS FOR SHOW NOTES
https://www.bloomberg.com/news/articles/2023-11-07/traders-move-coffee-around-to-hide-aging-beans-for-the-last-time
https://www.dimensional.com/us-en/insights/what-happens-when-you-fail-at-market-timing
https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772
https://www.investopedia.com/terms/d/dollarcostaveraging.asp
https://www.ngpf.org/
https://www.jumpstart.org/
https://www.investopedia.com/financial-literacy-resource-center-7151950

Jeff Hisrsch, editor of The Stock Trader's Almanac, on why 'seasonality' matters for investors, and why the next six months are usually the strongest of the year. Plus, how his father, Yale Hirsch, developed the Almanac, and why lessons like "Sell in May and Go Away", and "The Santa Claus Rally", still endure to this day. And, the Fed paused its rate hiking campaign, as expected, and doesn't forecast a recession. So why is everyone else convinced one will come?

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/b/breadth-thrust-indicator.asp

https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772

https://www.nber.org/research/business-cycle-dating

https://sites.google.com/site/claudiasahm/

https://www.investopedia.com/berkshire-hathaway-q3-2023-earnings-8386838

https://www.investopedia.com/terms/c/convertiblepreferredstock.asp

https://www.stocktradersalmanac.com/

https://jeffhirsch.tumblr.com/

https://www.investopedia.com/terms/s/santaclauseffect.asp

Shannon Sacoccia, the Chief Investment Officer for NB Private Wealth, climbs back aboard The Express to put the recent selloff into perspective, and to help us identify the signals to watch for that will turn the market around. Plus, it's been a cruel autumn for corporate earnings as investors have no patience for missed expectations. The thrill may be gone from the stock market for now, but history tells us that its best two months start this week.

Links for show notes:

https://www.investopedia.com/why-there-s-a-gold-rush-at-costco-8362722
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772
https://www.investopedia.com/uaw-reaches-tentative-agreement-with-stellantis-expands-strike-against-gm-8384152
https://www.nbprivatewealth.com/en/who-we-are/shannon-saccocia
https://twitter.com/ShannonSaccocia

Dan Houston, President and CEO of the Principal Financial Group, joins The Express to talk about how we need to rethink, redefine and reeducate ourselves about retirement given rising costs, longer life-spans and a lack of financial education. Plus, the 10-year U.S. Treasury yield topped 5% last week for the first time since 2007. That's adding pressure across the capital markets and changing the long-term investing equation for generations of investors.

LINKS FOR SHOW NOTES
https://www.etoro.com/en-us/news-and-analysis/market-insights/sweating-the-small-cap-stocks/
https://www.investopedia.com/terms/c/cape-ratio.asp
https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772
https://investors.principal.com/investor-relations/our-business/leadership/senior-management-bios/default.aspx
https://www.investopedia.com/terms/o/operatingleverage.asp