The Wise Investor Show‪®‬ The Wise Investor Group®

The wind has been taken out of the interest rate cut sails and it’s now time to start rowing and it’s earnings season, so this week we’ll focus on the results for three stocks and what we expect from them in this challenging market environment.  

 

The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond James and Associates, Inc., The Wise Investor Group, or their respective affiliates and employees. 

This podcast is for investor educational purposes only and is not intended to provide, and should not be relied on for, investment advice. The contents of this podcast do not purport to constitute a comprehensive summary of all information necessary to base an investment decision. Past performance is not a guarantee of future results. 

Securities mentioned in this podcast may not be suitable for all investors. Seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your individual situation. Discuss any tax or legal matters with the appropriate professional advisors. 

Raymond James and Associates, Inc., member New York Stock Exchange, SIPC. 

In today’s show, Matt Anderson talks about why you might not want to max out your pre-tax retirement accounts.  He discusses the importance of account diversification; specifically, the importance of having an after-tax source of funds in retirement.   Doing so provides you with the flexibility to take full advantage of planning opportunities in retirement.  In early retirement, you won’t have to contend with the 10% early withdrawal penalty from IRAs and qualified retirement accounts and can maximize Obamacare premium subsidies.  An after-tax source of funds may also provide some protection against rising federal income tax rates in the future.  In addition, you will reap the rewards of the 0% capital gains tax on long term capital gains and dividends, open up Roth conversion opportunities and provide options for delaying Social Security.     

 

The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond James and Associates, Inc., The Wise Investor Group, or their respective affiliates and employees. 

This podcast is for investor educational purposes only and is not intended to provide, and should not be relied on for, investment advice. The contents of this podcast do not purport to constitute a comprehensive summary of all information necessary to base an investment decision. Past performance is not a guarantee of future results. 

Securities mentioned in this podcast may not be suitable for all investors. Seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your individual situation. Discuss any tax or legal matters with the appropriate professional advisors. 

Raymond James and Associates, Inc., member New York Stock Exchange, SIPC. 

Simon discusses how a correction could unfold at any time, but that we should not fear volatility in the context of a strong uptrend and resilient economic backdrop. He notes how the obsession with interest rates and the “Magnificent 7” could be obfuscating the improving breadth of the market. There are fundamental underpinnings for the shift from less demanding valuations and improving earnings estimates. He also encourages investors to consider the increasing competitiveness of bonds that now offer some of the best yields in at least two decades. He then reviews the latest news flow from STZ, COST and UPS.
The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond James and Associates, Inc., The Wise Investor Group, or their respective affiliates and employees.
This podcast is for investor educational purposes only and is not intended to provide, and should not be relied on for, investment advice. The contents of this podcast do not purport to constitute a comprehensive summary of all information necessary to base an investment decision. Past performance is not a guarantee of future results.
Securities mentioned in this podcast may not be suitable for all investors. Seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your individual situation. Discuss any tax or legal matters with the appropriate professional advisors.
Raymond James and Associates, Inc., member New York Stock Exchange, SIPC.

It’s hard to name that tune in three notes, because it’s always changing. This week, we look at the changing narrative from cuts to no cuts, from weak China to strong China, and from the US guiding EU policy to EU guiding US policy. All this has led to the worst week in the DJIA in over a year and we’ll examine it on this week’s show.
The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond James and Associates, Inc., The Wise Investor Group, or their respective affiliates and employees.

This podcast is for investor educational purposes only and is not intended to provide, and should not be relied on for, investment advice. The contents of this podcast do not purport to constitute a comprehensive summary of all information necessary to base an investment decision. Past performance is not a guarantee of future results.

Securities mentioned in this podcast may not be suitable for all investors. Seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your individual situation. Discuss any tax or legal matters with the appropriate professional advisors.

Raymond James and Associates, Inc., member New York Stock Exchange, SIPC.

Simon discusses how the intense focus on Artificial Intelligence-related themes and the Fed is obscuring other bullish narratives such as improving market breadth, rising earnings estimates and still cautious retail investor positioning. He also looks at the potential for future bond returns to be very competitive with what we might reasonably expect from stocks. He offers a primer on how to understand individual bond particulars. Simon then suggests how MRK,GOOGL and T, for very different reasons, could be potential values at current valuations. 

 

WIG Stocks: MRK, GOOGL, T 

Non-WIG Stocks: N/A 

 

The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond James and Associates, Inc., The Wise Investor Group, or their respective affiliates and employees. 

This podcast is for investor educational purposes only and is not intended to provide, and should not be relied on for, investment advice. The contents of this podcast do not purport to constitute a comprehensive summary of all information necessary to base an investment decision. Past performance is not a guarantee of future results. 

Securities mentioned in this podcast may not be suitable for all investors. Seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your individual situation. Discuss any tax or legal matters with the appropriate professional advisors. 

Raymond James and Associates, Inc., member New York Stock Exchange, SIPC. 

Japan’s one of the world’s biggest and most important economies and their conflicting policies have been reliable for many decades, until this week. On this week’s show we’ll look at if that’ll turn us round and round and talk about the impact of some artificial intelligence developments on our portfolio.  

AVGO 

TSCO 

 

The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond James and Associates, Inc., The Wise Investor Group, or their respective affiliates and employees. 

This podcast is for investor educational purposes only and is not intended to provide, and should not be relied on for, investment advice. The contents of this podcast do not purport to constitute a comprehensive summary of all information necessary to base an investment decision. Past performance is not a guarantee of future results. 

Securities mentioned in this podcast may not be suitable for all investors. Seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your individual situation. Discuss any tax or legal matters with the appropriate professional advisors. 

Raymond James and Associates, Inc., member New York Stock Exchange, SIPC.