Feb 23, 2024

With big earnings and stock movements from semiconductor makers, Brian Regan shared some insights into the industry, as well as how to invest smartly even if you weren’t in on the ground floor of some big market movers.  Chris also references American College of Financial Services survey reported on by Barron’s...

Feb 23, 2024

Could a Government Shut Down be only days away?  Chris shares insights about the risks of a 3/1/24 deadline and what it should mean for investors if we do have a shut down.  Complicating negotiations are enormous deficits and growing debt.  Chris weighs in on declining global trade, the challenges of target date funds,...

Feb 19, 2024

More Mail Bag Questions – Chris Boyd and Jeff Perry dig into more questions from
podcast and radio listeners. In this episode Chris discusses how too many investors are
chasing yield, which may actually be adding more risk than is perceived. Chris and Jeff
share their thoughts regarding total return versus income....

Feb 19, 2024

Survey of the five worst things that harm your retirement plan – Chris Boyd and
Jeff Perry discuss a recent nationwide survey which asked workers and retirees about
mistakes and major life events, and how it impacted their retirement. Chris and Jeff
review the top five results and offer specific commentary on how...

Feb 16, 2024

Chris Boyd and Jeff Perry dig into questions from
podcast and radio listeners. In this episode Jeff asks Chris about the merits of
UITs/Defined Portfolios, Closed-End Funds, & other illiquid types of investments. Jeff
also questions Chris about investment portfolios with an overly simplistic design, broad
balanced...