Dec 23, 2023

For LLCs and some other entities, a new reporting requirement is about to go into effect. The penalties for not reporting annually are stiff. On this podcast, Karl Eggerss welcomes Oliver Norman, CFP®, ChFC®, CLU®, CDFA. Oliver breaks down the new rule and some key facts.

Also on this episode, Karl & Oliver break...

Dec 16, 2023

The "everything rally" continued this week with several asset classes rising as 2023 is close to coming to an end. In fact, the Dow Jones hit an all-time high this week along with several stock indices around the world. The Federal Reserve pivoted, and investors loved it. Karl Eggerss explains why this is a goldilocks...

Dec 9, 2023

Stocks can be bought and sold using several different methods. Some use technical analysis. Some use fundamental analysis. Which one is better? On this episode, Karl Eggerss explains how each method works and ultimately how he decides when to buy and sell various stocks.

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Dec 2, 2023

When the stock market is fluctating, it oftentimes means our emotions are fluctating as well. On this podcast, Karl Eggerss discusses how to handle the emotional swings of being an investor. If you neglect those feelings, it could lead to a bad financial outcome. What type of investor are you?

Topics discussed on this...

Nov 25, 2023

As a W-2 employee, sometimes you may feel there aren’t a lot of tax strategies available to you. However, that’s not necessarily the case. On this podcast, Karl Eggerss gives several ways you can potentially save on your taxes. As the end of the year is approaching, this is the time to take action.

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