Apr 27, 2024
While April has been bumpy for the stock market, it hasn't given investors a clear sign in either direction whether to buy or sell, depending on the investor's situation. On this podcast, Karl Eggerss gives an update on the current environment and how he's managing portfolios.
Topics discuss on this podcast:
- Buying and...
Apr 20, 2024
Many individuals are looking for a number. What's the number? It's a value of their overall portfolio they feel they need to get to in order to retire comfortably. Does that number exist?
On this podcast, Karl Eggerss explains that while there is a number, that number can and will change over time. Karl gives some items...
Apr 13, 2024
On this episode, Karl Eggerss explains one of the best ways to be a successful investor. But, this investing technique can be overdone. Are you guilty? You'll find out on this podcast.
Topics discuss on this podcast:
- Investing
- Federal Reserve
- Interest Rates
- Rebalancing
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Apr 6, 2024
Due to some recent stronger than expected economic reports, there are some sectors and asset classes that are starting to shine. On this podcast, Karl Eggerss explains which ones they are and if there is a sea change happening. Plus, is your portfolio prepared for the next several months and not the previous...
Mar 30, 2024
A recent listener suggestion sparked a conversation between Casey Keller, CFA and Karl Eggerss. The topic is Roth IRA conversions.
On this podcast, Karl & Casey break down the pros and cons of converting and whether it makes sense to pay taxes now to avoid paying taxes later. The goal is building wealth and this podcast...