On this podcast, Karl Eggerss discusses the fast start for stocks this year. He goes under the hood to see what's driving the rally. Plus, a listener question on investing internationally and how to avoid investing in countries and companies in which you disagree. Topics discussed on this podcast: Heavily Shorted Stocks Bonds Interest Rates ESG Seasonal Investing Investing In China The Federal Reserve The Economy For more information, go to https://www.creatingricherlives.com For suggestions or ...
Jan 28, 2023•25 min
On this podcast, Karl Eggerss discusses the various ways 2023 will differ from 2022. Also, he gives his outlook. Topics discussed on this podcast: Stocks Bonds Interest Rates Asset Allocation The Federal Reserve The Economy For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email info@creatingricherlives.com #investments #stocks #bonds #financialplanning #retirementplanning #investing #investmentmanagement @CAPTRUST...
Jan 21, 2023•23 min
On this podcast, Karl Eggerss discusses 3 mistakes he's seen in just the last few days that he believes could be costing people money. It ranges from legacy stocks to loans for a car. Topics discussed on this podcast: Financial Mistakes Legacy Stocks Loans vs. No Debt Tax Professionals The Federal Reserve The Economy For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email info@creatingricherlives.com #investments #stocks #bonds #f...
Jan 14, 2023•19 min
On this podcast, Karl Eggerss discusses his outlooks for 2023. Plus, how seriously do you take your investments? Do you view them as a long-term investment or are you just "playing the market"? Topics discussed on this podcast: The Federal Reserve Volatility index Stocks Bonds Investment management Tax changes 2023 For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email info@creatingricherlives.com #investments #stocks #bonds #fin...
Jan 07, 2023•20 min
On this podcast, Karl Eggerss looks back at 2022. Which sector and areas of the market outperformed, and which ones underperformed. Also, why did the stock and bond market struggle? Plus, Karl explains which stocks were positive in 2022. In addition, what should investors expect for 2023? Should we expect more of the same or will the market characteristics change? Topics discussed on this podcast: The Federal Reserve sector performance volatility index private equity private real estate private ...
Dec 31, 2022•27 min
The wheels are in motion for big changes in 2023 to your retirement plan(s). Plus, what tax changes are coming next year? Congress has passed the Secure Act 2.0. In this episode, Karl Eggerss discusses: New required minimum distribution ages Adjusted income tax brackets Increases to the amount individuals can save in retirement savings vehicles Changes to new 401(k) plans Increases to the standard deduction and much more
Dec 24, 2022•19 min
On this podcast, Karl Eggerss describes why there has been a change in the financial markets. Investors should shift their focus to something different. Also, how do you analyze your portfolio? Karl gives some helpful tips on what it takes to make sure a portfolio makes sense for the current environment and for each person's individual goals.
Dec 17, 2022•24 min
On this episode, Karl Eggerss explains what separates good investors from bad investors. Plus, one asset is having one of its best months in the last 20 years.
Dec 10, 2022•25 min
On this episode, Karl reveals the one thing you may need to stop doing to become a successful investor. Plus, what moved the market this week? One hint: it has to do with interest rates.
Dec 03, 2022•20 min
Investors continue to hope that the Federal Reserve is closer to the end of their rate hiking cycle. Thus, stocks and bonds have rallied. But, after a significant October and November rally, what's next? In addition, will there be contagion from the FTX fallout? Karl explains why that could be the case.
Nov 19, 2022•22 min
While the stock market had one of its best days ever on Thursday, does it mean the worst is behind us? Karl explains why that may not be the case and gives some context on this rally versus others in the past.
Nov 12, 2022•24 min
The market moves this week were all about the Federal Reserve and what Jerome Powell had to say. But, was it all jawboning or should we take heed?
Nov 05, 2022•30 min
On this episode, Karl Eggerss examines sequence of returns risk. This is a risk that affects retirees especially. Karl will give you some ways to mitigate this risk. Plus, is it time for a Roth Conversion?
Oct 29, 2022•19 min
Interest rates are rising and wreaking havoc on the financial markets in 2022. But, the good news is that interest rates have risen enough to make bonds interesting once again. On this episode, Karl Eggerss answers a listener question regarding bonds and bond portfolios.
Oct 22, 2022•31 min
Volatility continues in the financial markets. And we saw a huge turnaround Thursday. Was it just a temporary bounce or something more? Plus, 2022 is shaping up to be worse than 2008. Karl Eggerss explains why.
Oct 15, 2022•30 min
Inflation is at a 40-year high. Interest rates are at levels we haven't seen in a very long time. We've been conditioned over the past several years to pay off debt. But, is that the right move for you? On this episode, Karl Eggerss discusses when it's appropriate to pay down debt and some instances when it's not.
Oct 08, 2022•30 min
On this podcast, Karl Eggerss discusses why the current stock market isn't much different than ones we've seen in the past and why this could be a fantastic opportunity. If you've been doing this a while, you have history on your side.
Oct 01, 2022•31 min
On this episode, Karl Eggerss discusses the options all investors have in a bear market. What are the pros and cons of making changes to your portfolio?
Sep 24, 2022•31 min
On this episode, Karl Eggerss welcomes Noel Strickling, a CAPTRUST Dallas based advisor. Many are confused when it comes to the topic of Restricted Stock Units (RSU). How do they work and what are the most common mistakes employees make in regards to RSUs.
Sep 17, 2022•32 min
On this episode, Karl Eggerss discusses that even though stocks have fallen, they are actually even cheaper than most people realize. Plus, the pendulum continues to swing as emotional investors continue to buy and sell.
Sep 10, 2022•20 min
On this podcast, Karl Eggerss discusses what happens to the stock market during recessions and how this one compares. Is the bear market just beginning or are we nearing the end? Karl shares his thoughts.
Sep 03, 2022•21 min
The Federal Reserve means business. For the last two months, investors thought maybe, just maybe, there was a chance the Fed was nearing the end of their interest rate raising cycle. But, Jerome Powell squashed those hopes on Friday in his brief Jackson Hole remarks. Karl Eggerss discusses how to approach this market with uncertainty still elevated.
Aug 27, 2022•23 min
On this podcast, Karl Eggerss discusses how to manage an aggressive stock portfolio. There are some key items to think about before investing.
Aug 20, 2022•27 min
Remember all those people buying meme stocks back in 2020 and 2021? Many of the may have lost a fortune in 2022. But, they're back buying again. On this episode, Karl Eggerss discusses the impact they're having on the stock market and why the stock market has had such a big rally in the past two months.
Aug 13, 2022•30 min
On this episode, Karl Eggerss & Oliver Norman discuss the challenges of losing a loved one and the practical steps to take should that event occur.
Aug 06, 2022•17 min
Interest rates have risen significantly in recent months. On this podcast, Karl Eggerss discusses the various options investors have for emergency savings, rainy day funds, or just cash needs.
Jul 30, 2022•27 min
The market bounced back this week. But, will it last? It may depend on one key item. On this episode, Karl Eggerss discusses what Wall Street is focusing on now.
Jul 23, 2022•16 min
On this episode, Karl Eggerss welcomes Becky Dinnin, Executive Director of SVPSA and Justin Pawl CFA of CAPTRUST. Both of them discuss a unique approach to philanthropy and the difference SVPSA is making in multiple communities.
Jul 16, 2022•36 min
On this podcast, Karl Eggerss welcomes Casey Keller, CFA to the show. Gold is perhaps the oldest investment in the world. But, is it still something that may belong in a portfolio? Casey & Karl discuss this and the history of gold.
Jul 09, 2022•35 min
On this episode, Karl Eggerss discusses how the economic outlook is changing and that change has allowed one major asset class to begin making money again. Plus, an update on the commercial real estate market
Jul 02, 2022•26 min
