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When is the right time to buy stocks? (our answer may surprise you)

Q: What’s the best way to buy stocks? A: The same way grandma buys socks. This week’s podcast discusses the mentality we want you to have when buying and selling stocks. It’s a simple principle, but sometimes it’s hard to follow because we get caught up in the emotional aspects of investing. Hopefully you find the analogy helpful! Here’s to wise investing, Iron Gate Global Advisors  
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Categories: Markets.

The Gift That Keeps On Giving: Lessons From My 13 Year Old

In investing there is one gift that trumps all other gifts. It is a gift to the future that not nearly enough people take advantage of the way they should. In this week’s podcast I invite my 13 year old son to join me and discuss the lessons he learned about this special present. He helps me walk through the principles and numbers that should be a key part of your financial strategy. The gift that keeps on giving. I hope you enjoy the podcast below.
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Categories: Markets, Personal Finance, and Strategy.

Head to head: the individual investor vs a financial advisor by the numbers.

In this week’s podcast I am talking about how individual investors, those who go it alone, do versus having a financial advisor. My data is from DALBAR’s annual survey of investors and their performance. You’ll find it fascinating. I’d also encourage you to analyze your current performance versus that data. It will help you frame your investment decisions going forward. See how you compare to the survey results in the podcast below:
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Categories: Markets and Personal Finance.

Are stocks reasonably priced right now?

In this week’s podcast, our All Cap Value portfolio manager Brian Hunsaker is filling in for Brett. He’s talking about a big question on A LOT of investor’s minds right now. Should I be getting out of stocks with indexes at or near all time highs? Brian dives into the question with an analysis from his man-crush Warren Buffett, whose investment approach Brian models. The answer comes down to comparing stocks with the current risk-free rate of return in bonds. Brian also discusses the impact of interest rates. Listen to how Brian thinks about current stock market prices in the podcast below.
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Categories: Markets.

The markets decline 57% (true story) how prepared are you?

Ten years ago this past October 9th marked the stock market high, to that point, before the housing recession-led crash of 2008 and 2009. From that point, for the next seventeen months the markets declined as much as 57% — the single biggest decline in the markets since the 1929 crash. This week’s podcast is about the questions you need to ask yourself when faced with such a market environment. Do I have a strategy in place for severe bear markets? How do I know what the right decision is in the face of such a situation? How do I avoid acting with “panic” when others are doing so, and instead use rational decision making? These questions and several more are what I focus on today. As you’ll see from the data I share, the results of proper decision making are a dramatic shift in your overall wealth. Please click
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Categories: Markets and Strategy.

How will you react to the next Black Monday?

Every October we remember the great crash of 1987 known as Black Monday. It’s a “haunting” memory for a “haunting” month. How did you handle Black Monday? What was your response as an investor? Or are you even old enough to remember it? In this week’s podcast, we revisit that fateful day in 1987 and discuss the behavior of the average investor versus the wise investor. The different is stark! If you behaved as many people, you likely saw a significant decrease in your net worth for some time. And here’s the kicker: the right choice was completely counter-intuitive. Let’s talk about thirty years ago and what we should learn from the lessons of Black Monday. May it lead to more treats for you and fewer market tricks. Click below to listen:
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Categories: Markets and Strategy.

How Do You Compare To The Average American? Surprised At This.

CNBC recently ran a survey the call the “All America Survey” in which they go out and survey Americans across all income levels and backgrounds. They try to get a pulse on what the average American thinks about the markets, investing and other financial topics. I found it quite insightful to see what the “average American” is thinking right now. How good an investment environment are we in? What are the best investments available today? How stocks compare to bonds or real estate to gold. You have to compare yourself to this crowd for one great reason: it will tell you a lot about your investment savvy. And let me tell you, the “average American”, at least according to this survey, is not terribly savvy. Today’s podcast dives right in and talks about these results and how you might compare. I hope you enjoy.
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Categories: Markets, Personal Finance, and Strategy.

How much Bitcoin should I have in my portfolio: IGGA Podcast

Based on numerous client and associate discussions I have been having I know what is on many people’s minds: Bitcoin. Today we are going to take a look at Bitcoin and how the smart investor should be viewing this relatively new phenomenon of cryptocurrencies. I hope you enjoy our take on Bitcoin and what it can mean for the informed investor. What We’re Reading An Experts Guide to Calling a Market Top: This is by Barry Ritholtz and is a fantastic article. We found ourselves not only nodding our heads as we read it but laughing as well. This is a great piece that is a must read for anyone. The $12-million iPhone: In light of the new iPhone X launch, this article seems very appropriate. This is by Bret Swanson. After reading this article you will see just how blessed we all are to live in the times that
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Categories: Markets and Strategy.

Do You Have Home Country Bias and Other Behaviorally Driven Investor Topics

In this week’s podcast I’m basing my thoughts on the string of client questions I have been receiving over the last couple of weeks. You may have heard me say before, as a financial advisor I consider myself a behavioral advisor as much as a markets advisor. Investors are antsy and they’re asking questions like: “The market is at an all-time high is it the time to sell?” “This political environment is making me antsy, how do I trade it?” I address these topics head on. What does history and what does probability tell us about them? The answers formulate our response. Finally, I also address a critical behavioral weakness of many investors: home country bias. You like many others may have this. It can hamper your portfolio’s performance. So click below to listen as we discuss these very important topics and see how you would grade yourself against our recommended
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Categories: Markets, Personal Finance, and Strategy.
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