Financial Education

December 16, 2017

Planning, Not Products

On this week’s episode, Karl discusses the latest movement in the stock market including Bitcoin futures.  Also, what tax strategies are you implementing at the end of the year?  There are plenty of things to do to minimize taxes.  Lastly, proper financial planning shouldn’t involve products.  It’s about advice.  Unfortunately, there are too many “advisors” using products as the solutions which pay them big commissions.  

December 11, 2017

Someone’s Predicting This Investment Could Go Up 20-fold

On the Trey Ware show, Karl discussed the mania around Bitcoin and why the price has been going up so much.  In addition, he discussed with Trey the wild prediction made by the Winklevoss twin, early adopters of Bitcoin.

December 9, 2017

Could You Really Hold Bitcoin?

On this week’s show, Karl discusses the meteoric rise of Bitcoin and just how difficult it would be to hold something going up that fast.  Also, there was some turbulence this week in the market.  Is it the beginning of a rotation?

December 4, 2017

Fake News Affects Your Portfolio

On the Trey Ware Show this morning, Karl Eggerss discussed the news that broke Friday that affected President Trump and the stock market.  While the news was determined to be fake news, the volatility in the market wasn’t fake.  In fact, based on potential sales and buys by investors, it was very much a real event that affect millions of portfolios.

December 2, 2017

Bitcoin Mania

This week, much of the talk on Wall Street was around Bitcoin.  The cryptocurrency crossed the psychological barrier of $10,000.  It then raced up to $11,000 before crashing.  However, the CME received approval from the CFTC to begin trading Bitcoin futures on December 18th propelling it to back up once again.

November 27, 2017

Don’t Look Now, But The Economy Continues To Improve

On this morning’s Trey Ware Show, Karl Eggerss discussed the improving economy with Trey.  Karl believes, even outside of healthcare and tax reform, there is real improvement happening right now and stock investors are reaping the benefits. 

November 25, 2017

Where’s The Bubble In The Stock Market?

On this week’s show, Karl discusses whether or not the stock market is in a bubble.  Karl doesn’t believe the overall market is in a bubble.  However, there are parts of the market that are very extended and expensive. He’ll explain what areas he likes and which ones he’s avoiding.

November 20, 2017

Don’t Invest In Something Just Because It’s Gone Up

On the Trey Ware Show this morning, Karl & Trey discussed the House’s tax bill and the Senate’s proposal differ and what changes Karl sees as necessary.  The market clearly liked the passing of the House’s version but without a Presidential signature, the market could be setting up for a drop.  In addition, Trey asked Karl about Bitcoin.

November 18, 2017

The Stock Market Passed The First Test

On this week’s show, Karl discusses the various items concerning investors over the past few weeks.  The stock market passed the first test when the House passed their tax reform bill.  Now, it moves to the Senate and Republicans are hopeful it makes it to the President’s desk in 2017.  

There’s also been a lot of discussion regarding a flattening yield curve.  What is it and what does that tell us about the economy and future stock market returns?  Karl explains.

November 13, 2017

One Year Since The Presidential Election

On the Trey Ware Show this morning, Karl Eggerss discussed the vulnerability of the stock market and how fluid the situation is right now regarding tax reform and how that could affect stocks over the next few weeks.  Plus, it’s been a year since the presidential election and many investors have sat out of the rally.  Now, they don’t know when to get back in.  Karl explains how to proceed.

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