Financial Education

March 17, 2018

How To Build A Portfolio

On this week’s show, Karl & Casey Keller CFA discuss the proper way to build a portfolio.  They go through all the various items to consider.

March 10, 2018

Rolling Bear Markets

On this episode, Karl discusses rolling bear markets.  What if the past is not a guide to help investors navigate in the future? 

March 5, 2018

Twice As Much Volatility In 2018 Compared To 2017

This morning on the Trey Ware Show, Karl & Trey discussed the President’s tariff threats. 

March 3, 2018

Tariff Tantrum

On this week’s show, Karl discusses the last time investors threw a tantrum over a big headline.  Also, what areas look good now that we’ve had a “correction”?

February 26, 2018

What Investors Are Beginning To Realize

On the Trey Ware Show, Karl discussed the fact what scared investors 2 weeks ago is the same thing that caused them to buy stocks in the last few days.  They are finally realizing how good the economy is and patient investors are being rewarded.

February 24, 2018

Are We In A Bond Bear Market?

Rising interest rates have spooked both bond and stock markets alike. On this week’s show, Karl explores whether we are indeed in a bond bear market.

February 17, 2018

How Long Will The Stock Market Bounce Last?

On this week’s show, Karl describes the recent bounce in the stock market and why based on history the stock market could continue higher after a pause.

February 12, 2018

Expect More Volatility (Audio)

On the Trey Ware Show this morning, Karl & Trey discussed the recent volatility in the stock market and while it may last a little longer.  Plus, they discussed the problem with rising interest rates.

February 10, 2018

A Wild Week On Wall Street

On this week’s podcast, Karl discusses some of the reasons for the selloff. Hint, it wasn’t the government shutdown.  Also, as he’s mentioned many times, this is where diversification comes into play.

February 9, 2018

It’s Not Their Money (Audio)

Karl joined Trey Ware today to discuss the continued volatility in the stock market.  And, the government shutdown is over.  Congress agreed on spending more money.  Karl explains why they don’t really care.

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