Horse Cents Street Smart Investing

Clark Hodges and Alan Ebright will discuss a few items in this episode. Having a plan for saving and investing. Tips for increasing your savings. It's time in the market, not timing the market, that is the most important element. Is rental property a good idea? When it comes to stock dividends, it's your pick; reinvest or take the distribution. Getting a financial check-up in your late 40s or early 50s.

Clark and Alan will discuss the effects of perceived negative news on our investing psyche. The hazards of Shiny Object Syndrome (chasing things that are in-fashion and widely discussed). How having a research process helps our clients and reduces behavioral investing mistakes. A couple tips for calming oneself. A little education on SPACs and how things can go from red hot to ice cold in a short period of time. Sometimes it's about what you do not buy that ends up being the right decision.

The Hodges brothers will talk more about the history of the company. Their father, Don Hodges, and his legacy. The power of observation in our research process…..and of course there will be a few quotes from Don's book, Horse Sense, Street Smarts.

Alan and Clark will discuss one of the biggest behavioral investing mistakes. Why any short-term prognostication about the market direction is futile. Hazards of extrapolating the current market environment. Your advisor as your financial therapist.

This is a very important episode for those who are retired or retiring in the near future. Everyone will have various levers to pull to get income in retirement and we'll walk through those that are the most common. Retirement income planning is nothing more than establishing a budget, and this episode will help you out.

In this two-part episode, Alan and Clark will discuss some of the triggering points in a person's life where hiring an advisor would make sense. They will then dive into one of the looming problems on the horizon; aging parents and getting adult children involved in your finances. Aging baby boomers are now entering the phase where they need to get their estates in order and have family members in the know. The “when” and the “why” are equally important!

Alan Ebright and Clark Hodges will give you the questions to ask and answers you need to know when interviewing an advisor. The financial advice landscape is vast, and there are many ways in which advisors can run their businesses. We'll will boil it down to its essence and share with you our unique model.

We get more specific in this episode and address the emotions that are typical when markets correct.Topics:How having a research process is keyWeighing perception vs. reality in both stock selection and the market environmentHow a professional portfolio manager can ease investor emotions

In this episode our senior portfolio managers, Craig Hodges and Eric Marshall, will discuss how we cultivate ideas and the methods we use to choose stocks. We have a repeatable process that we have honed over 30 years and is helpful to our clients in all types of market environments. In the investing world it is always necessary to have a philosophy that is both grounded and time-tested.

We'll cover multiple topics here for general knowledge.Types of financial advisorsVetting potential advisorsWhat is a Registered Investment Advisor (RIA)Perceptions about riskHazards of concentrated positionsWhen it could be time to de-risk certain holdings

In this episode we get very specific about the political environment and markets. The last few election cycles have spawned a fair amount of investor apprehension and worry. We'll discuss how to assess the political landscape as it relates to having better investing behavior.

In today's episode we touch on various topics as a continued introduction to what we do. We'll discuss the following:At what life stage does one hire an advisorBudgeting for investingA primer on mutual funds and Exchange Traded Funds (ETFs)Active management and portfolios of individual stocksIntro to the Hodges Private Client programWhat a client can expect from us

In our introductory episode, the Hodges brothers will discuss some of the history of Hodges Capital, including the book of quotes entitled “Horse Sense, Street Smarts” (from which the podcast name is derived). We'll also touch on the benefits of saving early in life, owning stocks for the long-term, avoiding some common pitfalls (using leverage, trading options), learning from past mistakes, and more.