Podcasts about Investopedia

Caleb Silver says investors his company surveyed still feel confident overall in the stock market, though the percentage saw a significant drop. Higher crude oil prices, interest rates, and Treasury yields all pile onto concerns that an AI bubble continues to grow. Caleb talks about why investors surveyed by Investopedia are moving out of key software names like Palantir (PLTR), Microsoft (MSFT), and ServiceNow (NOW) amid the AI reevaluation. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

This week on The Business of Watches, we sit down with the business leader who has headed the reborn Czapek & Cie. brand for more than a decade now. Xavier de Roquemaurel didn't come from the watch industry when he co-founded Czapek with fellow entrepreneur Harry Guhl with help from watchmaker Sébastien Follonier in 2015. He's had to learn the industry on the job and while Czapek burst on the scene by winning the Grand Prix d'Horlogerie de Genève (GPHG) Public Prize in its debut year in 2016, the company and de Roquemaurel have faced plenty of challenges along the way. From the novel financing and shareholder model they created to fund the startup, to reckoning with a massive surge of back orders for their popular Antarctique integrated bracelet sports watch model during the boom times of the post-pandemic era, as well as serious health and medical ordeals. Reconsidering all the tests he and the company have faced, de Roquemaurel says he now believes that "adversity gets the best out of you." Today, Czapek has just opened a new boutique on the historic Quai des Bergues in Geneva on the same banks of the Rhone river where François Czapek himself had his first atelier in the 1800s. In a wide ranging interview, the Czapek CEO traces both the path of the reborn brand and how it has found inspiration in the legacy of the watchmaker that opened what is believed to be the first watch boutique on Place de Vendome in Paris while producing timepieces for Napoleon III and the French Imperial court. Stay tuned to the end for a preview of what complication the brand might take on next. Show Notes:1:05 Czapek Quai des Bergues Collection 1:58 Deconstructing the story of François Czapek (The Naked Watchmaker) 4:20 L'Oreal steals French stock market crown from LVMH (Reuters) 5:05 Agustin Almodovar Reflects on His Career as Brother Pedro's Producer (Variety) 7:01 Czapek Promenade Transparencies "Aqua Blue" (Hodinkee) 7:31 The Fratello x Czapek Promenade Transparencies "Viridan Green" (Hodinkee) 8:43 Watch Time New York 9:22 Czapek Documentary - An Unexpected Renaissance (YouTube) 10:07 Rolex, The Making Of A Status Symbol With Author Pierre-Yves Donzé (Hodinkee) 12:01 Battle of Warsaw 1831 (Wikipedia) 13:48 The Story of the Founding of Patek Philippe (Company website) 18:20 Czapek & Cie (Wikipedia) 23:09 Understanding Crowdfunding (Financial Conduct Authority) 24:50 Prospectus definition (Cornell Law)https://www.law.cornell.edu/wex/prospectus35:54 Thoracic Aortic Aneurysm Dissection (UCLA Health) - we Googled it 39:57 Zegna 41:16 FINMA 42:13 Right of first refusal - definition (Harvard Law) 42:20 Tag along and drag along rights definition (Investopedia) 46:19 Czapek Deep Dive (SDC weekly 104) 49:25 Rolex Certified Pre-Owned 52:27 Inhotec SA 54:11 Czapek Watches (website)

Learn the essentials of investing for beginners, the importance of a clear investment plan that keeps you focused on your financial goals regardless of market noise, and learn share market basics to refine your current stock market strategy.Scott Phillips is the Chief Investment Officer at Motley Fool Australia. We talk about his new book The One‑Page Investing Plan. Scott explains why investing feels complex, how to strip it back to what matters, and why compounding only reveals its magic decades down the track.This episode covers risk, behavioural traps, index investing, direct shares, and the mindset required to stay invested through the valley of death. Scott also shares his “last double” compounding concept, the importance of starting early, his $2M investing mistake. Here's a link to find the book on Booktopia.Find Scott on X.

Today on the show: Alicia Nieves from NewsNation live updating surging gas prices. Karen Travers from ABC News on the future of the Kennedy Center. Political Analyst Bill Crane covering the Georgia races. Caleb Silver from Investopedia live on the bond markets. What's filming in Atlanta? Plus, A Grand for Groceries! 9am-noon on 95.5 WSB.

Today on the show: Alicia Nieves from NewsNation live updating surging gas prices. Karen Travers from ABC News on the future of the Kennedy Center. Political Analyst Bill Crane covering the Georgia races. Caleb Silver from Investopedia live on the bond markets. What's filming in Atlanta? Plus, A Grand for Groceries! 9am-noon on 95.5 WSB

Today on the show: Alicia Nieves from NewsNation live updating surging gas prices. Karen Travers from ABC News on the future of the Kennedy Center. Political Analyst Bill Crane covering the Georgia races. Caleb Silver from Investopedia live on the bond markets. What's filming in Atlanta? Plus, A Grand for Groceries! 9am-noon on 95.5 WSB

Subscribe to Value Add by Investopedia on Substack: https://investopedia.substack.com/   Private capital has been transformed into a $40 trillion asset class by financial innovators from Michael Milken to Leon Black, and now underpins a wide swath of global industries. William D. Cohan, author of the newly released book, “Money to Burn: The Unvarnished Truth About Leon Black, Apollo, and the Rise of a New Wall Street”, describes how we got here, and what dangerous roads private markets and creative financing might lead us down given the immense leverage these firms use to securitize nearly every asset class. Plus, margin debt is spiking just in time for a seasonal stock market swoon. Look out below. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Gregory Ricks discusses a new Investopedia study regarding the benefits of blending market investments with annuities to mitigate retirement risks. Gregory highlights the dangers of volatility and "sequence of return risk," which occurs when poor market returns during the early years of retirement permanently drain savings. This risk is exacerbated when retirees are forced to sell assets at a loss to cover living expenses, leaving fewer assets to participate in future market growth. The discussion emphasizes that the first five to ten years of retirement are particularly critical for protecting account balances.

Bitcoin has a weird talent for sounding complicated even when the core idea is simple: moving value from one person to another without asking permission. We bring on Tyrone Ross Jr., CEO and co-founder of Turnqey Labs and principal of 401k Financial, to strip away the hype and explain what's really happening when you buy, hold, or send Bitcoin. His own “aha” moment comes from a five-minute demo that still feels like magic: a wallet download, a quick transfer, and a new way to think about money for anyone who has ever been underserved by traditional banking.We walk through the fundamentals in plain English: what a blockchain ledger is, why Bitcoin is “permissionless,” and how miners, nodes, blocks, and consensus work together to keep the network running 24/7. Tyrone also draws a clean line between Bitcoin and the broader world of crypto assets, including why the term “cryptocurrency” often misleads US investors and how stablecoins like USDC fit into real-world payments. Along the way, we touch on the deeper backdrop, from trust in institutions to how the current financial system settles transactions more slowly than most people realize.Then we get practical about investing. We talk time horizon, risk tolerance, and the real decision points: Bitcoin ETFs vs buying directly on platforms like Cash App or Coinbase, what self-custody and cold storage actually mean, and why taxes, cost basis, and performance reporting get messy fast. Tyrone flags an issue almost nobody plans for early enough: crypto estate planning, where missing keys or unclear instructions can turn real wealth into an unrecoverable loss. He also shares a simple “first buy” test using the cost of a dinner for two to learn without overextending.If you want a clearer framework for Bitcoin investing and crypto custody, hit play, share this with a friend who still thinks it's all jargon, and leave us a review with your biggest Bitcoin question so we can bring Tyrone back for round two.More about our Guest, Tyrone V. Ross JrFinancial Consultant, Start-up Advisor & AthleteCEO and Founder of Turnqey Labs • President and Founder 401FinancialI'm the CEO & Cofounder of Turnqey Labs and Principal of 401 Financial. Formerly as the CEO and Co-Founder of Onramp Invest I raised $7M in venture capital from Gemini's Frontier Fund, Coinbase Ventures, SoftBank's Opportunity Fund, and others. I've been recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. FinancialPlanning.com named me as one of 20 people who will change wealth management in 2020. I've been named as one of Investopedia's Top 100 financial advisors, Think Advisor's 2021 IA25: VIP's Pushing Advisors Forward, and one of Barron's 10 people to watch in wealth management in 2022.I'm working to build what I see as the future of financial services. Aiming to break the traditional mold, I work as a financial consultant to young professionals, founders, and advisor to financial technology startups, and crypto assets investment manager.I help my clients build, grow, protect and transition their personal assets. My clients can expect a jargon-free, transparent and personalized experience. I enjoy working with people at all stages in their financial lives with the goal of empowering them to be knowledgeable investors.Website: http://tyroneross.io/Email: tyrone@401financial.coLinkedIn: https://www.linkedin.com/in/tyronerossX(Twitter): https://x.com/tr401Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

Financial advisors can publish constantly and still struggle to turn attention into trust. A clearer approach starts with being useful, consistent, easy to understand, and available when clients need help. In this episode, Jeremy Houser talks with Thomas Kopelman, Co-Founder of AllStreet Wealth, about building an advisory business through social media and referrals. Thomas explains how educational content has created a steady flow of qualified prospects, why advisors should write the way clients actually speak, and how batching content makes consistency manageable.  They also cover choosing the right platform, avoiding constant selling, repurposing strong ideas, delegating production, and making responsiveness part of the client experience. Thomas shares: How educational social media can attract prospects without relying on cold outreach or constant direct selling Why advisors should write in the language clients actually use instead of trying to impress other professionals How batching months of social content at once can make consistent publishing easier to maintain over time Why focusing on one active social channel and one long-form format can be enough to build recognition and trust How responsiveness and personal availability can become meaningful parts of the experience clients receive And more! Resources:  The Long Game Podcast with Thomas Kopelman The Practical Planner Podcast with Thomas Kopelman and Anne Rhodes Connect with Thomas Kopelman: LinkedIn: Thomas Kopelman Website: Thomas Kopelman Website: AllStreet Wealth X: @TKopelman Connect with Jeremy Houser: jeremy.houser@simplicitygroup.com  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Thomas Kopelman is the co-founder and lead Financial Planner at AllStreet Wealth. Recognized for his expertise and dedication, he has been named a Top 23 Millennial Advisor by Business Insider, a Top Young Advisor to Watch in 2023 by FA Mag, and one of the top 100 financial advisors by Investopedia in both 2022 and 2023. Beyond his role at AllStreet Wealth, Thomas is an active blogger, podcaster, and content creator, sharing valuable insights on financial planning and wealth management. A graduate of Butler University, Thomas has dedicated his entire career to the financial services industry. He is passionate about helping high-income business owners aged 30-50 cut through the noise and leverage their resources to achieve their life goals. When he’s not assisting clients with their financial plans, Thomas enjoys working out, playing basketball, spending time at the lake with his family, and hanging out with his wife & dog. Disclosure: 5717591 – 0926

Subscribe to Value Add by Investopedia on Substack: https://investopedia.substack.com/   Private capital has been transformed into a $40 trillion asset class by financial innovators from Michael Milken to Leon Black, and now underpins a wide swath of global industries. William D. Cohan, author of the newly released book, “Money to Burn: The Unvarnished Truth About Leon Black, Apollo, and the Rise of a New Wall Street”, describes how we got here, and what dangerous roads private markets and creative financing might lead us down given the immense leverage these firms use to securitize nearly every asset class. Plus, margin debt is spiking just in time for a seasonal stock market swoon. Look out below. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Wes Moss is a Managing Partner and Chief Investment Strategist at Capital Investment Advisors (CIA), where he leads a team dedicated to helping individuals and families achieve financial independence. A CERTIFIED FINANCIAL PLANNER™ and prominent money educator, Wes is the author of What The Happiest Retirees Know and You Can Retire Sooner Than You Think, and hosts the nationally recognized Retire Sooner Podcast alongside his weekly call-in radio show, Money Matters. Recognized nationally by Barron's, Forbes, and Investopedia for his expertise in income investing and retirement lifestyle planning, he holds a degree in economics from the University of North Carolina at Chapel Hill and lives in Atlanta with his family.Connect with Wes Moss:Website: https://www.wesmoss.com/ The Retire Sooner Method: The 5 Secrets Behind America's Happiest (and Unhappiest) Retirees. https://a.co/d/00AA74b0 Need expert tax planning? Visit GTG Tax to learn how to make your taxes work for your goals: https://gtgtax.com/ TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152 Discover how you can look 'poor' to the IRS and rich to a lender. Check out my sponsor, GTG Tax Planning, at gtgtax.com to book a short discovery call.

In this episode, hosts Corey Janoff and Rachelle Vanderzanden walk through the hidden expenses that can derail your financial plan. While meticulous budgeting is not necessary for most high-income individuals, it can be helpful to “expect the unexpected”. Hidden or Unexpected Expenses Can Include: Large inflation-related adjustments to things like property taxes and insurance. Deferred home maintenance that hits all at once. Sometimes it's challenging to be prepared for large costs that only hit once a decade. Supporting children as they get older. Sometimes this is by choice, but sometimes it feels necessary! Could range from continued education, helping with grandkids, to paying for the entire family to go on vacation. Divorce… Not something you plan for, but certainly has a huge financial impact for all parties. Lifestyle creep in early retirement. Increased healthcare expenses with age. Especially as you plan for retirement, make sure to build some buffer into your expected income needs!  If you think you may need $15,000 per month for regular expenses, be prepared to need more periodically for the big things that only happen occasionally.  Listen to the full episode to hear more. For more financial planning tips from Corey and Rachelle, find them on social media! LinkedIn: @CoreyJanoff; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Finity Group, LLC is a separate entity from LPL Financial.  Finity Group and LPL Financial do not provide legal advice or tax services.  Please consult your legal advisor or tax advisor regarding your specific situation. This material is for general information and educational purposes only and is not intended to provide specific advice or recommendations for any individual. Finity Group and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.   Citations: Employee Benefits Security Administration.  “Top 10 Ways to Prepare for Retirement.” U.S. Department of Labor.  https://www.dol.gov/agencies/ebsa/about-ebsa/our-activities/resource-center/publications/top-10-ways-to-prepare-for-retirement   Hughes, Carol R., Ph.D. LMFT, and Bruce R. Fredenburg, M.S., LMFT.  “Why the Divorce Rate for Older Couples Continues to Rise.”  Psychology Today. January 21, 2026.  https://www.psychologytoday.com/us/blog/home-will-never-be-the-same-again/202108/why-the-divorce-rate-for-older-couples-continues-to   Ochieng, Nancy, Juliette Cubanski, Tricia Neuman, and Anthony Damico.  “Health Costs Consume a Large Portion of Income for Millions of People with Medicare.” KFF.  August 21, 2025. https://www.kff.org/medicare/health-costs-consume-a-large-portion-of-income-for-millions-of-people-with-medicare/   Palasciano, Adam.  “How Much to Budget for Home Maintenance”.  Investopedia.  May 22, 2025.  https://www.investopedia.com/home-maintenance-budget-8608913   Strange, William.  “How much should high earners save for retirement each year?”  Milliman.  November 13, 2025.  https://www.milliman.com/en/insight/how-much-should-high-earners-save-retirement

Artificial intelligence is reshaping how investors research companies, and ASA educator Nathan Hood has become one of its most practical advocates. He started with simple prompts like “give me five positives and five negatives from this announcement,” and quickly saw how well AI identified what mattered. Today, his system applies 33 red‑flag tests, balance‑sheet checks, technical indicators, and sentiment scoring across a universe of 600 ASX stocks.During the episode he mentioned 4DX as a high red‑flag stock. After reviewing his data, he clarified that BAP and LOT actually top the list with 17 red flags each, while 4DX has six.Listeners can also use the SUMMIT2026 code to access discounted tickets to the Queensland Investor Summit. Nathan is happy to be contacted at asxwizard@gmail.com.

With the rollout of additional long-term savings vehicles for kids, the hosts of Financial Clarity for Doctors wanted to unpack a few of the different options out there!  In this episode, hosts Corey Janoff and Rachelle Vanderzanden unpack the purpose and pros and cons of different vehicles designed to save funds for kids.  When you are building a savings plan for your kids:  Consider your goals first!  Do you want to help them pay for school?  Make sure they have some extra funds to “get started” as young adults?  Kickstart their retirement savings?  The new 530a (Trump Accounts) allow you to set aside funds for retirement for kids, and they can take some funds out without penalty for other purposes.  529 college savings accounts are designed as tax-advantaged vehicles for educational costs, but you can also potentially convert some unused funds into a Roth IRA for their benefit.  UGMA/UTMA (custodial) accounts allow you to save in a more flexible way, but realized gains are taxed and those dollars belong to the beneficiary when they reach the age of majority.  Listen to the full episode to hear more detailed pros and cons of each account.  As with everything in financial planning, what makes the most sense for you and your family depends on your individual circumstances.  For more financial planning tips from Corey and Rachelle, find them on social media!  LinkedIn: @CoreyJanoff; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP   Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.   Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Finity Group, LLC is a separate entity from LPL Financial.    Finity Group and LPL Financial do not provide legal advice or tax services.  Please consult your legal advisor or tax advisor regarding your specific situation.   This material is for general information and educational purposes only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the loss of principal. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. This material is for informational purposes only and does not constitute tax, legal, or investment advice. Please consult a qualified tax professional regarding your individual circumstances. Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.​ Trump Accounts offer tax deferred growth on earnings. Family contributions are made with after tax dollars, and eligible employer contributions may be excluded from the employee's taxable income. A one-time $1,000 federal contribution may be available for eligible children born between 2025 and 2028. Distributions are generally prohibited during the child's growth period and, once permitted, are taxable as ordinary income and may be subject to a 10% IRS early distribution penalty if taken before age 59½. Contribution limits and other restrictions apply, and some rules remain subject to future Treasury and IRS guidance.​ Finity Group and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.    Citations:  Internal Revenue Service.  Topic no. 553, Tax on a child's investment and other unearned income (kiddie tax).  https://www.irs.gov/taxtopics/tc553.  Segal, Troy. Investopedia. UGMA Accounts: Understanding Custodial Gifts for Minors.  https://www.investopedia.com/terms/u/ugma.asp.   Trump Accounts. https://trumpaccounts.gov/.   US Bank. Using 529 plans for K-12 education.  https://www.usbank.com/wealth-management/financial-perspectives/financial-planning/using-529-plans-for-k-12.html.  

CAVA (CAVA) shares rallied over 10% Wednesday morning after posting an earnings beat that wowed Wall Street. Investopedia's Caleb Silver explains why the report is so significant and the trends it suggests are ahead for the restaurant industry. He turns to what he calls a much different story for Brinker (EAT) even though its Chili's restaurant chain continues to outperform. Tom White offers an example options trade for Brinker. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

We are continuing our investigation into the implications of the Economic Singularity, the time when we need a new economic system because full automation by AI means that people can no longer obtain the resources they need by doing jobs.Our guest today is Ewan McMillan, the founder of New Gradient, an Edinburgh-based consultancy that builds AI systems for a variety of industries, from biotech to mining. He took a degree in theoretical physics at the University of Edinburgh, and since then he has spent seven years delivering applied AI R&D. We wanted to have Ewan on the show because he also writes about the economics of AI from the perspective of someone who is actually implementing it. This spring he posted a series of thought-provoking articles called “The Economics of AGI”.Selected follow-ups:New Gradient - Company websiteEwan McMillan - LinkedIn"The Economics of AGI" - Part 1  of Ewan's essay"The Innovation Paradox" - Part 2 of the essay"The Allocation Stack" - Part 3 of the essay"Bitter lesson" (general AIs will in due course out-perform specific AIs) - Wikipedia"AlphaZero" (covers the chess match vs. Stockfish) - Wikipedia"Smartphones and Beyond: Lessons from the remarkable rise and fall of Symbian" - book by David"Culture series" (about science fiction series written by Iain M Banks) - Wikipedia"Aghion–Howitt model"  - Wikipedia2025 Nobel Prize in Economics (recipients include Philippe Aghion and Peter Howitt)"The First Solo Unicorns Are Here: Meet the One-Person Companies Racing to $1B in 2026" - Founder Institute"Understanding Alpha in Investing" - Investopedia"'We Must Act Now': Sixteen Nobel Laureates Join Leading Economists and AI Researchers in Call to Prepare for AI's Economic Transformation" - Stanford Digital Economy LabMusic: Spike Protein, by Koi Discovery, available under CC0 1.0 Public Domain Declaration

Beginners don't need predictions, complex models, or fancy tools. They need a calm, repeatable process for understanding real businesses and how they make money. Sebastian Evans is the CIO and Executive Director at NAOS Asset Management. In this episode he explains how beginners can cut through noise, avoid common traps, and build a simple framework for long‑term investing.We cover business models, annual reports, sentiment, stop‑losses, industry analysis, software stocks, and how AI can help investors work smarter. Sebastian also shares insights from nearly two decades of managing concentrated micro‑cap and small‑cap portfolios.Sebastian Evans is the Chief Investment Officer and Managing Director of NAOS Asset Management, a boutique Australian fund manager focused on concentrated, long‑term investing in emerging and small‑cap companies. NAOS runs three listed investment companies (NCC, NSC, NAC) and is known for its disciplined, high‑conviction approach. Find out more at NAOS Asset Management

"Investors remain cautiously optimistic," says Investopedia's Caleb Silver. He and Diane King Hall catch up at the NYSE desk on what stocks, what trends, what market stories are catching the attention of investors so far this summer. For the month ahead, he says the high-beta play isn't in vogue now and sees investors looking to ETFs instead of single stocks. Later, Caleb posits the question: Is the stock market too big to fail? ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Do you really need $1 million—or more—to retire comfortably? In this episode of Winning Retirement, Greg and Kristen break down a recent Investopedia study estimating that the average American couple needs $1.16 million for retirement and explain why there's no universal retirement number. They discuss the limitations of the 4% withdrawal rule, why market timing can make or break a retirement plan, and how unexpected expenses like healthcare, home repairs, and vehicle replacements can quickly change your financial picture. You'll also learn why focusing on your retirement income gap—instead of an arbitrary savings goal—can provide greater confidence and long-term financial security. Whether you're approaching retirement or already retired, this episode explains how personalized income planning, liquidity for life's surprises, and strategies for long-term growth can help create a more resilient retirement plan. Topics covered: Do you really need $1 million to retire? Why the 4% withdrawal rule isn't one-size-fits-all How market volatility affects retirement income Planning for unexpected retirement expenses The importance of guaranteed income and liquidity Why retirement planning should be based on your lifestyle—not national averages See omnystudio.com/listener for privacy information.

The Friday Five for July 17, 2026: A New Way to Read Classic Books, Speeches, & Essays What We've Been Reading Meta Pulls Instagram Muse Image Feature The Bipartisan Social Security Commission Act of 2026 (H.R. 9187) ACA Preliminary Rate Filings & What Agents Can Do in the Meantime   Get Connected:

About one in eight U.S. adults say they take a GLP-1 drug, according to a poll by the Kaiser Family Foundation. And that raises a number of questions for investors. As use of drugs such as Ozempic, Wegovy and Zepbound grows, the effects are moving far beyond healthcare and into the way people eat, shop, and spend. In this episode of The Important Part, Liz Thomas sits down with Caleb Silver, editor-in-chief of Investopedia and Chief Business Editor at People Inc., to examine the rise of the “GLP-1 economy.” Together, they explore how changing consumer behavior could affect food companies, restaurants, apparel, travel, home appliances, telehealth, and the pharmaceutical industry. Liz and Caleb also discuss where new demand may emerge, which established businesses could face pressure, and what investors should watch as the GLP-1 market continues to develop. Can major brands adapt quickly enough, or will a new group of companies be built around this changing consumer? This episode is for informational purposes only and should not be considered investment or medical advice. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

Investopedia's Caleb Silver gives the first half of 2026 a "B trending B+" due to Wall Street's resiliency against substantial headwinds. He adds that earnings season added much-needed muscle to stocks, now turning his attention to the balance between inflation and jobs. On equities, Caleb explains how AI disruption hit big software stocks like Intuit (INTU) and risks ahead for SaaS companies. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

10 Commonly Misunderstood Insurance Terms Explained Episode 389 – Sometimes people get confused by all the jargon used in the financial services industry. It's difficult to understand what you're buying—or what you already have—if you don't understand the language being used. Here is a quick listing of ten terms, commonly used in the life insurance industry, that you might not fully understand. More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 389 Hello, this is Bill Rainaldi, with another edition of Security Mutual's SML Planning Minute. In today's episode: we explain 10 commonly misunderstood life insurance terms. Sometimes people get confused by all the jargon used in the financial services industry, and life insurance is no exception. It can be difficult to understand what you're buying—or what you already have—if you don't understand the language being used. Here is a quick listing of 10 terms, commonly used in the life insurance industry, that are helpful to have a basic understanding of: Underwriting. Before making any sort of offer to you, a life insurance company may need to evaluate your health. For example, life insurance companies generally check to see whether you are a tobacco user or not. A nonsmoker generally has a longer life expectancy than a smoker and thus will often qualify for a better rate and reduce the cost. On the other hand, smoker or not, if you're in particularly poor health, the company may not be able to offer you coverage at all. Beneficiary. Life insurance policies will usually list a beneficiary. That is the person—or entity—who receives the life insurance policy's death benefit if the insured dies. Note that any beneficiary designation under a life insurance policy is separate from beneficiary designations in your will. You could leave your entire estate to your children via your will, but if someone else is the beneficiary of your life insurance policy, that person receives the proceeds. The owner of the policy has the right to change the beneficiary (or beneficiaries) as their needs or desires change and it is recommended to review all of your beneficiaries annually or during any change to your planning strategy. Term Life Insurance. Term life insurance is the simplest form of life insurance. You will pay a premium that covers a specific term of years. 10, 20 or 30 years are common terms for one of these policies. If you die during the designated term, your beneficiary will receive the death benefit. It is generally used when you have a temporary need for insurance, such as paying off a mortgage or funding your child's college education if you're no longer there. Permanent Life Insurance. Unlike a term policy, permanent life insurance is designed to provide lifetime coverage. With most policies, as long as you pay your premiums, the policy stays in force for life, and the death benefit is guaranteed by the insurance company. It also usually provides a cash value. An example of permanent insurance is whole life insurance. Cash Value. With many permanent life insurance policies such as a whole life insurance policy, part of your premium pays the cost of the death benefit, and part of it goes into an account inside the policy and grows on a tax-deferred basis. As a policyowner, you have the right to access these funds if you wish via loans or withdrawals. The funds could potentially be used for major expenditures or cash emergencies if needed. Dividends. It's not just your stock portfolio that can pay dividends; your life insurance policy might do so as well. Life insurance dividends are usually associated with mutual life insurance companies such as Security Mutual Life. Dividends are distributed to policyholders from the insurer’s surplus earnings. They are not guaranteed. Grace Period. This is essentially an automatic safety net that exists on every life insurance policy. If you miss a premium payment, you generally have an extra 30 days past the due date before the policy lapses to pay your premium. And, if you die during the grace period, the full death benefit is payable, although there may be a deduction for any missed premium.[1] Paid-Up Additions. Paid-up additions are like miniature life insurance policies within a whole life insurance policy. Each paid-up addition adds a little bit of extra paid-up death benefit and guaranteed cash value to your policy without ongoing premium. Paid-up additions are often created through a whole life policy rider, although if you have a dividend-paying policy, you might be able to choose to take your dividends as paid-up additions. Since paid-up additions are fully paid up portions of death benefit, they can be surrendered for needed cash by the policyowner, or to pay the policy's premiums, if needed. Doing so will reduce the guaranteed cash value and death benefit.  Accelerated Death Benefit. This allows you to receive a portion of the death benefit while you are still living and is often made available as a rider assigned to specific circumstances such as chronic, critical or terminal illness. It is designed to help provide access to cash for medical bills, nursing care, or other costs associated with the qualifying event. If the advance payout from the life insurance policy is due to terminal illness, it is usually exempt from income taxes.[2],[3] In many circumstances, an accelerated death benefit rider is a simple add-on to a life insurance policy with no separate charge. And finally… Chronic Illness Rider. A chronic illness rider is a type of accelerated death benefit rider that gives you access to part of your death benefit while you are still alive. To take advantage of a chronic illness rider, you need to be certified by a doctor as someone who is ill and not expected to recover. In many cases you will be eligible if you are unable to perform at least two of the six “Activities of Daily Living,” or ADLs, without assistance. These include things like bathing, getting dressed, eating, etc.[4] All these terms can be very confusing. Some may be applicable to you; some may not. The good news is that, if you're contemplating a new life insurance policy, you don't need to go it alone. Your Security Mutual Life insurance agent can help. Your Security Mutual Life insurance agent can augment or help assemble your planning team. They'll coordinate with your attorney and tax professional to review your situation and to determine the insurance plan that will best suit your needs and objectives. [1] Ethos Life. “Understanding the Life Insurance Grace Period.” Ethos.com. https://www.ethos.com/life-insurance/life-insurance-grace-period/ (accessed June 4, 2026). [2] Kagan, Julia. “Understanding Accelerated Benefits in Life Insurance Policies.” Investopedia.com https://www.investopedia.com/terms/a/accelerated-benefits.asp (accessed June 4, 2026). [3] Stimpson, Jeff. “Form 1099-LTC Explained: Long-Term Care and Death Benefits.” https://www.investopedia.com/1099-ltc-form-what-to-know-about-the-1099-ltc-form-4781748 (accessed June 4, 2026). [4] Progressive Insurance. ”What is a life insurance critical or chronic illness rider?” Progressive.com. https://www.progressive.com/answers/critical-chronic-illness-rider/ (accessed June 4, 2026).   More SML Planning Minute Podcast Episodes This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®. The content provided is intended for educational and informational purposes only. Information is provided in good faith. However, the Company makes no representation or warranty of any kind regarding the accuracy, reliability, or completeness of the information. The information presented is designed to provide general information regarding the subject matter covered. It is not to serve as legal, tax or other financial advice related to individual situations, because each individual's legal, tax and financial situation is different. Specific advice needs to be tailored to your situation. Therefore, please consult with your own attorney, tax professional and/or other advisors regarding your specific situation. To help reach your goals, you need a skilled professional by your side. Contact your local Security Mutual life insurance advisor today. As part of the planning process, he or she will coordinate with your other advisors as needed to help you achieve your financial goals and objectives. For more information, visit us at SMLNY.com/SMLPodcast. If you've enjoyed this podcast, tell your friends about it. And be sure to give us a five-star review. And check us out on LinkedIn, YouTube and Twitter. Thanks for listening, and we'll talk to you next time. Tax laws are complex and subject to change. The information presented is based on current interpretation of the laws. Neither Security Mutual nor its agents are permitted to provide tax or legal advice. The applicability of any strategy discussed is dependent upon the particular facts and circumstances. Results may vary, and products and services discussed may not be appropriate for all situations. Each person's needs, objectives and financial circumstances are different, and must be reviewed and analyzed independently. We encourage individuals to seek personalized advice from a qualified Security Mutual life insurance advisor regarding their personal needs, objectives, and financial circumstances. Insurance products are issued by Security Mutual Life Insurance Company of New York, Binghamton, New York. Product availability and features may vary by state.​ SubscribeApple PodcastsSpotifyAndroidPandoraby EmailTuneInDeezerRSSMore Subscribe Options

Investopedia's Caleb Silver talks about Apple's (AAPL) Siri AI updates as WWDC 2026 comes to a close. The Mag 7 company's software updates are what Caleb believes will be the most important initiative for Apple as current CEO Tim Cook passes his seat to John Ternus. He offers a full picture perspective on Siri expectations, along with the hits and misses he took note of at WWDC 2026. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Most investors lose to the market because they're trying to pick winners in a game where only 4% of stocks have created 100% of market wealth over the past century. The math isn't in your favor—but there's a simpler path that is. Key Topics Discussed Introduction to FI 201 (00:00:00) Jonathan introduces the concept of Financial Independence 201, explaining how it builds on FI 101 to help individuals progress from control to optimization and independence on their FI journey. The Genesis of FI 201 (00:05:30) Allen and Kristen explain how they identified the need for a 201-level presentation based on questions emerging from their St. Louis FI 101 sessions, particularly around investing concepts. Asset Allocation Fundamentals (00:15:00) Allen breaks down asset allocation as 'your money pie,' discussing how to balance growth, safety, and emergency funds while considering time horizons and diversification strategies. Risk Tolerance vs Risk Capacity (00:22:00) The team explores the critical difference between emotional risk tolerance and actual risk capacity, using examples from 2008 and 2020 market crashes to illustrate real-world application. Tax-Advantaged Account Strategies (00:35:00) Allen and Brad discuss the various tax treatments of investment accounts including 401(k)s, 457(b)s, Roth IRAs, HSAs, and taxable brokerage accounts, emphasizing lifetime tax optimization. Individual Stocks vs Index Funds (00:48:00) The hosts examine the data on individual stock picking, revealing that only 4% of stocks have contributed to 100% of market wealth over the past century, making a strong case for index investing. Dividends and Tax Control (00:55:00) Brad and Allen discuss why the FI community often prefers capital gains over dividend income, focusing on the importance of maintaining control over when and how you realize taxable events. Notable Quotes "You can't save your way to FI, you have to invest." — Allen Hansen "When there's a dip, you essentially get to buy the market on sale. If you love a bargain, this is it." — Brad Barrett "Why in the world do we not think that way when it comes to the market? Our brain completely flips. We're like, ah, we're scared." — Kristen Knapp "It's not what's my tax this year. It is what is going to be my tax burden over my lifetime." — Brad Barrett "The best investing lesson: stand there and do nothing. If you're invested, just don't do anything and you're going to be rewarded." — Allen Hansen Key Takeaways Assess your own risk tolerance and risk capacity honestly by considering how you would react to a 30% portfolio drop Review your current asset allocation across all accounts and determine if it aligns with your time horizon and financial goals Calculate the difference between your marginal and effective tax rates to understand your true tax burden Identify which tax-advantaged accounts you have access to (401k, 457b, 403b, HSA, IRA) and ensure you're maximizing employer matches Track every dollar of taxable income if you're on ACA subsidies or approaching any subsidy cliffs to avoid losing benefits Consider whether you have the right balance between taxable, tax-deferred, and tax-free accounts for maximum flexibility in retirement Join or start a local FI group to benefit from community wisdom and learn from others at different stages of the journey Review your portfolio for dividend-heavy investments and consider whether you'd prefer more control over when you realize taxable events Resources & Links FI Friends Travel The Simple Path to Wealth by J.L. Collins Tax Planning to and Through Early Retirement by Sean Mullaney and Cody Garrett ChooseFI Community App St. Louis FI Group BlackBerry Documentary (Netflix) Arizona State University Stock Market Wealth Study Brian Feroldi (individual stock investing advocate) Investopedia

Jose Mayoras is the senior portfolio manager of the Divita Value Growth Fund and author of Wall Street's Blind Spots. Jose explains why a great company is not always a great investment, why cash flows matter more than reported profits, and how expectations are already baked into today's share price.Episode Blog Post: https://www.sharesforbeginners.com/blog/jose-mayora

Jose Mayoras is the senior portfolio manager of the Divita Value Growth Fund and author of Wall Street's Blind Spots. Jose explains why a great company is not always a great investment, why cash flows matter more than reported profits, and how expectations are already baked into today's share price.Episode Blog Post: https://www.sharesforbeginners.com/blog/jose-mayora

This episode is a must-listen for advisors—male or female—who want to better serve women clients, build a sustainable and profitable practice, and protect themselves through industry consolidation. Cary brings honesty, hard-won lessons, and practical frameworks throughout. About the guest: Cary Carbonaro is a Certified Financial Planner™, author, and nationally recognized women-and-wealth expert. A frequent media commentator and keynote speaker (20–25 engagements a year), she specializes in serving high-earning women and demystifying wealth management for female clients. Topics covered: The Invest in Women conference and the value of stepping outside your “ecosystem,” Cary's Goldman Sachs acquisition story, client ownership and self-sourcing, measuring practices on profitability over AUM, the women's wealth gap, menopause and HRT as planning conversations, the “female-friendly practice” quiz, and how Cary protects her time and well-being. Mentioned in this episode: Cary's book on women and wealth; the McKinsey study (2015) on women controlling two-thirds of U.S. wealth by 2030; Harvard Business Review study on financial services being the least sympathetic industry to women; Investopedia's 2019 advisor rankings.       **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Ready to grow your insurance business? Great! Not sure where to start? Listen for our road map! We outline 6 steps to take when you want to make the jump from agent to agency.   Read the text version   Get Connected:

This episode continues the story we started with Neeraj Khemlani, author of The Coffee Can Investor. Neeraj told Matt Ankrum's story. Now we hear it from Matt himself. He explains how he studies 100‑baggers, how he invests, and why he built a long‑term portfolio for his three daughters.Episode Blog Post: https://www.sharesforbeginners.com/blog/ankrum-coffee-can

This episode continues the story we started with Neeraj Khemlani, author of The Coffee Can Investor. Neeraj told Matt Ankrum's story. Now we hear it from Matt himself. He explains how he studies 100‑baggers, how he invests, and why he built a long‑term portfolio for his three daughters.Episode Blog Post: https://www.sharesforbeginners.com/blog/ankrum-coffee-can

The indices might be flashing red, but the Option Block crew is bringing the heat. In this episode, Mark Longo, Uncle Mike Tosaw, and Andrew "The Rock Lobster" Giovinazzi dive into market weekend head-fakes, the tech vs. energy sector tug-of-war, and why a certain famous swimsuit issue used to flood the trading floors like clockwork.

Your Retirement Sketchbook: This $10B Money Manager Shares Timeless AdviceGuest Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFSWebsite:https://www.bmt.com/$9.7 B AUM$83B AUAJamie's Book Your Retirement Sketchbook https://www.amazon.com/s?k=your+retirement+sketchbook&adgrpid=189089282849&hvadid=779538706971&hvdev=c&hvexpln=0&hvlocphy=9012420&hvnetw=g&hvocijid=9417797168261476935--&hvqmt=e&hvrand=9417797168261476935&hvtargid=kwd-2438321451310&hydadcr=22566_13730726_8131&mcid=95ac021b6cc2339c840c1c1b5258a34f&tag=googhydr-20&ref=pd_sl_8genc50o2l_eJamie's BioJamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS. Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate and his MBA.A Wall Street Journal bestselling author, educator and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA.Jamie is also the founder and president of the 501(c)(3) nonprofit FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.Jamie's new bestselling book is Your Retirement Sketchbook, designed to make retirement planning simple. Jamie has written for MarketWatch, InvestmentNews, ThinkAdvisor, Forbes and Kiplinger.

Today on the show: live to Asia and D.C. updating the war and President Trump's China trip. Political Analyst Stephen Lawson live in studio. Caleb Silver from Investopedia breaks down the new inflation numbers. Plus, Rae Dawn Chong joins us live! 9am-noon on 95.5 WSB.

Today on the show: live to Asia and D.C. updating the war and President Trump's China trip. Political Analyst Stephen Lawson live in studio. Caleb Silver from Investopedia breaks down the new inflation numbers. Plus, Rae Dawn Chong joins us live! 9am-noon on 95.5 WSB.

Today on the show: live to Asia and D.C. updating the war and President Trump's China trip. Political Analyst Stephen Lawson live in studio. Caleb Silver from Investopedia breaks down the new inflation numbers. Plus, Rae Dawn Chong joins us live! 9am-noon on 95.5 WSB.

In this episode, I'm joined by Neeraj Khemlani former 60 Minutes producer, journalist, head of CBS News and author of The Coffee Can Investor. It's the story of Matt Ankrum , a midwestern portfolio manager whose entire career has been shaped by deep research, emotional discipline, and a willingness to think in decades. Neeraj follows Matt's journey to build a portfolio designed to be left untouched for 20 or 30 years. Matt's approach is grounded in simplicity: find exceptional businesses, understand them deeply, and then resist every urge to tinker.Episode Blog Post: https://www.sharesforbeginners.com/blog/coffee-can-investor

Strengthen your annuity sales strategy with these best practices. Hear takeaways for agents of all experience levels, plus how to download our fact-finder that can help you ask better questions.   Read the text version   Download the Fact-Finder PDF   Get Connected:

Big Tech earnings continue to power markets to fresh all-time highs, with momentum proving difficult for investors to fade. Investopedia's Caleb Silver highlights broad strength beneath the surface, noting that 7 of the 11 S&P 500 sectors are seeing net profit margin expansion.Fears around hyperscalers appear overdone, with profit growth hitting its strongest levels since 2021. Silver also breaks down the growing divergence within tech—where software companies face increasing pressure from AI disruption, while semiconductor names struggle to keep up with surging demand.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Is the "Strait of Hormuz" the only phrase you're hearing lately? You aren't alone. In this episode of The Futures Rundown, Mark Longo and Jermal Chandler, Head of Options Strategy at tastytrade, dive deep into a market where geopolitics is keeping Crude Oil firmly on the throne. The duo breaks down a wild week in the pits, where energy is lighting up the tape while precious metals like Silver and Platinum lose their luster. They also tackle the "AI trumps all" sentiment in equities and what the recent Fed decision means for your portfolio. Inside this episode: The Trading Pit: A "Top 6" countdown of the biggest movers, featuring the massive rallies in WTI, Brent, and RBOB Gasoline. Ag Watch: Why wheat is catching a bid and the strange correlation between fertilizer routes and your bread prices. The "Shiny Stuff" Slump: Why traders are abandoning Gold and Silver to chase the oil trade. Most Active Contracts: Breaking down the heavy volume in the 10-Year Note and the Micro NASDAQ on Fed Day. The Year-to-Date Leaderboard: A look at the staggering 103% gain in Heating Oil and the continued freefall of Cocoa. Genius Loves Company. See for yourself why Investopedia named tastytrade the Best Broker for Options in 2024. Visit tastytrade.com/podcasts to learn more.

Is the market pricing in a "Peace Dividend" before the peace actually arrives? Host Mark Longo is joined by "Uncle" Mike Tosaw of St. Charles Wealth Management and Andrew "The Rock Lobster" Giovinazzi of Option Pit to break down a market that refuses to quit. Despite geopolitical tensions, the S&P 500 is flirting with all-time highs—is this a "Peace Dividend" or just aggressive momentum? In this episode, the panel dives into: The Trading Block: A look at the "drifting" market, VIX cash levels, and the massive rally in tech. Why are algos and retail traders buying the dip with both hands? Earnings Palooza: Preparing for the "mother of all earnings weeks" with Meta, Amazon, Microsoft, Alphabet, and Intel on deck. Plus, a look at the wild volatility haircut in Amazon's straddle. The Odd Block: Unusual activity in Vila Silver Corp (VZLA), a massive pre-earnings play in NOV Inc (NOV), and the explosion (and subsequent implosion) of Poet Technologies (POET). Strategy Block: Uncle Mike shares a "low-risk entry" strategy using SPY call diagonals to capture double leverage with limited downside. 80s Trivia: A heated battle over science and geography that leaves the panel questioning everything (including the color of a Chow Chow's tongue). tastytrade, named the Best Broker for Options by Investopedia.  See for yourself at: tastytrade.com/podcasts

In this episode, I sit down with Doug Boneparth — CFP, founder of Bona Fide Wealth, CNBC and Investopedia financial advisory council member, co-author of Money Together with his wife Heather, and one of the most refreshingly honest voices on money, marriage, and family I've ever had on this show. We open with a fact that stops most people cold: billionaires get divorced at the exact same rate as everyone else. More money does not solve the problem. The problem is the practice — or the complete lack of one. Doug breaks down why money fights in marriage are almost never actually about money. They're about the stories, traumas, and scripts we bring into the relationship from our upbringing — the dinner table conversations we absorbed as kids, the financial trauma we never talked about, and the values we've never stopped to examine. He shares his own story of a scarcity mindset rooted in coming home at 16 to find his mom sitting on a bare floor — and how not sharing that story with your spouse quietly poisons your financial partnership. We get into the quarterly money date, the invisible labor problem, why "just tell me what to do" is not helpful, what fairness really means in a marriage, and how to teach your kids about money through curiosity instead of shame.   Timeline Summary [0:00] Introduction to the Dad Edge mission and the movement to raise leaders of families and communities [1:02] Billionaires divorce at the same rate as everyone else — and what that tells us about money and marriage [6:28] Why financial literacy in schools is still nowhere near where it needs to be [10:52] "Mom goes on that train every morning so we can have fun on the weekends" — how to explain work to a four-year-old [14:06] The self work that comes before the teamwork — understanding your own money story first [18:52] Larry's story — coming home at 16 to a bare floor, a devastated mom, and a scarcity mindset 35 years in the making [22:51] You don't do this once — financial alignment takes consistent practice, like the gym [24:46] The quarterly money date — what it covers, how to do it, and why it changes everything [27:29] If a financial expert and an attorney couldn't get this right without doing the work — what chance does everyone else have? [31:51] Never bring up money during family rush hour — time and place matter more than you think [36:37] Teaching kids to spend — why Doug let his daughter buy junk and then got curious instead of critical [38:47] How a spring break lanyard project turned into a mini business [43:34] Making space for your partner to learn differently — the whiteboard that finally worked [45:04] The invisible labor problem — the sock on the stairs that Doug stepped over while laughing at his phone [46:16] "Just tell me what to do" is not help — own a task beginning to end [51:33] Where is the US dollar going — and why investing to outpace inflation is non-negotiable [53:01] The financial foundation: spending awareness, a cash reserve, and consistent asset accumulation   Five Key Takeaways Billionaires get divorced at the same rate as everyone else. More money does not solve misalignment. The practice of communicating about money is what makes the difference. Your money story was formed long before you met your partner. Until you understand where your scripts, fears, and triggers come from, you will keep bringing them into your financial conversations without knowing it. The quarterly money date is not optional. It is how you stay aligned on time, energy, spending, and what's working — before small frictions become big fights. "Just tell me what to do" is not help. Own a task from beginning to end. Taking the mental load off your spouse means they never have to think about that domain — not just execute when assigned. Equal is not fair. Fairness is whatever you and your partner have actually talked about, agreed on, and checked in about consistently. Without the conversation, there is no fairness — just resentment.   Links & Resources Dad Edge Alliance & Business Boardroom: https://thedadedge.com/mastermind Money Together by Doug and Heather Boneparth: https://readmoneytogether.com Bona Fide Wealth: https://bonafidewealth.com The Joint Account Newsletter: https://readthejointaccount.com Follow Doug on X: @DougBoneparth Fair Play by Eve Rodsky: Available on Amazon Episode Link & Resources (Episode 1470): https://thedadedge.com/1470   Closing If there's one message from this episode that stands out, it's this: the money conversation in your marriage is not about the numbers — it's about the stories you've never told each other. Doug and Heather are a financial expert and an attorney who still had to do the hard work to get their own financial partnership right. If they needed the practice, so do you. Start the conversation. Build the practice. Own a domain. Take 30 seconds before you respond. Because a financially aligned marriage isn't just good for your bank account — it's good for your kids, your partnership, and the life you're actually trying to build together. Go out and live legendary.

Is the traditional volatility conference a dying breed? This week on Volatility Views, host Mark Longo and the "Once, Future, and Present Dr. VIX," Russell Rhoads, dive into the shifting landscape of institutional trading events—from the legendary "swag mazes" of the CBOE Risk Management Conference (RMC) to the distinct lack of retail-friendly education in the space. The duo breaks down a week of head-scratching market action where the S&P 500 hits new all-time highs while the VIX remains surprisingly "spicy" due to geopolitical uncertainty and ceasefire extensions. Highlights include: The RMC Swag Report: Russell reviews the high-end gear at this year's conference and the curious absence of electronic swag. The VVIX/VIX Ratio: A deep dive into using this relationship as a hard trading indicator. VIX Options Flow: Analysis of massive prints in the May and June cycles, including a rare 15,000-lot weekly trade that caught Russell's eye. The "Hair Dryer" Hedge: A wild look at betting markets and a Polymarket trader who allegedly rigged a weather-based bet. Crystal Ball: Mark and Russell place their bets on the VIX handle for next week. "Genius Loves Company—visit tastytrade.com/podcasts to see why Investopedia named them the best broker for options for the past three years."

The energy complex is on fire, and Mark Longo is back in the "Trading Pit" to break down a week of explosive moves and head-scratching correlations. While geopolitical tensions in the Middle East keep oil bulls on their toes, an unlikely rally in equities is defying traditional logic. From "triple-digit" volatility in crude to the surprisingly cheap breakfast table, we're dissecting the biggest movers in the futures world. In this episode, we cover: The Energy Surge: Why WTI, Brent, RBOB, and Heating Oil are dominating the leaderboard with gains up to 7.5% this week. The "Breakfast Table" Trade: A deep dive into the downside, featuring the massive sell-offs in Orange Juice, Butter, Cocoa, and Oats. Active Contract Breakdown: Why the Nasdaq Micro and 10-Year Notes are still the kings of volume, and why we're seeing a resurgence in the Ag complex (Corn and Soybeans). Year-to-Date Movers: An analysis of the 2026 leaders, including the 71% surge in Non-fat Dry Milk and the ongoing "bloodletting" in the Cocoa markets (down 44%). Market Riddles: How are equities hitting all-time highs while crude oil rallies nearly 65% on the year? Whether you're curious about RBOB specs or trying to avoid getting a truckload of soybeans dumped on your lawn, this "Just the Facts" edition has you covered. This episode is brought to you by tastytrade.  Recognized as Investopedia's Best Broker for Options for the third year in a row. Genius loves company. Learn more at tastytrade.com/podcasts

Join Mark Longo, Mike Tosaw of St. Charles Wealth Management, and Andrew "The Rock Lobster" Giovinazzi as they break down a head-scratching Monday open. Despite geopolitical tensions in the Middle East and firing in the Straits, the markets remain resilient. Why is capital still fearlessly flowing into equities? In this episode, the panel dives into: The Trading Block: A look at the "Green Day" phenomenon, VIX levels, and why "AI magic" seems to be offsetting interest rate jitters and geopolitical unrest. Odd Block: A deep dive into unusual activity in Pitney Bowes (PBI)—a name that hasn't surfaced on the network in nearly 20 years—and the recovery play in Coursera (COUR). Strategy Block: Mike Tosaw explains why "Dudes gotta be dudes" in your covered call portfolio and how to categorize your stocks like a football roster to maximize performance. Earnings Season: Previews for Tesla (TSLA), Boeing (BA), United Airlines (UAL), and the "Sneaky Fins" at Nokia. Trivia: Test your geography skills—do you know the capital of South Dakota and the "Pierre vs. Pier" pronunciation debate? Visit tastytrade.com/podcasts to see why Investopedia named them the best broker for options."

Is it "opposite day" in the financial markets? In this episode of Volatility Views, Mark Longo is joined by Russell Rhoads (Dr. VIX), Andrew Giovinazzi from Option Pit, and Scott Nations from Nations Indexes to deconstruct a wild week where bad news for the world seemingly became fuel for a massive equity rally. The team dives deep into the "Bizarro" nature of the current landscape—where a blockade of the Strait of Hormuz resulted in a market surge and a ceasefire triggered explosive upside momentum. Key topics include: The Volatility Review: A look at VIX Cash levels, the collapse of VVIX, and the surprising lack of "flight to quality" in gold and treasuries. Bizarro Markets: How the S&P 500 reached new highs despite crude oil remaining significantly elevated. RMC Insights: Russell Rhoads shares his top-level takeaways from the latest Risk Management Conference (RMC), including the shift toward buffered ETFs and the latest research on VIX futures reactions to spot. VIX Options Flow: A breakdown of massive volume in May and June strikes, including a look at the "Scott Nations Special" deep out-of-the-money calls. The Crystal Ball: The team peers into the future to predict where the VIX and Volley will land next week. Check out tastytrade -  Named as the best broker for options in 2025 and 2026 by Investopedia and StockBrokers.com.

As ceasefire talks break down with Iran and oil prices spike again, investors face more uncertainty in an uncertain market. While this may feel temporary, investors may need to get used to a broader rewiring of the capital markets, according to Matt Bartolini of State Street Investment Management. Yesterday's winners have no lock on the future, even though individual investors can't seem to let them go, according to Investopedia's most recent sentiment survey of our readers. Plus, earnings season is here and the expectations are sky high. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today's guest is a third-generation financial advisor and the President and CEO of Drucker Wealth, an independent wealth management firm based in New York City that serves clients nationwide. He and his growing team specialize in supporting high-income, mid-career professionals and their families, with a particular focus on those navigating the fast-paced world of big tech. Recognized for his clear, candid financial guidance, he's been named one of InvestmentNews' 40 Under 40, a Top 100 Advisor by Investopedia, and a finalist for CEO of the Year by ThinkAdvisor. His thought leadership has been featured in Financial Planning, InvestmentNews, and Business Insider, and he currently serves on the Investopedia Advisor Council. Under his leadership, Drucker Wealth has evolved into an independent Registered Investment Advisor, launched a tax prep business exclusively for clients, and become a nationally respected partner for families in their late 30s and 40s who are managing high incomes alongside complex financial priorities. He's the author of H.E.N.R.Y. Strategies Unlocked: How to Build a Plan That Works As Hard As You Do, a playbook for professionals who are earning more than ever but still feel uncertain about how to make their money work for them. In this follow-up to his first book, How to Avoid H.E.N.R.Y. Syndrome, he offers readers a clear roadmap to move from overwhelm to ownership and build a strategy that supports long-term financial clarity. Please join me in welcoming Gideon Drucker.  In this episode, we discuss the following:

Money isn't just about numbers; it's the silent language shaping intimacy, trust, and fairness in our closest relationships. Beneath the surface of budgets and bank accounts often lies a tangled web of beliefs, emotions, and unspoken histories that can spark misunderstanding, resentment, or even distance between partners. The challenge? Finding a way to transform financial conversations from battlegrounds into bridges of deeper connection. In this episode, listeners will discover how to unpack personal money stories, identify invisible patterns, and create a foundation for fairness that goes far beyond splitting expenses down the middle. Practical examples and candid advice converge to help couples open up vulnerable, constructive conversations, nurture curiosity about one another, and build flexible habits for lasting financial teamwork. Whether you're just beginning the dialogue or looking to deepen your connection, this episode offers tools and insights to help you turn financial friction into opportunities for growth, understanding, and shared abundance. Douglas Boneparth is the founder of Bone Fide Wealth in New York City. He sits on the CNBC and Investopedia advisory councils and has been featured in The New York Times, The Wall Street Journal, Barron's, and more. Heather Boneparth spent more than a decade as a lawyer in the insurance industry before joining the firm as the director of business and legal affairs. They co-write a weekly couples and money newsletter called The Joint Account.   Episode Highlights 04:28 Defining fairness in relationships. 09:23 The importance of curiosity in relationships. 11:38 Talking openly about money. 14:54 Opening up about money struggles. 20:05 Interview process revealed insights. 23:23 Avoiding miscommunication in relationships. 25:57 Quarterly money dates for couples. 27:42 Building consistency with money. 31:19 Collaborative goal-setting and self-growth. 34:32 Balancing personal and shared goals. 38:02 Expecting the unexpected in life. 42:33 Where to find more resources.   Your Checklist of Actions to Take Schedule Quarterly Money Dates: Set aside time four times a year to discuss finances and personal goals as a couple, creating consistent opportunities for communication and connection. Begin With Wins: Start each money date by acknowledging positive progress and successes, which fosters a supportive atmosphere for more difficult conversations. Include Personal Goals: During conversations, explicitly ask and share individual goals for the next few years to ensure each partner's aspirations are recognized and supported. Use Conversation Starters: Utilize provided questions at the end of each book section to initiate deeper discussions about financial behaviors, values, and histories. Practice Curiosity: Maintain a mindset of curiosity about your partner's experiences and stories, continually learning and deepening understanding throughout your relationship. Acknowledge the Challenge: Embrace the discomfort of exploring your financial histories and patterns, understanding that growth requires facing difficult topics. Adapt Your Approach: Identify and adjust to each partner's preferred communication and learning style for financial topics—for example, using visuals instead of numbers if that helps. Allow Time for Change: Give yourselves space between meetings to try new financial behaviors and see if they work before making more decisions or adjustments.   Mentioned The Joint Account (Newsletter) Money Together (*Amazon Affiliate link) (book) Shifting Criticism For Connected Communication (free guide)   Connect with Heather and Douglas Boneparth Website: domoneytogether.com | bonefidewealth.com X: x.com/dougboneparth Instagram: instagram.com/averagejoelle | instagram.com/dougboneparth