Podcasts about mutual funds

Ready to take a deep dive into how to structure investment portfolios?In this episode of Moneywise, we decode 3 key factors in investing: Momentum, Size, and Low Volatility. We understand these using real-life examples that you'll actually relate to.But how do these factors actually work in real markets?In this deep dive, we explain:- Factor investing explained in simple, practical terms- How factor investing strategies are structured using momentum, size, and volatility- What momentum factor investing looks like and why trends may persist at times- How factor size investing differs from large-cap investing- How multiple factors are used in investment frameworks- How to learn factor investing without trying to time the marketThis episode will help you understand factor investing as a framework, whether you're exploring strategies, comparing funds, or strengthening your investing basics.This content is for educational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities or adopt any investment strategy.

How you invest savings can make a big difference in how much you have later in life. Clark explains ETFs (Exchange-Traded Funds) vs. mutual funds - and the superior choice for your non-retirement accounts.  Also, we love our pets and pet wellness plans may sound like a solid option for affordable vet care – but there's a major catch. ETFs vs Mutual Funds: Segment 1 Ask Clark: Segment 2 Pet Wellness Plans: Segment 3 Ask Clark: Segment 4 Mentioned on the show: ETFs vs Mutual Funds: What's the Difference and When Does It Matter? Where Should I Set Up My Health Savings Account (HSA)? Life Insurance Archives - Clark Howard HSA vs FSA: What's the Difference? - Clark Howard Is Pet Insurance Worth It? - Clark Howard 4 Fastest Ways To Improve Your Credit - Clark Howard Credit Karma Review: Free Credit Score and More at Your Fingertips Southwest changes are infuriating fansClark.com resources: Episode transcripts Community.Clark.com  /  Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the evolution of investing—from individual stocks to mutual funds to Exchange Traded Funds—and why technology is changing how portfolios are built today. If you've ever wondered about Stocks vs ETFs, Stocks vs mutual funds, or ETFs vs mutual funds, this episode breaks down the differences in a way that connects directly to your long-term Retirement Planning goals and overall Investment portfolio strategy.Listen in to learn about how reducing internal costs, understanding expense ratios explained, and improving portfolio efficiency can make a significant impact on your long-term results. Whether you're focused on Stock market investing, building an Index investing strategy, or refining your Retirement investing strategy, this episode will help you better understand how the right structure can help you plan for retirement, follow a smart retirement checklist, and ultimately secure your retirement.In this episode, find out:The real differences in Stocks vs ETFs, Stocks vs mutual funds, and ETFs vs mutual fundsHow technology now allows for efficient Stock indexing without high internal fund costsWhy lowering expense ratios and reducing hidden fees leads to Lower investment fees and better long-term outcomesHow Portfolio rebalancing and index tracking improve your overall Investment portfolio strategyWhen to use individual stocks, Exchange traded funds, or mutual funds inside a complete Retirement financial planTweetable Quotes:“Technology has now allowed us to replicate an index using individual stocks and eliminate layers of internal fund costs.” — Radon Stancil“Our investment philosophy hasn't changed — but the tools we use to make portfolios more efficient absolutely have.” — Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Marty discusses the quiet fears surrounding retirement that many individuals face. He emphasizes the importance of building financial confidence through comprehensive planning, addressing the emotional transitions that come with retirement, and overcoming spending anxieties. The conversation also touches on the disciplined saver mindset, the significance of feeling prepared for retirement, and strategic planning for unexpected life events. Questions are answered, providing insights into maximizing social security benefits and budgeting for healthcare costs. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

This conversation delves into the intricate world of behavioral finance, exploring how emotions and biases can significantly impact financial decisions, particularly in retirement planning. Kelley emphasizes the importance of having a structured financial plan, the role of professional wealth management, and the necessity of educating future generations about financial responsibility. The discussion also highlights common pitfalls in financial decision-making and the importance of communication in legacy planning. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Mutual funds have been the most popular investment vehicle for a long time, but that doesn't mean that most people understand them as well as they should. Let's discuss… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

As India updates the way it measures inflation, Monika explains why the revision of the Consumer Price Index base year from 2012 to 2024 matters and what it really means for households. Drawing on new data from the Household Consumption Expenditure Survey, she breaks down how the CPI basket evolves over time to reflect changing consumption patterns — from the decline of outdated products to the rise of digital services, transport, and other modern expenses. The episode clarifies how shifts in weightages, especially the reduced share of food and the higher share of services, will influence headline inflation and policymaking.Monika also explains why the CPI is an average that may not match individual experience, and how the new index should give policymakers a more accurate picture of real household spending pressures. She highlights that lower food weight may make inflation appear less volatile, while costs that matter most to many middle-class families — healthcare, education, housing, and services — continue to rise faster than the headline number. The key takeaway: inflation data is improving, but personal financial planning should always be based on one's own spending patterns, not just official statistics.In listener questions, Anonymous asks how global developments such as U.S. debt concerns, de-dollarisation, and shifting geopolitical power could affect Indian markets and whether investors should change their asset allocation or SIP strategy; Djay from Mumbai seeks guidance on retirement planning for couples and how to estimate and invest toward a child's education corpus; and Ramya Srinivasan writes about deploying proceeds from a property sale, weighing PMS investments against mutual funds, and the best way to move a lump sum into equity over time.Chapters:(00:00 – 00:00) What the New Consumer Price Index Means for You(00:00 – 00:00) How Changes in the CPI Basket and Weightages Affect Inflation and Policy(00:00 – 00:00) Global Risks, Market Crashes and Staying Invested Through Uncertainty(00:00 – 00:00) Planning Retirement as a Couple and Building a Child Education Corpus(00:00 – 00:00) PMS vs Mutual Funds and How to Deploy a Large Lump Sumhttps://www.hindustantimes.com/opinion/why-india-needs-a-new-gold-standard-101770307424675.htmlhttps://www.mospi.gov.in/uploads/latestreleasesfiles/1770893247472-Press%20Relase%20of%20CPI%20for%20Jan26.pdfIf you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠ Monika's book on basic money management⁠⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠⁠⁠⁠⁠⁠Monika's book on mutual funds⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠⁠⁠⁠⁠⁠Monika's workbook on recording your financial life⁠⁠⁠⁠⁠⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠⁠⁠⁠⁠⁠Calculators⁠⁠⁠⁠⁠⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠⁠⁠⁠⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠Facebook ⁠⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠⁠LinkedIn ⁠⁠⁠⁠⁠⁠@MonikaHalan⁠⁠⁠⁠⁠⁠Production House: ⁠⁠⁠⁠⁠⁠www.inoutcreatives.com⁠⁠⁠⁠⁠⁠Production Assistant:⁠⁠⁠⁠⁠⁠ Anshika Gogoi⁠⁠⁠⁠⁠

Mutual funds have been a staple of investing for decades, but are they still the best option? Craig & Jennifer walk through how mutual funds really work, where they shine, and where investors can get surprised, especially when it comes to taxes and costs. They also break down how ETFs compare, highlighting their liquidity, tax efficiency, and the choices investors have for building a diversified portfolio. Plus, a personal update from the Moser family and an exciting announcement about the future of the show. Here's some of what we discuss in this episode: ⚖️ Active vs Passive: Cost and management differences

Want factor investing explained in the simplest way possible?In this episode of Moneywise, we decode the three powerful styles that influence how portfolios are constructed — Growth, Value, and Momentum.These aren't stock tips. They're structured approaches used in factor investing.Here's what you'll learn:• What Growth factor investing means and how earnings expectations drive pricing• How Value factor investing identifies relatively lower-valued companies using ratios like P/E, P/B and EV/EBITDA• What Momentum investing focuses on and why trends sometimes persist• Factor investing quality vs value vs growth — how different styles behave across market cycles• Why no single factor outperforms in every phase• How factor-based mutual fund strategies are structuredIf you've ever wondered how professional portfolios are designed, this episode connects theory to practical understanding.Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing.

Kelley discusses the essential components of a happy retirement, emphasizing the importance of planning, budgeting, and maintaining strong relationships. She highlights the need for a structured income strategy, the significance of health and wealth, and the necessity of effective communication between partners regarding finances. The conversation also covers practical strategies for managing investments, preparing for emergencies, and navigating tax implications when selling assets. Listeners are encouraged to take proactive steps in their retirement planning to ensure a fulfilling and secure future. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

This is a reboot of a age old series which SVK is known for, in this episode SVK brings in new voices , new stories and more fun than ever before. Cringe family tales is officially back.Speakers: ⁠⁠Haashiraamaa Senju⁠⁠ | ⁠⁠Monkey Mind⁠⁠ | ⁠⁠Witcher⁠⁠ | ⁠⁠Sanji⁠⁠ | ⁠⁠Zoro⁠⁠ | ⁠⁠ViviGuest Speaker: Prabhu Kaalidhas --------Credits--------Sound Engineer: ⁠⁠Monkey D. Luffy⁠⁠⁠⁠Audio Editor: ⁠Monkey D. Luffy⁠⁠⁠⁠⁠Video Editor:- ⁠Monkey D. Luffy⁠⁠⁠⁠⁠Thumbnail & Poster:- ⁠⁠⁠⁠⁠Zoro⁠⁠⁠ Payment Method for Supporting Us: https://razorpay.me/@schumyvannakaviyangalofficialSVK Instagram ID: ⁠SVK Instagram⁠⁠SVK's Brotherhood Form: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/9RxFJnT3KtS8C85fA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Send us a textIf you've ever been confused about mutual funds, ETFs, and individual stocks, this episode is your beginner-friendly breakdown.Jessica and Brandon cut through the noise to explain what each investment type really is, how they work, and how to choose what's right for your goals. From 401(k)s to robo-advisors to picking your own stocks, this episode helps you avoid costly mistakes and invest with clarity.You'll learn:The pros and cons of mutual funds, ETFs, and stocksHow fees and fund managers actually affect your returnsWhere to start depending on your age and experienceWhy emotional investing can derail your progressWhether you're 25 and just getting started or in your 40s and planning for retirement, this episode will help you invest smarter, not harder.Subscribe to The Sugar Daddy Podcast newsletter Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together! Head over to our YouTube channel to catch this episode in full video form. Apply to be a guest on the show. You can also email us at: thesugardaddypodcast@gmail.com Connect with us on InstagramWe're most active over at @thesugardaddypodcast Chat with BrandonWant to work together? Learn more about Brandon Book a free 30-min call to see if it's a fit. Show us some love, hit subscribe, leave a five star rating, and drop a quick review! Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations about love and finances. Their mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and fina...

In the rapid-moving world of delegated money management, it is important to recognize the differences in how mutual funds and alternative assets operate. When it comes to alternatives, how do these funds wind up with strong incentive contracts for the money managers as opposed to flat fee contracts more commonly seen in mutual funds? Why do managers of alternatives cap their fund sizes when it could potentially lead to lower fees?On this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen examine the key differences between mutual funds and alternatives, by unpacking research in a new paper co-authored by Berk.The conversation covers performance fees, persistent alpha, limits on capital, and the key liquidity distinction between mutual funds and alternatives. Read “A  Unified Theory of Delegated Capital Management” by Jonathan Berk and Peter DeMarzo here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6019667 Find All Else Equal on the web: https://lauder.wharton.upenn.edu/allelse/All Else Equal: Making Better Decisions Podcast is a production of the UPenn Wharton Lauder Institute through University FM. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Even experienced investors make mistakes. Not because they don't know enough… but because money has a way of triggering very human decisions.In this episode of Moneywise, Virat and Rachita break down the 10 most common investing mistakes that almost everyone falls for, from beginners starting out to long-term investors who think they've seen it all.These are the small slip-ups that can quietly derail your long-term investing journey.In this episode, we cover:• Beginner investing mistakes that most people repeat• The “I'll time the market” trap• Overreacting to short-term noise• Chasing hype instead of having a plan• Ignoring diversification and risk• Common investing mistakes to avoid even after years of experienceChapters:00:00 Intro01:40 Chasing Top Performers02:20 Panic Selling02:29 Too Many Funds03:23 Relying on Forwards04:00 Checking Portfolio Everyday04:43 Not Setting Goals05:00 Timing the Market05:29 No Emergency Fund06:00 Tax Considerations07:54 RecapWhether you're new to investing or already investing through mutual funds, this episode is a reminder that investing is less about being perfect… and more about avoiding the obvious errors.Watch till the end and see how many of these mistakes you've caught yourself making.This content is for educational purposes only and should not be construed as investment advice.Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

On this episode, Evan examines mutual funds and ETFs. He notes both mutual funds and ETFs can be useful investment containers for building diversified portfolios, challenges the idea that one is inherently better than the other, while clarifying that the real differences lie in their transaction mechanics rather than their investment strategies or tax efficiency.

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Quint and Logan discuss the best ways to invest early on. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, host Lina Apsheva and John Carlbäck, Product Manager in Mutual Funds and Sustainability Savings, explore how private savers can contribute to positive environmental and social outcomes through their investment choices. They also discuss insights from SEB Asset Management's annual client survey and how investors can use their feedback to influence the fund company's sustainability priorities. Visit John's blog (in Swedish, seb.se) 

Kelley discusses the importance of having a written retirement plan and dispels common myths that can mislead retirees. She emphasizes the significance of tax-free income strategies, investment diversification, and the necessity of estate planning. Kelley also addresses the impact of taxes and inflation on retirement savings, and provides insights into health savings accounts, municipal bonds, and the role of life insurance and annuities in retirement planning. The episode concludes with listener questions, offering practical advice for various retirement scenarios. Reach Kelley at 800-810-8060.California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Marty discusses the critical balance between safety and growth in retirement planning. He explores various investment strategies, including high yield savings accounts, annuities, and US Treasury Securities, emphasizing the importance of safeguarding wealth while still achieving growth. The conversation also covers the implications of market downturns, early retirement considerations, and the necessity of managing debt and healthcare costs. Listeners are encouraged to take a comprehensive look at their financial situation and consider customized strategies for a secure retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Send us a textNolan Lynch, an external covering California, joins today's episode. We cover:The training programs we learned as internals at fund companies MFS, PGIM, and NatixisStructures to deliver an impactful fund pitch to advisorsChallenging advisors asset class allocation and consulting them on product optionsInterested in working with Internal Use Only to sharpen your pitch skills or create a framework/ training program for your internals or new hires?DM us on Instagram or email us internaluseonlypodcast@gmail.comSupport the show

In this first episode of 2026, we dive deep into a foundational concept that often gets lost in the noise of day-to-day market headlines: what stocks actually are. We begin by reframing the way we view stocks—not as just numbers or tickers on a screen, but as tangible ownership in real businesses. Ed kicks off by breaking down what owning a share really means. When we buy stock, we're not just speculating—we're becoming part-owners in companies that employ people, generate revenue, and make real-world decisions. From baristas at Starbucks to corporate CEOs, all of them are working to create value for us—the shareholders.We explore how the value of a stock isn't just about its current price but about future earnings, innovation, and profitability. Markets move fast because they reflect new expectations instantly. But over the long haul, real business performance determines value. This is why Ed emphasizes that the stock market isn't a casino—it's a tool for owning productivity, growth, and innovation. He uses the analogy of starting a pizza shop to illustrate how raising capital and sharing ownership is the core concept behind public companies.We also talk about dividends—those are simply profits being shared with us as owners. Whether a company reinvests or pays out those profits depends on its growth opportunities. Tech companies tend to reinvest, while utilities often return more to shareholders.Alex then zooms out and takes us through a historical lens on how stock ownership evolved. We trace it from the 1600s Dutch East India Company to today's frictionless investing via apps like Robinhood. Initially reserved for elites, ownership became more widespread with the founding of exchanges, government regulations after the Great Depression, and eventually the creation of 401(k)s in the 1970s. That move away from pensions put the responsibility—and opportunity—of investing into the hands of everyday people.We reflect on how tools like mutual funds, index funds, and fractional shares have opened access even further. Today, over 60% of American households own stocks, mostly through retirement plans. Alex reminds us that the clients who succeed financially aren't necessarily the best investors—they're the best savers. Understanding that owning stock means owning real companies helps people stay grounded during market volatility and make smarter decisions.This episode is all about clarity—clarity in what we own, why we own it, and how the system evolved to work for more than just the elite. We're not just watching prices move—we're participants in the system of capitalism itself. You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert Alex Cabot, financial advisors, RJFS, and Jon Gay, and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brian and Jeremiah dive one of the biggest questions investors should be asking: how do you know if your financial advisor is truly working in your best interest—or quietly profiting from hidden fees? This show starts by breaking down fiduciary vs commission-based advice, why transparency matters, and what listeners should ask to uncover all-in advisory costs—including mutual fund expense ratios, 12b-1 fees, and confusing share class structures like A, B, and C shares. Plus, practical call-in planning: a homeowner selling property after decades in California learns how the $500,000 home-sale capital gains exclusion works for married couples, how improvements affect cost basis, and why moving states or turning a home into a rental can change tax outcomes. Finally, the hosts cover gig-economy tax basics—how DoorDash/1099 income gets taxed, the role of Schedule C, and why tracking deductions and mileage is essential.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Jeremiah Bates & Brian Wiley ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

Mutual fund tax is one of the most misunderstood parts of investing, and many investors realise it only after booking profits.In Moneywise Season 2 Episode 22, Virat and Rachita explain tax on mutual funds in India in simple language, helping you understand how mutual fund taxation actually works.In this episode, you'll learn: • How mutual fund capital gains tax applies to equity mutual funds • The difference between short-term and long-term capital gains tax on mutual funds • Why the 1-year holding period matters for equity mutual fund tax • How debt mutual fund taxation rules changed after April 2023 • What tax-loss harvesting in mutual funds means and when it can reduce tax • Why tax should be a factor, not the deciding factor, in investment decisionsIf you've searched for mutual fund tax explained, tax on mutual funds, long-term vs short-term capital gains, or how mutual fund tax works in India, this episode breaks it down clearly.This video is for investor education only. Tax laws discussed are as per current regulations and are subject to change.

Marty emphasizes the importance of financial literacy in retirement planning, discussing various aspects such as inflation, social security strategies, legal changes, and the risks of financial scams. He provides insights on creating a comprehensive retirement plan, assessing readiness, and understanding tax implications. The episode also features listener questions, highlighting real-life scenarios and solutions. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley discusses the importance of continuing to invest after retirement, emphasizing the need for proper asset allocation and withdrawal strategies to maximize retirement income. She also covers legacy planning, common investment mistakes, and answers listener questions about various financial concerns. The conversation highlights the significance of tailored financial planning and the unique services offered by California Wealth Advisors. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Today on BullCast, we're talking about one of the most common investment tools out there: mutual funds. Since mutual funds are made up of a collection of investments, our pop culture list today features our favorite ensemble shows because it's not about one star, it's about how the whole cast works together. We'll then cover what mutual funds are, why they're so popular, the main types, and how investors can earn money from them, so you can feel more confident understanding what you own and why it matters. The List: Our Favorite Ensemble Shows Hashtags: #mutualfunds #ensembleshows #diversification #moneymarket #strangerthings #IllBeThereForYou Visit us online: www.bullcastpodcast.com Produced by Cameron Spann | Powered by Pickler Wealth Advisors Sound effects obtained from https://www.zapsplat.com  

This week, we introduce our Q1 2026 "Weight of the Evidence", detailing market movement from Q4 2025 and discussing upcoming trends as we close out the year. NDW Senior PM John Lewis and Research Analyst Miles Clark are joined by Nasdaq experts Yanni Angelakos & Phil Mackintosh.

What if the market feels calm now—but your portfolio is quietly exposed to far more risk than you realize? Brandon Bowen digs into why news headlines, index returns, and “set‑it‑and‑forget‑it” diversification can create blind spots for pre‑retirees. He breaks down how overconcentration, hidden overlap, and outdated mutual funds can magnify losses when volatility returns, and why understanding your true risk level matters as retirement approaches. This episode offers a clear look at the questions every investor should ask before the next market shake‑up. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode of Imperfect Show Finance, stock market expert V. Nagappan breaks down the latest global trade development where China has filed a case against India at the World Trade Organization, explaining the background, key issues involved, and its potential impact on India's trade and economic outlook. The discussion also explores why mutual fund company stocks—especially players like ICICI AMC—are rising at rocket speed, highlighting the business drivers, market optimism, and whether these valuations are justified. Alongside these major themes, the video connects global policy moves with domestic market trends, offering investors a clearer perspective on risks, opportunities, and the evolving financial landscape.

In this edition of Moneycontrol Editor's Picks we tell you how SEBI rules lower the fees paid by mutual fund houses, why India kept key sectors out of its FTA with Oman, if TCS will be able to turn its stock market fortunes, and why G Ram G is more than just a name change. Besides, find the latest from markets to ambitious government projects - tune in.

Send us a textSteve Seid re-joins the Internal Use Only podcast for a deep dive on all things annual reviews and goal setting. Steve is currently a wholesaler, and previously was a Divisional Manager. We explore his process for conducting reviews with wholesalers (including the data sets used), how management teams decide AUM goals and territory goals, and more. Please consider supporting the show (link below) to help us continue bringing exceptional content to the sales/distribution community. Follow us on LinkedIn - Internal Use Only Check us out on Instagram for show updates, video clips, and weekly memes.Support the show

In this episode of Imperfect Show Finance, stock market expert V. Nagappan explains how investors can choose the right mutual fund based on their financial goals, risk profile, and investment horizon. The discussion breaks down practical methods to evaluate funds—whether for SIP, SWP, or long-term wealth creation—and helps viewers understand which categories suit different objectives. The episode also explores a key market puzzle: Why aren't IT stocks rising despite the increase in the US dollar? By examining global demand trends, sector headwinds, and valuation pressures, the video offers a clear picture of what's holding the IT sector back. Alongside these topics, the conversation covers broader market insights that help investors make confident and well-informed decisions. Tune in for actionable guidance tailored to today's market environment.

PODCAST recorded 12/10/25 Investment Advisor, JB Bryan will explain ....  Exchange Traded Funds and Mutuals Funds. Check out the key differences. Which may be a better fit for you? Taxes? Fees? Investment Options ? Trading flexibility? Join the LIVE discussion.  AfroEconomics LIVE! #JBBRYAN  Wednesday at Noon. To request a complimentary consultation call 1-844-JBBRYAN. Powered by JB Bryan Financial Group, Inc., A Registered Investment Advisory Firm - The Home of AfroEconomics. Established 1995. www.AfroEconomics.com  www.JBBRYAN.com Email: jb@jbbryan.com

India's investment landscape is transforming as quant strategies, alternative data, and BlackRock's Aladdin platform reshape how funds are built and scaled. Rishi Kohli shares how markets, talent, data and systematic models have evolved—unlocking a new era of disciplined, tech-driven investing.00:16- About Rishi KohliRishi Kohli, a graduate of the Indian Institute of Technology (IIT) and the Indian Institute of Management (IIM), is the Chief Investment Officer (CIO) of JioBlackRock Mutual Fund. He previously served as managing director and CIO-Hedge Fund Strategies at InCred Capital.

(0:00) Intro(0:02) Masjid/Madrasa k Ahatay mn Bazurgon ko Dafnana? (Rafee Bhai ka Sawal)(4:36) Aik Qabar mn Do Murday? + Mayyat ki Runumai ki Bid'at(12:25) Gham Mnany ke Islami Ehkam (Cheekhna, Chillana)(15:10) Ghair Muslimon mn Mayyat se Salook (Angraiz, Esai, Hindu)(17:54) Islam mn Mayyat ka Protocol(18:20) Mayyat ke Liye Sadqa & Duaain(19:06) Mayyat ki Taareef mn Mubalgha?(19:35) Mufti sb ki Wasiyat(19:56) Walid sb ra ki Wafat 1999 (Du'a for Jannat)(21:54) Mufti sb ko Apni Kuch Videos se Nafrat(24:10) Bachpan ki Pilot Dress Pic pr Fakhar(24:28) Ulama ki Wafat pr Afsos(25:59) Wafat-e-Rasool ﷺ pr Hazrat Abu Bakar ra ke Alfaaz(26:37) Ulama ki Wafat pr Mahabbat ka Taqaza(27:29) Naujawan Mardon ko Special Naseehat(29:28) PAF Base Masroor ki Yaadein (6 September)(29:52) Aajke Bachy(30:14) Mtm's Love for Pilots(30:23) Mufti Rasheed Ahmed sb ra ki Pilots se Muhabbat(30:55) India ke Halia 7 Tayyary Kiyun Giray?(33:33) Zikr mn Dheyan?(33:52) Imam ke Sath Ruku?(34:06) Youth Club Waly Kaisy Hain?(35:18) Bayan se Mutaliq Shikayat?(35:53) Rozi Kamana vs Tabligh mn Jana(36:37) Hasid ki Nazar se Hifazat(37:33) Jaundice Jharrwana?(38:40) Mutual Funds? Hosted on Acast. See acast.com/privacy for more information.

(0:00) Intro(0:02) Khutba, Qur'ani Aayaat, Dua(1:32) Aaj ki Qurbani ka Kal mn Faida(2:27) Aany Waly Kal ki Definition(3:37) Sunday–Monday: Daisi Anday(3:49) Waqt ki Taizi(4:51) Qareebi Azizon ki Maut(5:14) Mtm's Teenage Fellows(5:34) Gym Se Janazy Uthny ki Wja(6:32) Media ki Game(7:47) Pakistan se Nafrat krny Waly(8:02) Ulama se Nafrat krny Waly(8:36) MTJ ki Naqal: Mufti sb ka Jawab(9:56) Social Media Pr Nafrat Phelana(10:59) Anti-State Content ka Wabal(11:49) YouTube History = Personality Check(12:15) YouTube Mind Control(12:34) Muhabbat/Nafrat mn Extremism(14:15) Hakumat k Khalaf Bolny ka Anjam(14:51) Pakistaniyon ko Mufti sb ki Naseehat(17:03) Time Waste se Bachna(17:22) 1998 ka Dost: Fikr vs Package(20:33) Why Man Channel Clip(21:04) Motivational Speakers Reality(22:14) Social Media Psychology(23:39) Talib Ilm ki Special Training(24:24) Ta'anon/Galiyon ka Jawab(28:35) Social Media Negativity ka Haal(30:24) Jazbati Log Nakaam(30:35) Ghairatmndi ka Sahih Istemal(33:44) Mature Log Kamyaab(33:53) Talaqon ki Wja: Ghariat & Ghussa(34:23) Ehl-e-Hadith: Teen Talaq Fatwa(36:44) Aaima e Arba ki Taqleed(38:09) Ghussy mn Talaq Aur Qatal(38:40) Talaq ko Mazaq Bnany Waly(39:40) Talaq ka Hal: Ghussa Control(39:49) Ghussy mn Qatal ke Waqiaat(40:32) Ghar mn Pistol Rakhny ka Natija(41:28) Dabby k Doodh ka Ad(42:15) Dabby ka vs Khula Doodh(43:53) Ghussy Waly Zojain ko Naseehat(44:13) Khud Kushi ka Trend(44:44) Mufti sb & Suicide Threats(46:11) Ghar mn Pistol Rakhna?(46:41) Certified Donkeys(47:27) Nabi ﷺ ka Ghussa Control(48:04) Karachi Dakuon se Hifazat(48:38) Ghussa = Apni Saza Khudko Dena(49:21) Ghussa: Sugar/BP ka Natija(49:40) Khawateen ko Ghussa Handling Tips(53:29) Aisy Shohr ka Hal(54:13) KPK ka Gumshuda Pajama(55:06) Social Media pr Ghussy mn Galiyan(56:01) Mimbar ka Ehtaram(56:50) Debate/Tabligh ka Sahih Tariqa(58:26) Pakistani Siyasatdan vs Awam(1:00:17) Mufti sb k Dost ka Waqia (Sehat & Ghussa)(1:04:55) Mufti Abu Lubaba ka Waqia(1:06:01) Khulasa Bayan(1:07:33) Hazrat Umar ra: Angoothi ka Paigham(1:07:43) Maut ka Muraqba(1:09:18) Depression ka Ilaj: Namaz & Sabar(1:10:57) Dua(1:11:10) Masjid/Madrasa Ahatay mn Dafnana?(1:17:05) Aik Qabar mn Do Murday? + Runumai ki Bid'at(1:23:35) Gham mn Rone-Chillane ka Hukam(1:26:21) Ghair Muslimon mn Mayyat Se Salook(1:29:05) Islam mn Mayyat ka Protocol(1:29:31) Mayyat k Liye Sadqa & Duaain(1:30:17) Mayyat ki Tarif mn Mubalgha?(1:30:39) Mufti sb ki Wasiyat(1:31:06) Walid sb ra ki Wafat ka Waqia(1:33:07) Mufti sb ko Kuch Videos se Nafrat(1:35:20) Bachpan ki Pilot Pic(1:35:29) Ulama ki Wafat pr Afsos(1:37:09) Wafat-e-Rasool ﷺ pr Hazrat Abu Bakar ra(1:37:48) Ulama ki Wafat pr Mahabbat(1:38:39) Naujawan Mardon ko Naseehat(1:40:39) PAF Base Masroor ki Yaadein(1:41:03) Aajke Bachy(1:41:25) Mtm's Love for Pilots(1:41:35) Mufti Rasheed Ahmed sb ra & Pilots(1:42:06) India k Halia 7 Tayyary Kiyun Giray?(1:42:43) Mtm's Personality(1:44:48) Zikr mn Dhyan?(1:45:02) Imam ke Sath Ruku?(1:45:16) Youth Club Waly Kaisy Hain?(1:46:28) Bayan Se Mutaliq Shikayat(1:47:04) Rozi Kamana vs Tabligh(1:47:47) Hasid ki Nazr Se Bachna(1:48:44) Jaundice Jharrwana?(1:49:51) Mutual Funds? Hosted on Acast. See acast.com/privacy for more information.

What do Thanksgiving-flavored Oreos have in common with mutual funds? Sometimes, what looks exciting on the shelf doesn’t deliver in reality. In this episode, Ryan Herbert dives into the world of target date mutual funds and exploring why these “set it and forget it” investments may not be as safe as they seem, especially as retirement approaches. Learn how marketing hype can mask hidden risks and fees, and discover a smarter approach to retirement planning that’s tailored to your goals, not just your age. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

In this episode of Imperfect Show Finance, stock market expert V. Nagappan explores what Mutual Fund investors should do during a falling market. He also analyzes whether continuous selling by FPIs could lead to a further decline in the value of the Indian Rupee. The discussion covers the latest buzz surrounding the Meesho IPO and provides key insights into the government's Sanchar Saathi initiative. This episode offers clear, practical perspectives for investors navigating today's volatile financial landscape.

You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. Sign up for my newsletter. -----  Dimensional Fund Advisors' Marlena Lee joins Peter to unpack the SEC's share class exemptive relief—the change that lets one portfolio be offered as both a mutual fund and an ETF.    Listen now and learn: ► Why one portfolio offered as both an ETF and a mutual fund is a game changer for investors ► How the cash-vs-basket plumbing drives taxes and who ends up with capital gains distributions ► Simple rules of thumb for choosing ETF or mutual fund when fees and tax efficiency are similar ► What to watch as managers add ETF share classes Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (00:00) Introduction (03:18) Why "share class exemptive relief" matters (and why investors should care) (05:37) How mutual funds and ETFs handle your money—and why that changes your taxes (10:26) Why the SEC's "exemptive relief" is a big deal: one portfolio, two doors—and better tax control (16:59) ETF vs. Mutual Fund: When Costs and Taxes Converge, Let Trading Style Decide (23:30) Not every fund should add an ETF share class—and why scale and long track records matter (33:34) SMAs vs. funds: when direct ownership adds real value Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

William Peck, Head of Digital Assets at WisdomTree, sat down with me at Chainlink SmartCon to discuss WisdomTree's different Crypto ETFs and Tokenization initiatives.Brought to you ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/ 

In this episode of Rational Reminder, Ben Felix, Cameron Passmore, and Ben Wilson return with a classic AMA format—answering listener questions that dig deep into the behavioral and evidence-based foundations of sensible investing. From lump-sum investing to the psychology of advice, the trio blend data, humor, and clear thinking to demystify complex financial ideas. They discuss the behavioral logic behind dollar-cost averaging, why mutual funds might actually be more tax-efficient than ETFs in Canada, and whether technology could ever truly replace human financial advisors. Plus, they share their biggest investing mistakes (yes, Bitcoin makes an appearance), dissect the rise of "buffered" ETFs, and explain why chasing complexity usually costs investors more than it helps. Key Points From This Episode: (0:00:05) Introduction – The first episode featuring all three hosts together: Ben Felix, Cameron Passmore, and Ben Wilson. (0:44) OneDigital update: expanding evidence-based advice across Canada with new PWL partners in Halifax. (2:36) The mission in motion – bringing the "markets work and planning matters" philosophy to more Canadians. (5:29) "Finding and funding a good life" – how PWL integrates wellness and happiness into financial planning. (6:16) AMA Question 1: Lump-sum vs. dollar-cost averaging — why lump-sum wins 65% of the time. (10:05) Base rates, behavioral regret, and the real role of an advisor. (12:22) The 2020 PWL paper results and how behavioral hedging fits in. (16:10) If dollar-cost averaging feels safer, maybe your portfolio is too aggressive. (18:08) AMA Question 2: Advice for smaller portfolios — how technology, AI, and fee-only planners can fill the gap. (21:01) Can AI really replace advisors? Cameron's Waymo analogy sparks debate. (23:33) AMA Question 3: Mutual funds vs. ETFs — why in Canada, mutual funds may actually be more tax-efficient. (30:00) The Capital Gains Refund Mechanism (CGRM) explained — and why it matters. (34:31) Dimensional's Canadian funds vs. Vanguard ETFs — tax distribution data that surprises most investors. (37:40) AMA Question 4: Are discount bonds priced for tax efficiency? The evidence says no—discount bonds still win. (42:23) AMA Question 5: Biggest investment mistakes — from Bitcoin regrets to house-buying reflections. (48:15) AMA Question 6: Buffered ETFs — comfort, complexity, and why simple portfolios outperform. (53:45) Simplicity as a superpower — why "markets work" is still the most radical idea in finance. (55:27) AMA Question 7: Updating the RR model portfolio — why there's no "optimal" portfolio and simplicity wins again. (58:31) After show: Reviews, humor, and a reminder about "No Net Worth November." (1:04:15) Life offline — Cameron's reflections on quitting social media and finding clarity. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---

Would you pay extra just to recline your seat—or are hidden fees quietly draining your retirement savings? Damon Roberts digs into the surprising world of investment fees, revealing how even “small” charges in your 401(k), mutual funds, or annuities can add up to thousands lost over time. Learn why understanding what you pay—and what you get in return—matters more than ever, and how to spot value versus waste in your portfolio. Plus, a few laughs about travel, family, and the price of convenience. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In today's episode on 3rd November 2025, we break down the SEBI consultation paper on mutual funds asset management charges.

In today's episode on 28th October 2025, we try to explain why mutual funds can no longer access the pre-IPO market.If you haven't already, go get your free, personalized insurance advice ⁠by clicking here⁠.

Brian Feroldi discusses the current state of the stock market, providing insights on market valuations, personal investment strategies, and the impact of artificial intelligence on stock analysis. The conversation highlights the importance of sustainability in stock market growth, potential investment pitfalls, and the benefits of leveraging AI tools for detailed analyses. Key Topics & Timestamps Introduction to the State of the Stock Market (00:01:01) Overview of stock market performance in 2025, with S&P 500 recording over 15% growth year-to-date. Current Market Valuation Insights (00:02:04) Discussion on historical performance indicators and high valuation levels. "Sustained double-digit growth in the stock market isn't feasible long-term." (00:02:15) Brian Feroldi's Personal Investment Strategy (00:05:00) Brian shares his strategy of maintaining a 30% cash position during high valuations and investing 70% in the market. Importance of personal financial situations when making investment choices. Impact of AI on Stock Analysis (00:24:19) Insights on how AI can enhance stock analysis when provided with clear directives. "As long as you're giving AI clear directions, it can provide incredible analysis." (00:26:10) Audience Questions and Answers (00:30:00) Discussion on individual stocks vs. index funds and thoughts on tax implications. Benefits of Fee-Only Financial Advisors (00:53:24) Advocating for fee-only hourly consultations for transparent financial advice versus traditional AUM models. Conclusions and Future Predictions (01:03:05) Summary of Brian's thoughts on market sustainability and advice for investor strategies moving forward. Actionable Takeaways Maintain a cash reserve during high market valuations to ensure better investment opportunities. (00:06:32) Utilize AI tools for deeper stock analysis, focusing only on credible data sources. (00:26:10) Regularly consult fee-only financial advisors for actionable insights without ongoing asset management fees. (00:53:24) Key Quotes Brian Feroldi: "Investment strategies should reflect personal financial situations." (00:05:00) Brian Feroldi: "Dollar-cost averaging into total stock market index funds is just so rock solid." (00:21:27) Related Resources Notebook LLM (00:25:05) Finviz Stock Screener (00:40:09) Nectarine (00:53:24) OpenPath Financial (00:54:32) Abundo Wealth (00:54:32) Discussion Questions How has the recent performance of the S&P 500 influenced your investment strategy? (00:02:04) What role do you think AI will play in future investment decisions? (00:26:10) How do you approach high market valuations as an investor? (00:06:32)

We're living through one of the most dangerous eras in history — not because of war or politics alone, but because of the extraordinary convergence of economic, financial, and geopolitical risks. In this episode, we break down: How record global debt, AI-driven speculation, and geopolitical instability are colliding. Why the current market optimism masks systemic fragility. What investors can learn from past cycles — from 1929 to 2008 — to prepare for the next regime shift. The role of central banks, fiscal excess, and policy distortions that have created a fragile illusion of stability. 0:18 - EOM Approaches, Rare Earth, & the China Deal 4:28 - Markets Set New Highs 8:57 - Lance's Grandkid Solution 10:28 - The Dumbest Stock Market in History 12:53 - Why Are Markets trading at 200% Above GDP? 16:26 - Unforeseen Consequences of Passive Investing 21:54 - More ETF's than Mutual Funds 26:47 - Passive Indexing Underwrites the Markets 31:13 - The Causality of Liquidity 34:21 - Bubbles Don't Form, the Evolve 37:25 - Be Aware of the Risks You're Taking 45:14 - Cash Levels and Margin Debt

Is the AI boom turning into the next dot-com bubble, or are we witnessing a new era of market transformation? This episode breaks down the comparisons between today's artificial intelligence surge and the tech mania of 1999, exploring how investor psychology, projection bias, and market concentration can distort perceptions of risk. From Nvidia and Broadcom to OpenAI's massive Stargate data center in Abilene, the conversation dives into the infrastructure powering AI and what it means for long-term investors trying to separate hype from opportunity.You'll also learn practical strategies for managing portfolios in an overheated market—when to trim profits, how to diversify beyond tech, and why “picks and shovels” stocks may be smarter bets than speculation. The episode wraps with an exciting update: the firm behind the show is now registered with the SEC, meaning listeners can view its disclosed holdings on WhaleWisdom.com by searching Rydar Equities to see the companies it invests in. As always, get your mind right—and let's get to work.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

In this episode we will look at 18 U.S. cities, in various states, that impose no taxes on 401(k) or pension withdrawals — and how choosing one can stretch your retirement dollars further.Today's Stocks & Topics: Perdoceo Education Corporation (PRDO), Calamos US Equity Autocallable Income ETF (CAIE), Market Wrap, Top 18 U.S. Cities That Don't Tax Your 401(k) or Pension, Schneider Electric S.E. (SBGSY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, A-I Second Order Winners, How to Select a Mutual Fund, Nutrien Ltd. (NTR).Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands