PLAY PODCASTS
Creating Richer Lives

Creating Richer Lives

336 episodes — Page 3 of 7

What If?

Imagine your stocks not going up for 35 years. This is what investors in another country have experienced. Could it happen in the United States? On this podcast, Karl answers this question. Plus, is it possible to time the stock market? Tune in for the answer. Topis discuss on this podcast: Timing the Market Buy and Hold Artificial Intelligence For more information, go to https://www.creatingricherlives.com #stocks #timingthemarket #buyandhold #today #listening #captrust @CAPTRUST

Feb 24, 202426 min

The 5 Biggest Investing Mistakes

It's been said that to win championships, one needs a good defense more than a good offense. It might be the same when it comes to investing. Eliminating mistakes as an investor can likely improve long-term results. Topics discussed on this podcast: Investing Mistakes Stocks Diversification Successful Investing Get the list of 5 on this #podcast. For more information, go to https://www.creatingricherlives.com #investingmistakes #investing #investments #today #listening #captrust @CAPTRUST

Feb 17, 202429 min

Why Invest in International Stocks?

It's no secret that international stocks have underperformed U.S. stocks for quite a while. This begs the question as to whether or not international stocks are even needed in a portfolio. Why have they underperformed? Will they keep underperforming? Karl Eggerss answers these questions on this #podcast. Topics discussed on this podcast: International Investing Stocks Diversification Interest Rates For more information, go to https://www.creatingricherlives.com #internationalinvesting #internationalstocks #today #listening #captrust @CAPTRUST

Feb 10, 202421 min

What's Your Risk Management Strategy?

While there are several signs of a strong economy, there are just as many indicators pointing towards a potential recession. This combination creates a very confusing environment for investors. On this podcast, Karl Eggerss explains why investors need a balanced portfolio with a risk management strategy. Topics discussed on this podcast: Risk Management Jobs Recession Federal Reserve For more information, go to https://www.creatingricherlives.com #riskmanagement #today #listening #captrust @CAPTRUST

Feb 3, 202426 min

What Is A Family Office?

You might have heard of the term "Family Office". On this episode, Karl Eggerss welcomes guest Justin Pawl, CFA, CFP to break down the meaning and what services CAPTRUST offers in this space. Whether you need a "Family Office" or not, you will likely face several tasks that need to be addressed when it comes to your financial picture. Topics discussed on this podcast: Family Office Estate Planning Generational Wealth Legacy Planning For more information, go to https://www.creatingricherlives.com #familyoffice #today #listening #captrust @CAPTRUST

Jan 27, 202426 min

Renewable Energy Explained

There has been much debate in our country about our future energy needs and the best way to fulfill those needs. Money and politics have been two key contributors to the debate. On this special podcast, Karl Eggerss welcomes Miles Murray, a Sustainability Tech Entrepreneur. He's currently the CEO of LOCOAL and has a new startup called Windchaser. Miles explains the differences between wind and solar, some of the obstacles, and the new solutions he and his company have come up with in this ever changing energy landscape. Topics discussed on this podcast: Renewable Energy Wind Solar Battery Technology For more information, go to https://www.creatingricherlives.com #wind #solar #technology #renewableenergy #today #listening #captrust @CAPTRUST

Jan 20, 202441 min

Longevity Planning

We're all getting older and as we age, it's extremely important to have plans for what life might look like in the future. On this podcast, Karl Eggerss discusses the aging process and some things to consider from a financial planning standpoint. Also on this episode, inflation is coming down, but perhaps not fast enough for Wall Street. Topics discussed on this podcast: Longevity Planning Elder Care Inflation Federal Reserve For more information, go to https://www.creatingricherlives.com #longevityplanning #today #listening #captrust @CAPTRUST

Jan 13, 202421 min

The Great Reset

On this week's podcast, Karl Eggerss discusses "The Great Reset". What is it? What is it's origin? How does it affect you? How does it affect your portfolio? Karl will answer all of this on this episode. Plus, stocks and bonds started off the year on a sour note. Should you be concerned? Topics discussed on this podcast: The Great Reset Federal Reserve Interest Rates Stocks Bonds For more information, go to https://www.creatingricherlives.com #TheGreatReset #today #listening #captrust @CAPTRUST

Jan 6, 202422 min

This Could Cost You $500 Per Day

For LLCs and some other entities, a new reporting requirement is about to go into effect. The penalties for not reporting annually are stiff. On this podcast, Karl Eggerss welcomes Oliver Norman, CFP®, ChFC®, CLU®, CDFA. Oliver breaks down the new rule and some key facts. Also on this episode, Karl & Oliver break down other tax changes that will likely affect you in 2024. Topics discussed on this podcast: Beneficial Ownership LLCs Income Tax Changes 2024 Financial Organization For more information, go to https://www.creatingricherlives.com #beneficialownership #llc #financialorganization #today #listening #captrust @CAPTRUST

Dec 23, 202332 min

The Perfect Environment for Stocks

The "everything rally" continued this week with several asset classes rising as 2023 is close to coming to an end. In fact, the Dow Jones hit an all-time high this week along with several stock indices around the world. The Federal Reserve pivoted, and investors loved it. Karl Eggerss explains why this is a goldilocks period for Wall Street. But, will it last? Topics discussed on this podcast: Stock Market Rally Negative News Interest Rates Federal Reserve For more information, go to https://www.creatingricherlives.com #stockmarket #rally #interestrates #today #listening #captrust @CAPTRUST

Dec 16, 202324 min

Which Method for Buying and Selling Stocks Works Best?

Stocks can be bought and sold using several different methods. Some use technical analysis. Some use fundamental analysis. Which one is better? On this episode, Karl Eggerss explains how each method works and ultimately how he decides when to buy and sell various stocks. Topics discussed on this podcast: Fundamental Analysis Technical Analysis Investments December Rally Bitcoin For more information, go to https://www.creatingricherlives.com #fundamentalanalysis #technicalanalysis #decemberrally #bitcoin #today #listening #captrust @CAPTRUST

Dec 9, 202328 min

Who Do You Think You Are?

When the stock market is fluctating, it oftentimes means our emotions are fluctating as well. On this podcast, Karl Eggerss discusses how to handle the emotional swings of being an investor. If you neglect those feelings, it could lead to a bad financial outcome. What type of investor are you? Topics discussed on this podcast: Behavioral Finance Emotional Investing Charlie Munger Volatility Index Santa Claus Rally For more information, go to https://www.creatingricherlives.com #behavioralfinance #charliemunger #santaclauserally #today #listening @CAPTRUST

Dec 2, 202323 min

Year End Strategies for W-2 Employees

As a W-2 employee, sometimes you may feel there aren't a lot of tax strategies available to you. However, that's not necessarily the case. On this podcast, Karl Eggerss gives several ways you can potentially save on your taxes. As the end of the year is approaching, this is the time to take action. Topics discussed on this podcast: Taxes W-2 Employees Charity Retirement Planning For more information, go to https://www.creatingricherlives.com #W-2 #taxes #charity #saving #retirementplanning #today #listening @CAPTRUST

Nov 25, 202324 min

Is This The Best Thing That Could Have Happened?

The financial markets rocketed higher during the week because inflation is coming down at a fast rate. That sounds good, but what if it continues and ultimately means the economy slows too much? Karl Eggerss explains how to navigate a changing economy. Also on this podcast, there are numerous conflicts of interest in the financial industry. An article was just published naming names with all the details. Topics discussed on this podcast: Inflation Economy Interest Rates Conflicts of Interest "No Golf Ball Rule" For more information, go to https://www.creatingricherlives.com #inflation #economy #conflictsofinterest #investments #today #listening @CAPTRUST

Nov 18, 202321 min

Gifting Strategies in a Challenging Housing Market

With elevated housing prices combined with rapidly rising interest rates, purchasing a home hasn't been this challenging since 1984. This is according to a recent report by Intercontinental Exchange. Because of this, many parents and/or grandparents are wanting to help members of their family get into their first home. On this podcast, Karl welcomes guest Barry Beal, CPWA® to the podcast to discuss various gifting strategies for first time homebuyers. Topics discussed on this podcast: Housing Affordability Legacy Gifting Strategies Mortgages Estate Planning For more information, go to https://www.creatingricherlives.com #housingaffordability #firsthome #mortgage #gifting #today #listening @CAPTRUST

Nov 11, 202332 min

When Bad is Good

The October jobs report was released and it was a worse than expected number. In addition, August and September were revised lower as well. And yet, the stock market soared. Why? Karl Eggerss explains on this podcast. Also on this episode, what does driving your car and exiting off the highway have to do with the economy? Topics discussed on this podcast: Jobs Interest Rates Stock Market Recession For more information, go to https://www.creatingricherlives.com #jobs #recession #stockmarket #investing #today #listening @CAPTRUST

Nov 4, 202329 min

It Must Be Nice

On this episode, Karl Eggerss explains why some people have so much influence that they can simply make a comment or tweet and investors react a certain way. Is it right? Plus, how is your portfolio built? Is there any thought or intentionality or did it just happen? Topics discussed on this podcast: Interest Rates Portfolio Construction Income Real Rates For more information, go to https://www.creatingricherlives.com #portfolioconstruction #investments #income #today #listening @CAPTRUST

Oct 28, 202322 min

Don't Make The Mistake I Did

On this podcast, Karl Eggerss explains how not having a plan could've caused him to have an outcome he didn't want. He walks listeners through the process of building a plan and then executing on it. Plus, interest rates continue to rise and it continues to be a drag on both stocks and bonds. Topics discussed on this podcast: Financial Plan Interest Rates Stocks Bonds Alternative Investments For more information, go to https://www.creatingricherlives.com #financialplan #interestrates #today #listening @CAPTRUST

Oct 21, 202325 min

This Changes Everything...or Does It?

A devastating attack on Israel is the latest reminder that geopolitical risk is one risk among many investors must deal with over their investing life. On this episode, Karl Eggerss explains how to deal with this risk and news events of the day that inevitably cause market volatility. Topics discussed on this podcast: Israel News Risk Management For more information, go to https://www.creatingricherlives.com #Israel #riskmanagement #today #listening @CAPTRUST

Oct 14, 202318 min

Just What The Doctor Ordered?

The Labor Department released the September jobs report on Friday and it was hotter than expected. Initially, stocks sold off as the bears saw it as a potential sign that the Federal Reserve might continue to raise interest rates. But, stocks made a U turn and ended higher after investors digested the data which did also showed lower than expected wage growth. If the economy can add jobs without cuasing more inflation, that would be a goldilox scenario. It's only one report, but the bulls won the day. Topics discussed on this podcast: Jobs Economy Warren Buffett Gamestop For more information, go to https://www.creatingricherlives.com #jobs #warrenbuffett #gamestop #economy #today #listening @CAPTRUST

Oct 7, 202322 min

It's 2022 All Over Again

This week and quarter, the stock and bond markets grabbed the 2022 playbook and repeated it. Rising rates spooked investors along with a potential government shutdown. Karl Eggerss discusses this and why patience and diversification is warranted. Topics discussed on this podcast: Government Shutdown U.S. Dollar Bonds Stocks For more information, go to https://www.creatingricherlives.com #dollar #governmentshutdown #stocks #today #listening @CAPTRUST

Sep 30, 202321 min

Could Higher Oil Prices Help Your Investment Portfolio?

The Federal Reserve left interest rates unchanged this week, but are they close to the end? That is yet to be determined, but perhaps higher oil prices might impact their future decisions. On this podcast, Karl Eggerss discusses the Fed's future path and the impact on the economy and your portfolio. Topics discussed on this podcast: Oil Interest Rates Economy Asset Allocation For more information, go to https://www.creatingricherlives.com #oil #interestrates #economy #investing #today #listening @CAPTRUST

Sep 23, 202324 min

Where to Find Hidden Money

Many retirees struggle with their cash flow and they may not be living their best retirement. On this podcast, Karl Eggerss discuss a place where many retirees may have hidden dollars. There are several techniques to find and use those dollars. Topics discussed on this podcast: Retirement Cash Flow Retirement Planning For more information, go to https://www.creatingricherlives.com #retirement #cashflow #retirementplanning #today #listening @CAPTRUST

Sep 16, 202317 min

Should I Sell My Rental Property?

Many people have rental homes that were acquired in various ways. The question often comes up wehther or not that rental home is a good deal still and should it be kept or sold. It takes a lot of analysis to determine the answer. On this podcast, Karl Eggerss walks listeners through the steps to analyze a property. Topics discussed on this podcast: Real Estate Rental Properties 1031 Exchange Mortgage Rates For more information, go to https://www.creatingricherlives.com #realestate #rentalproperties #1031exchange #mortgagerates #today #listening @CAPTRUST

Sep 9, 202319 min

What's the Deal with Bonds?

Interest rates have skyrocked and because of this, many investors are now curious how to build a bond portfolio in conjunction with other types of income in their accounts. On this episode, Karl Eggerss answers a listener question about bonds and he gives a Bonds 101 session. Topics discussed on this podcast: Bonds Bond portfolio Asset Allocation Income For more information, go to https://www.creatingricherlives.com #bonds #income #assetallocation #today #listening @CAPTRUST

Sep 2, 202326 min

What is the Retail Sector Telling Us?

August has not been friendly to the retail sector. Many are wondering if this is a sign the economy is weakening and on the verge of a recession. On this podcast, Karl Eggerss explains what he sees in the retail sector and the health of the overall economy. Jerome Powell also spoke on Friday and Wall Street was trying to get some insight into the Federal Reserve's next move. Plus, is your car spying on you? Technology is helping the dealership know what's going on with your car, but is this a good thing? Topics discussed on this podcast: Retail Stocks Economy Jerome Powell Mortgage Rates For more information, go to https://www.creatingricherlives.com #retailstocks #jeromepowell #mortgagerates #economy #today #listening @CAPTRUST

Aug 26, 202320 min

This Hasn't Happened in 100 Years

The stock market has pulled back from recent highs as investors digest higher interest rates, a bankruptcy in a Chinese real estate company, and updates on the health of the consumer. In addition, the stock market is entering into a seasonally weak time of the year. On this podcast, Karl Eggerss discusses the state of the financial markets and gives an update on the latest moves by some of the largest investors in the world. Topics discussed on this podcast: Chinese Real Estate Interest Rates Bonds Stocks 13F For more information, go to https://www.creatingricherlives.com #chineserealestate #interestrates #bonds #today #listening @CAPTRUST

Aug 19, 202326 min

Cash is an Option

For well over a decade, interest rates were near 0%. That's not the case anymore. The Federal Reserve raised rates at a rapid rate in 2022 and 2023. This has both positive and negative repercussions. On this podcast, Karl Eggerss explains why and how short-term instruments like money markets are now an option in an investment allocation. In addition, paying off old debt may not be the best move. Topics discussed on this podcast: Money Markets Cash Debt Interest Rates For more information, go to https://www.creatingricherlives.com #moneymarkets #interestrates #cash #debt #today #listening @CAPTRUST

Aug 12, 202324 min

A Systematic Approach to Riskier Investments

Every investor wants the highest returns with the least amount of risk. But, we can't always have that. On this episode, Karl Eggerss discusses a way to build a portfolio that allows for risky investments with the goal of higher returns, while still maintaining the long term plan. Topics discussed on this podcast: Risky Investments Alternatives Stocks Real Estate Portfolio Construction For more information, go to https://www.creatingricherlives.com #riskyinvestments #alternatives #portfolioconstruction #today #listening @CAPTRUST

Aug 5, 202321 min

When to Change Your Mind

Have you ever felt stuck in an investment? Have you ever felt the fear of missing out as stocks are going up and you aren't participating? On this episode, Karl Eggerss walks listeners through the thought process it takes to become a succsesful investor over the long term. Plus, how do capital gains factor in your decision making process when it comes to selling an investment? Karl explains why sometimes it may be worth paying a capital gains tax. Topics discussed on this podcast: FOMO Stocks Capital Gains Capitulation Valuation For more information, go to https://www.creatingricherlives.com #stocks #FOMO #capitalgains #capitulation #today #listening @CAPTRUST

Jul 29, 202325 min

The Biggest Obstacle To Becoming A Successful Investor

Karl's guest this week is Justin Pawl, CFA, CAIA, CFP®. He recently wrote an article titled "Once Bitten, Twice Shy" discussing various issues that get between an investor and successful investing. The financial industry calls it behavioral finance. Topics discussed on this podcast: Investing Biases Investor Confidence Homo Economicus For more information, go to https://www.creatingricherlives.com #stocks #investing #biases #behavioralfinance #today #listening @CAPTRUST

Jul 22, 202328 min

You Think Stocks Are Going Down? Then What?

Do you think the stock market is about to drop? If so, what do you do with your stocks? Sell them, hold them, or change them? Karl Eggerss discusses the best ways to build a portfolio if you think rocky times are ahead. Topics discussed on this podcast: Stocks Dividends Nasdaq Rebalancing Inflation Federal Reserve For more information, go to https://www.creatingricherlives.com #stocks #dividends #nasdaq #inflation #today #listening @CAPTRUST

Jul 15, 202324 min

The Pros and Cons of Mutual Funds

It is believed the first mutual fund dates back to 1774. Since that time, a lot has changed including more ways for investors to gain access to the stock market. Are mutual funds outdated? Are they still useful? Do they still play a part in a portfolio? On this podcast, Karl Eggerss answers these questions in an educational episode. Topics discussed on this podcast: Mutual Funds Exchange Traded Funds (ETFs) Stocks Diversification For more information, go to https://www.creatingricherlives.com #mutualfunds #ETFs #stocks #today #listening @CAPTRUST

Jul 8, 202324 min

A Tale of Two Markets

The first half of the year is in the bag and it looks dramatically different than it did in 2022. The leaders have changed and the concentration of some big technology stocks have skewed some of the strength so far. On this podcast, Karl Eggerss goes through what has worked in the first half and what to look for in the second half of the year, including whether the rally can continue. Topics discussed on this podcast: Technology stocks First half recap 4th of July Inflation Can the rally continue? For more information, go to https://www.creatingricherlives.com #FOMO #stocks #today #listening #technologystocks @CAPTRUST

Jul 1, 202322 min

How Not to Get Rich

On this podcast, Karl Eggerss discusses the FOMO that seems to be getting worse in the stock market. In fact, it appears there is a new generation of investors who have learned bad habits and may have to learn a lesson the hard way. Karl shares the one way an individual can learn. Plus, how did you gain your wealth? Topics discussed on this podcast: FOMO Meme Stocks Stocks Wealth Creation Financial Mistakes For more information, go to https://www.creatingricherlives.com #FOMO #stocks #today #listening #memestocks @CAPTRUST

Jun 24, 202325 min

How Do You Track Your Finances?

On this podcast, Karl Eggerss discusses financial planning software, budgeting tools and apps, and whether or not they are necessary. Find out what he uses to track his expenses and what tools CAPTRUST uses for clients to not only track expenses, but do in depth financial planning. Topics discussed on this podcast: Financial Planning Apps Budgets Federal Reserve For more information, go to https://www.creatingricherlives.com #budget #financialplanning #apps #retirement @CAPTRUST

Jun 17, 202321 min

Back to Normal

On this episode, Karl Eggerss discusses whether or not the economy and the financial system is back to normal. After years of ZIRP (zero interest rate policy) by the Federal Reserve, interest rates are now much higher than in years past. This has changed the game. Topics discussed on this podcast: Interest Rates Economy Federal Reserve Stock Market Recession For more information, go to https://www.creatingricherlives.com #recession #stocks #federalreserve #economy @CAPTRUST

Jun 10, 202324 min

Have You Done This for Your Heirs?

On this episode, Karl Eggerss welcomes guest Oliver Norman, CFP® to the podcast to discuss some items that may be missing from your estate plan. There are legal documents that are included in most estate plans. But, what about the non-legal items? Topics discussed on this podcast: Estate Planning Personal Statement to My Heirs Will Legacy For more information, go to https://www.creatingricherlives.com #estateplanning #financialplanning #legacy #will #heirs @CAPTRUST

Jun 3, 202324 min

Living Off The Interest

We all grew up hearing to only "live off the interest". Our parents and grandparents told us that was what we should do in retirement. In other words, never invade the principal. But, is that correct? Karl Eggerss discusses this concept on this episode. Are you short changing yourself by living off of the interest only? Topics discussed on this podcast: Living Off The Interest Principal Retirement Interest Rates For more information, go to https://www.creatingricherlives.com #interest #principal #retirement #livingoffinterest @CAPTRUST

May 27, 202319 min

The Next Big Thing? Artificial Intelligence (AI)

In the last 30 years, we've seen some big changes in the way we live and subsequently new investment opportunities. First, was the internet in the late 1990s. Then crypto currencies at the end of the last decade. Some got rich from these new inventions and some went broke. On this podcast, Karl Eggerss discusses the latest "big thing", artificial intelligence. Will it change our lives? Are there investment opportunities? This is answered on this podcast. Topics discussed on this podcast: Artificial Intelligence (AI) Stocks Bubbles Crypto Internet For more information, go to https://www.creatingricherlives.com #artificialintelligence #AI #stocks #bubble #cdrypto @CAPTRUST

May 20, 202318 min

Making A Temporary Loss A Permanent One

What do you do when your portfolio is falling? This is when the biggest investment mistakes happen. Karl Eggerss addresses how to handle stock market volatility on this episode. Plus, one of the biggest divergences in stock performance ever is happening right now. Karl explains. Topics discussed on this podcast: Stock Market Losses Small Business Optimism Volatility Inflation Nasdaq FOMO For more information, go to https://www.creatingricherlives.com #inflation #Nasdaq #volatility @CAPTRUST

May 13, 202327 min

Your Debt Is Golden

With interest rates rising rapidly and the Federal Reserve continuing their inflation battle, it's a good time to assess your debt. Should you always rush to pay off debt? It depends. Plus, another week and another bank failure. Karl Eggerss explains on this episode. Topics discussed on this podcast: Debt First Republic Leading Economic Indicators Federal Reserve Interest Rates For more information, go to https://www.creatingricherlives.com #stocks #bonds #FederalReserve #banks @CAPTRUST

May 6, 202321 min

Do You Have FOMO?

Despite any negative news, the stock market continues to move higher. But, not all stocks are participating. In fact, Karl Eggerss shares some surprising stats as to how many stocks are actually participating in the rally. Plus, Karl eplains how to turn a temporary loss into a permanent one. Topics discussed on this podcast: FAANG Stocks FOMO Concentrated Stock Market Diversification For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email [email protected] #stocks FOMO #FAANG #investments @CAPTRUST

Apr 29, 202322 min

Markets Are Not Efficient

The debate over whether or not the stock market is efficient has raged on for years. On this episode, Karl Eggerss explains what the Efficient Market Hypothesis is and whether or not it actually exists in today's stock market. Karl gives a real example that proves his case. Topics discussed on this podcast: Efficient Market Hypothesis (EMH) Stocks Real Estate Investment Trusts (REITs) IPOs For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email [email protected] #efficientmarkethypothesis #EMH #stocks #investments @CAPTRUST

Apr 22, 202320 min

Is This The End Of The Dollar?

There has a lot of chatter regarding the destruction of the dollar. Other countries have discussed creating their own reserve currency. What's the likelihood of this happening? What would be the impact on your life and your portfolio? Karl Eggerss invites Justin Pawl, CFP CFA back to the podcast to discuss. Topics discussed on this podcast: Dollar International Stocks Interest Rates BRICS Diversification For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email [email protected] #dollar #BRICS #stocks #investments @CAPTRUST

Apr 15, 202325 min

Avoid The Blowup Holes

It's Masters Week. The Super Bowl of golf. Being a golfer, Karl Eggerss has learned a lot over the years. And, one of the basic rules in golf to improve one's scores is to avoid the blow up holes. Karl takes this analogy and explains how to apply it when managing an investment portfolio. Plus, what are some ways you can protect your portfolio? Karl gives some practical ways to do just that. Topics discussed on this podcast: The Masters Options Stop Losses Diversification Gold For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email [email protected] #gold #stocks #bonds #diversification #options @CAPTRUST

Apr 8, 202328 min

Is It Really That Simple?

The first quarter of 2023 is in the books. The financial markets are acting almost the complete opposite of 2022. Interest rates are falling, tech stocks are once again loved, investors are hoping that the Federal Reserve is almost done with their tightening cycle and the economy will have a "soft landing". But, what if that doesn't happen? Karl explains why he's still a little cautious. Topics discussed on this podcast: Federal Reserve Balance Sheet Nasdaq FANG stocks IRS Scams Bear Market Rallies For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email [email protected] #IRSScams #investments #NASDAQ #stocks #bonds @CAPTRUST

Apr 1, 202325 min

What Did She Say?

The Federal Reserve did it. They raised interest rates...again, despite trouble in the banking sector. Janet Yellen, Treasury Secretary, gave the markets some mixed messages causing more volatility for investors. But, despite all of that, stocks eked out a gain for the week. Topics discussed on this podcast: Janet Yellen Federal Reserve Diversification Stocks Bonds For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email [email protected] #FederalReserve #investments #stocks #bonds @CAPTRUST

Mar 25, 202322 min

You Can't Avoid Risk, But You Can Manage It

While risk can be mitigated, it can't be avoided. On this episode, Casey Keller, CFA joins Karl Eggerss to discuss several types of risks that perhaps you are overlooking. They take a deep dive into some of them and how to reduce your overall risk. Topics discussed on this podcast: Risk Silicon Valley Bank (SVB) Diversification Stocks Bonds For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email [email protected] #risk #banks #investments #stocks #bonds @CAPTRUST

Mar 18, 202329 min

Did They Just Break Something?

On this episode, the 2nd largest bank failure occured this week. And, it almost came out of nowhere. Is it a systemic issue or an isolated incident? Karl Eggerss explores this and everything that was affected. Topics discussed on this podcast: Too Big To Fail The Federal Reserve Silicon Valley Bank (SVB) Recession Diversification Economy For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email [email protected] #toobigtofail #bankfailure #recession #investments #economy @CAPTRUST

Mar 11, 202320 min