
Money Life with Chuck Jaffe
2,170 episodes — Page 40 of 44

Agather: Small-caps can give your dividend strategy a boost
Rolf Agather, managing director of research for North America at FTSE Russell, said that small-cap stocks can give a portfolio a surprising dividend boost and pointed out how it was small-cap dividends that really helped preserve decent results for small-caps in 2018. Also on the show, tom Lydon of ETFTrends.com makes a 'fallen angel' fund his 'ETF of the Week,' author Tony Steuer discusses financial readiness, and we rebroadcast a recent interview with emerging markets expert Andrew Foster of the Seafarer Funds

Volatility brings opportunity, sometimes in cash
Lauren Pearson and Jim Ewing of HighTower Advisors discussed recent volatility and where it has created opportunity for investors, and both agreed that one spot for investors to consider now is cash, both because of rising rates but also to keep powder dry. international and emerging markets were among the other options discussed in the Collective Wisdom segment; also on the show, Ben Hunt of EpsilonTheory.com gives an interesting take on whether bad news is really good for the market, Hilary Kramer of High Octane Trader and Game Changer Stocks has the Market Call and more

Via Nova's Gayle: Market is overcoming the bricks in the wall of worry
Alan Gayle of Via Nova Investment Management said that he does not see any problem with the market reaching and eclipsing previous highs. with the Standard and Poor's 500 getting back to 2,900 sometime this year. Meanwhile, D.r. Barton Jr. of 10minutemillionaire.com said the market's current snap-back rally has the market moving sharply upward, 'but in a healthy fashion.' Also on the show,m Charles Rotbut of AAII Journal has his Stock of the Week and Tim Melvin of the Heatseeker newsletter talks stocks in the Market Call.

Money Life's tribute to legendary investor Jack Bogle
Chuck had a long history of writing about and talking with Jack Bogle. In fact, when Bogle entered the hospital in December, he had planned to talk with Chuck in mid-January when he came out and got back to work. Instead, the founder of the Vanguard Group and the man behind index investing took a turn for the worst and died at age 89 on Jan. 16. In this special Martin Luther King Day tribute to Bogle, Chuck talks about his time spent with Bogle, reminisces with Matt Fink -- the longtime leader of the mutual fund industry's primary trade association -- and rebroadcasts Jack Bogle's last appearances on the show, from Jan. 8-9, 2018.

Briefing.com's O'Hare: The market rout in December set up a good year for 2019
Patrick O'Hare, chief market strategist at Briefing.com, said that investors have a ice opportunity to put some money to work based on how everyone was getting panicky over recession talk at the end of last year. He believes the market was overly negative, which has created opportunity, though he thinks gains will be muted and market action will be choppy. Also on the show, Matt Schulz of CompareCards.com discusses why most people would rather lose debt than lose weight this year, Chuck answers an audience question, and Mike Bailey of FBB Capital Partners talks stocks in the Market Call

Chuck remembers Jack Bogle, investment legend and friend.
Jack Bogle, founder of the Vanguard Group and the patron saint for small investors died at age 89 on Wednesday, and Chuck took time from the show to remember Bogle. Also on the show, Tom Lydon of ETFTrends.com talked emerging markets with the 'Etf of the Week,' Terry Jones of Investor's Business Daily discussed investor optimism, and Samuel Lee of SVRN Asset Management talked about ETFs in the Market Call.

Kiplinger's Payne: The economy is still doing pretty well.
David Payne, staff economist at Kiplinger.com, said that the economic underpinnings remain solid and strong, but aren't 'amazing,' which should lead to a year of heightened volatility and muted market returns. He noted that the market now seems to expect the Federal Reserve to be done with rate hikes at least until very late int he year. Also on the show, Bill Thrush, Richard Lewis and Ray Baraldi of HighTower Advisors discuss how they help consumers set appropriate expectations, Jason Reposa of MyBankTracker.com talks about what people affected by the government shutdown can do to get some assistance and relief frmo creditors, and Scott Klimo of Saturna Capital and the Amana Funds has the Market Call.

Sincere: 'Investors are nervous and traders are confused'.
Technical analyst Michael Sincere said current market conditions have confused traders and made investors nervous and have made this one of the toughest markets he has ever seen. He's mostly defensive right now, watching the Standard and Poor's 500 and its behavior around the 2,600 level. Also ont he show, Charles Rotblut of AAII Journal reviews some of the sells he made in his 'Stock of the Week' feature during 2018, Everett Millman of Gainesville Coins talks gold, and Scott Ganschow, featured investor at NetVest, has the Market Call.

Seafarer's Foster: This year will be better in emerging markets.
Andrew Foster, portfolio manager at the Seafarer Growth and Income Fund, said he expects 2019 to be better for emerging markets than last year was, but warned that it won't be a great year, just better than the recent past. More importantly, with emerging markets coming back, he expects them to deliver the diversification benefits that they mostly have fallen short of in recent years. Also on the show, Gerg McBride of BankRate.com discusses they pay raises workers are expecting -- or not -- for the year ahead, David Trainer of New Constructs reviews his top Danger Zone picks from 2018, and Tom Plumb of the Plumb Funds has the Market Call.

TD Ameritrade's Kinahan: 2019 will see the domestic markets up 8 - 10 percent.

Berman: Definitely not a bear market right now.

Schuster: Government shutdown could ice the IPO market.

Nuveen's Doll: Lower growth, higher unemployment and much more to come in 2019.

Trainer discusses his misses from 2018.

Pring: We're in a primary bear market here.

McBride: The Fed will hike rates twice, and live to regret the last one.

Mathai-Davis of Quantamize: Buy consumer discretionary, sell staples.

Weatherstone's Michael Ball: Time to keep powder dry.

Dan Fuss: The bond market has changed significantly, and faster than expected.

Lydon: Look at gold shares to diversify and steady your portfolio.

Collective Wisdom: Valuations should make investors nervous now.

Bobrinskoy: 'The market is convinced we are going to have a recession'.

One manager sits in cash while another puts his cash to work.

Tom Lydon: Consider palladium to diversify portfolio now.

Frank Holmes: Get ready for recession unless trade wars and rate hikes end.

Investec's Michael Power: Trade, tariff wars could be a China buying opp.

Wells Fargo's Wren: Expect a 10 percent gain next year.

Raging Bull's Bishop: 'We're looking at broken technicals right now.'

Schomer: Not headed for recession or rebound, but for moderation.

HighTower's Falcon and Terwiliger pick out favorite industries for 2019.

Kottle of Catalyst Funds: 'We are at a global inflection point'.

New Constructs' David Trainer: Don't trust accounting book value.

Chase's Klintworth: These are the bull market's last gasps.

Crit Thomas: Lower your return expectations for the next 3-5 years.

McDonald: Economists and forecasters are starting to capitulate.

Chesapeake's Parker: It's the household names that are worth buying right now.

Merrill Lynch's Mukherjee: 'This is what normal volatility looks like'.

Regions' McKnight: Market won't fall off a cliff in 2019, '20 but will be more challenging.

AssetMark's Thomas: Recession isn't likely in 2019 or even 2020.

Sam Stovall: Investors should adjust their 'level of ascent'.

Hodge: Market is overdone on the down side, the is a buying opportunity.

Hooper: Long-term investors should be 'risk-aware,' rather than risk-off.

Tom Lydon: In a high-volatility environment, consider a low-vol fund for your growth stocks.

HighTower's experts: Downturn is more buying opportunity than start of trouble.

S. Texas Money Management's Kee: Recession can be held off until 2020 or beyond.

Rufenacht: This is not the time to take undue risks

Talon Advisors' Grimes: There are reasons not to be bullish now.

Clements: Take the good from the aggressive 'retire early' movement.

Stewart: Forget the headlines, it's business as usual
