This recent market analysis by Capital Group got our attention: Over the last couple of years, the gap in both returns and valuations between small cap and large cap stocks has expanded against the backdrop of tighter monetary policy. To further summarize, a well-known index is trading near a 20-year low on a relative basis versus large caps. Limiting your exposure to these assets will limit your risk, but it is always interesting to see where the opportunities might lie in our allocation strategies for the future. We believe you, too, will find it interesting as we discuss why this informatio ..read more

Amidst all the blather about an election (you remember, right?), where are the opportunities? Today, we’ll discuss the realities markets have historically experienced during an election year,  how investors have responded, and the mistakes investors made. Long-time money manager, The Capital Group, will provide us stats going all the way back to 1933. We’ll also discuss recent moves in the gold market … so hold on to your hats on this one! Also, Nathan will discuss some very interesting findings from LPL Group that, we found, should be particularly helpful. And Heidi will discuss the ..read more

On today’s show, we’ll hear about the changes that the Marsh brothers at Bill Marsh Automotive Group are experiencing as they sell their long-held business to Serra Motors. About three years ago, in 2021, the Marsh brothers came on the New Retirement Radio Show to share their experience and knowledge gained over the years with their joint management of the business. They return today to discuss their transition out of Marsh Auto and shed light on this period – what they are learning from it from a business standpoint, and what they hope to personally accomplish in this next phase of their ..read more

Around the turn of the previous century, Alan Greenspan made the following famous and prescient comment regarding the dot-com bubble: “A decline in perceived risk is often self-reinforcing in that it encourages presumptions of prolonged stability and thus a willingness to reach for risk over an ever-more extended time period. History cautions that extended periods of low concern about risk have invariably been followed by reversal, with an attendant fall in the prices of risky assets.” On today’s show, we’ll ponder and discuss several sources that we think you’ll find helpful in considering th ..read more

Market volatility can easily occur in an election year, which could affect your personal investments. On today’s show, we will review the Guide to investing in an election year, published by Capitol Group, in order help us all gain a better perspective. We’ll then discuss investors’ biggest questions like, “How can we invest with confidence in an election year?” “Which political party is better for investors?” “What typically happens to the stock market during election years?” “What have been the best ways to invest in election years?” Next, Heidi will discuss the 10 tax forms retire ..read more

Many of us are familiar with that famous line from Mark Twain’s 1892 novel. In our attempts to deign what's going on in this economy, there is always enough warning for any of us and … of course … plenty of opportunity. Given the current trends we’re seeing in the stock market, especially with some indexes reaching all-time highs, we’re looking forward to see what the future might hold. It is truly amazing what can be gleaned from history. Given the dynamics of this market, it can be very helpful to us to remember the past and take what we can learn from it. On today’s show, Heidi wi ..read more

John Wayne once said, “Life is hard if you’re stupid.” For investors, this means being wary of a whole lot of the information disseminated by the popular media of today. Today, we’ll be working with solid data to keep our focus on the information we know is certain. In that light, we’ll cover the economic news of the day from our primary research sources, which include Capital Group’s 2024 edition of their long-term perspective on markets and economies, as well as various economists like Ed Yardeni. We’ll have enough stats to assist you in getting a better idea of ’24 as well as current o ..read more

Welcome to 2024! We are excited for the New Year! Some say that the more things change, the more they remain the same. Well, a lot of things are changing in Traverse City and elsewhere on the ownership front as the Baby Boomer generation continues their respective exit(s) and begins to head for the door. As so many businesses are changing hands, we figured this would be an opportune time to ask Jon Sluis, CPA, what he’s seeing, advising and what areas owners should think about before and after the transaction. Timing, planning and opportunities can change quickly for those on the asset ow ..read more

Today on New Retirement Radio, CPA Jon Sluis joins us as we discuss year-end tax planning, IRAs, and the case coming before the Supreme Court next June, deciding whether or not Congress can tax unrealized gains. Taxing unrealized gains may sound like something you’d see in Russia or hear about in fifth grade as a lofty aphorism. Apparently, however, the Supreme Court feels the need to weigh in on this one because, according to The Wall Street Journal, it’s the most important tax case in decades. We’ll offer our opinions on what this proposal could mean and the impact might ..read more

On this week’s show, we will honor the legacy of Charlie Munger, Vice President of Berkshire Hathaway, who passed away on November 28. His road to success was one where he started from nothing and achieved what very few others have by sheer hard work, associating with the best people he could, sprinkled in with significant talent honed over the years with significant research and experience. His axioms can help those pursuing higher achievement and a general attitude that can motivate us all. Next, Heidi will discuss the pros and cons of taking Social Security earlier or later (as the case may ..read more