Your Life Your Wealth

February 22, 2019

Catherine Wood, Groundhog Day presenter and CEO of ARC Invest, joins me for a discussion about investing in disruptive technologies. Ark Invest seeks investment opportunities with companies who specialize in technological innovations such as robotics, big data, cloud computing, and energy storage.

February 14, 2019

My broadcast from the 26th Annual Emerald Groundhog Day Investment Forum continues. I’m joined by Rear Admiral Thomas C. Lynch (USN Ret.) along with Joe Besecker, Founder, Chairman, and President of Emerald Asset Management. We discuss Admiral Lynch’s long and distinguished military and business career and his current work managing the nation’s leading VA mortgage company. Joe joins the conversation and discusses his personal and professional association with Admiral Lynch. Plus, we’ll revisit an entertaining encounter I had with Adm. Lynch, Roger Staubach, Joe Besecker, and my son Vincent, years back at an Army/Navy game.

February 8, 2019

I’m joined by Cal Quinn, Naval Academy graduate and service-wounded veteran who participated in Operation Enduring Freedom just after the 9/11 attacks. Cal, who also works in the financial industry, and I discuss his military service and the importance of helping veterans by teaching skills that will serve them throughout their careers. Our conversation was recorded at the 26th annual Groundhog Day Investment Forum hosted in Philadelphia by Emerald Asset Management.

February 1, 2019

Ben Franklin famously said: “In this world, nothing is certain but death and taxes.” I’ll leave the death discussion for another day. For now, tax season is here and Cordasco Financial Network CPA Tim Joseph joins me for a review of several new tax laws that will impact your filing this year.

January 25, 2019

How old are you? It may no longer be just a simple question. I share new scientific data about chronological vs. biological age, and how it may someday be used to more accurately develop the wealth part of your financial plan.

January 18, 2019

This past week Jack Bogle, founder of The Vanguard Group, died at the age of 89. I pay tribute to this giant in the investment world who will be best remembered for his passion regarding low-cost, uncomplicated long-term mutual fund investing.

January 11, 2019

Taking the practice of rebalancing to a deeper level. I describe how rebalancing is needed to keep you on track, but can take on very different characteristics based on your risk tolerance, goals and stage of life.

January 8, 2019

Last year’s market activity included sell-offs and wild swings. It’s time to analyze the “why’s.” Why did the markets behave that way? Why did you sell or perhaps why didn’t you buy more aggressively on the dips? I discuss how a better understanding of the “why’s” creates clarity and can help take the emotion out of investing. I’ll also outline some of the specific reasons market volatility has increased and some lessons we can all learn from TV’s “America Pickers.”

January 4, 2019

The “set it and forget it” approach may have been fine for the Ronco Showtime Rotisserie Oven so many of us saw advertised on television back in the day, however it’s not a sound strategy for managing your 401(k) plan today. I’ll describe specific things you should consider doing with your 401(k) to take full advantage of current market conditions.

December 21, 2018

At Cordasco Financial Network, we receive lots of listener emails each week, and it’s time to address a few on this program. I answer questions on the characteristics of bull and bear markets, recent activity by the Federal Reserve, and give you an inside look at what we do at CFN during the type of market conditions we are currently experiencing.