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Educating Financial Advisors: The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating and informing savers & investors. Which raises a question: are Financial Advisors & Planners well versed on all the topics we cover? We could not think of a better way to find out than to interview an expert on educating investment and insurance professionals.
Dr. Larry Barton the President of The American College, will be our special guest to discuss the education these financial & investment professionals receive. The American College, located on the Philadelphia main line is the nation’s largest accredited institution devoted to insurance and financial services. As one of the leading experts on risk management we'll also be able to ask him about the advice he has for investors in this runaway equity bull market.
What level of training and certification do stock brokers have versus Financial Advisors? Is that the same as Registered Investment Advisors? What about the "C" acronyms on their business card? How can an investor know what level of training their advisors have? Are they trained in the alternative investments we've been discussing? Should insurance representatives be selling market linked annuities? For the answers to these and many more questions get a cup of coffee, or glass of wine and join in the conversation …
Calls, Puts & Other Options ! - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating and informing savers & investors. All too often derivatives are viewed as risky financial instruments used by institutions and sophisticated investors to extract money from the rest of us. In reality, every investor can take advantage of these derivatives, not for speculation but for hedging our portfolios and increasing our returns. Would you like to know how?
Our special guest will be Laurie Itkin the Founder of The Options Lady, Investment Advisor with Coastwise Capital Group, and author of an upcoming book: Every Woman Should Know Her Options. And do not be fooled by the title, men can and should learn to use these same strategies! What are derivatives? How do they help you hedge risk? Are Options the right Alternative for you? If you would like to know more about derivatives, hedging, and options strategies you will want to tune in.
We have been doing a series on Alternative Investments to make sure none of our listeners are victims to the bursting bond market bubble, and prepared as the stock market goes through a normal decline. This series would not be complete without a discussion on strategies that can be used right inside your current brokerage account ... if you know what to do! Prepare your questions, a cup of coffee, or glass of wine and join in the conversation …
You got a $100,000 windfall ! - The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating and informing savers & investors. If you received a $100,000 bonus, lottery prize, gambling winning, or inheritance, would you spend it or invest it? How would you invest it? How should you invest it? What's sounds like a nice problem to have, still should be analyzed like any other major investment decision to maximize the long term benefit. How do you start the analysis?
We'll take a recent example of someone who will be receiving a share of their inheritance and is faced with this very question. What advice would you give them? Are there some examples in your circle of friends or family? Prepare your answers, a cup of coffee, or glass of wine and join in the conversation …
Forex Trading: The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating and informing savers & investors. When you traveled to other countries you noticed that not all countries use the same currency. If you visited a particular country 5 years ago, and now plan to go back, you'll notice the exchange rate is not the same as it was 5 years ago. Who decides those rates? Is there an opportunity to buy the currency in advance and thus hedge the price of that currency?
As a casual tourist you may not be sensitive to a 5 or 10% change in the currency value. But what if your company is buying goods produced in those other countries? Then a 5% increase on a $1 million purchase makes a big difference. You certainly would find a way to hedge that currency. Is there an investment opportunity buying and selling various currencies? Are the currency markets liquid enough to be able to exit quickly? What financial instruments could you use? Can you do these transactions through your stock broker?
We will have Stanley Urban as our special guest to discuss Forex Trading. Stan Urban didn't get involved in Forex trading as a hobby or an investment – he had no choice. He's been a financial executive in the countries we now know as New Europe for 8 years before the Euro was even introduced! The vast majority of purchases made by the companies he has worked were in foreign currencies. How did he hedge those transactions? Could you use those transactions as an investment opportunity? What's his perspective on the future of the Euro?
For the answers to these and many more questions get a cup of coffee, or glass of wine and join in the conversation …
Update on Gold: The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating and informing savers & investors. If you've been monitoring the equities markets and precious metals prices you noticed them moving in opposite directions for the last 18 months. Will this continue? Is gold a good hedge against a drop in equities?
In a recent show I shared my concern that some major market players may want to depress the price of precious metals. On the other hand the companies selling gold and silver coins seem to be spending a lot on advertising. They even hire celebrities to make you feel more comfortable. Is that because of the great past performance for precious metal, or an indicator of the opportunity for future appreciation?
We will have Jack A. Bass as our special guest to update us on Gold. He is one of Canada's top ranked economists and the author of "The Gold Investor's Handbook". Jack Bass is also the author of "The Apprentice Millionaire Portfolio" so we will use this opportunity to get his views on the economy, and the prospects for other investments. Did you know that many of the Gold and Silver exploration companies are registered in Canada? Is it just a coincidence that our guest is Canadian?
I suspect many of our past guests will be listening to see what Jack Bass has to say about Gold & other precious metals. Has the market turned ... or are we now in a long-term bear market? What's the best way to invest in Gold?
Overview of Alternative Investments: The Wealth DNA radio show is dedicated to helping you increase your wealth, and to educating and informing investors. Today we will provide an overview of the various Alternative Investments we've discussed to date – plus a few. So if you've been wondering which if any Alternative Investments you should be adding to your portfolio – you'll want to be sure to tune in.
If you've been monitoring US interest rates or bond prices, or you're getting increasingly worried about whether the outstanding returns in the equity markets can continue, then you fully understand why we launched the series on Alternative Investments. Why did we start covering these alternatives more than one year ago? The answer is provided in an old adage - "Dig your well before you're thirsty".
What are some of the Alternative Investments we've already covered? How have some of them performed in the past year? How will they be impacted by inflation or deflation? Is there some correlation with the stock market or bond market? Which of them require the investor to be accredited? How can someone invest in these alternatives if they're not available through a stockbroker? Can you invest with IRA or 401k funds? What are the risks and returns?
To get the answers to these and other questions you can listen to each of the prior shows on our archives www.WealthDNA.us or you can join us …
Angel Capital: The Wealth DNA radio show is dedicated to helping you increase your wealth, and to educating and informing investors. We'll get into more detail on the little known and certainly under appreciated realm of Angel Capital in our next show in the series on Alternative investments. Angel Investors are certainly on the ground floor of new technologies and advancements that will change our lives sometime in the future. The key to success is to invest in those companies on the leading edge … and avoid investing in those on the bleeding edge. We know more about the entrepreneurs and startup companies that are successful than we do about those who tried and failed.
How do you pick the winners from the losers? What should you look for in the idea? How do you know if the innovators will be able to execute? Are there experienced Angel Investors you can work with? What are the risks and returns?
To give you the answers to these and many others we have as our special guests James Goulka the Managing Director of ATIF, the Arizona Technology Investor Forum. He also serves as CEO of several companies, and has served as a C-level executive for a number of other companies du
Venture Capital: The Wealth DNA radio show is dedicated to helping you increase your wealth, and to educating and informing investors. As a part of our series on Alternative Investments we'll cover one the least known and highly successful investment areas - Venture Capital (VC).
On past shows we shared that institutional investors and large endowment funds with great performance have a large allocation in Alternative Investments ... and certainly VC helps boost their long-term results. Could you and I and participate in this arena? Does it require millions of dollars to invest? Are there funds you can participate in? What are the risks and returns? How do you get started?
To give you the answers to these and many other questions we have as our special guests Rick Gibson the Managing Director of HOTventures which he defines a "Mentor Capital" fund! He's been involved with start-ups longer than most tech company founders have been alive, so he clearly has a lot of great experiences to share.
Your next investment - is in a cup of coffee, tea, or glass of wine and join in the conversation…
The Wealth DNA radio show is dedicated to helping you increase your wealth, and to educating and informing investors. Regular listeners have heard: "never take financial advice from people who are poorer than you" – since we firmly believe it's far better to learn about personal finances from the Wealthy/Affluent. Similarly, our listeners know that "if you invest like everyone else – you should expect to get results like the majority of others do". That majority is part of the 95% who will never be wealthy. Our listeners on the other hand, strive to be in that 5% of the wealthy.
Our special guest will be Dr. Philip DeMuth, Managing Director of Conservative Wealth Management, LLC, a company catering to affluent investors. He is also the author and co-author (with Ben Stein) of several books on investing. As part of our continuing series, we'll focus on two of them "The Little Book of Alternative Investments" and his most recent book "The Affluent Investor".
How do Alternative Investments fit into the portfolios of the wealthy? Besides the number of zeros, how do portfolios of the affluent differ from average investors? Are Dr. DeMuth's observations of the wealthy similar to the studies conducted and documented by Dr. Thomas Stanley and Dr. William Danko? What is Phil DeMuth's investment philosophy/strategy? How do Wall Street firms shrink an investors wealth?
To learn the answers to these and many other questions we have for our special guest Dr. Philip DeMuth.
in Real Estate
Non-bank Financing - Creating your own Investment The Wealth DNA radio show is dedicated to helping you increase your wealth, and educating and informing investors. As part of our series on Alternative Investments we'll cover another strategy to avoid following the crowd investing in the financial markets. I hear many investors say they currently invest in equities, especially US equities, since returns in fixed income are low and they’re worried about the risk of capital loss as interest rates rise. In other words they're looking for the cleanest shirt in the dirty clothes hamper !
As these investors start to take profits on those equity investments, they wonder where they should invest that money. In this show we'll propose a radical alternative – Creating your own Investment ! Sound intriguing? You're probably wondering how you can do that? Do you need a securities license? How much could you earn on this DIY investment? Would it be riskier than US equities?
It will be Memorial Day in the US, so we'll also take a few minutes to discuss the background of that Holiday.
For this Memorial Day tribute and the answers to these and other questions you'll come up with during the weekend – just gather the family if they have the day off, and each get a cup of coffee, tea, or glass of wine and join in the conversation …
Angel Capital vs Venture Capital: The Wealth DNA radio show is dedicated to helping you increase your wealth, and to educating and informing investors. As a part of our series on Alternative Investments we need to cover some of the least known and highly successful investment areas - Angel Capital and Venture Capital (VC).
From past shows, you already know institutional investors and the big endowment funds with great performance have a large allocation in Alternative Investments ... and certainly they rely on VC to boost their long-term results. Could you and I and participate in the arena? Does it require millions of dollars to invest? Should you be an Angel? Are there funds you can participate in? What are the risks and returns? How do you get started?
To give you the answers to these and many others we have as our special guests Curtis Gunn and Base Horner the principals of Desert Angels a group of Angel Investors based in Tucson AZ. You will be surprised to learn that Desert Angels is a non-profit group of 80 investors who have reviewed 100's of companies and invested in more than 50 companies.
Your mission - should you chose to accept it - is to get a cup of coffee, or glass of wine and join in the conversation …
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