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Covered in this episode of Tape Talk Radio:

North Korea threatens aggression and the stock market blinks.

After President Donald Trump threatens aggression for North Korea's bullying tactics the market quickly sunk. What should investors make of the news? Is it time to fear a new bear market?

 

How to allocate your investments in every life stage.

Not everyone should be allocated the same way. Investment allocation is time dependent since most people will need to use their investments at some point in time. Are you allocated correctly for where you are on your investment journey?

 

How a financial plan affects your allocation.

So how do you figure out how you should be allocated? Frankly, if you've not done a financial plan you may just be guessing. Consider how critical it is to have a plan before and during your investment journey.

 

Lining up your required rate of return and your temperament.

Just because the numbers say you should be allocated a certain way doesn't mean you can stomach that. Not everyone is cut out for every allocation level in investing. A good advisor should help you align your suggested allocation and a level of risk that still allows you to sleep at night. 

 

Are you as diversified as you think?

Have you considered that many mutual funds and ETFs own many of the same major stocks? This means you might not be as diversified as you think. Even after buying different funds or investments you may be heavily concentrated in a few stocks. Find out how to figure out if you really are diversified. 

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For this edition of Small Business Spotlight we talk to Chris Eddie, co-founder of Smiley Pete Publishing. He shares the story of how two college buddies started a hyperlocal publishing company and began connecting local consumers and business. Find out what's next as they continue their evolution as a company by developing local events to even further highlight local businesses. 

For more information on Smiley Pete visit: SmileyPete.com

For more information on Crave Lexington visit: CraveLexington.com

 

To find out more about Tatro Capital, find us at TatroCapital.com

Stock Market Rotation

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Covered in this episode of Tape Talk Radio:

Rotation is the name of the game across stock sectors.

Caterpillar earnings breathe new life into the Trump trade.

Facebook earnings and the tech-based economy.

Risk versus investors' expectations.

Your allocation and your temperament.

What should investors really expect from the market?

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Covered in this episode of Tape Talk Radio:

The stock market bears must be on vacation as markets march higher.

The Senate health care bill is on life-support but stocks don't care.

Guest trader, Frank Zorrilla (@ZorTrades), brings views from a trading desk.

A deep dive into emerging markets with a look at Baidu.

Plus, a sneak peek into Tatro Capital's upcoming brand change.

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Covered in this episode of Tape Talk Radio:

What's a financial plan, how does it impact investing?

Common reasons for putting off planning.

What to expect from a financial plan.

What makes planning unique.

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Covered in this episode of Tape Talk Radio:

This week's headlines: Senate health care bill, banks rally, tech fades.

What is passive investing, how does it differ from active?

Why has passive investing become popular?

Can an investor be truly passive?

How does planning affect your investments?

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On this episode of Tape Talk Radio we take some questions from our listeners:

Fixed Income

As you get older the experts tell you to move more and more into bonds. However with bond returns being so low and bond prices so high and the expectation that interest rates are going to be going higher where should that allocation of money be placed? Something like VCSH short term corporate bonds for example?

In the past you have mentioned the Guggenheim "Bullet Shares" as a possibility for a portion of one's fixed income allocation. Another podcaster mentions his preference for TOTL.

 

IRAs

How does an IRA withdraw work? What kind of things do I need to consider?

 

Knowing What To Invest In

On a recent program you stressed knowing details about the companies you invest in.  I wholeheartedly agree.  However, where do you get reliable information?  You can't trust what the executives say.  You can't trust the directors (who supposedly protect investor's interests but, in fact, are more aligned with the executives).  Financials are often manipulated.  Analysts are almost always on the buy side.  Case in point - Ford.  Recently they reported very good earnings but faced many questions about the declining share price.  Director Bill Ford commented they were concerned about the performance but the board fully supported CEO Mark Field.  The next week he was fired.  Is that what full support means?  This is just one example I have witnessed of misleading info.  I am interested in your response of what to believe in.

 

How To Get Into The Market

I’ve been invested defensively (mostly bonds and cash), is it time to start adding more stocks?

Tech Stocks Freeze

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Covered in this episode of Tape Talk Radio:

What happened during the Friday tech sell-off?

What's rotation and what does it mean to your portfolio?

The psychology of a trading plan.

What investors at every stage should be considering here.

Plus, an update on Mattel's dividend.

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Covered in this episode of Tape Talk Radio:

Market sighs with relief at Comey testimony. 

The Trump Trade returns to the market!

Trade in focus: BIDU

Why trade when you can index?

 
 
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Covered in this episode of Tape Talk Radio:

Breaking down recent headlines and what they mean for the markets.

Trump pulls out of Paris Agreement. 

The UK heads back to the ballot boxes on June 8 as polls tighten. 

What investing stage of life are you in and is it time to hire an investment advisor?

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