Gary Allen on Business – Sunday, April 19, 2015 – Podcast Now Available

Pursuing A Better Investment Experience

Investment RoadOn the program this week, I preview a new educational presentation we have been working on for a while. The presentation covers ten important decisions that help investors target long-term wealth accumulation in the capital markets. While the presentation is not currently completed, the information seemed very timely as financial markets took another deep around the globe last week.

I have noticed an uptick of investor anxiety as we have seen more volatility in capital markets in recent months. The increase in tensions highlights the need for a prudent investment strategy that investors can utilize through good times and bad. A prudent strategy, conviction, discipline and a strong dose of confidence goes a long ways towards generating a positive investment experience.

In this program, I was able to cover nine of the ten major investment decisions needed to develop and implement a prudent investment strategy. However, I was not able to cover investment decision number ten this week. That will be covered at the beginning of my show next week.

When the presentation is completed, we will release it and make it available to everyone online. We are currently working on some of the illustrations and completing the voice tracks. So look for that release in the near future.

In the first segment of the program, I spend time chatting about taxes from a strategic perspective. Often investors are encouraged to think short-term about taxes instead of strategically. In many cases, tactical tax planning does not solve the underlying issues.

I hope you enjoy the show this week.

Remember to subscribe or follow my blog if you would like to receive updates about when new podcasts become available. Here are the materials from this week’s show.

Segment 1: Strategic versus tactical investment tax planning

Segments 2-4: Pursuing A Better Investment Experience

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Gary Allen on Business – Sunday, January 4, 2015 – Podcast Now Available

A Better Way

Better wayPeople are constantly looking for a better way to invest. There are countless books, magazine articles and many other forms of communications promising great returns, magical results and more. However, most if not all, of these get rich quick schemes fall far short of their promise. In this program, I spend the first segment providing my thoughts on what people should be doing to achieve a positive investment experience. This segment should give the average person a decent roadmap of what to do if you are tired of chasing the pot of gold at the end of the rainbow. This segment gives you a very good idea of the underlying philosophy behind how we manage money for our clients.

In the middle segments of the program, I review the list of money rules that financial writer Jonathan Clements of the Wall Street Journal created this year. It is for the most part an excellent list of things to consider to put your financial house in order. Finally, in the fourth segment with just a little time left, I give a brief review of the major themes that might dominate the Consumer Electronics Show (CES) in 2015. The world’s largest electronics and technology show is set to kick off on Tuesday of this week in Las Vegas.

I hope you enjoy this week’s show and thank you for listening. Hopefully each and every one of you will have a healthy and prosperous 2015!

Gary Allen on Business
Gary Allen on Business