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, November 23, 2014 – Podcast Now Available

Risk and Reward… but don’t forget about the RISK!

profit-lossEvery investor whether they know it or not, is taking some type of risk in order to generate a potential return. However, too often, people spend all of their time focusing on the potential reward, while ignoring or downplaying the risk. Unfortunately, all of us need to understand that investment results (returns) by definition are random. There is no way to predict with any certainty before it happens what the stock market will return over any given period of time. It is this uncertainty that every investor must live with and learn to embrace in order to be successful.

On this program, I focus on what you should spend most of your time focusing on. Focusing on what you can control as an investor makes more sense than searching for an answer to something that cannot be. Therefore, investors should focus on those items you can control, in order to put the odds in your favor.

The following, in my opinion, are three items that can provide investors with a solid path towards success. On the surface, it seems simple and straight-forward. While there are nuances, it is this simplicity and discipline that provides elegant sophistication and success.

Three controllable investment practices:
1) Manage risk
2) Control expenses
3) Pay attention to taxes

It does not sound like much, but it is the heart and soul of investment success. I hope you enjoy this program.

HOLIDAY GREETINGS FROM ME TO YOU
It is the holiday season and I want to take a moment to thank each of my listeners for supporting my program over the past seventeen years. Thanksgiving is a time for being thankful and there is no doubt that my relationship with KNBR and my listeners over the years has been a wonderful experience. I hope that every one of you has a blessed holiday season, much happiness and a very prosperous and healthy 2015.
Thanksgiving

Gary Allen on Business
Gary Allen on Business