Heard from your Advisor lately? The guys dig into the new emerging trend of national firms trying to minimize client anxiety, review annual or ‘end of year’ planning priorities, and take a moment to review the hazards of learned helplessness before diving into a day in the life of Ted Zhang.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
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0:00 – Introduction
2:00 – Monogrammed Shirts
7:00 – 11 Year-End Planning Priorities
9:30 – Target-Date Funds
14:30 – Loss Harvesting
19:00 – 5 Steps for Minimizing Client Anxiety
27:00 – The Backfire Effect
33:30 – Correspondence from England
39:00 – Fear of Going Lower
44:00 – A Day In the Life of Ted Zhang
50:00 – Limiting Long-Term Losses
59:30 – Wrapping Up
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Show Links:
Follow These 5 Steps to Minimize Client Anxiety
https://www.thinkadvisor.com/2022/10/06/follow-these-5-steps-to-minimize-client-anxiety-orions-daniel-crosby
The Fund that Helped Investors Bet Against Cathie Wood is Taking On Jim Cramer – The Contra Cramer Fund! (it’s about time)
https://www.fa-mag.com/news/the-fund-that-helped-investors-bet-against-cathie-wood-is-taking-on-jim-cramer-70026.html
Planning for a Special-Needs Beneficiary: How to Avoid Missteps
https://financialadvisoriq.com/c/3771024/487154/planning_special_needs_beneficiary_avoid_missteps
11 Year-End Planning Priorities to Discuss with Your Clients
https://www.thinkadvisor.com/2022/10/06/11-year-end-planning-priorities-to-discuss-with-your-clients
Coal prices and outlook – U.S. EIA
https://www.eia.gov/energyexplained/coal/prices-and-outlook.php
Global coal demand is set to return to its all-time high in 2022 – IEA
https://www.iea.org/news/global-coal-demand-is-set-to-return-to-its-all-time-high-in-2022
Measure Twice: Sizing Europe’s Natural Gas Crisis
https://doomberg.substack.com/p/measure-twice-sizing-europes-natural
A Lump of Oil – Doomberg
https://doomberg.substack.com/p/a-lump-of-oil
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As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.
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Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to RevereAsset.com
