Money Life with Chuck Jaffe

Latest Episodes:

E*Trade's Larkin: People are talking recession, but the market isn't acting that way Mar 28, 2019

Show notes

Chris Larkin, senior vice president at E*Trade said in The Big Interview that while the market appears to be slowing and many experts are talking about the potential for a recession, the market looks like it can continue to push forward for a while. Just the same, he suggested that investors want to adjust their strategies to accept heightened volatility and slower growth. Also on the show, Tom Lydon of ETFTrends.com makes a short-term bond fund his ETF of the Week, Chuck answers a listener question about the right number of credit cards to have, and Stephen Yacktman of the Yacktman Funds talks stocks in the Market Call.

Author Feldman: National drug-pricing policies likely to get worse, not better Mar 27, 2019

Show notes

College professor and author Robin Feldman said that secret deals and strategies used by the drug industry has medicine costs rising even when they shouldn't be. The system, she explained, favors higher-cost drugs at the expense of more-affordable care. Also on the show, the gang from HighTower Advisors -- Jimmy Hausburg, Jeff Kelly and Ray Baraldi this week -- identify the emerging industries they are most intrigued by now, and Ryan Jacob of the Jacob funds has the Market Call.

Raging Bull's Bishop: 'The market has put in a short-term top' Mar 26, 2019

Show notes

Jeff Bishop of RagingBull.com and WeeklyMoneyMultiplier.com, said that he is looking to trade the downside and bet against the big gainers of the market's recent rally because he believes the market has topped out for a while. Bishop noted that he expects a choppy sideways market through much of earnings season, followed by a downward trend as earnings numbers reveal slow or declining growth. YAlso on the show, Mike Foy on J.D. Power's latest full-service investor survey, author Doug Lynam on his journey from monk to money manager, and Kiplinger's columnist Steve Goldberg of TG Investing, talking funds in the Market Call.

New Construct's McBride: TrueCar is a crash waiting to happen Mar 25, 2019

Show notes

Sam McBride, analyst at New Constructs, put TrueCar Inc. in the Danger Zone, noting that the stock had been there in 2017, and it lost roughly 60 percent of its value thereafter. That doensturn hasn't made the stock look better, McBride noted, and he made a strong case for hy the stock is still significantly overpriced. Also on the show, Thomas O'Shuaghnessey of Clever Real Estate discusses his firm's survey of thousands of credit-card users, Richard Smith of TradeMmith talks trading today, and Jeffrey DeMaso, director of research at Adviser investments, has the Market Call

Welsh: Market has broken through resistance, which gets us closer to this rally's end Mar 22, 2019

Show notes

Jim Welsh of Smart Portfolios said he expects the market to reach a near-term high -- propelled by a window-dressing rally as fund managers try to make their portfolios look like winners with moves at the end of the first quarter -- but that the optimism that comes with that move will also bring about the rally's end and lead to a modest pullback. After that, he believes the market's direction is likely to be determined by the outcome of trade concerns in China, Europe, and England. Also on the show, Brett Arends of MarketWatch.com discusses a study which shows that the music you listen to while making investment decisions could impact how well you do in the market, Catherine Collinson of the Transamerica Center for Retirement Studies discusses how heavy lifting in your job could impact your ability to retire comfortably, and we rebroadcast a recent interview with Mike Liss of American Century Value.

Stan the Annuity Man: Don't fall for the annuity hype Mar 21, 2019

Show notes

Stan Haithcock, also known as 'Stan the Annuity Man,' said investors should be wary of sales pitches for indexed annuities, which are advertised nationally but regulated by states, leaving consumers hearing 'potential, hypothetical, theoretical back-tested, hopeful, non-guaranteed, agent-created return scenarios' about products likely to disappoint in the long run. Also on the show, Tom Lydon of ETFTrends.com makes an emerging-markets bond fund his ETF of the Week, Greg McBride discusses the Fed's Wednesday meeting and what it means for the market and economy for the rest of the year, and we rebroadcast a recent interview with Brian Beitner of Chatauqua Capital Management.

Gateway's Jilek: Bonds may not be the best risk-reducer right now Mar 20, 2019

Show notes

David Jilek, chief investment strategist at Gateway Investment Advisers, said that bonds may not be the best way for investors to reduce risk in the current market, given where we are in the interest-rate cycle. Also on the show, Jeff Kelly, Jimmy Hausberg and Ray Baraldi of HighTower Advisors discuss whether investors should have long-term bonds in their portfolios now, Jill Gonzalez of WalletHub.com talks about the best frequent-flier programs, and David Miller of the Catalyst Mutual Funds has the Market Call.

PNC's Guerrini: Pay attention to the news, but don't over-react Mar 19, 2019

Show notes

Rich Guerrini, chief executive officer at PNC Investments, said that investors should recognize that they are nearing the end of a growth cycle -- though he does not expect that cycle to end until 2020 or later -- and that there is real risk behind current events, but he warned against being spooked out of the market when prospects the economy remain solid. Also on the show, Chuck answers an audience question about the 'Rule of 100,' Karen Arth of Key Bank discusses family dynamics in estate planning and Ian Mortimer of the Guiness Atkinson Global Innovators fund talks stocks in the Market Call.

Sierra's Spath: 'We are fully invested, but there are headwinds' Mar 18, 2019

Show notes

Terri Spath, chief investment officer at Sierra Investment Management said that the market has plenty of current opportunities, but investors will be better served being selective and picking specific securities rather than buying indexes, noting that the market tends to 'take the escalator up, but the elevator down' meaning there could be significant bumps in the road ahead. Also on the show, Leonard Wright of the AICPA discusses retirees' most significant worries, author and financial adviser Eddie Ghabour talks about what it means to be a 'Common-Sense Bull' in this market, and Kyle Guske of New Constructs discusses why companies reaching for certain balance-sheet results are creating a dangerous false narrative.

Kiplinger's Waggoner says recent downturn was a stress-test for funds Mar 15, 2019

Show notes

John Waggoner, senior associate editor at Kiplinger's Personal Finance, discussed his research looking at how mutual funds performed during the market's late 2018 downturn and the snap-back rally in January and said that the market's 10-year-long rally gives investors few chances to see how a fund will perform in a downturn, making the recent experience relevant and important for investors worried about how their funds will weather future storms. Also on the show, Ken Schapiro of The Robo Report discussed the performance of robo-advisors over the last decade, author Niall Gannon discussed 'Tailered Wealth Management,' and Fidelity's Keith Bernhardt talked about required minimum distributions from retirement accounts.

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