Peaceful Wealth Radio Hour Podcast 7/11/2009
Saturday, July 11th, 2009Welcome to the Peaceful Wealth Radio Hour for Saturday, July 11, 2009. In today’s show, R. Scott Maxwell, MBA, wealth and income solutions expert at Talis Advisors and recently named a Five Star Wealth Manager: Best in Client Satisfaction for the Dallas/Fort Worth area by Texas Monthly magazine and Brent Everett, Chief Investment Officer at Talis Advisors:
- Name the single most important stock tip to make an immediate impact in your financial life
- Discuss a 14 year Wall Street Journal stock picking contest created to test the theories of Princeton economics professor Burton Malkiel and the vital lessons learned
- Introduce the Fama/French Forum, an incredible teaching and training resource that includes observations, opinion, research and links from financial economists Eugene Fama and Kenneth French
- Review a recent study and an interview with Dartmouth economist Kenneth French seeking to identify superior mutual fund managers
- Expose the truth about “Buy and Hold” mythology and explore how investors are better served by an Equilibrium investment model
- Review the recent 14% drop in the price of oil and explain the 5 critical issues every investor should consider before investing in commodities such as oil, gold, silver and agricultural products
- Explain what recent economic headlines from Germany, England, Canada and Japan and a debate between Goldman Sachs and Morgan Stanley mean to you and your financial future
- Define exactly what Peaceful Wealth means and why all investors and retirees must focus on maximizing potential return, managing risk, minimizing taxes and eliminating unnecessary costs
- Define exactly how investors, pre-retirees and retirees can achieve Peaceful Wealth in the face of uncertain economic times
- Encourage clients to reject the broken business model of investing and pursue a lifetime of Peaceful Wealth