On this episode, Karl reveals the one thing you may need to stop doing to become a successful investor. Plus, what moved the market this week? One hint: it has to do with interest rates.

Investors continue to hope that the Federal Reserve is closer to the end of their rate hiking cycle. Thus, stocks and bonds have rallied. But, after a significant October and November rally, what's next? In addition, will there be contagion from the FTX fallout? Karl explains why that could be the case.

While the stock market had one of its best days ever on Thursday, does it mean the worst is behind us? Karl explains why that may not be the case and gives some context on this rally versus others in the past.  

The market moves this week were all about the Federal Reserve and what Jerome Powell had to say. But, was it all jawboning or should we take heed?

On this episode, Karl Eggerss examines sequence of returns risk. This is a risk that affects retirees especially. Karl will give you some ways to mitigate this risk. Plus, is it time for a Roth Conversion?

Interest rates are rising and wreaking havoc on the financial markets in 2022. But, the good news is that interest rates have risen enough to make bonds interesting once again. On this episode, Karl Eggerss answers a listener question regarding bonds and bond portfolios.

Volatility continues in the financial markets. And we saw a huge turnaround Thursday. Was it just a temporary bounce or something more? Plus, 2022 is shaping up to be worse than 2008. Karl Eggerss explains why.

Inflation is at a 40-year high. Interest rates are at levels we haven't seen in a very long time. We've been conditioned over the past several years to pay off debt. But, is that the right move for you? On this episode, Karl Eggerss discusses when it's appropriate to pay down debt and some instances when it's not.

On this podcast, Karl Eggerss discusses why the current stock market isn't much different than ones we've seen in the past and why this could be a fantastic opportunity. If you've been doing this a while, you have history on your side.

On this episode, Karl Eggerss discusses the options all investors have in a bear market. What are the pros and cons of making changes to your portfolio?

On this episode, Karl Eggerss welcomes Noel Strickling, a CAPTRUST Dallas based advisor. Many are confused when it comes to the topic of Restricted Stock Units (RSU). How do they work and what are the most common mistakes employees make in regards to RSUs.  

On this episode, Karl Eggerss discusses that even though stocks have fallen, they are actually even cheaper than most people realize. Plus, the pendulum continues to swing as emotional investors continue to buy and sell.

On this podcast, Karl Eggerss discusses what happens to the stock market during recessions and how this one compares. Is the bear market just beginning or are we nearing the end? Karl shares his thoughts.

The Federal Reserve means business. For the last two months, investors thought maybe, just maybe, there was a chance the Fed was nearing the end of their interest rate raising cycle. But, Jerome Powell squashed those hopes on Friday in his brief Jackson Hole remarks. Karl Eggerss discusses how to approach this market with uncertainty still elevated.

On this podcast, Karl Eggerss discusses how to manage an aggressive stock portfolio. There are some key items to think about before investing.

Remember all those people buying meme stocks back in 2020 and 2021? Many of the may have lost a fortune in 2022.  But, they're back buying again. On this episode, Karl Eggerss discusses the impact they're having on the stock market and why the stock market has had such a big rally in the past two months.

On this episode, Karl Eggerss & Oliver Norman discuss the challenges of losing a loved one and the practical steps to take should that event occur.

Interest rates have risen significantly in recent months. On this podcast, Karl Eggerss discusses the various options investors have for emergency savings, rainy day funds, or just cash needs.

The market bounced back this week. But, will it last? It may depend on one key item. On this episode, Karl Eggerss discusses what Wall Street is focusing on now.

On this episode, Karl Eggerss welcomes Becky Dinnin, Executive Director of SVPSA and Justin Pawl CFA of CAPTRUST. Both of them discuss a unique approach to philanthropy and the difference SVPSA is making in multiple communities.

On this podcast, Karl Eggerss welcomes Casey Keller, CFA to the show. Gold is perhaps the oldest investment in the world. But, is it still something that may belong in a portfolio? Casey & Karl discuss this and the history of gold.

On this episode, Karl Eggerss discusses how the economic outlook is changing and that change has allowed one major asset class to begin making money again. Plus, an update on the commercial real estate market

After two horrible weeks for the financial markets, this past week was a breath of fresh air. But, will it last? Karl discusses whether it was just another dead cat bounce in a bear market or did something really change?

The stock market suffered another bout of selling following a more aggressive Federal Reserve hike. Some things happened recently in the stock market that have never happened. On this episode, Karl Eggerss discusses how to determine your risk tolerance and to have a portfolio that matches that and your financial goals. 

A slowing economy, inflation, and an aggressive Federal Reserve is a bad combination. On this podcast, Karl Eggerss explains why and how to navigate in the current environment.

On this episode, Karl Eggerss discusses that to have true financial freedom, it takes more than a calculator. While there is some science to financial planning, it takes more art than anything.

The stock market snapped back and had one of the biggest weekly gains in two years. But, is it just temporary? Regardless, on this episode Karl Eggerss gives you some practical tips on what you can be doing to actually benefit from a bear market.

The Dow Jones hasn't had this bad of a streak in almost 100 years! On this episode, Karl Eggerss discusses why there are opportunities now and the outlook for the stock market is better. Plus, this is the time to take advantage of the current market meltdown. He'll give you some tips on ways to improve your financial situation.

On this week's show, Karl discusses why investing can be hard. But, there are ways to navigate this market and turn lemons into lemonade. 

Amidst the volatility in the stock and bond markets, everyone is evaluating their portfolio. On this week's show, Karl Eggerss welcomes Casey Keller to discuss when does it make sense to pay higher expenses for an investment.

The S&P 500 is off to its worst start ever. And, the bond market isn't helping either. Investors are confused, but there are solutions. On this week's show, Karl Eggerss discusses how a well rounded portfolio if fairing much better in 2022.

Karl Eggerss welcomes Casey Keller, CFA to the podcast to discuss a change in a study that has been around for over 25 years. It could affect the amount of money you withdraw from your retirement nest egg.

While there is a lot going on in the world right now, I continue to get this question. On this podcast, Karl Eggerss discusses what's working in this new environment and what's not.  

On this episode, Karl Eggerss shares that the current environment may just be what the doctor ordered.  While there is some pain in the bond market and certain parts of the stock market, it may be necessary.

On this podcast, Karl discusses if a recession is coming and the impact it could have on you and your portfolio. Plus, a tip about cybersecurity.

Many of you own bonds through bond funds whether they're in a 401(k) or a brokerage account. Bonds are having a rough time in 2022. Is the worst behind us? Karl explains on this week's #podcast. Plus, a little bit of good news.

On this podcast, Karl Eggerss discusses the pros and cons of real estate investing. In addition, there are several types of real estate investments. Karl goes into detail on many of them.

With everything going on in 2022, many are asking if this time is different. And, if so, what they should do about it regarding their portfolio

On this podcast, Karl Eggerss discusses the wild moves in the markets this week, especially the commodities market. Inflation is picking up steam and we now know what the Federal Reserve will do. Or, do we? Plus, the Russian Ukranian war continues.

Russia invaded Ukraine. Initially, the stock market fell sharply, but later reversed and continued higher. But, why? 

On this special episode, Karl interviews serial entrepreneur Rod Batson about how a track star becomes a successful entrepreneur and now is giving back to the community in a big way.

On this podcast, Karl discusses some questions to ask to help you choose a financial advisor. Plus, inflation is at a 40-year high and continues to persist. Can the White House or the Federal Reserve do anything about it? Lastly, it's week 4 of our organizational challenge.

On this week's podcast, Karl discusses the rotation happening in the stock market? Did you notice it? What's it saying about the future of the economy? Plus, it's week 3 of our organizational challenge.

On this week's podcast, Karl welcomes colleague Justin Pawl, CFA, CFP to discuss interval funds. How do they work? The pros, the cons, and how they might fit into a portfolio. Plus, it was a wild week on Wall Street. Karl answers the question on whether or not it's the end of an era. Lastly, it's week #2 of our organizational challenge.

On this week's podcast, Karl Eggerss discusses why the Fed may be behind the curve...again.  Plus, it's a new year and Karl has a 4-week organizational challenge for you.  

On this podcast, Karl welcomes Casey Keller, CFA to discuss the Series I Savings Bonds and if the interest rate they are paying is legitimate and if it will last.  Plus, Casey lets the audience know exactly how these bonds work. 

On this week's podcast, Karl Eggerss discusses why just because you own a bunch of securities, it doesn't mean you're diversified. In fact, you might be surprised what many of your investments have in common.

On this episode, Karl welcomes Oliver Norman to the show to discuss the important life decision of retirement.