Revere Asset Management - Your Money

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates
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Nov 22, 2023 • 1h 9min

Engineering Winning Investing Strategies – The Richard Moglen Story with Don Vandenbord

 What makes an aspiring engineer change career paths? TraderLion’s Richard Moglen might just have the answer. Nowadays he’s known for his unique brand of premier finance and stock market trading interviews, but it wasn’t all that long ago that Richard was on the fast track to industry success in an entirely different industry. In this special Holiday episode of Your Money, Revere Senior Portfolio Manager Don Vandenbord turns the tables on Richard to find out where his trading journey started, what lessons (and mistakes) he learned along the way, and why ALWAYS you have to measure your risk in real time. — Don Vandenbord, Senior Portfolio Manager for Revere Asset Management, reviews recent market action with key index levels, and discusses the charts of leading stocks. Contact Don [ don@revereasset.com ] to get more information on the trend-following GROTECTION and ROBOTECTION market strategies or for specific investment advice. All information herein has been prepared solely for education & research purposes, and it is not considered individual investment advice or a solicitation to participate in any particular trading strategy. Past performance is no indication of future performance. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. The post Engineering Winning Investing Strategies – The Richard Moglen Story with Don Vandenbord appeared first on Revere Asset Management.
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Nov 16, 2023 • 51min

Is It Time to Buy Bonds? | Your Money Podcast – Episode 476

 Can a lobbyist be a fiduciary? Are bonds peaking? The shop digs into the big questions this week to talk about why it might be time to move on bonds, explaining the pocket pivot, revealing a few big names that may be worth watching in the homebuilding sector, and why checking sec.gov every once in a while might be worth your time for smarter trading. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 0:00 – Opening Bell 07:00 – Aggie Football 09:00 – Mailbag: Interest Rates & Bearish Candles 12:45 – This Week in the Markets 24:00 – Sell in May, Go Away 28:00 – Revealing the Comparable Companies Analysis 36:30 – Explaining the Pocket Pivot 42:00 – Big Moves in the Homebuilding Sector 46:15 – A TOLL Brothers Cup and Handle — Show Links: Warnings on weak demand are piling up this earnings season https://www.fa-mag.com/news/warnings-on-weak-demand-are-piling-up-this-earnings-season-75265.html PIMCO calls for bond rally in 2024 AFTER bullish FORECAST CRUMBLED this year (so they were so wrong and we are listening now because ??) https://www.fa-mag.com/news/pimco-calls-for-bond-rally-in-2024-after-bullish-forecast-crumbled-this-year-75419.html Helping Business Owners get the most out of their Estate Planning https://www.thinkadvisor.com/2023/11/13/helping-business-owners-get-the-most-out-of-estate-planning IBM plans to end 5% Employer Matching in 401k Plan (what’s the REAL story??) https://www.plansponsor.com/ibm-plans-to-end-5-employer-matching-in-401k-plan CFPs are fiduciaries even when they sell annuities, CFP Board says (WOW, just WOW!! “CFP” designation just lost all street cred) https://www.fa-mag.com/news/cfps-are-fiduciaries-even-when-they-sell-annuities–cfp-board-says-75425.html Former DOL Official predicts Court will strike down Fiduciary Proposal https://www.fa-mag.com/news/former-dol-official-predicts-court-will-strike-down-fiduciary-proposal-75411.html House to Vote on Bill killing DOL’s New Fiduciary Rule https://www.thinkadvisor.com/2023/11/14/house-to-vote-on-bill-killing-dols-new-fiduciary-rule House passes amendments killing DOL Fiduciary Rule https://www.thinkadvisor.com/2023/11/15/house-passes-amendments-killing-dol-fiduciary-rule Ban on Surprise Medical Bills pushes more health bonds to brink https://www.fa-mag.com/news/ban-on-surprise-medical-bills-pushes-more-health-bonds-to-brink-75413.html Speculator or Investor? What’s the Difference? https://www.advisorpedia.com/markets/speculator-or-investor-whats-the-difference Detlef Hallermann Ph.D MIneral Economics Announces Application for Head Football Coach, Texas A&M (Funny!) https://www.linkedin.com/in/detlef-hallermann-653a26 — 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 Revere Asset.com. The post Is It Time to Buy Bonds? | Your Money Podcast – Episode 476 appeared first on Revere Asset Management.
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Nov 11, 2023 • 50min

Countering BlackRock’s Green Investing Play | Your Money Podcast – Episode 475

 Is ESG Investing worth your time? Trends say it might be worth diving into – at least BlackRock thinks so – but Danny’s not so sure. The shop digs into Advisorpedia’s latest pr strategy before diving into SSO buys, reviewing fundamental analysis concepts (i.e. trust), and explaining why DraftKing’s 39% earning surprise, along with DuoLingo, might be worth keeping an eye on next week. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 0:00 – Opening Bell 02:45 – There’s Still Hope for Sustainable Investing! 09:30 – Mailbag: Reviewing Our Buys in SSO 20:30 – Evolution & The Trust Concept 24:30 – What is Fundamental Analysis, Really? 27:40 – Three Names in Power Earning Gaps 34:45 – Explaining November’s New Rally 40:00 – This Week In the Markets 44:30 – DECK Has A Great Chart – So Why Did We Sell It? — Show Links: How adding riskier assets can lower Portfolio Risk https://www.thinkadvisor.com/2023/11/03/where-adding-riskier-assets-can-lower-portfolio-risk Record-Setting push into both ends of the Yield Curve set to pay off (said the broker) https://www.fa-mag.com/news/record-setting-push-into-both-ends-of-yield-curve-set-to-pay-off-75328.html There’s Still Hope for ESG, sustainable investing (as BlackRock invest $500Bn in Occidental Petroleum lol) https://www.advisorpedia.com/esg/theres-still-hope-for-esg-sustainable-investing DOL Fiduciary Proposal Allows Class Actions Suits Against B/Ds and Insurers (no wonder they HATE the Fiduciary Rule & try to avoid it) https://www.fa-mag.com/news/dol-fiduciary-proposal-allows-class-action-suits-against-b-ds-and-insurers-75343.html Here are the ‘Big-Picture’ Principles of New Fiduciary Rule: DOL Official (was going to say LOL, not DOL) https://www.thinkadvisor.com/2023/11/06/here-are-the-big-picture-principles-of-new-fiduciary-rule-dol-official New DOL Fiduciary Rule will face lawsuit, former Treasury Official say (LOL, not DOL!) https://www.thinkadvisor.com/2023/11/07/new-dol-fiduciary-rule-will-face-lawsuit-former-treasury-official-says The Tech Gold Rush is Over. Where’s the Next One? https://www.fa-mag.com/news/the-tech-gold-rush-is-over–where-s-the-next-one-75303.html — 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 Revere Asset.com. The post Countering BlackRock’s Green Investing Play | Your Money Podcast – Episode 475 appeared first on Revere Asset Management.
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Nov 2, 2023 • 49min

Can You Trust the Media for Financial Advice? | Your Money Podcast – Episode 474

 Do you get your financial news from Marketing PR Firms? Wall Street Journal, Barron’s, Times, and Forbes might seem like they’ve got your best interests in mind, but remember – these players represent the SELL side, not the BUY side. Danny digs into the problem with big-box market chatter and why the Dollar won’t be losing it’s status as a World Reserve Currency anytime soon (despite what the crypto fans may say) before diving into the trouble with trusting financial media for financial advice and what’s been happening in the markets this week. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 0:00 – Opening Bell 4:10 – Mailbag: The Changing of the Guard 10:45 – Will The Dollar Lose it’s Status as World Reserve Currency? 15:40 – Corporate Debt & Investment-Grade Bonds 24:15 – Debunking Mainstream Investment Media 28:45 – Can You Trust the Media for Financial Advice? 35:40 – This Week In the Markets — Show Links: Economist No Longer Expect a Recession. Are They Right? https://www.advisorpedia.com/markets/economists-no-longer-expect-a-recession It’s Time to Stop Crying About Bonds and Buy Them Instead (subscription) – where was the warning prior by Barron’s?? https://www.barrons.com/articles/should-you-buy-bonds-now-3f5c6efa# Bill Gross sees a recession by year end https://www.thinkadvisor.com/2023/10/23/bill-gross-sees-a-recession-by-year-end Fed hold rates at 22 year high https://www.thinkadvisor.com/2023/11/01/fed-holds-rates-at-22-year-high Chipmaker Intel soars signs of PC market recovery https://www.reuters.com/technology/chipmaker-intel-soars-signs-pc-market-recovery-2023-10-27 The Moral Grey Area that affects the vast majority of advisors https://www.advisorpedia.com/viewpoints/the-moral-gray-area-that-affects-the-vast-majority-of-advisors New DOL Fiduciary Rule Closes Loopholes, Biden Officials Explain https://www.thinkadvisor.com/2023/10/31/new-dol-fiduciary-rule-closes-loopholes-biden-officials-explain IRS Announces 401k IRA Contribution Limits for 2024 https://www.thinkadvisor.com/2023/11/01/irs-announces-401k-ira-contribution-limit-increases-for-2024 — 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 Revere Asset.com. The post Can You Trust the Media for Financial Advice? | Your Money Podcast – Episode 474 appeared first on Revere Asset Management.
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Oct 27, 2023 • 54min

Healthy Market, Risky Market? | Your Money Podcast – Episode 473

 Is Charles Schwab your friend or your financial advisor? Nearly all the big firms want investors to feel like family, but Danny’s not sure that’s the best relationship for smarter trades. The shop digs into fear in the market pullbacks following recent news out of Israel and Ukraine, where the best place for any investor’s safe money is right now, and why you always want to be defensive coming out of the 200 day moving average before diving into violations in market health and a quick reflection on tracking inflation in the first half of 2023. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 0:00 – Opening Bell 10:00 – Mailbag: Where to Invest Safe Money 14:45 – This Week In The Markets 27:15 – Volume & Anchored Profile Charting 35:00 – Identifying Market Health via Violations 40:30 – Looking Back: The First Six Months of 2023 48:00 – Market Clarification (Whether You Like It or Not!) — Show Links: Treasury 10-Yr Yield tops 5% for 1st time since 2007 https://www.thinkadvisor.com/2023/10/23/treasury-10-year-yield-tops-5-for-first-time-since-2007 Bonds as Diversifiers Aren’t Dead-Just Dormant (emphasizing need for timing IMO!) https://www.fa-mag.com/news/bonds-as-diversifiers-aren-t-dead–just-dormant-75200.html The Velocity of Money is slowing Schwab poised to navigate this pain – CEO Bettinger https://www.thinkadvisor.com/2023/10/25/schwab-poised-to-navigate-this-pain-ceo-bettinger All You Gotta Do is Call (my Name): Schwab execs open the lines for RIA Troubleshooting https://www.financialadvisoriq.com/c/4295214/551004/gotta_call_schwab_execs_open_lines_troubleshooting — 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 Revere Asset.com. The post Healthy Market, Risky Market? | Your Money Podcast – Episode 473 appeared first on Revere Asset Management.
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Oct 20, 2023 • 54min

The Crash of a Lifetime!? | Your Money Podcast – Episode 472

 Is the crash of a lifetime coming? Economist Harry Dent thinks so, but Danny’s not so sure. Also, is it time to buy gold? The shop digs into the conflict in Israel and how it’s moved the markets before diving into whether or not it’s still worth staying in TSLA, how you can use the VIX and the Rule of 16 to estimate how the market may move, and why top-down investing is impacting inflation in ways you might not expect. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 0:00 – Opening Bell 05:30 – Mailbag: SNPS’ Potential Growth & TSLA Investments 18:15 – This Week in the Markets 27:30 – Using the VIX Rule of 16 to Predict the Future 36:00 – Top-Down Investing & Higher-Rate Impacts 46:15 – Revealing Revere’s Gold Position — Show Links: Harry Dent: ‘Crash of a Lifetime’ Coming in 2024 https://www.thinkadvisor.com/2023/10/16/harry-dent-crash-of-a-lifetime-coming-in-2024 Assessing the Potential Impact of the New War on Oil Prices https://www.advisorpedia.com/alternatives/assessing-the-potential-impact-of-the-new-war-on-oil-prices Bond Yields hit 16-Yr High: Divergent Paths for the U.S. Economy could bring them (yields) down https://finance.yahoo.com/news/bond-yields-hit-a-16-year-high-divergent-paths-for-the-us-economy-could-bring-them-down-132556912.html Schwab adds TD Ameritrade’s ThinkorSwim to New Trading Platform https://www.thinkadvisor.com/2023/10/16/td-ameritrades-thinkorswim-now-powers-schwab-trading-platform Elite Wall Street Firms are surrendering to the $7 Trillion ETF Boom https://www.fa-mag.com/news/elite-wall-street-firms-are-surrendering-to–7-trillion-etf-boom-74998.html — 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 Revere Asset.com. The post The Crash of a Lifetime!? | Your Money Podcast – Episode 472 appeared first on Revere Asset Management.
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Oct 13, 2023 • 1h 2min

The Problem with Israel’s Headline Investing | Your Money Podcast – Episode 471

 Does Headline Investing really work? There’s been more than a few knee-jerk reactions to the news out of Israel and Palestine this week, but how much of that is really going to last? The shop digs into 5% bonds, Sam Bankman-Fried’s courtroom conundrum, and the problem with headline investing in the wake of the news out of Israel before diving into ways to detect large buy and sell trends and why it’s important to track acquisitions when it comes to smarter investing. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 0:00 – Opening Bell 2:30 – Debunking Israel’s Headline Investing 10:45 – Bonds and the 4-5-6% Debacle 23:30 – This Week in the Market 36:00 – How to Detect Large Buys and Sells 41:10 – Reviewing the Bullish Stock Index on Point-and-Figure Charts 48:00 – Acquisitions and Posture Investing 58:00 – What Is (& Isn’t) Allowed in Self-Directed IRA’s — Show Links: The 5% Bond Market means pain is heading everyone’s way https://www.fa-mag.com/news/the-5–bond-market-means-pain-is-heading-everyone-s-way-74938.html Three Myths about the Bond Market https://www.fa-mag.com/news/three-myths-about-the-bond-market-74921.html What’s Allowed and What’s Not in a Self-Directed IRA? https://www.thinkadvisor.com/2023/10/06/whats-allowed-and-whats-not-in-self-directed-iras Ex-Alameda Chief Cariline Ellison says Bankman-Fried ‘directed us’ to take customer money (steal) https://www.ft.com/content/f1fa7d4a-b1fa-4b90-b5e8-bf10c1f5ee4f — 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 Revere Asset.com. The post The Problem with Israel’s Headline Investing | Your Money Podcast – Episode 471 appeared first on Revere Asset Management.
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Oct 5, 2023 • 53min

Debunking Inflation’s Soft Landing | Your Money Podcast – Episode 470

 It’s all about the interest rates and the cost of money. That’s what Danny thinks anyway; this week on the show, the shop talks about how big companies are leveraging values against rising interest rates – and why some of the smaller players might be squeezed out entirely – before diving into helicopter Ben Bernanke’s soft-landing solution, examing keltner channels in action on three oversold charts, and reviewing inflation’s effect on stable currency and the causes that may have ignited the fire. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 0:00 – Opening Bell 03:15 – Mailbag: Where Should I Invest? 08:00 – Explaining the Seven-Day Yield 11:30 – Using Net Present Value Calculations 16:00 – Beware the Small Caps 18:30 – On Ben “Bubbles” Bernanke 22:30 – Debunking The Soft Landing 28:00 – 2022: A Bear Market for Bonds 29:30 – This Week In the Market 32:00 – Reviewing Breadth and Relative Strength 36:15 – Keltner Channels in Action – 3 Oversold Charts 41:50 – Explaining The Rate of Change 43:30 – Mailbag: Inflation & Stable Currency 48:30 – Why Does the Fed Target a 2% Inflation Rate? — Show Links: Every generation makes money mistakes: here’s what they are https://www.fa-mag.com/news/every-generation-makes-money-mistakes–here-s-what-they-are-74901.html Something is breaking in financial markets-Here’s what’s behind the sell-off https://www.cnbc.com/2023/10/03/something-is-breaking-in-financial-markets-heres-whats-behind-the-sell-off.html Government Shutdown Averted: But is that a Good Think? https://www.advisorpedia.com/markets/government-shutdown-averted-but-is-that-a-good-thing ESG Ratings: Whose interest do they serve? https://www.ft.com/content/fbe10867-fea1-4887-b404-9f9e301e102e German economy stagnates in Q2 after winter recession https://www.reuters.com/markets/europe/german-economy-stagnates-q2-after-winter-recession-2023-08-25 Scholz Sees Germany Riding Out War in Ukraine Without Recession (see above lol) https://www.bloomberg.com/news/features/2023-01-17/german-chancellor-olaf-scholz-on-2023-economic-outlook-war-in-ukraine — 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 Revere Asset.com. The post Debunking Inflation’s Soft Landing | Your Money Podcast – Episode 470 appeared first on Revere Asset Management.
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Sep 29, 2023 • 59min

Gold VS Oil – The Great Rate Debate | Your Money Podcast – Episode 469

 Do real rates have to be above the inflation rate? What’s the difference? And how do those rates affect larger assets, like Gold, Oil, Bonds, and the Dollar? In a special debate episode of Your Money, Danny and Michael dig into how the Fed’s recent raising of short-term rates may have been sending the wrong signals to the economy – and how other high-value assets engaging the bond market might be affected. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 0:00 – Opening Bell 4:00 – Recession and the Wartime Deficits 08:30 – The Fed’s ‘Goldilocks’ Scenario 13:00 – Starting from Interest Rates 21:00 – The Dollar, Gold, Oil, and Treasury Bonds 24:00 – A Market for Treasuries Hurts Everybody 36:00 – Examples of Asset Inflation on the Charts 43:00 – This Week In the Markets 46:00 – Mailbag: RUM Drops & Trading Contests 49:00 – When Is It Time to Re-Engage With the Markets? — Show Links: Will inflation and Yields will repeat “That 70s Show” https://www.advisorpedia.com/markets/will-inflation-and-yields-will-repeat-that-70s-show China’s Growth is slowing: What does it mean? https://www.advisorpedia.com/markets/chinas-growth-is-slowing-what-does-it-mean Compound Market Returns are a Myth https://www.advisorpedia.com/markets/compound-market-returns-are-a-myth The Seven Deadly Sins of Year-End Financial Planning https://www.thinkadvisor.com/2023/09/26/the-seven-deadly-sins-of-year-end-financial-planning The ABC’s (and D’s) of Medicare Coverage https://www.fa-mag.com/news/medicare–the-choices-that-affect-retirement-income-planning-74768.html John Corzine to shut hedge fund and return capital to investors https://www.fa-mag.com/news/corzine-plans-to-shut-hedge-fund-and-return-capital-to-investors-74781.html Resilience redux in the US Treasury market: Darrell Duffie Graduate School of Business, Stanford University∗ https://www.kansascityfed.org/Jackson%20Hole/documents/9726/JH_Paper_Duffie.pdf Bond Market Selloff will continue if the U.S. Dollar and Oil remain high Schwab Call Center woes plague RIAs after TD Ameritrade Move https://www.thinkadvisor.com/2023/09/25/schwab-call-center-woes-plague-rias-after-td-ameritrade-move — 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 Revere Asset.com. The post Gold VS Oil – The Great Rate Debate | Your Money Podcast – Episode 469 appeared first on Revere Asset Management.
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Sep 22, 2023 • 1h 4min

Investing to Protect YOU From YOU | Your Money Podcast – Episode 468

 Does the casual investor really want an easily-manageable portfolio? Do people want a set-it-and-forget-it approach, or do they want to be informed, making wiser decisions with larger rewards? The shop breaks in the new studio to talk about stretch IRA’s, buying oil in 2023, and why Celsius is a watch (and not a buy) before diving into just how relevant the Gamestop short squeeze in the new film ‘Dumb Money’ actually is and how to find leading sectors worth investing in before the rest of the world finds it first. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. — 0:00 – Opening Bell 02:00 – The New Retirement Bill (To Protect You from You) 14:00 – Powell Goes Hawkish 22:00 – Mailbag: Investing In Oil 29:00 – This Week in the Markets 35:00 – Leading Stocks Lead Both Directions 39:00 – Celsius: a WATCH, not a BUY 42:15 – Dumb Money – Reviewing The Gamestop Short Squeeze 52:00 – Finding Leading Sectors Before Everybody Else 56:00 – Breadth of the Week — Show Links: New retirement bill calls for Brokerage Window warning (protecting you from YOU?!) https://www.thinkadvisor.com/2023/09/18/new-retirement-bill-calls-for-brokerage-window-warning Gundlach’s 5 Top Market, Economic Predictions for 2024 and beyond https://www.thinkadvisor.com/2023/09/15/gundlachs-5-top-economic-predictions-for-2023-and-beyond The Big Incoming Estate Tax Exemption Cut is Just One Legacy Planning Trend to Follow https://www.thinkadvisor.com/2023/09/15/the-big-incoming-estate-tax-exemption-cut-is-just-one-legacy-planning-trend-to-follow 8 Factors to Consider Before Claiming Social Security https://www.thinkadvisor.com/2023/09/19/8-factors-that-influence-when-clients-should-claim-social-security IRA Beneficiary Payout Rules: The Madness Continues https://www.irahelp.com/slottreport/ira-beneficiary-payout-rules-%E2%80%93-madness-continues SEC expands its rule on Fund Names https://www.thinkadvisor.com/2023/09/20/sec-expands-its-rule-on-fund-names When will cash be outpaced by higher quality bonds https://www.fa-mag.com/news/when-will-cash-be-outpaced-by-higher-quality-bonds-74729.html Muni Bonds struggle to lure investors away from cash https://www.fa-mag.com/news/-all-about-the-5—-muni-bonds-struggle-to-lure-investors-away-from-cash-74747.html — 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 Revere Asset.com. The post Investing to Protect YOU From YOU | Your Money Podcast – Episode 468 appeared first on Revere Asset Management.

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