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Episode 358 - Who Knew?

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Manage episode 411218879 series 1320079
Content provided by Dennis Prout and Shea Petaja. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Prout and Shea Petaja or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Amidst all the blather about an election (you remember, right?), where are the opportunities? Today, we’ll discuss the realities markets have historically experienced during an election year, how investors have responded, and the mistakes investors made. Long-time money manager, The Capital Group, will provide us stats going all the way back to 1933. We’ll also discuss recent moves in the gold market … so hold on to your hats on this one! Also, Nathan will discuss some very interesting findings from LPL Group that, we found, should be particularly helpful. And Heidi will discuss the rules of engagement for Roth IRAs and 529 plan conversions SECURE 2.0 Act. Deann will bring the stats to add to the conversation. So much to talk about! We truly appreciate you, our listeners, and we’re glad to be back live this Thursday!

Tune in and take control!

  continue reading

108 episodes

Artwork
iconShare
 
Manage episode 411218879 series 1320079
Content provided by Dennis Prout and Shea Petaja. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Prout and Shea Petaja or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Amidst all the blather about an election (you remember, right?), where are the opportunities? Today, we’ll discuss the realities markets have historically experienced during an election year, how investors have responded, and the mistakes investors made. Long-time money manager, The Capital Group, will provide us stats going all the way back to 1933. We’ll also discuss recent moves in the gold market … so hold on to your hats on this one! Also, Nathan will discuss some very interesting findings from LPL Group that, we found, should be particularly helpful. And Heidi will discuss the rules of engagement for Roth IRAs and 529 plan conversions SECURE 2.0 Act. Deann will bring the stats to add to the conversation. So much to talk about! We truly appreciate you, our listeners, and we’re glad to be back live this Thursday!

Tune in and take control!

  continue reading

108 episodes

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