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Category: Financial Planning

Bob Fischer
Why is an analytical investment strategy better than Wall Street predictions? Bob Fischer joins Jim Blasingame to discuss tips for better investing, including re-balancing your portfolio and how to invest based on historic information.
Bob Fischer
Wall Street is a predictor, not an investment advisor. Bob Fischer joins Jim Blasingame to discuss why the "naked portfolio" management strategy is better than following Wall Street investment predictions.
Barbara Weltman
Even though the 2011 tax rates are currently unknown, there are still year-end plans you can make. Barbara Weltman joins Jim Blasingame to talk about year-end tax planning including deferred income and signing the paperwork for a 2010 401(k) before the end of the year, even if you don’t fund it.
Barbara Weltman
When will Congress pass the tax laws for next year? Barbara Weltman joins Jim Blasingame to discuss the unknown tax rates for 2011, plus the tax provisions of the Small Business Jobs Act, including expensing, depreciation, narrow capital gains restrictions and the small bank lending requirements.
Joseph Frisard
Should gold be part of your investment portfolio? Joe Frisard joins Jim Blasingame to report on how to develop an investment strategy that includes gold, including bullion and coins. Joe also gave advice on how to take possession of gold.
Jim Ostroff
Kiplinger reports on taxes, energy and small business 401ks. Kiplinger's Jim Ostroff joins Jim Blasingame to talk about what is likely to happen to the expiring tax cuts, when we will have a comprehensive energy bill, plus good news for small business and 401ks.
Richard Rawson
What do you know about 401K administrative costs? Administaff President, Richard Rawson joins Jim Blasingame to reveal how some aspects of 401K administration can be more efficient and ultimately benefit the individual participants, including what his company did with the product of their efficiencies.
Bob Fischer
Why shouldn't you put all your investment capital in your small business? Bob Fischer joins Jim Blasingame to talk about why small businesses should diversify their retirement investing, including how to invest so you don't get run over by the Wall Street machine.
Bob Fischer
Have we become a nation of traders instead of investors? Robert Fischer joins Jim Blasingame to discuss the conflict between emotional Wall Street trading and the more prudent statistical (naked) investing strategy.
Bob Fischer
What is the government's track record of regulating the marketplace? Robert Fischer joins Jim Blasingame as Congress passes the Financial Regulatory bill, to discuss the terrible track record the government has when regulating the marketplace.

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