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Sierra's Spath: 'We are fully invested, but there are headwinds'

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Manage episode 229500417 series 30363
Content provided by Money Life with Chuck Jaffe and Chuck Jaffe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Life with Chuck Jaffe and Chuck Jaffe 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://player.fm/legal.

Terri Spath, chief investment officer at Sierra Investment Management said that the market has plenty of current opportunities, but investors will be better served being selective and picking specific securities rather than buying indexes, noting that the market tends to 'take the escalator up, but the elevator down' meaning there could be significant bumps in the road ahead. Also on the show, Leonard Wright of the AICPA discusses retirees' most significant worries, author and financial adviser Eddie Ghabour talks about what it means to be a 'Common-Sense Bull' in this market, and Kyle Guske of New Constructs discusses why companies reaching for certain balance-sheet results are creating a dangerous false narrative.

  continue reading

1853 episodes

Artwork
iconShare
 
Manage episode 229500417 series 30363
Content provided by Money Life with Chuck Jaffe and Chuck Jaffe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Life with Chuck Jaffe and Chuck Jaffe 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://player.fm/legal.

Terri Spath, chief investment officer at Sierra Investment Management said that the market has plenty of current opportunities, but investors will be better served being selective and picking specific securities rather than buying indexes, noting that the market tends to 'take the escalator up, but the elevator down' meaning there could be significant bumps in the road ahead. Also on the show, Leonard Wright of the AICPA discusses retirees' most significant worries, author and financial adviser Eddie Ghabour talks about what it means to be a 'Common-Sense Bull' in this market, and Kyle Guske of New Constructs discusses why companies reaching for certain balance-sheet results are creating a dangerous false narrative.

  continue reading

1853 episodes

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