Your Mind And Your Money (Audio Podcast)

April 25, 2020

On this week’s podcast, Karl welcomes Dr. W. Lee Warren. He’s a brain surgeon, a veteran, a writer, a podcaster, and an inventor. Karl & Dr. Warren discuss how our minds affect our investing decisions and how to prevent our brains from becoming a deterrent.

5-Minute Huddle: Portfolio Diversification

April 20, 2020

In this week’s edition from Covenant CIO Justin Pawl:
· Last Week Today.  Global equity markets rallied despite awful economic data.
· Diversification Archetypes.  The differences between Naïve, Traditional, and Institutional portfolio diversification strategies.

The Big Unknown (Audio Podcast)

April 17, 2020

On this week’s podcast, Karl breaks down the action in the financial markets this week. Another box checked. But, questions remain. Find out what they are on this week’s show.

Watch Out For COVID-19 Economic Impact Payment Fraud

April 17, 2020

The Internal Revenue Service has begun distributing COVID-19 Economic Impact Payments, and with that comes an opportunity for criminals/scammers to take advantage of the American public. Read about the scams to watch out for.

5-Minute Huddle: Imagine

April 13, 2020

In this week’s edition from Justin Pawl, CFA, CAIA:
· Last Week Today.  Fed + Decelerating infections = Risk On.
· Fake News?  Independent data does not corroborate economic reports out of China.
· Imagine. Results from our poll on what the Post-Virus future holds.

Planning Techniques For The Current Environment (Audio Podcast)

April 11, 2020

On this week’s show, Karl is joined by John Eadie, the Founder and Managing Director of Covenant.  John is a CPA, CFA, CFP®, PFS, CLU®, CIMA, & CKA®.  John gives the listeners some financial planning tips and techniques in the current environment.

Plus, Karl discusses the best week in the stock market since 1974.

PSA: Be On The Lookout For These Cybersecurity Risks

April 6, 2020

Cybercriminals have been taking advantage of the novel coronavirus pandemic to bombard people with phishing emails. Their goal is to ensnare unsuspecting victims who are curious or concerned about the virus. Be aware of their tricks.

5-Minute Huddle: Choice

April 6, 2020

In this week’s edition:
· Choice. Fear, Learning, or Growth mindset.
· Last Week Today. More bad news coming, but what’s been priced into financial markets?
· The Fed. The Fed’s doing what it said it would do.
· Curves. All eyes are on the infection-rate curve, and Italy appears the best analog.

A Few Improvements (Audio Podcast)

April 4, 2020

On this week’s episode, Karl discusses that despite the astronomical unemployment numbers that most of us have never seen before, there were some bright spots in the financial markets.

This Might Be Where The Separation Begins (Radio Interview)

March 30, 2020

On the Trey Ware Show, Karl Eggerss discussed that a few boxes were checked last week that led to the rally.  But, he warned listeners that there can be sharp bear market rallies.  This is the point where typically stocks start moving on their own path from one another.