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NetWorth Radio

The unique NetWorth Radio broadcast delves deep into the most important headlines and the actual meaning for investors. Interviews with nationally acclaimed authors and Dallas business leaders bring to life investment strategy in a unique and exciting format. The author of two books and 31 investment articles, Spencer is a Certified Investment Management Analyst who manages portfolios for successful families.

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  2. The Biggest Surprises of 2013

The Biggest Surprises of 2013

Nov 30, 2013

For this week's charts, click here.

 

This Week's Busy Box:

  • Gold and Silver Implode
  • Europe Rallied Again

Bloomberg This Week Reports:

  • Spain Upgraded to Positive Credit Watch by S&P!
  • Emerging Equity Declined
  • The United States Leads A Global Rally and Indexing Wins
  • IPO Frenzy
  • According to Investors Business Daily, 2013 is on pace to deliver the highest number of initial public offerings since 2004
  • The Sunday Times Reports Growth in the UK Expected to Top 3% in 2014

ASSET CLASS DISCUSSION FOR 2014

  • Building Resiliency Before Recessions
  • US BIG STOCKS?
  • REAL ESTATE INVESTMENT TRUSTS?
  • GLOBAL WATER INFRASTRUCTURE?
  • EMERGING EQUITY?
  • EUROPE?
  • ASIA?
  • TREASURY BONDS?
  • MUNICIPAL BONDS?
  • FIXED MATURITY? GET THE ARTICLE: 10 KEY LESSONS FOR BOND INVESTORS
  • CORPORATE BONDS? A Rated? B Rated?
  • GLOBAL BONDS?

And, JUST 4 WEEKS LEFT IN 2013!

Get Ready for 2014!

Come See the Team That Cares!

  • For The Year End Dividend Package
  • Call (214) 720-4400 or Click Here to Set An Appointment
  • Reminders That Can Increase Your NetWorth
  • Year End Tax Planning Conference Call With Your CPA
  • 2013-2013 Coordination of Income and Deductions
  • Deduction Batching
  • Realized Gain and Loss Review
  • Donation Planning
  • Donations in Kind

 

  • MGAM Long Term Investment Themes
    • High Risk Trading Packages:  Too risky for you?
      • Energy
      • Infrastructure
      • Water
      • Healthcare and Wellness
      • Emerging Market Ascendancy
      • Real Estate

This Week’s Package Includes: Market Commentary

  • Estate Planning Package

Investment Information

  • Cash Flow Strategies
  • Candidate List
  • Dividend Report

To receive the entire package, please call our office at (214) 720-4400 or click/touch here to Request a NetWorth Radio Package.

The Next Step: To schedule your 2013 planning session, call (214) 720-4400 or Set an Appointment. Complete our questionnaire to start your plan with specific insights and recommendations and performance tracking. For more information on our performance tracking software, visit Advent. Thank you for taking the first steps to upgrading your investment plan! Minimum consolidation is $500,000 during your first year of working with the McGowanGroup.