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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. All Time Highs! Again?

All Time Highs! Again?

Jul 25, 2014

Click here for this week's charts.

 

The Standard and Poors 500 leapt to record levels this week. From the deepest correction point March, 9th 2009 at 666, the index has climbed 3 fold topping 1986 for the first time in history this week.

Money Market Madness

  • The SEC set the stage this week for institutional money markets to “break the buck.”
  • The question for private client investors is how traditional money market sweep accounts will be impacted.
  • This week’s program explores the mathematics of the $1 per share money market, the potential crisis, and solutions for investors.

Municipal Bonds

  • “Supply” issues have led to the closure of at least one large high yield municipal fund.
  • This week’s interview with “The Wizard,” Dominique Henderson, Director of Fixed Income Trading at MGAM will explore the current state of the fixed income markets and vital actions for investors to take while prices are high.

 

Spencer McGowan interviews Dominique Henderson, Director of Fixed Income Trading at MGAM

Dominique serves as Director of Trading and Information Technology and is mainly responsible for fixed income trading and the integration of all firm data systems. He brings nearly fifteen years of operations, trading and project management experience to the firm. Prior to joining McGowan Group Asset Management, Dominique spent 8 years with the Dallas based hedge fund, HBK Capital Management, and was responsible for portfolio reporting and special projects. Dominique holds the Series 7 and 66 securities registrations and the Group One Texas Insurance license.

 

  • MGAM solutions include harvesting premiums and setting exit points. While no strategy is perfect, duration control can be vital reducing price risk for investors in municipal bonds.

GET THE MUNICIPAL BOND REPORT! REQUEST A SAMPLE FOR DISCUSSION

Success stories:

“Gone to Texas!” Texas Real Estate is Hot! Based upon specific solicitations for multi family properties in San AntoniA and Austin, today’s program provides insights into today’s real estate market. 

Summer Planning Season

Featured Investment Intelligence:

  • As a supplement to the general rule, “GET ALL YOU CAN AS FAST AS YOU CAN” this week’s featured guide demonstrates the ability to access retroactive lump sum payments for disability.