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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.

Jan 18, 2014

For this week's charts, click here.

 

This Week's Busy Box:

  • Record Valuations in Small Stocks?
  • Is the Russell 2000 at 52X earnings or 24X earnings?
  • What does it mean for portfolios?

RUT BLOOMBERG ANALYSIS PAGE

This week’s call to action:  Replace the Riskiest Assets

Call for a Strategy Session!

To get started, please call our office at (214) 720-4400.

The Profit Report with Alex Tollen

  • Money Flows and the Blowback Issue
    • Find out more about Alex Tollen, Director of Client Development and Equity Trading

FEATURED RESEARCH: NUVEEN TAX GUIDE

  • Click here to learn more about the Nuveen year-end planning strategies.
    • The definitive guide to 2013 and 2014 tax brackets and tax strategy.
    • A do not miss preparation for tax season.

2013 Tax and 2014 Tax and Legal Planning

  • Click here for more information regarding MGAM tax planning strategies.

NetWorth Radio Powerful Interviews

The Largest Tax Increases of All Time?

Jimmy L. Talley, CPA, CFE, Managing Partner of Talley & Associates CPAs, CFE and Professional Consultants  

  • 2013 Tax Rate Shock Impact
  • 2014 Tax Rate Shock Impact
    • Contact Jimmy Talley at jimmyt@talleyandassociatespc.com.
    • Read Jimmy’s Talley & Associates Bio here.
  • 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.