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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. Break Out! Lotsa Yellen! And, 6 Weeks Left In 2013! 11-17-2013

Break Out! Lotsa Yellen! And, 6 Weeks Left In 2013! 11-17-2013

Nov 16, 2013

For this week's charts, click here.

 

This Week's Busy Box:

Break Out!

  • Alex Tollen and The Profit Report
  • Kramer Said "No Supply?" What's That Mean? 

Lotsa Yellen!

  • The Senate Puts Yellen Through the Confirmation Gauntlet
  • Important Implications for Investors From the New Federal Reserve Chairman
  • Bloomberg: "Yellen Signals Continued QE Underrated by Bubble Risk
    • Click here to watch the Yellen confirmation hearing

Oil Update

  • Price Implications of This Week's Forecast of U.S. Becoming #1 Energy Producer in the World 2015
  • Bloomberg: "U.S. to Be Top Oil Producer by 2015 on Shale, IEA Says"
    • Click here to read the full article

And, Just 6 Weeks Left in 2013

  • Get Ready for 2014!
  • For the Year End Dividend Package, Call to Set Up Your Appointment
  • Reminders That Can Increase Your NetWorth
  • Year End Tax Planning Conference Call with Your CPA
  • 2013-2014 Coordination of Income and Deductions
  • Deduction Batching
  • Realized Gain and Loss Review
  • Donation Planning
  • Donations in Kind

Time to Rebalance:

  • Aggressive Allocation Update Discussion

 

  • 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.