The Advisor Cheat Code – A Wealth of Common Sense – Go Health Pro

The Advisor Cheat Code – A Wealth of Common Sense – Go Health Pro

Posted February 1, 2025 by Ben Carlson Five years removed from the onset of the pandemic, it’s interesting to reflect on the stuff that’s changed and the stuff that hasn’t. Remember when people were predicting handshakes were going to become a thing of the past? Or how no one was going to attend college anymore? … Read more

CFA vs. CFP – A Wealth of Common Sense – Go Health Pro

CFA vs. CFP – A Wealth of Common Sense – Go Health Pro

Here’s a question from a podcast listener: On a recent episode of TCAF (Ep. 171 with Harvey Schwartz) you and Josh mention how wealth management has drastically changed over the last ~20 years specifically citing that CFP candidacies are at record highs while CFA candidacies are at record lows. Knowing you and Ben are both charterholders, what do … Read more

Animal Spirits: Trump Coin – A Wealth of Common Sense – Go Health Pro

Animal Spirits: Trump Coin – A Wealth of Common Sense – Go Health Pro

Posted January 22, 2025 by sean Today’s Animal Spirits is brought to you by Nasdaq: See here to learn more about the Nasdaq 100 ecosystem Get a random Animal Spirits chart here  On today’s show, we discuss: Listen here Recommendations: Charts: Tweets/Bluesky: Money Market Funds just saw a weekly inflow of $143 billion, the largest … Read more

What’s a High Income? – A Wealth of Common Sense – Go Health Pro

What’s a High Income? – A Wealth of Common Sense – Go Health Pro

When Dick and Mac McDonald opened the first McDonald’s the idea was to bring fast, cheap food to busy people in the suburbs of Chicago. The first hamburger back in 1948 cost just 15 cents. That’s my son’s favorite burger (ketchup only, no onions or pickles) so I know it now costs $1.89 at my … Read more

The 2024 Sector Quilt – A Wealth of Common Sense – Go Health Pro

The 2024 Sector Quilt – A Wealth of Common Sense – Go Health Pro

A reader asks: Everybody says the easiest way to invest is to simply buy an S&P 500 index fund. However, when you look into the returns of each of the 11 sectors that make up the S&P 500, it becomes clear that some sectors consistently outperform others. I’ve recently discovered SPDR Select Sector ETFs and … Read more

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