Financial Sense Newshour Big Picture Archive

3/11/2013

The Lifetime Income Series: Retooling The Retirement Withdrawal Rate (The 4% Rule)

Special Guest: David Saÿen on Medicare Fraud and how to protect yourself against it

Jim Puplava

In this week’s edition of The Lifetime Income Series, Jim and Cathlyn look at the “4% Rule” for retirement withdrawals. They discuss what it is, why it isn’t working, and what you should do instead. Jim also gives a case study on corporate trustees. Jim’s guest this week is David Sayen, Regional Administrator at the Centers for Medicare & Medicaid Services San Francisco office. David discusses examples of Medicare fraud and how those on Medicare can protect themselves and their information.

3/09/2013

Technician Alan Newman: Margin Debt At Third Highest Level in History

Also, Ryan Puplava with the Market Wrap-up, Erik Townsend on Commodities, and Rob Bernard on Fixed Income

Alan Newman

Jim welcomes back technician Alan Newman, editor of Stock Market Crosscurrents. Alan notes that margin debt is at the third highest level in history and QE is the only thing holding markets together. He also believes that Quantitative Easing (money printing by the Fed) makes capital allocation more difficult. Alan sees the Fed foolishly building yet another bubble that can only end in tears. Also in this segment, Ryan Puplava wraps up this week in the markets, Erik Townsend discusses commodities, and Rob Bernard has the Fixed Income Report.

Jim Puplava’s Big Picture: Left Behind

Also on the Big Picture: Lessons from the Master - Warren Buffett

Jim Puplava

In the first Big Picture topic this week, Jim looks at those “Left Behind” in cash since the credit crisis of 2008. Jim notes that those who have remained in cash since 2008 have lost 25% of their purchasing power. In the second topic, “Lessons From the Master” Jim goes over the key points of Warren Buffett’s annual letter to shareholders, and notes that all investors would benefit from reading it.

Jim Puplava’s Big Picture: Are We In A Recession?

Also, “What if They Held a Bull Market and Nobody Came?”

Jim Puplava

In this segment, Jim’s first topic is “Are we in a Recession?” Jim discusses a recent ECRI report that says yes, but Jim and The PFS Group say no, at least not yet. Jim notes that 60% of the leading economic indicators are still positive. Jim’s next topic is “What if they held a Bull Market and nobody came?” Jim notes that this past week set a record for the lowest participation rate from individual investors. Jim looks at valuations and notes that the P/E ratios on stocks have come down substantially since 2000, although many blue chip stocks have not moved substantially in price. Jim also answers your Q-Calls in this segment.

3/04/2013

The Lifetime Income Series: Efficient Tax Strategies for Small Businesses and Estates

Case Study: Tim and Rebecca Hansen – Tax and Investment Strategies

Jim Puplava

In The Lifetime Income Series this week, Jim and Cathlyn look at small business tax strategies. They illustrate the issues through the case study of Tim and Rebecca Hansen, who run a small event planning business. Their business has grown rapidly, and so has their tax burden. Jim and Cathlyn discuss tax strategies and solutions in how they structure their company, as well as investment strategies for their assets and what choices may not be a good idea.

3/02/2013

Technician Richard Dickson: Short-term Correction, But Big Upward Move Coming

Also, Ryan Puplava with the Market Wrap-up, Erik Townsend on Commodities, and Rob Bernard on Fixed Income

Richard Dickson

Jim welcomes technician Richard Dickson, Chief Market Analyst at Lowry Research. Richard sees a correction in the near-term, but believes that there will be a big upward move beyond the correction. He advises using the correction to add to positions. He also discusses the huge risks ahead for bond fund investors. In addition, Ryan Puplava has the Wrap-up in the markets this week, Erik Townsend covers commodities, and Rob Bernard has the Fixed Income Report.

Jim Puplava’s Big Picture: End Of Days – Crisis By Management

Also on the Big Picture: “The LEI’s and I”

Jim Puplava

In the first Big Picture topic this week, “End of Days- Crisis by Management” Jim looks at the current dysfunctional government in Washington, and wonders how long this can continue. In the next topic, “The LEI’s and I”, Jim looks at what the leading economic indicators are telling us in the first quarter of the year. There are pockets of strength, but mostly a mixed picture at this point.

Jim Puplava’s Big Picture: On The Record

John interviews Jim on a variety of current topics

Jim Puplava

In this month’s edition of “On The Record”, John Loeffler interviews Jim on a number of topics, including Jim’s outlook on the market, the current drivers of the market, inflation, Fed policy, gold, and the importance of not following the crowd. Jim also discusses the impact of The Lifetime Income Series, and why it is important to people in retirement or planning for retirement. Jim also answers your Q-Calls in this segment.

2/25/2013

Jim Puplava

In this week’s edition of The Lifetime Income Series, Jim and Cathlyn discuss employer-sponsored retirement plans. They look at tax efficiency, investment efficiency and the benefits of automatic “brainless is painless” contributions. They also discuss investments available in a 401-K plan. Jim’s special guest is Joel Mee, Director of Retirement Plan Sales Operations at The Standard. Joel looks at the logistics involved in 401-K plans.

2/23/2013

Technician Ralph Acampora: Expect A 5-10% Correction- It Will Present Another Buying Opportunity

Also, Ryan Puplava with the Market Wrap-up, Erik Townsend on Commodities, and Rob Bernard on Fixed Income

Ralph Acampora

Jim welcomes back renowned technician Ralph Acampora this week. Ralph is optimistic we’ve begun a long-term secular bull market in stocks, but expects a 5-10% correction in the short-term. He sees the correction as another good buying opportunity. Ralph also sees the sequestration debate in Washington as the next potential crisis, and the next buying opportunity. He sees the bond market as a balloon in search of a pin. Jim and Ralph also pay tribute to the passing of Marty Zwieg. Also in this segment, Ryan Puplava wraps up this week in the markets, Erik Townsend discusses commodities, and Rob Bernard has the Fixed Income Report.