Financial Sense Newshour Big Picture Archive
6/17/2013
The Lifetime Income Series: Avoiding Retirement Tax Traps – Tips for Highly Compensated ExecsSpecial Guest: Alison Farrin, President at Innovative Pension Strategy & Design
This week Jim and Cathlyn continue to discuss tax planning for retirement. The focus this week is on highly compensated executives who may have multiple deferred compensation programs. If not handled properly, retiring executives can find themselves in a permanent tax trap. They use a case study to illustrate some of the strategies to avoid a retirement tax trap. The guest this week is Alison Farrin, CPC & QPA, who will discuss deferred compensation options with Jim.
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6/15/2013
Technician Tracy Knudsen: No Signs of a Bear MarketAlso, Ryan Puplava with the Market Wrap-up, Erik Townsend on Commodities, and Jim Puplava on Fixed Income
Jim welcomes back Tracy Knudsen CMT, Senior Vice President & Senior Analyst at Lowry Research. Tracy tells Jim that she sees no major storm clouds of an approaching bear market. The lack of selling pressure or divergences indicate the bull market is still intact. Tracy currently likes the strength in the cyclical stocks, particularly in the Technology, Industrial and Consumer Discretionary sectors. She does advise to lighten up on the Utility sector. Also in this hour, Ryan Puplava has this week’s Market Wrap-up, Erik Townsend discusses commodities, and Jim Puplava looks at bonds and interest rates.
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Jim Puplava’s Big Picture: Investor Sentiment - A Contrary Buy SignalInvestors Are Nervous, But Fundamentals Don’t Argue for a Bear Market
In the first topic on the Big Picture this week, Jim looks at the bearish sentiment among individual investors, and even institutional investors, and sees a contrary indicator. Bull markets always climb a “wall of worry” and investors are certainly worried these days, or at best, cautiously optimistic. Jim sees the fundamental picture for stocks as still supporting a bullish outlook, and he believes the negative sentiment constitutes a contrary buy signal. Jim also answers your Q-Calls in this segment of the program.
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Jim Puplava’s Big Picture: Tax Hikes + Sequester = Economic SlowdownAlso on the Big Picture: Different Times Call for Different Strategies
In this segment of the Big Picture, Jim discusses a recent San Francisco Federal Reserve Survey that indicates taxes are rising faster than economic growth. His topic, “Tax Hikes + Sequester = Economic Slowdown” discusses results of the survey and that the vast majority (90%) of the current economic slowdown is attributable to increases in taxes, not spending cuts. In his next Big Picture topic, “Different Times Call for Different Strategies”, Jim discusses how Fed policy has turned the market upside-down in recent years, and how “pie chart” strategies will no longer work. Those looking for predictable yield strategies will no longer be able to just plug money into bond funds and forget about them. Jim looks at alternative strategies for these “different times”.
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6/10/2013
The Lifetime Income Series: How to Retire and Reduce or Eliminate Your Tax BillSpecial Guest: Yolanda York from the Social Security Administration on Benefits for Surviving Spouses
This week Jim and Cathlyn discuss strategies to reduce or eliminate a significant expense in retirement; your tax bill. Some of the topics covered include moving to a state with very low or no tax, as well as the different kinds of taxation benefits in those states. They also explain how taxes are calculated and why you need to understand your sources of income and how they are taxed. This week’s guest is Yolanda York from the Social Security Administration who will discuss the Social Security benefits available to surviving spouses.
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6/08/2013
Technician Bert Dohmen: The Fed Is Using “Tapering Talk” As a Ploy to Cool Market SpeculationAlso, Ryan Puplava With this week’s Market Wrap-Up and Erik Townsend With the Commodity Report
Jim welcomes back technician Bert Dohmen of Dohmen Capital Research Institute and publisher of The Wellington Letter. Bert believes all this talk about “tapering QE” is a ploy by the Fed to cool the speculative fever of the markets. He also notes that overwhelmingly bullish opinion in the early stages of a bull market is not a negative indicator because there is plenty of money still on the sidelines. The big question is, are we in the early stages, or is this bull market already four years old? Bert also sees any major problems likely to surface first in China. Also in this segment, Ryan Puplava has this week’s Market Wrap-Up, and Erik Townsend has the Commodity Report.
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Jim Puplava’s Big Picture: Déjà vu – Revolt of the Money WealthAlso on the Big Picture: Is the Run In Dividend Stocks Over?
In this week’s first Big Picture topic, “Déjà vu, Revolt of the Money Wealth”, Jim looks at the parallels between the 1970’s and today. He notes that the Fed was able to keep interest rates under control in the early to mid-1970’s even though inflation was building. In 1977 the bond investors started to revolt. Jim sees similarities today, and discusses when the “money wealth” will eventually revolt and start selling their bonds. In the next topic, “Is the Run in Dividend Stocks Over?” Jim notes that a pull-back is not unusual, especially given the overvaluation of sectors such as utilities. Jim believes the run in dividend-paying blue chip stocks is far from over.
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Jim Puplava’s Big Picture: On The Record With Jim and JohnJim Answers a Wide Range of Investment Questions
In this month’s edition of “On the Record” Jim covers a broad array of investment questions, from gold and peak oil, to market corrections, interest rates and dividend stocks. Last but certainly not least, Jim answers your Q-Calls in this segment as well.
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6/03/2013
The Lifetime Income Series: How Much Should You Touch…Your Principal? When It’s Okay to Dip InSpecial Guest: Dr. T. Colin Campbell, coauthor of the bestselling book on nutrition, “The China Study”
This week Jim and Cathlyn discuss under what circumstances is it okay to touch your principal and how much should you be pulling out. Jim outlines the options for managing your assets, and the options for managing your expenses. They also discuss when it’s not okay to dip into principal, and illustrate the topic using the case study of Melvin and Joanne Keller. The special guest this week is Dr. T. Colin Campbell, coauthor of the bestselling book, “The China Study”, which details the connection between nutrition and heart disease, diabetes, and cancer. Dr. Campbell was also featured in the documentary film, “Forks Over Knives”.
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6/01/2013
Technician Charles Nenner: Short-Term Cycles Are Topping - Most of the Gains Are in for the YearAlso, Ryan Puplava with the Market Wrap-up, Erik Townsend on Commodities, and Rob Bernard on Fixed Income
Jim welcomes back noted technician Charles Nenner of the Charles Nenner Research Center. Charles sees many of his short-term cycles topping, with other cycles topping over the summer. He believes most of the gains are already in for the year, and feels that the average investor is too optimistic at this stage of the market. Charles sees strength in the US dollar until mid-2014. He sees higher interest rates coming, and is very cautious on bonds. Also this hour, Ryan Puplava has this week’s Market Wrap-Up, Erik Townsend looks at commodities, and Rob Bernard has the Fixed Income Report.
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