This week, all attention was on the jobs report, and it delivered some positive news. For the first time in several months, the employment situation is looking up. Investors reacted by snapping up stocks and offloading bonds. Interestingly, it’s not just the usual stocks on the rise; the market is expanding, which is a positive development. Additionally, China is making a comeback. In this episode, Karl Eggerss breaks down the recent changes in China.

The subjects covered in this podcast are:

• Jobs Report
• China
• Economy
• Estate Planning

For more information, go to https://www.creatingricherlives.com

#jobsreport #economy #China #estateplanning #captrust @CAPTRUST

While investing can have several risks, proper asset allocation can help reduce those risks over time. However, many investors have biases which leads to avoiding certain asset classes and heavily weighting others. This can cause extra volatility and perhaps poor long-term returns.

In this podcast, Karl welcomes guest Casey Keller, CFA to the podcast to discuss which area of the market may offer a long term opportunity and how to properly diversify.

The subjects covered in this podcast are:

• Asset Allocation
• Risk Management
• International Stocks

For more information, go to https://www.creatingricherlives.com

#internationalstocks #riskmanagement #assetallocation #investing #captrust @CAPTRUST

After several interest rate hikes by the most aggressive Federal Reserve in history, the cutting began this week. The Federal Reserve cut interest rates by 0.5%, which surprised some. But, some interest rates actually went up on that day.

Due to the large rally by the stock market on Thursday, it's causing some investors to have a fear of missing out. This FOMO is a recipe for disaster. Karl explains what to do in situations like these.

The subjects covered in this podcast are:

• Interest Rates
• FOMO
• Asset Allocation
• Financial Plans

For more information, go to https://www.creatingricherlives.com

#federalreserve #fomo #assetallocation #investing #captrust @CAPTRUST

Selling a company can be a transformative event, particularly in financial terms. In this episode, Karl Eggerss provides valuable insights on the numerous steps involved in such a transaction. Considerations include taxes, investments, estate and financial planning.

Additionally, in this podcast, a friend and colleague of Karl Eggerss is honored with a special award.

The subjects covered in this podcast are:

- Business Sale
- Lifestyle, Legacy, Philanthropy
- Harriet Helmle Award

For more information, go to https://www.creatingricherlives.com

#businesssale #financialplanning #investing #captrust @CAPTRUST

As the seasons shift, they bring both positives and negatives. Football enthusiasts, hunters, and fans of cooler weather welcome this change. However, for investors, September has traditionally been challenging, and this year is no exception. Yet, this doesn't imply the remainder of the year will follow suit. Karl delves into these topics in this episode.

The topics discussed in this podcast include:

• Seasonal Risk
• Economy
• Federal Reserve

For more information, go to https://www.creatingricherlives.com

#economy #federalreserve #investing #captrust @CAPTRUST

Many wine enthusiasts understand that a wine's flavor can vary from year to year due to various factors, such as the effect of weather on the grapes. Similarly, in the realm of investments, your assets also have different 'vintages.' The performance of a security or fund can significantly differ based on the timing of your investment. On this podcast, Karl Eggerss will explain ways to reduce that particular risk.

The topics discussed in this podcast include:

• Vintage Risk
• Diversification
• Dollar Cost Averaging

For more information, go to https://www.creatingricherlives.com

#vintagerisk #diversification #investing #captrust @CAPTRUST

It seems most investors when they retire want "mailbox money". But, is mailbox money all it's cracked up to be? On this podcast, Karl Eggerss explains why having too much income may be bad for your financial future. And, he'll help you think about how to diversify your portfolio.

The topics discussed in this podcast include:

• Mailbox Money
• Income
• Retirement Planning

For more information, go to https://www.creatingricherlives.com

#mailboxmoney #income #investing #captrust @CAPTRUST

Over the past few years, inflation and the Federal Reserve's response to it have been the primary concerns for most investors. However, there has been a recent shift in focus. In this episode, Karl Eggerss discusses the reasons behind this change. Additionally, he addresses how the market can swing from panic to recording the best week of the year. All these topics are explored in detail in this episode.

The topics discussed in this podcast include:

- Inflation
- Stock Market Turnaround
- The News and Stock Returns

For more information, go to https://www.creatingricherlives.com

#investing #captrust @CAPTRUST