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‘Twas the night before Christmas – Happy holidays from Investing Sense

Air Date: Dec 23, 2017

Bob and Andy examine market returns through mid-December, and discuss reasons to be optimistic about the bull market heading into 2018. Also, fraud expert Kathy Bazoian Phelps joins the show to talk about Ponzi schemes and how you can protect your money. Plus, don’t miss Andy as he closes out the year with a special holiday poem…with a twist!

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Skate to where the puck is going, not where it’s been – Zach calls the guys, asking for Andy’s advice about investing money he’s earned from a business; however, he’s worried about the market being at a “pinnacle.” After giving Zach some guidance, Bob and Andy, with a little help from Wayne Gretzky and Warren Buffet, give an eye-opening look at the bull market and this year’s returns through mid-December.

Full interview: Kathy Bazoian Phelps – Kathy is a bankruptcy lawyer who specializes in fraud litigation and is the author of The Ponzi Scheme Blog. She joins the show to offer advice and tips on how to protect your hard-earned money against fraud and answers the question: Why do otherwise intelligent people fall victim to Ponzi schemes?

LIVE Portfolio Review – Andy takes a look at Joe’s portfolio and notices that he has some trouble with stock overlap along with a lack of international exposure. Turns out Joe is less comfortable with international investing, simply because he doesn’t understand it. Filling this knowledge gap is the exact thing a financial advisor can provide.

‘Twas The Night Before Christmas – Andy shares a special end-of-year holiday poem…with a twist! From all of us at Financial Engines Investing Sense, we wish you a very merry Christmas, and a happy, healthy, and prosperous 2018!

S&P 500 breakout above 1,500 in 2013, trading at all-time highs

Pan American Silver (PAAS)

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