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How are stocks effected when a big buy-out is expected? What are good books to read about value investing? What other sources are there about SRI for an athiest?

We are back for another round of Listener’s Letters:

• Listener Joe asks if stocks are effected negatively when big buy-outs are likely.
• Listener Niklas wants to know how to research investments.
• Listener Scott thinks waiting for a fund price to drop is better than dollar cost averaging. Is he right to wait?
• Listener David is looking for book recommendations to learn about value investing.
• And finally, Listener Athena would love to hear other sources addressing SRI that do not use religious standards, such as the ones discussed in episode 97: “The Morality of SRI and Google Cars, with Rabbi Shaya Kaplinsky”

Today’s Panelists

Linda P. Jones | Be Wealthy And Smart
Doug Goldstein | Rich As A King
Joe Saul-Sehy | Stacking Benjamins
Miranda Marquit | Adulting.tv

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

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“The first thing people need to understand about options is that the market is incredibly efficient”, says Kirk Duplesis from OptionAlpha.com. There is no free lunch, meaning you don’t get anything without giving up something.

Kirk describes buying an option with the analogy of paying for homeowner’s insurance. You pay a premium to cover your house for a specified period of time. This is similar to buying a “put option”, except you win when the option pays out. In other words: You predict the price of a stock, cover the call by paying a premium, and if the price meets the option then you get to buy the stock at the agreed amount.

Joe, Linda and Miranda discuss the pros and cons of option trading.

About Our Guest:

You can find out more from Kirk Du Plessis at these locations:
Website | https://optionalpha.com
YouTube | https://www.youtube.com/channel/UCQAvjhqp559qSQx2dcg9WVg
Podcast | https://optionalpha.com/podcast

Today’s Panelists

Joe Saul-Sehy | Stacking Benjamins
Linda P. Jones | Be Wealthy And Smart
Miranda Marquit | Adulting.tv

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

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Wells Fargo, one of the largest commercial and business banks in the world, fired over 5,300 employees when thousands of accounts were opened without their customer’s approval.

The panel discusses who was affected by this, how it could happen, and how to avoid being duped.

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Today we answer listener letters from Shylowe, Christopher, Michael and Justin.

Shylowe is living paycheck to paycheck and wants to learn about investing. He uses Acorns and Robinhood because they really have no barrier to entry, has had some success, but wonders if there is more to be done.

Christopher is also squirreling some money away with Acorns while beginning to invest outside of his work’s 401(k) plan. He started with Betterment, but is about to move the money into a Vanguard brokerage account with six ETFs. Would that be enough diversification or too much?

Michael asked to have a turnkey real estate investor on the show and Justin wonders why he shouldn’t have 100% of his 403(b) account in stocks if he has 30 years until retirement.

Send us your questions for a future Listener Letters episode

Today’s Panelists

Joe Saul-Sehy | Stacking Benjamins
Doug Goldstein | Rich As a King
Linda P. Jones | Be Wealthy And Smart
Doug Goldstein | Profile-financial.com
Miranda Marquit | Planting Money Seeds

For a quick bio of each of our show participants, head on over to our panelists page.

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Richard Wilson, author of How To Start a Family Office, shares the Top 7 Investment Strategies of Centimillionaires.

Richard explains how centimillionaires:

• Want to own the game rather than being a player in someone else’s game
• Need to establish themselves as an Alpha-male (showing they are the leader in a niche industry)
• Barter time or services in exchange for products
• Work on building a full chess-board portfolio

You can find out more by visiting FamilyOffices.com or listen to the Family Office Podcast.

Today’s Panelists

Linda P. Jones | Be Wealthy And Smart
Doug Goldstein | Goldstein on Gelt
Joe Saul-Sehy | Stacking Benjamins
Miranda Marquit | Adulting.tv

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

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Can the crowd skew the market? Annie Wyatt from CrowdInvest thinks it can beat the market.

What is crowd investing? The theory is that independent and diverse individuals will out-perform a singular opinion (such as portfolio managers).

CrowdInvest has tested this theory with an app. People vote on stocks they believe are bullish or bearish. The app builds an index from the top 35 bullish stocks into an ETF traded on the NYSE. CrowdInvest saw the Crowd’s performance beat the S&P 500 in 2016.

You can find more about CrowdInvest on Facebook or their website and blog: http://crowdinvest.us

Today’s Panelists

Miranda Marquit | Student Loan Hero
Doug Goldstein | Rich As A King
Linda P. Jones | Be Wealthy And Smart
Nyle Bayer | Financial Time Traveler

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

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Matt Hall is the founder and President of Hill Investment Group. He wrote a book, “Odds On: The Making of An Evidence Based Investor”, out of frustration with traditional investing books he calls “moderately technical”.

While other books gave great advice, most people never read them because they were boring and too technical. So Matt’s desire to create a more relatable and understandable resource caused him to put pen-to-paper and write “Odds On”.

In this interview, Matt shares stories of money managers and financial planners who were only there to make money for themselves or the company – not their clients.

Then, our Money Tree Podcast Panelists share how they found their investing philosophy.

More Matt Hall

Website: HillInvestmentGroup.com
Book: Odds On (Amazon.com)
Twitter: MattHallHIG

Today’s Panelists

Joe Saul-Sehy | Stacking Benjamins
Doug Goldstein | Profile-Financial.com
Miranda Marquit | PlantingMoneySeeds.com
Linda P. Jones | Be Wealthy and Smart

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

Success comes with hard work and tough decisions. Sometimes you need to quit and pivot.

Rick Newman wrote the book, “Rebounders: How Winners Pivot From Setback To Success”. Doug interviews him about failing fast and making tough choices on the path to mastery.

Rick says Rebounders are comfortable with discomfort and reminds us that “Failing Fast” is the mantra in Silicon Valley. How does all of this translate to our investing strategies?

Listen to find out:

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For more information on Rick, visit

Website: http://rickjnewman.com
Twitter: @rickjnewman
Rick’s new book, Rebounders, on Amazon.com

Jason Hartman has his finger on the pulse of real estate in several areas around the United States. He knows What’s going on in the Real Estate markets and where the best places are to invest.

In this episode, he shares how to classify real estate markets within three categories:

• Cyclical
• Linear
• Hybrid

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Knowing what kind of market you are dealing with can help determine if the real estate you are looking at is a good bye.

Jason also makes a very bold statement that explains why Generation-Y aren’t buying houses – and our panel discusses purchasing property and even goes into a discussion on assisted living arrangements.

You can find more about Jason Hartman by:

• Visiting his website: JasonHartman.com
• Check out his Creating Wealth Podcast
• Follow him on Twitter @JasonHartmanROI

Today’s Panelists

Linda P. Jones | Be Wealthy And Smart
Wes Moss | WesMoss.com
Joe Saul-Sehy | Stacking Benjamins
Miranda Marquit | Planting Money Seeds

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode