Retirement & Portfolio Management
Insights on portfolio management, diversification strategy, asset allocation, long-term investing, and retirement planning.
Last month
featured
10:22
McDonald: ‘You Need a New Portfolio Construction Right Now’
Trading 360
30 Apr 2025
featured
McDonald: ‘You Need a New Portfolio Construction Right Now’
Trading 360
30 Apr 202510:22
06:36
Dranfield: ‘Predicting Interest Rates is a Fool’s Errand:’ Diversify
Morning Trade Live
29 Apr 2025
Dranfield: ‘Predicting Interest Rates is a Fool’s Errand:’ Diversify
Morning Trade Live
29 Apr 202506:36
06:56
Avoiding ‘Double Loss’ of Taking Investments During Downturns
The Watch List
23 Apr 2025
Avoiding ‘Double Loss’ of Taking Investments During Downturns
The Watch List
23 Apr 202506:56
09:58
Hackmann: ‘Wall Street is Not Your Friend’
The Watch List
23 Apr 2025
Hackmann: ‘Wall Street is Not Your Friend’
The Watch List
23 Apr 202509:58
07:42
Fixed-Income Strategies to Watch as Investors Look for Safety
Morning Trade Live
23 Apr 2025
Fixed-Income Strategies to Watch as Investors Look for Safety
Morning Trade Live
23 Apr 202507:42
08:33
Tips for Retirees During Market Sell-Off
The Watch List
16 Apr 2025
Tips for Retirees During Market Sell-Off
The Watch List
16 Apr 202508:33
05:58
Straehl: Investors Can Use Volatility to Rebalance Portfolio
Market On Close
09 Apr 2025
Straehl: Investors Can Use Volatility to Rebalance Portfolio
Market On Close
09 Apr 202505:58
education
26:00
Episode 2. thinkorswim Web Option Trades
Your First Trade
08 Apr 2025
education
Episode 2. thinkorswim Web Option Trades
Your First Trade
08 Apr 202526:00
education
24:07
Episode 1. thinkorswim Web Overview
Your First Trade
08 Apr 2025
education
Episode 1. thinkorswim Web Overview
Your First Trade
08 Apr 202524:07
06:12
Tax Tips: Extensions, Side Hustles, Crypto
Next Gen Investing
03 Apr 2025
Tax Tips: Extensions, Side Hustles, Crypto
Next Gen Investing
03 Apr 202506:12
06:50
Doll: Like Financials, Expecting Market Correction
The Watch List
02 Apr 2025
Doll: Like Financials, Expecting Market Correction
The Watch List
02 Apr 202506:50
This year
06:07
Private & Public Credit Opportunities in 2025
Market On Close
31 Mar 2025
Private & Public Credit Opportunities in 2025
Market On Close
31 Mar 202506:07
06:32
Lee: Underweight Mag 7 as Market Enters Correction Territory
Market On Close
28 Mar 2025
Lee: Underweight Mag 7 as Market Enters Correction Territory
Market On Close
28 Mar 202506:32
08:36
Why the 60/40 Portfolio is Obsolete
Market On Close
25 Mar 2025
Why the 60/40 Portfolio is Obsolete
Market On Close
25 Mar 202508:36
featured
08:42
McIntosh: Don’t Freeze in Market Turmoil – Reallocate
The Watch List
18 Mar 2025
featured
McIntosh: Don’t Freeze in Market Turmoil – Reallocate
The Watch List
18 Mar 202508:42
09:32
'You Need to Find Visibility' in Sea of Tech Uncertainty
Morning Trade Live
11 Mar 2025
'You Need to Find Visibility' in Sea of Tech Uncertainty
Morning Trade Live
11 Mar 202509:32
featured
08:34
'Waiting for Opportunity' to Buy Dip, Beware 'Falling Knife'
Morning Trade Live
11 Mar 2025
featured
'Waiting for Opportunity' to Buy Dip, Beware 'Falling Knife'
Morning Trade Live
11 Mar 202508:34
06:07
‘Critical Time’ to Rebalance Long-Term Portfolios
Market On Close
06 Mar 2025
‘Critical Time’ to Rebalance Long-Term Portfolios
Market On Close
06 Mar 202506:07
07:05
Willmering: Put Away the ‘Magnifying Glass’ and Look Broadly
The Watch List
26 Feb 2025
Willmering: Put Away the ‘Magnifying Glass’ and Look Broadly
The Watch List
26 Feb 202507:05
05:58
Emphasizing Diversity in Market Portfolios
The Watch List
25 Feb 2025
Emphasizing Diversity in Market Portfolios
The Watch List
25 Feb 202505:58
06:42
Balancing Portfolio Ahead of Correction, Expect Outperformance to Slow
Market On Close
24 Feb 2025
Balancing Portfolio Ahead of Correction, Expect Outperformance to Slow
Market On Close
24 Feb 202506:42
09:02
Hedging Against Market Volatility in ‘Priced for Perfection’ Landscape
The Watch List
20 Feb 2025
Hedging Against Market Volatility in ‘Priced for Perfection’ Landscape
The Watch List
20 Feb 202509:02
05:11
The ‘Midwestern Millionaire’ Retirement & Fixed Income Opportunities
The Watch List
19 Feb 2025
The ‘Midwestern Millionaire’ Retirement & Fixed Income Opportunities
The Watch List
19 Feb 202505:11
09:48
Market Pricing in Trump v. Powell, Interest Rate Positioning
Market On Close
14 Feb 2025
Market Pricing in Trump v. Powell, Interest Rate Positioning
Market On Close
14 Feb 202509:48
featured
30:00
Jeremy Schneider: 'Buy and Hold Forever'
Market Overtime
10 Feb 2025
featured
Jeremy Schneider: 'Buy and Hold Forever'
Market Overtime
10 Feb 202530:00
featured
09:46
7 Steps to a Successful Retirement
The Watch List
07 Feb 2025
featured
7 Steps to a Successful Retirement
The Watch List
07 Feb 202509:46
10:06
Schneider: 'Price Rules, Fundamentals Drool'
The Watch List
04 Feb 2025
Schneider: 'Price Rules, Fundamentals Drool'
The Watch List
04 Feb 202510:06
07:10
Small-Cap Stock Investing Trends
Market On Close
22 Jan 2025
Small-Cap Stock Investing Trends
Market On Close
22 Jan 202507:10
10:40
Portfolio Positioning for Trump 2.0 Volatility
Morning Trade Live
22 Jan 2025
Portfolio Positioning for Trump 2.0 Volatility
Morning Trade Live
22 Jan 202510:40
Older
07:05
Tax Planning Options Before New Year’s
The Watch List
10 Dec 2024
Tax Planning Options Before New Year’s
The Watch List
10 Dec 202407:05
06:36
Rebalance Portfolios Before the New Year
Trading 360
04 Dec 2024
Rebalance Portfolios Before the New Year
Trading 360
04 Dec 202406:36
07:32
What You Need to Know About Direct Indexing
The Watch List
21 Nov 2024
What You Need to Know About Direct Indexing
The Watch List
21 Nov 202407:32
featured
10:50
Yields Should Rise Regardless of Inflation: Convexitas's Francis
Trading 360
21 Nov 2024
featured
Yields Should Rise Regardless of Inflation: Convexitas's Francis
Trading 360
21 Nov 202410:50
featured
07:19
'Supertrend' Beginning in Alternative Assets
The Watch List
20 Nov 2024
featured
'Supertrend' Beginning in Alternative Assets
The Watch List
20 Nov 202407:19
featured
08:02
40th Anniversary of Russell 1000 & 2000: What’s Next?
Morning Trade Live
13 Nov 2024
featured
40th Anniversary of Russell 1000 & 2000: What’s Next?
Morning Trade Live
13 Nov 202408:02
10:19
UBER Drops Off, DASH Posts First Profit, SBUX's Pending Changes
Morning Trade Live
31 Oct 2024
UBER Drops Off, DASH Posts First Profit, SBUX's Pending Changes
Morning Trade Live
31 Oct 202410:19
07:37
Record Inflows into ETFs Continue
Market On Close
29 Oct 2024
Record Inflows into ETFs Continue
Market On Close
29 Oct 202407:37
07:11
Using Digital Assets in Your Portfolio Ahead of Election
The Watch List
24 Oct 2024
Using Digital Assets in Your Portfolio Ahead of Election
The Watch List
24 Oct 202407:11
09:36
Can the Fed Cut Enough?
Market On Close
18 Oct 2024
Can the Fed Cut Enough?
Market On Close
18 Oct 202409:36
06:43
Rebalancing Portfolio as Market Cycles
Market On Close
17 Oct 2024
Rebalancing Portfolio as Market Cycles
Market On Close
17 Oct 202406:43
04:04
Why 2025 Will be a Big Year for IPOs
Market On Close
15 Oct 2024
Why 2025 Will be a Big Year for IPOs
Market On Close
15 Oct 202404:04
07:36
'Gold Does Not Back the U.S. Economy,' the Military Does
Trading 360
04 Oct 2024
'Gold Does Not Back the U.S. Economy,' the Military Does
Trading 360
04 Oct 202407:36
08:38
Portfolio Risk Considerations this Season
Market On Close
03 Oct 2024
Portfolio Risk Considerations this Season
Market On Close
03 Oct 202408:38
06:52
How LIVR ETF Uses A.I. to 'Eliminate the Bias' in Investing
Trading 360
02 Oct 2024
How LIVR ETF Uses A.I. to 'Eliminate the Bias' in Investing
Trading 360
02 Oct 202406:52
08:26
Portfolio Positioning Ahead of Election & Capital Reallocation Expectations
Trading 360
30 Sep 2024
Portfolio Positioning Ahead of Election & Capital Reallocation Expectations
Trading 360
30 Sep 202408:26
06:35
Market "Not Overvalued," Just Stay Selective with Stock Picks
Trading 360
27 Sep 2024
Market "Not Overvalued," Just Stay Selective with Stock Picks
Trading 360
27 Sep 202406:35
07:34
What Each Presidential Candidate's Tax Plan Means for Investors
The Watch List
13 Sep 2024
What Each Presidential Candidate's Tax Plan Means for Investors
The Watch List
13 Sep 202407:34
07:51
Personal Finance Club Steps for Younger Generations to Invest and Attack Debt
Next Gen Investing
13 Sep 2024
Personal Finance Club Steps for Younger Generations to Invest and Attack Debt
Next Gen Investing
13 Sep 202407:51
12:05
Portfolio Adjustments Ahead of Rate Cuts & A.I.'s "Long-Term Cycle"
Morning Trade Live
13 Sep 2024
Portfolio Adjustments Ahead of Rate Cuts & A.I.'s "Long-Term Cycle"
Morning Trade Live
13 Sep 202412:05
07:52
"Stay the Course" on Your Portfolio During Political Uncertainty
Trading 360
06 Sep 2024
"Stay the Course" on Your Portfolio During Political Uncertainty
Trading 360
06 Sep 202407:52
07:55
Overcoming Investment Fears Surrounding Ecodata and the Election
Morning Trade Live
06 Sep 2024
Overcoming Investment Fears Surrounding Ecodata and the Election
Morning Trade Live
06 Sep 202407:55
08:28
Positioning Your Portfolio Ahead of the Fed's Expected Rate Cut
Market On Close
04 Sep 2024
Positioning Your Portfolio Ahead of the Fed's Expected Rate Cut
Market On Close
04 Sep 202408:28
08:27
It's Time for Investors to Brace for Rotation Out of Large Caps
The Watch List
04 Sep 2024
It's Time for Investors to Brace for Rotation Out of Large Caps
The Watch List
04 Sep 202408:27
featured
education
08:27
Going Inside the Mind of a Trader
Inside the Mind of a Trader
03 Sep 2024
featured
education
Going Inside the Mind of a Trader
Inside the Mind of a Trader
03 Sep 202408:27
featured
06:50
Gen X vs Millennial Investing Approaches
Next Gen Investing
30 Aug 2024
featured
Gen X vs Millennial Investing Approaches
Next Gen Investing
30 Aug 202406:50
11:31
Recession Outlook: Inflation Hedges, Nvidia (NVDA), and the Fed's "Double-Edged Sword"
Morning Trade Live
28 Aug 2024
Recession Outlook: Inflation Hedges, Nvidia (NVDA), and the Fed's "Double-Edged Sword"
Morning Trade Live
28 Aug 202411:31
07:51
Rebalancing Your Portfolio in the Current Market Environment
The Watch List
27 Aug 2024
Rebalancing Your Portfolio in the Current Market Environment
The Watch List
27 Aug 202407:51
07:50
What's Behind the Signals of Market Rotation
The Watch List
21 Aug 2024
What's Behind the Signals of Market Rotation
The Watch List
21 Aug 202407:50
07:33
TappAlpha and Its Strategies for "Low to Moderate-Risk Investors"
Morning Trade Live
21 Aug 2024
TappAlpha and Its Strategies for "Low to Moderate-Risk Investors"
Morning Trade Live
21 Aug 202407:33
Inside the Mind of a Trader
replay
education
12:00 amYour First Trade
REPLAY
education
12:30 amYour First Trade
REPLAY
1:00 am
The Wrap
REPLAY
2:00 am
Fast Market
REPLAY
3:00 am
Next Gen Investing
REPLAY
4:00 am
Market Overtime
REPLAY
education
4:30 amInside the Mind of a Trader
REPLAY
education
5:00 amInside the Mind of a Trader
REPLAY
ON AIR
education
5:30 amInside the Mind of a Trader
REPLAY
6:00 am
Market Overtime
REPLAY
7:00 am
Morning Movers
8:00 am
Morning Trade Live
10:00 am
Trading 360
11:00 am
Fast Market
12:00 pm
Next Gen Investing
1:00 pm
The Watch List
2:00 pm
Market On Close
3:30 pm
Market Overtime
REPLAY
4:00 pm
Fast Market
REPLAY
5:00 pm
Next Gen Investing
REPLAY
6:00 pm
The Wrap
REPLAY
7:00 pm
Market Overtime
REPLAY
7:30 pm
Market Overtime
REPLAY
8:00 pm
The Wrap
REPLAY
9:00 pm
Market Overtime
REPLAY
10:00 pm
Fast Market
REPLAY
11:00 pm
Next Gen Investing
REPLAY
