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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
ON AIR
education
5:30 am
Inside the Mind of a Trader
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education
12:00 am
Your First Trade
REPLAY
education
12:30 am
Your 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 am
Inside the Mind of a Trader
REPLAY
education
5:00 am
Inside the Mind of a Trader
REPLAY
ON AIR
education
5:30 am
Inside 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
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Fast Market
REPLAY
5:00 pm
Next Gen Investing
REPLAY
6:00 pm
The Wrap
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Market Overtime
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7:30 pm
Market Overtime
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The Wrap
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9:00 pm
Market Overtime
REPLAY
10:00 pm
Fast Market
REPLAY
11:00 pm
Next Gen Investing
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