Risks of the Bond Market
For the past several years, bond investors have done very well, but concerns are on the rise regarding the outlook for bonds. In this report, Daniel discusses the often overlooked risks of the bond...
View ArticleRetirement Planning: Social Security
This report, one in a series on Retirement Planning, focuses on Social Security. Grace Ghezzi, CFP, joins Dan to discuss the role of Social Security for income planning along with when and how...
View ArticleStocks For Income
In this episode, Daniel has a conversation with Richard Spence, CFP. They talk about the notion of investors looking to the equity markets as a source for potential income.
View ArticleBuy and Hold?
In this episode, Daniel examines the often forgotten strategy of "buy and hold" with your personal portfolio.
View ArticleNow What?
In this episode, Daniel discusses potential investment plans for the future and offers analysis on the lessons learned from the financial crisis of 2008.
View ArticleMy Problem with "Wall Street"
Against the backdrop of Wall Streets' storied history, Daniel talks about the volatility and potential in today's marketplace.
View ArticleOutlook: 2014
In this episode, Daniel provides an outlook on the year ahead in the markets, and some things to watch out for.
View ArticleTwo-Way: Municipal Investments
J. Daniel Pluff talks about the municipal bond investment market with guest Carey Fortnam of Alliance Bernstein based in New York City.
View ArticleA Shift of Responsibilities
In a new era of saving for your future, J. Daniel Pluff outlines some things to consider when planning for retirement.
View ArticleWithdrawal Rates in Retirement
Daniel discusses some better options when withdrawing income for and during your retirement, cautioning against any 'one size fits all' plan.
View ArticleIndex Investing and Exchange Traded Funds
Daniel and guest Chris Fossum describe the process of index investing and exchange traded funds, discussing their recent popularity with investors.
View ArticleFinancial Outlook 2015
In this episode, Daniel reflects on the past year in the markets and makes some predictions and suggestions for the year ahead in 2015.
View ArticleNew Rules For Wall Street?
In this episode, Daniel discusses new guidelines for brokers who recommend investments.
View ArticleUpdate: Interest Rates and the Bond Market
Daniel gives an update on interest rates and the bond market, and suggests some things to consider in the coming year.
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