Episodes
Saturday May 09, 2020
What is your investment strategy?
Saturday May 09, 2020
Saturday May 09, 2020
On this week’s Money Matters, Scott and Pat discuss the reasons why this economic climate proves the need for a disciplined investment strategy. They also talk about an SEC rule that could open the door for a new type of scam.
Scott and Pat advise a caller who sold $100,000 of technology stocks during the stock market dip and repurchased the shares a few days later. A single mother asks if she should use her home equity to pay for her children’s education. A caller, with $1.6 million saved, is concerned that Social Security will not be around for his retirement. Finally, Scott and Pat speak with a man who asks what he should look for in a financial advisor.
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