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Sep 2024
59m 58s

Strategic Frontier's Goerz: 'It feels an...

CHUCK JAFFE
About this episode

David Goerz of @StrategicCAPM says the current market is putting a twist on Internet Bubble days, but that stock valuations are extremely high and so are most risk factors, so investors might want to hunker down and wait at least for rate-driven volatility to pass. Joel Dickson of Vanguard Group discusses how rules changes impacting the way investors must remove money from individual retirement accounts (IRAs) they inherit from loved ones should worry most people about how following conventional wisdom might be leading them right into a big tax bill that could be avoided with some extra planning. Plus, John Cabell of J.D. Power on the firm's look into just how satisfied US consumers are with their credit-card programs and the perks and minuses they get in exchange for their loyalty.

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