Nigam Arora on Pullback Signs in Market Mania & Ways to Protect Portfolios
Nigam Arora, founder of The Aurora Report, warned that the probability of a market correction has risen despite manias in semiconductors, space and options that can persist longer than expected. He cited extreme bullish sentiment, elevated Q2 earnings expectations, heavy concentration of AI names in the S&P, falling consumer savings and the midterm calendar as key fragilities. Arora said he is managing risk with a gradual, signal-driven dynamic hedging program—maintaining long-term positions while adding hedges and tight short-term stops—and outlined three S&P support zones centered roughly at 7,200, 7,000 and 6,800. On policy, he expects the Fed to drop its easing bias but not to lift rates materially in the near term.
Behind the Ticker: FMTM & MarketDesk
The interview spotlights Brad and Matt, former Goldman Sachs and accounting professionals, who turned their research expertise into Market Desk, a platform serving 200 wealth managers and family offices before launching the FMTM actively managed ETF in March 2025. ...
Never Touch the Money: The Only Rollover Rule You Need to Remember
The video warns retirement savers to avoid taking possession of rollover distributions and instead use direct transfers or direct rollovers between custodians. The once-per-year rollover rule—which bars rolling over an IRA distribution received within one year of a prior rollover—applies...
IRS Investor Control Scrutiny in PPLI Structures
The video features tax expert Darren Joseph and attorney‑accountant Alyssa Marie discussing the IRS’s heightened scrutiny of the investor‑control doctrine in private placement life insurance (PPLI) policies. The agency is focusing on whether policyholders exert direct or indirect influence over...
Callum's Playbook - From Paycheck to Portfolio | the Advisory
The advisory segment examined how Australia’s latest budget affects young earners, emphasizing cash‑flow discipline and strategic surplus deployment. Host Andrew and financial adviser Callum Hill discussed practical steps for 25‑45‑year‑olds to convert pay‑rise gains into investment capital without compromising household...
Offering Equity-Like Returns, the Income Opportunity Has Rarely Been Better
The Livewire income series episode spotlights Yarra Capital’s Enhanced Income Fund, with manager Roy Keenan explaining why fixed‑income opportunities are stronger than ever in 2026. He notes that Australian government yields sit above 6%, foreign demand remains robust, and upcoming...
FAMILY OFFICE TAX AWARE INVESTING
The video explores tax‑aware investing, focusing on Private Placement Life Insurance (PPLI) as a vehicle that transforms investment accounts into tax‑exempt life‑insurance policies. Host Ron introduces Michael Leapkin, a veteran of the PPLI space, to explain how the product sits...
Your Bank Balance ISN’T Your Profit #Taxes #CPA
A CPA warns that messy bookkeeping—not the tax return itself—is the biggest mistake small business owners make, often causing them to overpay taxes. Many entrepreneurs treat bookkeeping as a once-a-year chore, relying on bank balances that omit upcoming credit card...
Webinar Preview: Using Qualified Opportunity Zones to Defer Tax
Financial advisors gain a concise roadmap for leveraging Qualified Opportunity Zones (QOZs) to defer capital‑gains tax, as outlined in the NATP webinar. The session walks participants through eligibility criteria, the critical 180‑day investment window, and the mechanics of recognizing deferred gains...
A-Z on IGV: Value Hunt in Software (F-M)
The Focus Compounding podcast continues its A‑to‑Z deep‑dive of the IGV software ETF, starting with Fair Isaac Corp (FICO) before skimming other mid‑cap names like Five9, Freshworks and Fortinet. The hosts use GuruFocus metrics to argue that, on paper, FICO...
When Saving More Money Might Actually Hurt You
The video warns that excessive saving—especially when money sits idle—can actually erode wealth. It outlines five common pitfalls, beginning with the habit of parking cash in low‑interest accounts instead of investing, a behavior highlighted by Vanguard data showing that nearly...
The Problem with Modern Portfolio Theory | Robert Hagstrom on How Investing Lost Its Way
The video features Robert Hagstrom challenging Modern Portfolio Theory (MPT), arguing that its core premise—defining risk as the variance of returns—misguides investors and diverts focus from the fundamental goal of generating cash above the cost of capital. Hagstrom traces MPT’s...
George Goncalves: We Can Never Let Stocks Go Down #investing #portfolioreview #news
Portfolio strategist George Goncalves argued that equities cannot be allowed to fall materially because a decline would force a widespread repricing across credit markets and trigger an even larger destabilizing reaction, a scenario he likened to a “crack‑up boom.” He...
Your Pension Is No Longer Safe From IHT
From April 2027 UK pensions will be treated as part of the deceased’s estate for inheritance tax (IHT) purposes, reversing the current advantage that often keeps pensions outside the estate. Under today’s rules, pensions passed on before age 75 are...
Big Tax Savings Through Depreciation
The video explains how U.S. tax rules let owners of residential rental property treat the building’s value as a depreciable expense spread over 27.5 years. By claiming annual depreciation on Schedule E alongside mortgage interest and taxes, landlords can reduce...