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Feb 28, 2015
A Sit-Down With a Political Strategist
Adam interviews political strategist Greg Valliere about the goings-on in Washington, D.C. Denny and Andy show you the perils of investing too conservatively for your goals.
Feb 21, 2015
What to Do About Market Highs
The market is at all-time highs and Adam hosts a special edition of The Mutual Fund Show to help you figure out what you should be doing NOW when it comes to your investments.
Feb 14, 2015
How to Connect With Your Spouse About Finances
Denny and Andy help you focus on your financial relationships this Valentine’s Day. Adam shares the story of an investor who fell victim to a gold investment scam.
Feb 07, 2015
A Parent’s Guide to the College Talk
Denny and Andy share college-planning tips for parents to use with their university-bound kids. Adam talks about the downfalls of a particular get-rich-quick investing strategy.
Jan 31, 2015
Get Dialed in to Your Portfolio
Denny and Andy share three examples of extreme investing behavior and give you rational alternatives. Adam demonstrates how having the right mix of investments can help you through all markets.
Jan 24, 2015
Are You at Risk for a Forced 401(k) Transfer?
Denny and Andy share three ways to help you find a new retirement identity. Adam talks about the importance of consistency over chasing the latest investment.
Jan 17, 2015
A Chat With a Nobel-Prize-Winning Economist
Adam sits down with Nobel-Prize-winning economist Tom Sargent. Denny and Andy hand out the second annual Mutual Fund Show Awards, also known as The Smiths.
Jan 10, 2015
Adam Bold’s 2015 Market Prediction
Adam makes his annual prediction for where the Dow will end up in 2015. Denny and Andy debunk common Social Security myths that could be costing you.
Jan 03, 2015
3 Changes to Retirement Benefits for 2015
A new year brings new retirement benefits – Andy and Denny tell you which rules have changed for 2015. Adam shows how the fees associated with load mutual funds can be a detriment to your portfolio.
Dec 27, 2014
Our Favorite Retirement Advice of 2014
The best investing and retirement advice never goes out of style. As 2014 winds to a close, Denny, Andy and Adam take a look back at some of their favorite tips of the year.
Dec 20, 2014
Does Your Advisor Put Your Interests First?
Not all financial institutions are created equal – Adam tells you why WE believe in putting our clients first. Denny and Andy help you to avoid falling victim to charity scams.
Dec 13, 2014
How to Improve the Health of Your 401(k)
Flu season’s in full swing, but Denny and Andy show you how to keep your 401(k) healthy. Adam shines a Bold Fund Spotlight on the Loomis Sayles fixed-income group.
Dec 06, 2014
Have a Holly Jolly Retirement Plan
Denny and Andy use their favorite Christmas tunes to show you how to have a holly, jolly retirement plan. Adam shows you why investing in bond funds is better than investing in individual bonds.
Nov 29, 2014
Black Friday Investing Lessons
Denny and Andy venture out on Black Friday and bring back some lessons to help you reach your retirement goals. Adam chats with Chuck Akre, portfolio manager of Akre Focus Fund [AKREX].
Nov 22, 2014
Investing Tips for Your Thanksgiving Table
Thanksgiving is next week and Denny and Andy have investing tips for everyone at your dinner table. Later, Adam shows you how to properly look at news headlines in context of your portfolio.
Nov 15, 2014
Are Market Changes Throwing You Off Track?
Keeping up with the rapidly changing investing world can be challenging. Denny and Andy introduce an offer to help you get on track! Later, Adam shines his Bold Fund Spotlight on another fund.
Nov 08, 2014
Estate-Planning Tips from the Queen of Comedy
Denny and Andy share three estate-planning tips they learned from Joan Rivers. Adam shows you why investing in mutual funds is a better option than investing in gold.
Nov 01, 2014
The How and Why of Investor Fear
Denny and Andy show you how to comfortably re-enter the market. Later, the two discuss the causes of investor fear. Adam makes his case for investing in mutual funds versus individual stocks.
Oct 25, 2014
Could You Survive this Scary Retirement Movie?
Denny and Andy tell you how to overcome three frightening retirement scenarios. Adam chats with the manager of Dreyfus International Bond Fund [DIBAX].
Oct 18, 2014
The 411 on Recent Market Volatility
Denny and Andy show investors how to stay focused on the long term despite market volatility. Adam chats with Greg Valliere, chief political strategist of Potomac Research Group.
Oct 11, 2014
The Battle of Financial Good and Evil
Hear ways to ignore the ‘financial devil on your shoulder’ and, as a result, avoid blowing up your retirement savings. Adam chats with the manager of Schwab International Core Equity [SICNX] fund.
Oct 04, 2014
Much Ado About Market Volatility
Market volatility is on the rise – Denny and Andy give you three ways to feel more prepared during “active” markets. Adam reminds you why rebalancing is so important to the health of your portfolio.
Sep 27, 2014
Investing ‘Patterns’ You Should Forget About
Following investing ‘patterns’ could leave you short of reaching your goals – here’s why you should forget about them. Adam chats with the manager of Kinetics Paradigm No Load [WWNPX] fund.
Sep 20, 2014
Senior Investing Scams and How to Avoid Them
Have you or someone you know been a victim of a scam? Here’s how to recognize when you’re being targeted. Adam chats with the manager of T. Rowe Price Summit Municipal Intermediate [PRSMX] fund.
Sep 13, 2014
Will My Retirement Funds Last As Long As I Do?
Will your nest egg last as long as you do? We’ll show you how to keep your finances afloat in retirement. AMG Managers Brandywine Blue Fund [BLUEX] is the latest addition to Adam’s Hall of Shame.
Sep 06, 2014
Monthly Pension Payment or Lump-Sum Buyout?
Monthly pension or lump-sum payment? Denny and Andy show you how to decide. Adam chats about mutual-fund fees and dispels the fear that fees will eat too much of your returns.
Aug 30, 2014
The Best of Adam Bold
This holiday weekend, we give you the best of Adam Bold! From annuities to his popular Hall of Shame, Adam's expert advice gives you the investing insight you need.
Aug 23, 2014
Don’t Pick Mutual Funds Based on Perception
Perception plays a role in investing, but that doesn’t mean it should – we’ll show you what to avoid when picking funds. Adam chats with portfolio manager Mike Magiera from Manning & Napier Equity.
Aug 16, 2014
The Retirement Talk You Need to Have With Your Spouse
Denny and Andy give you the “talk” you should have with your spouse to ensure a successful retirement. Adam chats with portfolio manager Mitch Garfin [BHYIX] about the high-yield bond market.
Aug 09, 2014
The Dangers of Retirement Comparisons
Denny and Andy show how using the wrong comparisons in investing can land you in hot water. Adam discusses the importance of knowing your fund managers are right for you.
Aug 02, 2014
The Importance of Financial Literacy
CEO John Bunch chats with Carrie Schwab-Pomerantz about retirement planning and financial literacy. Adam sits down with Eric Rothman, fund manager of AMG Managers Real Estate Securities [MRESX].
Jul 26, 2014
Is Your Retirement Plan Missing Plotlines?
Denny and Andy tell you why your retirement plan should resemble a well-written book, not the made-for-TV movie version. Adam discusses the long-term benefits of a properly diversified portfolio.
Jul 19, 2014
Three Stages of Retirement
Denny and Andy rail against longevity annuities and discuss the three stages of retirement – and how you can plan accordingly. Adam chats with the manager behind Buffalo Discovery Fund [BUFTX].
Jul 12, 2014
Investing Strategies for Market Highs
Adam talks about the market highs and whether you should take money off the table or stick to your strategy. Later, an interview with Dr. Frank James from James Balanced Golden Rainbow Fund [GLRBX].
Jul 05, 2014
Midyear Mutual Fund Review – Buy, Sell, or Hold?
Denny and Andy take a deep dive into 3 of the most commonly held mutual funds – find out if you should buy, sell, or hold! Adam chats with Mary Ellen Stanek from Baird Funds about the bond market.
Jun 28, 2014
The Financial Wedding Toast Every Couple Needs to Hear
Denny and Andy share a wedding toast with a financial twist – it’s the talk every couple needs to hear! Adam chats with Andrew Euretig from Artisan Partners about the global equity market.
Jun 21, 2014
Maximizing Your 401(k) Plan Investments
Special offer show! Denny and Andy show you how to be an above-average 401(k) investor. Adam discusses the history of Smart401k® and why this retirement savings vehicle is so important.
Jun 14, 2014
“Tough Love” Investing Intervention
Denny and Andy serve up a “tough love” investing intervention for you and your loved ones in honor of Father’s Day. Adam adds two more funds to his Hall of Shame.
Jun 07, 2014
Costly Retirement Planning Misconceptions And How to Avoid Them
Denny and Andy set the record straight on retirement planning misconceptions that can cost you big bucks. Adam shines his Bold Fund Spotlight on the GoodHaven fund [GOODX].
May 31, 2014
The Financial Benefits of Delaying Retirement
Denny and Andy show you the benefits of delaying retirement. Adam discusses why annuities are a better deal for the investment advisor than they are for the investor.
May 24, 2014
What Financial Sales Pitches Really Mean
Denny and Andy show you how to recognize too-good-to-be-true investment pitches so you can avoid being swindled by smarmy salespeople. Adam adds two funds to his Hall of Shame.
May 17, 2014
A Commencement Speech for New Investors
Andy gives the commencement speech young graduates really need to hear. Adam shines his Bold Fund Spotlight on the American Beacon Bridgeway Large Cap Value Fund [BWLIX].
May 10, 2014
Don’t Follow the Investing Crowd
Andy and Denny team up to show you the dangers of following investment trends. Adam adds another fund to his Hall of Shame and gives an update on the current bond landscape.
May 03, 2014
Maximizing My Retirement Income
Special offer show! Andy and Denny provide tips to maximize your retirement income as Adam reveals how to navigate a challenging market.
Apr 26, 2014
Retirement Planning for Every Life Stage
Denny and Andy give you three retirement planning tips for all stages of life. Adam brings back his Bold Fund Spotlight with T. Rowe Price Capital Appreciation Fund [PRWCX].
Apr 19, 2014
From 401(k)s to retirement, this all-call show has you covered!
Happy Easter! Denny, Andy and Adam answer as many of your calls as possible. From 401(k)s to mutual funds to retirement, they've got you covered!
Apr 12, 2014
Sit Down With a Nobel-Prize-Winning Economist
Adam sits down with Nobel-Prize-winning economist Tom Sargent. Denny and Andy show you how keeping secrets from your financial advisor could leave you short of reaching your goals.
Apr 05, 2014
Investing Lessons from Reality TV
Denny and Andy show you how to increase your financial literacy. Later, they introduce investing lessons from reality TV and Adam adds two more funds to his Hall of Shame.
Mar 29, 2014
Avoid These Sketchy Annuity Practices
Denny and Andy announce a free Annuity Evaluation offer and share the questions you need to ask before signing an annuity contract. Plus, Adam’s latest Bold Fund Spotlight.
Mar 22, 2014
Is Your Retirement Strategy Working?
Denny and Andy suggest a certain type of bond fund and share warning signs that your investing strategy isn’t working – and how you can get back on track. Plus, Adam’s latest market commentary.
Mar 15, 2014
So You’re Retiring – Now What?
Andy and Denny explore the signs an investment has too much risk. Plus, hear three common retirement distribution mistakes (and how to avoid them) and Adam’s latest Hall of Shame [TWEGX].
Mar 08, 2014
Confessions of a Target-Date Fund
Andy and Denny bring you “Confessions of a Target-Date Fund” and offer to evaluate any target-date funds in which you’re invested. Later, Adam spotlights Laudus US Large Cap Growth (LGILX).
Mar 01, 2014
Protect Your Money from the Wolves of Wall Street
Learn how to keep your money safe from modern-day wolves of Wall Street. Later, hear the most recent Hall of Shame-Domini Social Bond fund [DSBFX].
Feb 22, 2014
What’s Your Investor Type?
Knowing what kind of investor you are can help you get more out of the advisor/client relationship. Later, hear a Bold Fund Spotlight on the Fidelity Limited Term Municipal Income Fund (FSTFX).
Feb 15, 2014
How NOT to Blow up Your 401(k)
It’s 401(k) week! Andy and Denny show you how to protect your 401(k). Later, they chat with Smart401k President Scott Holsopple and Adam brings back his Hall of Shame (BJBIX and AWSAX).
Feb 08, 2014
Is Your Fund Manager a Perfect Match?
Take our Dating Game-style quiz to decide if your fund manager is a perfect match for you. Plus, hear from Elaine Stokes from Loomis Sayles about the bond market landscape.
Feb 01, 2014
Quick Wins for Your Retirement Nest Egg
Special offer show! Andy and Denny share quick wins for your retirement strategy as Adam gives insight into recent market volatility. Also, hear about Fed policy under incoming Chair Janet Yellen.
Jan 25, 2014
There’s No One Size Fits All in Retirement
Andy and Denny show you the importance of making the old retirement rules work for you. Plus, listen to a new Bold Fund Spotlight featuring the Skyline Special Equities fund (SKSEX).
Jan 18, 2014
Andy and Denny discuss Janet Yellen’s portfolio and give ways for couples to prepare for “life after me.” Plus, hear an interview with Kathleen Burns Kingsbury and Adam’s latest Hall of Shame.
Jan 11, 2014
Adam makes his market predictions for 2014. Hint: It's great news! Andy and Denny hand out the first-ever Mutual Fund Show Awards – also known as The Smiths.
Jan 04, 2014
Bubble is the latest media buzzword, but is there any truth to that? Andy and Denny also tackle YOUR 2014 investing resolutions. Adam talks to Chuck Akre of Akre Focus (AKREX).
Dec 28, 2013
Happy Holidays! Denny, Andy and Adam answer as many of your calls as possible. From 401ks to mutual funds to retirement, they've got you covered!
Dec 21, 2013
Chris Bouffard gives insight on the Fed's tapering plan. Also, Denny and Andy tell you the only two year-end investing tips you need to know! Adam talks 2014 outlook with BlackRock's Russ Koesterich.
Dec 14, 2013
Andy and Denny intervene on some of the bad financial practices investors fall prey to during the holidays. Adam talks REITs with fund manager Eric Rothman of Managers Real Estate Securities (MRESX).
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