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Talking Real Money - Investing Talk
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Apella Wealth
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Talking Real Money - Investing Talk
Start
Apella Wealth
Contact Us
Start
Apella Wealth
Contact Us
Value Has Won
Don McDonald 5/15/23 Don McDonald 5/15/23

Value Has Won

Value stocks might still make sense.

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Find Lost Retirement Funds
Don McDonald 3/23/23 Don McDonald 3/23/23

Find Lost Retirement Funds

Do you have forgotten retirement money?

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Just a Normal Market
David Booth - Dimensional Funds 2/8/23 David Booth - Dimensional Funds 2/8/23

Just a Normal Market

Markets have never moved straight up.

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Markets Don’t Remember
Don McDonald 1/13/23 Don McDonald 1/13/23

Markets Don’t Remember

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SPACS, NFTs, and Other Jungle Creatures
Don McDonald 5/4/21 Don McDonald 5/4/21

SPACS, NFTs, and Other Jungle Creatures

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Stop the Games
Dimensional Funds 3/5/21 Dimensional Funds 3/5/21

Stop the Games

YOLO, Meme, and EMH: What’s Your Investment Style?

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Gauging Market Expectations?
Dimensional Funds 3/5/21 Dimensional Funds 3/5/21

Gauging Market Expectations?

Crazy markets shouldn’’t change how you invest.

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Everything You Wanted to Know About Crypto
Don McDonald 3/5/21 Don McDonald 3/5/21

Everything You Wanted to Know About Crypto

Clearing up a bit of the cryptocurrency confusion.

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On Value Investing
Dimensional Funds 9/18/20 Dimensional Funds 9/18/20

On Value Investing

It can take time for value investing to return.

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All In or Average In?
Dimensional Funds 9/18/20 Dimensional Funds 9/18/20

All In or Average In?

Dollar cost average or pour it all In?

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Finding Your Fiduciary
Don McDonald 9/18/20 Don McDonald 9/18/20

Finding Your Fiduciary

Some help finding a 100% fiduciary advisor.

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Federal Fiduciary Failure
Don McDonald 9/18/20 Don McDonald 9/18/20

Federal Fiduciary Failure

Wall Street doesn’t want you to know the truth.

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Healthy Skepticism
Don McDonald 5/29/20 Don McDonald 5/29/20

Healthy Skepticism

Don’t blindly trust anyone with your money.

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Value Devalued?
Don McDonald 5/29/20 Don McDonald 5/29/20

Value Devalued?

What’s Up with Valuation Ratios?

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Small in the Squall
Dimensional Funds 5/27/20 Dimensional Funds 5/27/20

Small in the Squall

Can Small Cap Stocks Weather the Storm?

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Getting Better Sooner?
Dimensional Funds 5/27/20 Dimensional Funds 5/27/20

Getting Better Sooner?

Long-Term Investors, Don’t Let a Recession Faze You.

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A Real Investor's Reaction to Coronavirus
Dimensional Funds 3/30/20 Dimensional Funds 3/30/20

A Real Investor's Reaction to Coronavirus

“The Big Bang Theory” Executive Producer is a real (patient) investor.

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Dealing with the Covid Crisis
Don McDonald 3/30/20 Don McDonald 3/30/20

Dealing with the Covid Crisis

In times like these it helps to see things from a new perspective.

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Market Volatility Anxiety
Dimensional Funds 3/30/20 Dimensional Funds 3/30/20

Market Volatility Anxiety

Extreme volatility is a regular stock market feature.

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Ten Things to Do Now That the Market Has Tanked.
Don McDonald 2/28/20 Don McDonald 2/28/20

Ten Things to Do Now That the Market Has Tanked.

Ten pearls of wisdom for a market decline.

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Talking Real Money is a service of Apella Wealth

Opinions and views expressed on this podcast were current on the date recorded. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions.  Although information and opinions given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness, or accuracy. Information presented on the podcast is not personalized investment advice from Apella Wealth.  The views and strategies described may not be suitable for everyone. This podcast does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. Past performance does not guarantee future results and profitable results cannot be guaranteed.

We hope you realize that the information provided on Talking Real Money is for informational, educational, and hopefully enjoyable purposes only. The podcast is not trying to get you to buy or sell any financial products or securities. Instead, the program is provided as a public service by Apella Wealth, a fee-only registered investment advisor. Please see Apella Wealth's ADV Part 2A on our website for information regarding Apella fees and services.

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The S&P 500 historical performance is the basis for any reference to the performance of stocks historically.

S&P 500 Index represents the 500 leading U.S. companies, approximately 80% of the total U.S. market capitalization.
Dow Jones Industrial Average (DJIA) Is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange (NYSE) and the NASDAQ.
The Nasdaq Composite Index (NASDAQ) measures all Nasdaq domestic and international based common type stocks listed on The Nasdaq Stock Market, and includes over 2,500 companies.
MSCI World Ex USA GR USD Index captures large and mid cap representation across 22 of 23 developed markets countries, excluding the US. The index covers approximately 85% of the free float-adjusted market capitalization in each country.
MSCI Emerging Markets Index is a free float-adjusted market capitalization index that is designed to measure equity market performance in the global emerging markets (as defined by MSCI). The index consists of the 25 emerging market country indexes.
Bloomberg Barclays US Aggregate Bond Index measures the performance of the U.S. investment grade bond market. The index invests in a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States – including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities, all with maturities of more than 1 year.
Bloomberg Barclays Global Aggregate (USD Hedged) Index is a flagship measure of global investment grade debt from twenty-four local currency markets. This multi-currency benchmark includes treasury, government-related, corporate and securitized fixed-rate bonds from both developed and emerging market issuers. Index is USD hedged.

INVESTORS SHOULD CONSIDER OBJECTIVES, RISKS, CHARGES AND EXPENSES OF A FUND CAREFULLY BEFORE INVESTING. THE FUND PROSPECTUS CONTAINS THIS AND OTHER IMPORTANT INFORMATION. INVESTORS SHOULD READ THE PROSPECTUS CAREFULLY BEFORE INVESTING. PROSPECTUSES MAY BE OBTAINED FROM YOUR ADVISOR OR FROM DIMENSIONAL FUND ADVISORS: WWW.DFAUS.COM, THE VANGUARD GROUP WWW.VANGUARD. COM, FIDELITY WWW.FIDELITY.COM, SPDRs WWW.SPDRS.COM, and ISHARES WWW. ISHARES.COM. FOR THE MOST RECENT MONTH END PERFORMANCE INFORMATION. PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING OR SENDING MONEY.

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