0
Skip to Content
Talking Real Money - Investing Talk
Start
Apella Wealth
Talking Real Money - Investing Talk
Start
Apella Wealth
Start
Apella Wealth
Tune Out the Noise
Dimensional Funds 2/28/20 Dimensional Funds 2/28/20

Tune Out the Noise

The market is noisy. Real investing is quiet.

Read More
Don't Fear the Market Revisited
Don McDonald 2/28/20 Don McDonald 2/28/20

Don't Fear the Market Revisited

The market has tended to recover reasonably quickly.

Read More
A Viral Surprise
Dimensional Funds 2/28/20 Dimensional Funds 2/28/20

A Viral Surprise

The market hates unknowns and often overreacts.

Read More
Bad Name, Big Impact
Don McDonald 1/23/20 Don McDonald 1/23/20

Bad Name, Big Impact

The SECURE Act: What you need to know.

Read More
The Risks of Playing It Safe
Don McDonald 1/23/20 Don McDonald 1/23/20

The Risks of Playing It Safe

Seeking Safety Can Sink You

Read More
Six Steps to a Better 2020
Don McDonald 1/8/20 Don McDonald 1/8/20

Six Steps to a Better 2020

A few simple ideas for the new year

Read More
How Important are Those Big FAANGs
Dimensional Funds 11/6/19 Dimensional Funds 11/6/19

How Important are Those Big FAANGs

How much do the FAANG stocks effect the market?

Read More
Recession Preparation Tips
Don McDonald 11/6/19 Don McDonald 11/6/19

Recession Preparation Tips

Someday, there will be another recession. We just don’t know when.

Read More
The Demise of Value Investing?
Dimensional Funds 11/6/19 Dimensional Funds 11/6/19

The Demise of Value Investing?

Don’t count value stocks out just yet.

Read More
You Can't Time the Market.
Don McDonald 10/3/19 Don McDonald 10/3/19

You Can't Time the Market.

It’s an exercise in futility to try and predict the financial future.

Read More
The Truth About Volatility
Dimensional Funds 10/3/19 Dimensional Funds 10/3/19

The Truth About Volatility

Market volatility is the price we pay for returns.

Read More
Get a Jump on College Funding
Don McDonald 10/3/19 Don McDonald 10/3/19

Get a Jump on College Funding

Getting your child’s FAFSA done early can mean more money for college.

Read More
10 Long-Term Investor Questions
Dimensional Funds 8/30/19 Dimensional Funds 8/30/19

10 Long-Term Investor Questions

Answers to some of the most important investing questions.

Read More
Make Your Wishes Known (While You Can)
Don McDonald 8/30/19 Don McDonald 8/30/19

Make Your Wishes Known (While You Can)

You need to plan for the time when you can’t.

Read More
You and the Federal Reserve
Don McDonald 8/30/19 Don McDonald 8/30/19

You and the Federal Reserve

What is the Federal Reserve and how does it effect you?

Read More
IPOs: Big Talk. Little Action
Don McDonald 8/30/19 Don McDonald 8/30/19

IPOs: Big Talk. Little Action

New stock offerings have not been justified by their performance.

Read More
Winning the Timing Game
Don McDonald 7/24/19 Don McDonald 7/24/19

Winning the Timing Game

You can’t know when to buy and sell, over and over again.

Read More
Value Still Viable?
Don McDonald 7/24/19 Don McDonald 7/24/19

Value Still Viable?

Is there still a value stock premium?

Read More
Random Global Returns
Dimensional Funds 7/24/19 Dimensional Funds 7/24/19

Random Global Returns

Investment opportunities exist all around the globe.

Read More
Get the Best Advice
Don McDonald 5/29/19 Don McDonald 5/29/19

Get the Best Advice

Good financial advice can be very hard to find.

Read More
Newer Posts
Older Posts

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.

Apella Capital, LLC, DBA Apella Wealth, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempt from registration requirements. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Apella does not provide tax or legal advice and nothing in either stated or implied here should be inferred as providing such advice.

Index Disclosure and Definitions All indexes have certain limitations. Investors cannot invest directly in an index. Indexes have no fees. Historical performance results for investment indexes generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance. Actual performance for client accounts may differ materially from the index portfolios. All data is from sources believed to be reliable but cannot be guaranteed or warranted.

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.

For more disclosure information, please visit ApellaWealth.com.