The Millionaire Next Door
The Millionaire Next Door
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How To Invest Smart in Uncertain Times with Miles Clark (Ep. 58)
A 50-basis-point rate cut has shaken up the market - so what does that mean for your investments?
With 11-12 rate hikes since March 2020 and a rapidly evolving economic landscape, uncertainty looms. The key to staying ahead lies in understanding how different assets respond to these shifts.
This week on The Millionaire Next Door, Rob Curtiss teams up with Miles Clark from Nasdaq Dorsey Wright to reveal the strategies and tools you need to navigate the current economic landscape with confidence.
Key Highlights:
- The Impact of Rate Cuts: While rate cuts stimulate the economy, the effect varies across asset classes - fixed-income tends to benefit, while equities may face mixed outcomes depending on economic strength
- Technical Analysis & Relative Strength: Learn how Dorsey Wright’s point-and-figure charting can help you identify market leaders, much like selecting top athletes for a fantasy team
- Market Participation & Seasonality: The months of November and December are typically strong, and broadening market participation is a positive sign for 2024
- Investment Discipline: A systematic, rules-based approach becomes essential during periods of uncertainty, particularly with an election on the horizon. Sticking to a disciplined strategy can help investors focus on long-term success, filtering out short-term noise
- And much more!
Resources:
Unpacking Today’s Market Trends with Will Gibson (Ep. 52)
Navigating the Ever-Changing Landscape of Market Trends with Will Gibson (Ep. 49)
Process-Oriented Financial Insights For Long-term Success with Will Gibson (Ep. 47)
Connect with Miles Clark:
LinkedIn: Miles Clark
Nasdaq Dorsey Wright
Connect with Robert Curtiss:
rcurtiss@seia.com
(626) 795-2944
About Robert Curtiss
LinkedIn: Robert Curtiss
Facebook: Robert Curtiss
SEIA
LinkedIn: SEIA
About Our Guest:
Miles Clark is a recognized expert in technical research at Nasdaq Dorsey Wright, specializing in point-and-figure charting and relative strength analysis. His years of experience have helped investors navigate complex market dynamics with confidence, making him a trusted voice in the industry.
มุมมอง: 6

วีดีโอ

The World of International Parental Abduction with Fahi Takesh Hallin (Ep. 57)
มุมมอง 221 วันที่ผ่านมา
International parental abduction sounds like something reserved for Netflix documentaries. But unfortunately, it’s more common than you think. In this installment of The Millionaire Next Door, Rob Curtiss dives into the complex world of international parental abduction with family law expert Fahi Takesh Hallin, a partner at Harris Ginsburg LLP. Fahi shares knowledge and various real-life scenar...
Getting the Most Out of Your Life Insurance Policy with Rob Haynie (Ep. 56)
มุมมอง 7หลายเดือนก่อน
Many believe that once you no longer need or can afford your life insurance policy, your only option is to let it lapse or surrender it for its cash value. But there's a better way - life settlements! This week on The Millionaire Next Door, Robert Curtiss sits down with Rob Haynie, the Managing Director of Life Insurance Settlements, Inc., to discuss the concept of life settlements and how they...
Navigating Alternative Investments with Phil Huber, CFA, CFP® (Ep. 55)
มุมมอง 5หลายเดือนก่อน
Private equity might sound complex, but it simply means investing in companies that aren't listed on public stock exchanges. Are you ready to uncover the world of private equity and alternative investments? This week on The Millionaire Next Door, Robert Curtiss, CFP®, welcomes Phil Huber from Cliffwater to explore the fascinating world of private equity and alternative investments. Tune in as t...
The Art of Understanding Fear with Kristen Ulmer (Ep. 54)
มุมมอง 22 หลายเดือนก่อน
Think fear holds you back? Think again. The real obstacle isn't fear itself but your relationship with it. Much like the Olympians who are gearing up for the 2024 Summer Olympic Games in Paris, Kristen Ulmer, a thought leader, and former world-class extreme skier, has worked through her fair share of fear and anxiety leading up to big moments. This week on The Millionaire Next Door, Kristen and...
Balancing Health and Wealth, Catching up with Rob Curtiss (Ep. 53)
มุมมอง 72 หลายเดือนก่อน
From discussing the world's top countries by GDP to tips for elevating your morning routine, this week’s episode is all about what’s on the mind of your host, Rob Curtiss. In this installment of the Millionaire Next Door Podcast, Rob dives into a detailed analysis of the world's largest economies by GDP, the intricacies of the U.S. Federal Reserve's balance sheet expansion, and pressing concern...
Unpacking Today’s Market Trends with Will Gibson (Ep. 52)
มุมมอง 193 หลายเดือนก่อน
Research indicates that markets have risen approximately 75% of the time during election years since 1928. So, what does this mean for your investing efforts today? Join Robert Curtiss as he welcomes back Will Gibson, senior analyst with Nasdaq Dorsey Wright, to dive into today's investment market, the impact of election cycles, and the importance of objective investing. Tune in and hear real-l...
Essential Steps in Estate Planning with Roger Silk (Ep. 51)
มุมมอง 103 หลายเดือนก่อน
Did you know that more than two-thirds of adult Americans have yet to implement any form of estate planning? Even high-profile figures like Prince and Pablo Picasso faced chaotic and costly consequences because they lacked a proper plan. Join Rob Curtiss alongside Roger Silk, CEO of Sterling Foundation Management LLC, for a deep dive into the essentials of estate planning. Get ready to learn ho...
Episode 50 Special: Caring for Aging Loved Ones with Mary Winners
มุมมอง 53 หลายเดือนก่อน
Did you know that 78% of people in assisted living still feel lonely despite the communal environment? This underscores the importance of not only financial planning but also emotional and social planning as we age. Join Rob Crutiss as he welcomes Mary Winners, founder of About Senior Solutions™, to discuss the complexities of aging and the importance of comprehensive planning for diminished ca...
Navigating the Ever-Changing Landscape of Market Trends with Will Gibson (Ep. 49)
มุมมอง 305 หลายเดือนก่อน
In a time when economic textbooks preach the inevitability of risk in pursuit of reward, the current state of the financial markets tells a different story. Follow along as Rob Curtiss sits down with returning guest Will Gibson, chartered financial analyst (CFA) and research analyst at Nasdaq Dorsey Wright, for an insightful conversation on the fascinating state of the financial markets. From t...
Lessons From the Past: Exploring US Financial History with Mark Higgins, CFA, CFP® (Ep. 48)
มุมมอง 215 หลายเดือนก่อน
Have you ever thought about how financial history can impact your investment decisions? This week on The Millionaire Next Door, Robert Curtiss speaks with Mark Higgins, CFA, CFP®, and author of "Investing in U.S. Financial History: Understanding the Past to Forecast the Future." Mark delves into his journey of researching and writing about US financial history and the significance of understand...
Process-Oriented Financial Insights For Long-term Success with Will Gibson (Ep. 47)
มุมมอง 236 หลายเดือนก่อน
Do you need help to make sense of all the financial noise in the market? Cut through the noise and learn tips and tricks to make informed investment decisions with clarity and confidence by playing this week’s episode of The Millionaire Next Door. Listen as Will Gibson, chartered financial analyst (CFA) and research analyst at Nasdaq Dorsey Wright, joins host Robert Curtiss to navigate the worl...
Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)
มุมมอง 46 หลายเดือนก่อน
How to protect your assets and legacy from potential financial abuse and undue influence? Do you know? In the latest edition of The Millionaire Next Door Podcast, Rob Curtiss is joined by April Rosenberry, director of estate tax and financial planning at SEIA, to explore the complexities of estate planning and the importance of comprehensive financial strategies to safeguard your wealth and lov...
Compelling Investment Opportunities in Today's Market with Ryan Issakainen (Ep. 45)
มุมมอง 427 หลายเดือนก่อน
In today's rapidly evolving market landscape, investors are often confronted with the challenge of making informed decisions amidst a plethora of options and the noise of market fluctuations. In this insightful episode of The Millionaire Next Door, Robert Curtiss is joined by certified financial analyst and ETF analyst at First Trust, Ryan Issakainen. Together, they jump into the intricacies of...
Learn How Alternative Investments Can Strengthen Your Portfolio with Joe Carey, CFA® (Ep. 44)
มุมมอง 137 หลายเดือนก่อน
Alternative investments are investments that only some people hear about often. But we can change that… With a commitment to assist clients throughout their investment journey, in this episode of The Millionaire Next Door, Robert Curtiss sits down with Joe Carey, alternative investment specialist at Signature Estate & Investment Advisors, LLC. Rob and Joe explore the role of alternative investm...
Preserving Capital in Retirement with David Marra (Ep. 43)
มุมมอง 298 หลายเดือนก่อน
Preserving Capital in Retirement with David Marra (Ep. 43)
From Denial to Deliberate: Planning for Life's Final Moments with Pat Miles Zimmerman (Ep. 42)
มุมมอง 78 หลายเดือนก่อน
From Denial to Deliberate: Planning for Life's Final Moments with Pat Miles Zimmerman (Ep. 42)
How To Save Your Way To Freedom with Tyson Ray (Ep. 41)
มุมมอง 579 หลายเดือนก่อน
How To Save Your Way To Freedom with Tyson Ray (Ep. 41)
The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)
มุมมอง 1610 หลายเดือนก่อน
The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)
The Power of Personalized Retirement Planning with Jordan Cross (Ep. 38)
มุมมอง 1910 หลายเดือนก่อน
The Power of Personalized Retirement Planning with Jordan Cross (Ep. 38)
Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)
มุมมอง 110 หลายเดือนก่อน
Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)
Revolutionizing Financial Planning For The Aging Population with Tom West (Ep. 36)
มุมมอง 4010 หลายเดือนก่อน
Revolutionizing Financial Planning For The Aging Population with Tom West (Ep. 36)
The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)
มุมมอง 610 หลายเดือนก่อน
The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)
Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)
มุมมอง 41ปีที่แล้ว
Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)
The Impact of The Media on Investment Decisions (Ep. 34)
มุมมอง 9ปีที่แล้ว
The Impact of The Media on Investment Decisions (Ep. 34)
Unveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33)
มุมมอง 45ปีที่แล้ว
Unveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33)
Brand Advocacy: Here’s Everything You Need To Know with Chase Griffin (Ep. 32)
มุมมอง 13ปีที่แล้ว
Brand Advocacy: Here’s Everything You Need To Know with Chase Griffin (Ep. 32)
Let’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)
มุมมอง 10ปีที่แล้ว
Let’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)
Saving on Taxes to Retain Wealth with Tony Watson (Ep. 30)
มุมมอง 23ปีที่แล้ว
Saving on Taxes to Retain Wealth with Tony Watson (Ep. 30)
The Role of Alternative Investments In Investment Planning with Sam Miller (Ep. 29)
มุมมอง 86ปีที่แล้ว
The Role of Alternative Investments In Investment Planning with Sam Miller (Ep. 29)