Paul, Jim, Evan, and Ira discuss rebalancing, Warren Buffett, single stocks, and diversifying education. Investment companies often have a different definition of rebalancing than investment literature. Are they using it to take advantage? How beneficial is pursuing more education during this downturn? With oil prices so low, why should you not invest in oil stocks? Listen to find out. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 1/3 recorded on May 9, 2020.

Paul, Arlene, and Ira discuss the possibility of a quick rebound. Reasons for a slow recovery are also covered. Then the focus shifts to why it is important to understand history and each advisor gives their perspective on the subject. How is the United States different than the rest of the world? What are the costs of rebalancing and is it always the best thing to do? Stay tuned for a deep discussion. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 3/3 recorded on May 2, 2020.

Paul, Arlene, and Ira talk about the balance between business sustainability and profit. Is socially responsible investing really doing the right thing? They also give perspective about the major world events previous generations went through. Is the coronavirus situation as bad as the Spanish flu and World Wars? Also, are M95 mask companies a good investment? Stay tuned. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 2/3 recorded on May 2, 2020.

Paul, Arlene, and Ira discuss a variety of topics beginning with convertible bonds. Then they switch to the risks of betting on the month of May. With the upcoming recovery, is it a better time to invest everything? What is the most likely outlook for this recovery? How many months of income should your business have in an emergency fund? Listen for expert advice. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 1/3 recorded on May 2, 2020.

Paul, Jonathan, and Ira talk about the balance between not allowing specific businesses to stay open and the freedom of people to have control over what they want to do. The discussion involves how different states decide which workers are essential and possible liability is companies open back up. They also compare the current downturn to previous ones and cover the changes to required minimum distribution rules. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 3/3 recorded on April 25, 2020.

Paul, Jonathan, and Ira discuss the future of working from home and telemedicine. How could these changes affect the markets? They cover a Wall Street Journal article, “Get Ready for the Return of Inflation.” Paul talks about the lack of diversifying in most mutual funds and the total percent of mutual funds focused on large companies is staggering. How much is it? Tune in to find out. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 2/3 recorded on April 25, 2020.

Paul, Jonathan, and Ira discuss a variety of topics, including problems with debt and unemployment. They end by covering a Wall Street Journal article, “The Bearer of Good Coronavirus News.” What successful industry’s stocks have dropped by 50% on average recently? And which financial companies are doing well? How much can someone currently gain through unemployment? And how does that affect businesses with unskilled labor? Listen to find out. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 1/3 recorded on April 25, 2020.

Paul, Anne, Arlene, and Jonathan talk about how personality traits affect investor performance. They start out with neuroticism and move onto conscientiousness. Which personality is often overconfident with investing? Which type is the most susceptible to repeat advertisements? Stay tuned to find out. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar recording, available at www.paulwinkler.com/webinar. This is hour 3/3 recorded on April 18, 2020.

Paul, Arlene, Anne, and Jonathan discuss the response to COVID-19 in different countries, including Sweden, Germany, and the United States. They talk about states that have not shut down versus the ones who have. They also discuss how businesses have responded to this pandemic, including what we do at Paul Winkler Incorporated. Do the states without a shutdown have more cases of coronavirus? Who is suing Wisconsin’s governor over the stay-at-home order? Listen to find out. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar recording, available at www.paulwinkler.com/webinar. This is hour 2/3 recorded on April 18, 2020.

Paul, Anne, Arlene, and Michael discuss some of the most common weaknesses millennials have with financial planning. They cover the pros and cons of contributing to a Roth IRA, budgeting, estate planning, and more. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar recording, available at www.paulwinkler.com/webinar. This is hour 1/3 recorded on April 18, 2020.