September 30 2014

Money Matters 09-27-2014

In the first hour, Dave interviews Neil Devlin, Executive VP and Portfolio Manager with the Templeton Global Equity Group and discusses a number of global economic issues. In the second hour, Dave addresses the recent market volatility and the futility of attempting to call the top of the market.

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
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September 25 2014

Money Matters 09-20-2014

In the first hour, Dave discusses the $11 trillion in cash sitting on the sidelines and the potential impact on the market. In the second hour, he leads listeners to consider why traditionally higher risk investments might, in fact, have lower risk.

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
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September 16 2014

Money Matters 09-13-2014

In the first hour, Dave addresses the common issue of fixating on short-term results.  In the second hour, he answers a number of good questions from listeners.

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
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September 9 2014

Money Matters 09-06-2014

In the first hour, Dave discusses the market at all-time highs, despite the economic and global news. In the second our, he explains what is meant by "the dollar" and when it is "strong" or "weak" in today's environment. 

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
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September 4 2014

Money Matters 08-30-2014

In the first hour, Dave interviews Neil Devlin, Portfolio Manager with Franklin Templeton, who also happens to be John Templeton's tenth hired employee. In the second hour, Dave answers the question, "What do we know that is wrong?" For example, "Do rising interest rates really kill stocks?"  Dave also answers several good email questions.

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
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August 26 2014

Special Edition of Money Matters: Dave Petso’s Ten Commandments of Investing

Enjoy an updated recording of Dave Petso's Ten Commandments of Investing.

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
Listen Now:


August 18 2014

Money Matters 08-16-2014

Dave discusses economic history and reflects on how we solve our problems and have been through much worse that what we are experiencing now.


For links mentioned, visit www.petsofinancial.com.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
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Money Matters 08-09-2014

Dave opines on the market rally in spite of Russia and other global doom and gloom issues.  In the second hour, he discusses retirement income planning.  Throughout the show, he answers several listener calls.


For links mentioned, visit www.petsofinancial.com.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
Listen Now:


August 5 2014

Money Matters 08-02-2014

Dave addresses last week's market correction and then, in the education segment, he explains the difference between active and passive management of investment portfolios.

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
Listen Now:


July 29 2014

Money Matters 07-26-2014

Dave shares details about his recent trip to Boston to meet with money managers. He also makes the case for stocks being the only rational investment.

For links mentioned, visit www.petsofinancial.com.

Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.

Listen Now:


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