April 17 2014

Money Matters 04-12-2014

This week, Dave talks about the inefficiency of markets in the short-term and how the great income story plays out in the long-term.

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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April 9 2014

Money Matters 04-05-2014

First hour: replay of the Dr. Don Strizke interview.
Second hour: Dave addresses the recent hype around high frequency trading.

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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April 1 2014

Money Matters 03-29-2014

First, Dave addresses the bio-tech index. Dave's education segment offers a clever analogy around the problems with equity indexed annuities.

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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March 26 2014

Money Matters 03-22-2014

First, Dave talks about last week's market rally. Next, he addresses questions around generating income in retirement using the reservoir.

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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March 19 2014

Money Matters 03-15-2014

Dave discusses current events and explains how the market is never normal. Next, he shares ideas from Warren Buffett's annual letter.

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.

March 12 2014

Money Matters 03-08-2014

Dave interviews renown urologist, Donald Stritzke, M.D., on men's health issues.

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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March 4 2014

Money Matters 03-01-2014

In the first hour, Dave explains what ETFs are and discusses Bitcoin.  Next, he discusses active vs. passive management of 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.

February 27 2014

Money Matters 02-22-2014

In the first hour, Dave addresses the "bubble" talk circulating the market. Next, he interviews long time financial advisor, Dick Petso.

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.

February 20 2014

Money Matters 02-15-2014

Dave shares how fear can drive poor investment decisions. 

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.