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Category: 401k Investing

May 20, 2025 Category: 401k Investing

VIDEO: Investing Amid U.S. Credit Downgrade and Debt Expansion

In this live webcast, Jerry Robinson discusses America’s latest credit downgrade and exploding debt, along with updates to his long-term portfolio. Despite Washington’s fiscal recklessness, investing opportunities remain—and we highlight 22 new ETF position uptrend alerts.

April 30, 2025 Category: 401k Investing

PODCAST: Trade War Fallout – What’s Next for Markets?

In this episode, Jerry Robinson explores the latest GDP contraction, triggered in part by trade wars, and the impact on markets, the U.S. dollar, and investment opportunities. We also discuss Bitcoin, gold, silver, and equities in this uncertain economic environment.

April 29, 2025 Category: 401k Investing

Swing Trading Simplified: Module 10

As we wrap up the course with Module 10, you will learn how to use our Profit Trakker software to swing trade, get practical tips for staying consistent, and receive a valuable trading checklist to use with each trade. Plus, see what we just added to our long-term stock and crypto portfolios.

April 8, 2025 Category: 401k Investing

VIDEO: Our Q2 2025 DCA Investment Strategy

In this members-only webcast, Jerry Robinson shares our dollar-cost-average investment strategy for Q2 2025, including the specific stocks, ETFs, and cryptos we are buying. Plus, Jerry helps you navigate the “Trump Tariff” market volatility.

April 2, 2025 Category: 401k Investing

PODCAST: Tariffs, Trends & ETF Winners

This episode explores the top-performing and worst-performing ETFs of 2025 so far, analyzes the latest tariff tensions from the Trump administration, and provides a broad market update on stocks, commodities, and crypto. Jerry closes with practical insights on staying grounded amid market uncertainty.

April 1, 2025 Category: 401k Investing

Swing Trading Simplified: Module 7

In Module 7, learn how to create a personalized swing trading plan with daily and weekly routines, clear entry and exit checklists, and solid risk and psychological rules. We’ll also cover how to backtest and refine your strategy to build consistency and confidence. Plus, Q1 2025 is over, and we explore key takeaways and provide investors a roadmap for Q2.

March 25, 2025 Category: 401k Investing

Swing Trading Simplified: Module 6

In Module 6, we focus on practical entry and exit strategies for swing traders, covering optimal entry points, position scaling, market condition adjustments, choosing the right order types, and avoiding common mistakes. Plus, we help you navigate the current relief rally in the markets.

March 11, 2025 Category: 401k Investing

VIDEO: Market Pullback or Bear Market? How I’m Adapting My Strategy

In this member-exclusive video, we analyze whether the market selloff is a normal pullback or the start of a bear market, discuss trade war and recession risks, and share how I’m adjusting my DCA investing strategy to navigate current conditions.

March 5, 2025 Category: 401k Investing

PODCAST: Tariffs, Trade Wars, and Opportunities

In this episode, Jerry Robinson explores the latest U.S. tariff increases, global retaliation, and their impact on markets, inflation, and investment opportunities. We also discuss Bitcoin’s role in policy talks ahead of the White House Crypto Summit.

February 25, 2025 Category: 401k Investing

Swing Trading Simplified: Module 4

In Module 4, explore chart patterns and candlestick chart techniques by learning to interpret key formations like cup and handles, dojis and engulfing patterns, while applying breakout and reversal strategies to enhance your swing trading success. Plus, we help you navigate the selloff in the NASDAQ 100, Bitcoin, and more.

February 5, 2025 Category: 401k Investing

PODCAST: Investing In Uncertain Times

In this episode, we break down the rapidly shifting tariff landscape, who’s impacted, and what it means for investors. Plus, a broad market update covering stocks, gold, silver, Bitcoin, and crude oil amid the volatility. We also examine China’s retaliation and how global markets are reacting.

January 22, 2025 Category: 401k Investing

PODCAST: The AI Revolution

Learn about the key economic themes driving AI adoption in 2025, and discover Jerry’s top AI stock picks for capturing long-term growth, including NVIDIA, Microsoft, and more. This episode highlights why AI is poised to dominate the decade and how investors can position themselves wisely.

October 30, 2024 Category: 401k Investing

401(k) Catch-Up Contribution Limits to Rise in 2025: Key Updates

Workers aged 60 to 63 will be able to save an extra $10,000 per year in their 401(k), offering a powerful opportunity to boost retirement savings. This could be a game-changer for those nearing retirement. Here’s what you should know.

October 21, 2024 Category: 401k Investing

How to Find the Right Stock Trading Mentor: What to Look For and Why It Matters

Stock trading can be a profitable yet challenging journey, and having a knowledgeable mentor can make all the difference. Discover five key traits to look for in a trading mentor, and learn what to avoid at all costs.

September 2, 2024 Category: 401k Investing

REITS 101: Six Key Metrics to Watch

These six metrics are very important and useful for quickly sizing up a REIT’s financial health and performance potential. We explore the six metrics and provide our take on how to apply each in your own research.

August 19, 2024 Category: 401k Investing

REITs 101: Understanding the Basics

REITs offer investors access to income-producing, diversified real estate investments without the hassle of becoming a landlord. Investing in REITs can be as simple as buying shares through your brokerage account, much like purchasing stocks.

July 15, 2024 Category: 401k Investing

REITs vs. Traditional Real Estate Investing

Are you looking to invest in real estate but unsure if REITs or traditional investing is the right choice for you? Read on to discover the pros and cons of each approach and find out which one aligns with your investment goals.

June 25, 2024 Category: 401k Investing

VIDEO: The Power of Roth IRA Investing

Discover the power of Roth IRA investing, where tax-free growth and compounding gains can significantly boost your long-term wealth. Plus, we help you navigate today’s markets in this members-only webcast.

May 29, 2024 Category: 401k Investing

PODCAST: Top 3 AI ETFs

In this episode, we explore the world of artificial intelligence, spotlighting the key players leading the charge and how you can potentially enhance your portfolio with these innovative ETFs.

March 11, 2013 Category: 401k Investing

I Need to Know How to Borrow From 401k

Jerry, I really need some extra cash right for family expenses and would like to know how to borrow from 401k. I have exhausted my emergency savings and need to tap into my 401k without making a dumb mistake.

October 16, 2010 Category: 401k Investing

This Week’s Financial Strategy – Planning for Long Term Care – Part 2

Hi Jerry. Last week we talked about how Medicare works when dealing with long term care needs.  What we discovered is that Medicare will only pay if you have first, spent at least three days in the hospital and then secondly, go to a skilled nursing facility. 

September 4, 2010 Category: 401k Investing

Should You Convert to a Roth IRA?

The year 2010 presents a great opportunity for those folks who own a 401(k) plan or a traditional IRA.  Most people who own a 401(k) have never asked their plan administrator if their plan allows them to do an in-service rollover for non hardship cases.