Horse Cents Street Smart Investing

Clark Hodges and Alan Ebright will discuss a few items in this episode. Having a plan for saving and investing. Tips for increasing your savings. It’s time in the market, not timing the market, that is the most important element. Is rental property a good idea? When it comes to stock dividends, it’s your pick; reinvest or take the distribution. Getting a financial check-up in your late 40s or early 50s.

The Hodges brothers will talk more about the history of the company. Their father, Don Hodges, and his legacy. The power of observation in our research process…..and of course there will be a few quotes from Don’s book, Horse Sense, Street Smarts.

Alan and Clark will discuss one of the biggest behavioral investing mistakes. Why any short-term prognostication about the market direction is futile. Hazards of extrapolating the current market environment. Your advisor as your financial therapist.

This is a very important episode for those who are retired or retiring in the near future. Everyone will have various levers to pull to get income in retirement and we’ll walk through those that are the most common. Retirement income planning is nothing more than establishing a budget, and this episode will help you out.

Alan Ebright and Clark Hodges will give you the questions to ask and answers you need to know when interviewing an advisor. The financial advice landscape is vast, and there are many ways in which advisors can run their businesses. We’ll will boil it down to its essence and share with you our unique model.

We get more specific in this episode and address the emotions that are typical when markets correct.

Topics:

How having a research process is key

Weighing perception vs. reality in both stock selection and the market environment

How a professional portfolio manager can ease investor emotions

In this episode our senior portfolio managers, Craig Hodges and Eric Marshall, will discuss how we cultivate ideas and the methods we use to choose stocks. We have a repeatable process that we have honed over 30 years and is helpful to our clients in all types of market environments. In the investing world it is always necessary to have a philosophy that is both grounded and time-tested.

We’ll cover multiple topics here for general knowledge.

Types of financial advisors

Vetting potential advisors

What is a Registered Investment Advisor (RIA)

Perceptions about risk

Hazards of concentrated positions

When it could be time to de-risk certain holdings

In this episode we get very specific about the political environment and markets. The last few election cycles have spawned a fair amount of investor apprehension and worry. We’ll discuss how to assess the political landscape as it relates to having better investing behavior.

In today’s episode we touch on various topics as a continued introduction to what we do. We’ll discuss the following:

At what life stage does one hire an advisor

Budgeting for investing

A primer on mutual funds and Exchange Traded Funds (ETFs)

Active management and portfolios of individual stocks

Intro to the Hodges Private Client program

What a client can expect from us

In our introductory episode, the Hodges brothers will discuss some of the history of Hodges Capital, including the book of quotes entitled “Horse Sense, Street Smarts” (from which the podcast name is derived). We’ll also touch on the benefits of saving early in life, owning stocks for the long-term, avoiding some common pitfalls (using leverage, trading options), learning from past mistakes, and more.