Money Life with Chuck Jaffe

Jeremy Bryan, portfolio manager at Gradient Investments said in the Market Call that he's optimistic on both domestic and international stocks right now, noting that the economy continues to push forward, even if the pace has slowed. He's looking at consumer discretionary stocks and data-center REITs as sweet spots now. Also on the show, Brad McMillan of Commonwealth Financial Network discusses 'c...

Rolf Agather, managing director of research for North America at FTSE Russell, said that small-cap stocks can give a portfolio a surprising dividend boost and pointed out how it was small-cap dividends that really helped preserve decent results for small-caps in 2018. Also on the show, tom Lydon of ETFTrends.com makes a 'fallen angel' fund his 'ETF of the Week,' author Tony Steuer discusses financ...

Lauren Pearson and Jim Ewing of HighTower Advisors discussed recent volatility and where it has created opportunity for investors, and both agreed that one spot for investors to consider now is cash, both because of rising rates but also to keep powder dry. international and emerging markets were among the other options discussed in the Collective Wisdom segment; also on the show, Ben Hunt of Epsi...

Alan Gayle of Via Nova Investment Management said that he does not see any problem with the market reaching and eclipsing previous highs. with the Standard and Poor's 500 getting back to 2,900 sometime this year. Meanwhile, D.r. Barton Jr. of 10minutemillionaire.com said the market's current snap-back rally has the market moving sharply upward, 'but in a healthy fashion.' Also on the show,m Charle...

Chuck had a long history of writing about and talking with Jack Bogle. In fact, when Bogle entered the hospital in December, he had planned to talk with Chuck in mid-January when he came out and got back to work. Instead, the founder of the Vanguard Group and the man behind index investing took a turn for the worst and died at age 89 on Jan. 16. In this special Martin Luther King Day tribute to Bo...

Patrick O'Hare, chief market strategist at Briefing.com, said that investors have a ice opportunity to put some money to work based on how everyone was getting panicky over recession talk at the end of last year. He believes the market was overly negative, which has created opportunity, though he thinks gains will be muted and market action will be choppy. Also on the show, Matt Schulz of CompareC...

Jack Bogle, founder of the Vanguard Group and the patron saint for small investors died at age 89 on Wednesday, and Chuck took time from the show to remember Bogle. Also on the show, Tom Lydon of ETFTrends.com talked emerging markets with the 'Etf of the Week,' Terry Jones of Investor's Business Daily discussed investor optimism, and Samuel Lee of SVRN Asset Management talked about ETFs in the Mar...

David Payne, staff economist at Kiplinger.com, said that the economic underpinnings remain solid and strong, but aren't 'amazing,' which should lead to a year of heightened volatility and muted market returns. He noted that the market now seems to expect the Federal Reserve to be done with rate hikes at least until very late int he year. Also on the show, Bill Thrush, Richard Lewis and Ray Baraldi...

Technical analyst Michael Sincere said current market conditions have confused traders and made investors nervous and have made this one of the toughest markets he has ever seen. He's mostly defensive right now, watching the Standard and Poor's 500 and its behavior around the 2,600 level. Also ont he show, Charles Rotblut of AAII Journal reviews some of the sells he made in his 'Stock of the Week'...

Andrew Foster, portfolio manager at the Seafarer Growth and Income Fund, said he expects 2019 to be better for emerging markets than last year was, but warned that it won't be a great year, just better than the recent past. More importantly, with emerging markets coming back, he expects them to deliver the diversification benefits that they mostly have fallen short of in recent years. Also on the...