Author Archive for The Wall Street Shuffle Team

Dan Stewart helps you understand and better plan for your financial future. That is one of the primary goals of the Wall Street Shuffle, and to hopefully give you some investment ideas to research.

This weeks show featured guest appearances from the following financial experts:

  • Al Davis, EVP & Partner at Probabilities Fund Management
  • Mark Eicker, CIO & Managing Partner at Sterling Global Strategies
  • Howard Schulman, the Wall Street Shuffle CPA and Senior Partner at Bulloch, DuPertuis, Schulman, Seger & Co.

Choose from one of the links below to listen to the podcast…

Danny Stewart gives a general market overview of what happened in the last week and covers some specific sectors and stocks that have been on his radar.

Choose from one of the links below to listen to the podcast…

Danny Stewart talks with Al Davis, EVP & Partner at Probabilities Fund Management, a California based registered investment advisor specializing in trend following.

Danny and Al discuss risk management techniques, strategies, along with his funds correlation to U.S. Equities and what that means to individual investors.

Learn more about Al and his work by visiting: www.probabilitiesfund.com

Choose from one of the links below to listen to the podcast…

Danny Stewart talks with Mark Eicker, CIO & Managing Partner at Sterling Global Strategies, a research centric firm that concentrates their resources on isolating long-term trends and developing strategies that capitalize on macro level trends.

Danny and Mark discuss which market sectors are looking positive right now, along with risk management strategies to manage money in a downside market.

Learn more about Mark and his work by visiting: www.sterling-gs.com

Choose from one of the links below to listen to the podcast…

Danny Stewart talks with Howard Schulman, the Wall Street Shuffle CPA and Senior Partner at Bulloch, DuPertuis, Schulman, Seger & Co.

Howard talks about timing to minimize income taxes and how you can be use different techniques as you get closer to your retirement age and it’s impact social security. Howard explains how you can bunch expenses to itemize 1 year and standard deductions for the next year.

Learn more about Howard and his work by visiting: www.bdssandco.com

Choose from one of the links below to listen to the podcast…