Dupree Financial Group Podcast Show Notes The Tom Dupree Show Episode · July 25, 2026 Oil Spikes, Stocks Shrug: What the Market Is Really Telling You The Tom Dupree Show| Dupree Financial Group | dupreefinancial.com |859-233-0400 By Tom Dupree, Founder, Dupree...
The net asset value formula is a simple metric used to show the intrinsic value of a mutual fund. You might not care but you should! After all, when you are investing in a mutual fund some guy is usually telling you what to buy. Or maybe, you look at the historical performance and just say, “looks good!” But this one important metric is at least worth looking at when deciding what mutual fund...
If you received a capital gains distribution on your mutual fund this year, you might be screaming aloud, “How in the heck is this possible?” We have seen what is possibly in the offing for mutual fund owners this year, and it isn't pretty! This is the scenario what will haunt millions of investors in the next few months: It is February 15th… You walk to your mailbox just like you do every day....
It is important for your retirement nest egg to have a well-established inflation hedge. We realize that you might just be sick of hearing and reading about inflation by now. It is everywhere you look, and we just seem to keep talking about it. But there is a big reason why we just can’t prevent ourselves from reminding you about that 400 lb. gorilla lurking around seemingly every corner. We...
When is the right time to sell a stock for a profit? All your hard work is paying off. You have done your research and you made a wise investment. Your stock is up, and you are sitting on a tidy profit. But what should you do now? Should you continue to hold this stock? Or… Should you sell it and take some profit off the table? If you are still reading this… Congratulations! Overall, it has been...
Did you know that some equity sectors actually perform very well in the inflationary environment we find ourselves in today. Location, location, location… We’ve all heard this phrase before. The location of your business can determine its success. Locate your business where there is no population, and your chance of success greatly decreases. If your business relies on foot traffic and you find...
Recency bias makes investment shoppers miss out on some tremendous bargains. Imagine the following scenario. You are shopping at a fashion boutique and that cute sweater catches your eye. It is that same sweater that you saw last time for $150.00, but now it is on clearance. The price has come down 80%. It is now only $30.00… Wow! You inspect it; it isn’t damaged. You still like it; so, you...
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Congratulations on your career change at 50 You have worked for this moment. And now finally, after what seems like an eternity... You are embarking on a new journey A new career… A new life… And now, the work begins. This period of time can be hectic as you transition to your new role. But, know this, you are not alone. In fact, 12% of workers over the age of 50 are just like you and want a...